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CIK: 0001839122
Total reported value
$442.3M
$442.3M
75 檔
9.6%
In Q1 2024, Bouvel Investment Partners, LLC's U.S. equity holdings reached a combined market value of $442.3M, distributed across 75 disclosed stock positions.
During Q1 2024, Bouvel Investment Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.43% | -2.42% | EXIT | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.05% | -0.35% | -21.63% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.53% | -0.48% | -1.28% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.22% | -0.31% | -0.39% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.08% | -2.99% | -3.17% | |
| 6 | AXP | American Express Co | Stock-Financials | 2.84% | — | -0.80% | |
| 7 | INTU | Intuit Inc | Stock-Tech | 2.71% | — | -0.49% | |
| 8 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.58% | +0.93% | -0.64% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.55% | -0.09% | -0.53% | |
| 10 | CRM | Salesforce Inc | Stock-Tech | 2.54% | — | -0.45% | |
| 11 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 2.49% | +0.78% | -3.33% | |
| 12 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 2.44% | -0.24% | -3.43% | |
| 13 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.40% | -0.65% | -0.08% | |
| 14 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 2.31% | — | — | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.17% | +0.01% | +55.79% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.99% | -0.40% | -0.75% | |
| 17 | ETN | Eaton Corporation plc | Stock-Industrials | 1.95% | -0.14% | -0.75% | |
| 18 | GE | General Electric | Stock-Industrials | 1.85% | +0.02% | -0.79% | |
| 19 | UBER | Uber Technologies Inc | Stock-Industrials | 1.81% | — | -1.13% | |
| 20 | MRVL | Marvell Technology Inc | Stock-Tech | 1.79% | +2.72% | +1.99% | |
| 21 | HON | Honeywell International Inc | Stock-Industrials | 1.61% | -1.81% | EXIT | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.51% | -0.01% | -3.37% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 1.50% | — | -0.35% | |
| 24 | SPSC | Sps Commerce Inc | Stock-Tech | 1.46% | — | -0.51% | |
| 25 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.46% | — | -0.51% | |
| 26 | EDV | Vanguard Extended Dur Treas | ETF-Other | 1.46% | — | -2.53% | |
| 27 | ZS | Zscaler Inc | Stock-Tech | 1.45% | — | -0.17% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.40% | -0.09% | -0.96% | |
| 29 | ADSK | Autodesk Inc | Stock-Tech | 1.35% | — | +1.87% | |
| 30 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.32% | -0.41% | -0.97% | |
| 31 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.25% | — | -0.41% | |
| 32 | FVAL | Fidelity Value Factor ETF | ETF-Other | 1.24% | -0.14% | -0.93% | |
| 33 | PFF | Ishares Preferred & Income S | ETF-Other | 1.23% | — | -3.56% | |
| 34 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.23% | — | +1.95% | |
| 35 | BA | Boeing Co/the | Stock-Industrials | 1.21% | -0.26% | -0.85% | |
| 36 | EPAM | Epam Systems Inc | Stock-Tech | 1.21% | -0.37% | EXIT | |
| 37 | FSLR | First Solar Inc | Stock-Tech | 1.20% | -0.06% | +0.01% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 1.20% | -0.39% | -0.08% | |
| 39 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.19% | — | -0.90% | |
| 40 | AVAV | Aerovironment Inc | Stock-Industrials | 1.14% | +0.09% | -31.90% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.12% | -1.11% | EXIT | |
| 42 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.12% | — | -2.79% | |
| 43 | TER | Teradyne Inc | Stock-Tech | 1.11% | -0.04% | +0.49% | |
| 44 | MS | Morgan Stanley | Stock-Financials | 1.05% | — | +1.87% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.98% | -0.02% | -3.53% | |
| 46 | TYL | Tyler Technologies Inc | Stock-Tech | 0.94% | -0.52% | EXIT | |
| 47 | MTZ | Mastec Inc | Stock-Industrials | 0.81% | +0.02% | +2.53% | |
| 48 | ENPH | Enphase Energy Inc | Stock-Tech | 0.72% | — | +2.65% | |
| 49 | ASPN | Aspen Aerogels Inc | Stock-Other | 0.72% | — | -0.14% | |
| 50 | KTOS | Kratos Defense & Security | Stock-Industrials | 0.71% | -0.38% | -0.06% |
According to official SEC Form 13F filings, Bouvel Investment Partners, LLC reported a total U.S. public equity portfolio value of $442.3M across 75 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JEPI, NVDA, MSFT) accounted for 9.6% of total reported equity market value during Q1 2024.
During Q1 2024, Bouvel Investment Partners, LLC's top holdings by market value included JEPI (4.4%)、NVDA (4.0%)、MSFT (3.5%). The largest single position, JEPI, represented 4.4% of total portfolio value.
In Q1 2024, Bouvel Investment Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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