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CIK: 0001839122
Total reported value
$442.3M
$442.3M
77 檔
11.8%
During the Q2 2024 filing period, Bouvel Investment Partners, LLC (CIK: 0001839122) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $442.3M across 77 reported positions.
During Q2 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 | EVTR | Eaton Vance Total Return | ETF-Other | 4.56% | -0.62% | — | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 4.29% | -2.99% | +56.95% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.05% | -0.35% | +715.76% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.92% | -2.42% | EXIT | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.35% | -0.48% | -0.25% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.09% | -0.31% | -0.22% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.76% | -0.09% | -0.06% | |
| 8 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.75% | +0.93% | -0.29% | |
| 9 | AXP | American Express Co | Stock-Financials | 2.58% | — | -0.36% | |
| 10 | INTU | Intuit Inc | Stock-Tech | 2.45% | — | -0.35% | |
| 11 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.39% | -0.65% | -0.21% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.28% | +0.01% | +0.65% | |
| 13 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 2.25% | +0.78% | +1.16% | |
| 14 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 2.11% | — | +1.10% | |
| 15 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 2.11% | -0.24% | -1.94% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.93% | — | -0.35% | |
| 17 | MRVL | Marvell Technology Inc | Stock-Tech | 1.88% | +2.72% | +18.85% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.84% | -0.40% | -0.24% | |
| 19 | SNPS | Synopsys Inc | Stock-Tech | 1.80% | — | — | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 1.77% | -0.14% | +0.84% | |
| 21 | UBER | Uber Technologies Inc | Stock-Industrials | 1.52% | — | -0.33% | |
| 22 | HON | Honeywell International Inc | Stock-Industrials | 1.50% | -1.81% | EXIT | |
| 23 | GE | General Electric | Stock-Industrials | 1.49% | +0.02% | -0.29% | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 1.48% | — | +0.03% | |
| 25 | FSLR | First Solar Inc | Stock-Tech | 1.44% | -0.06% | -0.05% | |
| 26 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.39% | — | +4831.15% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.39% | -0.09% | +0.58% | |
| 28 | SPSC | Sps Commerce Inc | Stock-Tech | 1.33% | — | -0.03% | |
| 29 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.32% | -0.41% | -0.28% | |
| 30 | TER | Teradyne Inc | Stock-Tech | 1.31% | -0.04% | -0.00% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.30% | -0.01% | -0.78% | |
| 32 | ZS | Zscaler Inc | Stock-Tech | 1.29% | — | -0.06% | |
| 33 | EDV | Vanguard Extended Dur Treas | ETF-Other | 1.27% | — | +1.14% | |
| 34 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.23% | — | -0.24% | |
| 35 | AVAV | Aerovironment Inc | Stock-Industrials | 1.22% | +0.09% | +0.08% | |
| 36 | ADSK | Autodesk Inc | Stock-Tech | 1.15% | — | -0.17% | |
| 37 | FVAL | Fidelity Value Factor ETF | ETF-Other | 1.13% | -0.14% | +0.67% | |
| 38 | PFF | Ishares Preferred & Income S | ETF-Other | 1.12% | — | +3.67% | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.11% | -1.11% | EXIT | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 1.10% | -0.39% | -0.45% | |
| 41 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.09% | — | -0.23% | |
| 42 | BA | Boeing Co/the | Stock-Industrials | 1.02% | -0.26% | -0.28% | |
| 43 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.01% | — | +3.91% | |
| 44 | TYL | Tyler Technologies Inc | Stock-Tech | 1.00% | -0.52% | EXIT | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.97% | — | -0.39% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.92% | — | — | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.89% | -0.02% | +3.28% | |
| 48 | ASPN | Aspen Aerogels Inc | Stock-Other | 0.87% | — | -0.45% | |
| 49 | MTZ | Mastec Inc | Stock-Industrials | 0.83% | +0.02% | -0.02% | |
| 50 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 0.82% | — | — |
According to official SEC Form 13F filings, Bouvel Investment Partners, LLC reported a total U.S. public equity portfolio value of $442.3M across 77 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including EVTR, BOND, NVDA) accounted for 11.8% of total reported equity market value during Q2 2024.
During Q2 2024, Bouvel Investment Partners, LLC's top holdings by market value included EVTR (4.6%)、BOND (4.3%)、NVDA (4.0%). The largest single position, EVTR, represented 4.6% of total portfolio value.
In Q2 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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