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CIK: 0001839122
Total reported value
$442.3M
$442.3M
77 檔
11.8%
At the close of Q3 2024, Bouvel Investment Partners, LLC disclosed equity holdings valued at approximately $442.3M, spread across 77 reported holdings.
In Q3 2024, Bouvel Investment Partners, LLC displayed an active expansion posture, initiating 4 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EVTR | Eaton Vance Total Return | ETF-Other | 4.69% | -0.62% | +1.45% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 4.40% | -2.99% | +1.60% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.00% | -2.42% | EXIT | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.40% | -0.35% | -11.94% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.15% | -0.48% | +0.52% | |
| 6 | AXP | American Express Co | Stock-Financials | 2.95% | — | +0.53% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.91% | -0.31% | +0.48% | |
| 8 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.58% | -0.65% | +0.48% | |
| 9 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 2.27% | +0.78% | +0.20% | |
| 10 | INTU | Intuit Inc | Stock-Tech | 2.26% | — | +0.51% | |
| 11 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 2.19% | — | -0.09% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.18% | +0.01% | +0.57% | |
| 13 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 2.16% | -0.24% | -2.01% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.04% | -0.40% | +0.42% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 2.01% | — | +0.48% | |
| 16 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.96% | +0.93% | -27.06% | |
| 17 | MRVL | Marvell Technology Inc | Stock-Tech | 1.90% | +2.72% | +0.54% | |
| 18 | ETN | Eaton Corporation plc | Stock-Industrials | 1.83% | -0.14% | +0.58% | |
| 19 | GE | General Electric | Stock-Industrials | 1.73% | +0.02% | +0.40% | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.60% | -1.11% | EXIT | |
| 21 | UBER | Uber Technologies Inc | Stock-Industrials | 1.54% | — | +0.37% | |
| 22 | FSLR | First Solar Inc | Stock-Tech | 1.53% | -0.06% | -1.12% | |
| 23 | SNPS | Synopsys Inc | Stock-Tech | 1.50% | — | +0.81% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.48% | -0.09% | -39.26% | |
| 25 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.42% | -0.41% | +1.58% | |
| 26 | HON | Honeywell International Inc | Stock-Industrials | 1.42% | -1.81% | EXIT | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.37% | -0.09% | -1.39% | |
| 28 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.36% | — | +1.37% | |
| 29 | EDV | Vanguard Extended Dur Treas | ETF-Other | 1.32% | — | -1.02% | |
| 30 | SPSC | Sps Commerce Inc | Stock-Tech | 1.32% | — | -1.38% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.32% | -0.01% | -2.04% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 1.30% | -0.39% | +0.56% | |
| 33 | AVAV | Aerovironment Inc | Stock-Industrials | 1.29% | +0.09% | -1.09% | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 1.25% | -0.26% | +51.25% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 1.25% | — | +38.13% | |
| 36 | ADSK | Autodesk Inc | Stock-Tech | 1.24% | — | +0.22% | |
| 37 | MU | Micron Technology Inc | Stock-Tech | 1.21% | — | — | |
| 38 | PFF | Ishares Preferred & Income S | ETF-Other | 1.18% | — | +3.50% | |
| 39 | FVAL | Fidelity Value Factor ETF | ETF-Other | 1.14% | -0.14% | -1.24% | |
| 40 | TER | Teradyne Inc | Stock-Tech | 1.13% | -0.04% | -1.09% | |
| 41 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.13% | — | +0.61% | |
| 42 | TYL | Tyler Technologies Inc | Stock-Tech | 1.12% | -0.52% | EXIT | |
| 43 | ZS | Zscaler Inc | Stock-Tech | 1.11% | — | -0.40% | |
| 44 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.09% | — | +3.51% | |
| 45 | MS | Morgan Stanley | Stock-Financials | 1.02% | — | +0.59% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 1.00% | — | -25.37% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.99% | -0.02% | +2.26% | |
| 48 | ASPN | Aspen Aerogels Inc | Stock-Other | 0.95% | — | -2.95% | |
| 49 | MTZ | Mastec Inc | Stock-Industrials | 0.92% | +0.02% | -1.05% | |
| 50 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.86% | +1.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.2% | NEW | New buy |
| 2 | DDOG | Datadog Inc - Class A | +0.9% | NEW | New buy |
| 3 | HLIT | Harmonic Inc | +0.7% | NEW | New buy |
| 4 | PLTR | Palantir Technologies Inc-a | +0.5% | +0.47% | Add |
| 5 | AXP | American Express Co | +0.4% | +0.53% | Add |
| 6 | AMD | Advanced Micro Devices | +0.3% | +38.13% | Add |
| 7 | GE | General Electric | +0.2% | +0.40% | Add |
| 8 | BA | Boeing Co/the | +0.2% | +51.25% | Add |
| 9 | JOBY | Joby Aviation, Inc. | +0.2% | NEW | New buy |
| 10 | META | Meta Platforms Inc-class A | +0.2% | +0.42% | Add |
| 11 | RTX | Rtx CORP | +0.2% | +0.56% | Add |
| 12 | ISRG | Intuitive Surgical Inc | +0.2% | +0.48% | Add |
| 13 | GEV | GE Vernova Inc | +0.2% | -0.03% | Trim |
| 14 | U | Unity Software Inc | +0.2% | +56.31% | Add |
| 15 | CERS | Cerus CORP | +0.2% | +87.09% | Add |
| 16 | SNCR | Synchronoss Technologies Inc | +0.1% | -2.97% | Trim |
| 17 | EVTR | Eaton Vance Total Return | +0.1% | +1.45% | Add |
| 18 | TTD | Trade Desk Inc/the -class A | +0.1% | +1.37% | Add |
| 19 | TYL | Tyler Technologies Inc | +0.1% | -0.95% | Trim |
| 20 | BOND | Pimco Active Bond Exchange-t | +0.1% | +1.60% | Add |
| 21 | BSX | Boston Scientific CORP | +0.1% | +1.58% | Add |
| 22 | ADSK | Autodesk Inc | +0.1% | +0.22% | Add |
| 23 | DVY | Ishares Select Dividend ETF | +0.1% | +2.26% | Add |
| 24 | FSLR | First Solar Inc | +0.1% | -1.12% | Trim |
| 25 | MTZ | Mastec Inc | +0.1% | -1.05% | Trim |
| 26 | ASPN | Aspen Aerogels Inc | +0.1% | -2.95% | Trim |
| 27 | KTOS | Kratos Defense & Security | +0.1% | -1.02% | Trim |
| 28 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +0.16% | Add |
| 29 | QUS | Ss Spdr Msci U Stratfact ETF | +0.1% | -0.09% | Trim |
| 30 | CRM | Salesforce Inc | +0.1% | +0.48% | Add |
| 31 | BLV | Vanguard Long-term Bond ETF | +0.1% | +3.51% | Add |
| 32 | AVAV | Aerovironment Inc | +0.1% | -1.09% | Trim |
| 33 | ETN | Eaton Corporation plc | +0.1% | +0.58% | Add |
| 34 | PFF | Ishares Preferred & Income S | +0.1% | +3.50% | Add |
| 35 | PRF | Invesco Rafi US 1000 ETF | +0.1% | -2.01% | Trim |
| 36 | EDV | Vanguard Extended Dur Treas | +0.1% | -1.02% | Trim |
| 37 | ZS | Zscaler Inc | -0.2% | -0.40% | Trim |
| 38 | TER | Teradyne Inc | -0.2% | -1.09% | Trim |
| 39 | AMZN | Amazon.com Inc | -0.2% | +0.48% | Add |
| 40 | INTU | Intuit Inc | -0.2% | +0.51% | Add |
| 41 | MSFT | Microsoft CORP | -0.2% | +0.52% | Add |
| 42 | SNPS | Synopsys Inc | -0.3% | +0.81% | Add |
| 43 | AMPSUSD | Altus Power Inc | -0.5% | EXIT | Sold out |
| 44 | ADBE | Adobe Inc | -0.5% | -25.37% | Trim |
| 45 | ITIEUR | Iteris Inc | -0.5% | EXIT | Sold out |
| 46 | NVDA | Nvidia CORP | -0.7% | -11.94% | Trim |
| 47 | PANW | Palo Alto Networks Inc | -0.8% | -27.06% | Trim |
| 48 | SMCIUSD | Super Micro Computer Inc | -0.8% | EXIT | Sold out |
| 49 | GOOGL | Alphabet Inc-cl A | -1.3% | -39.26% | Trim |
| 50 | CMG | Chipotle Mexican Grill Inc | -1.4% | EXIT | Sold out |
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 Q3 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 EVTR, BOND, JEPI) accounted for 11.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
MU
市值: $3.2M
Top Position Liquidated / Trimmed
CMG
前期市值: $3.6M
During Q3 2024, Bouvel Investment Partners, LLC's top holdings by market value included EVTR (4.7%)、BOND (4.4%)、JEPI (4.0%). The largest single position, EVTR, represented 4.7% of total portfolio value.
In Q3 2024, Bouvel Investment Partners, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 25 positions, trimming 17 holdings, and fully liquidating 4 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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