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CIK: 0001839122
Total reported value
$442.3M
$442.3M
78 檔
11.9%
In Q4 2024, Bouvel Investment Partners, LLC's U.S. equity holdings reached a combined market value of $442.3M, distributed across 78 disclosed stock positions.
In Q4 2024, Bouvel Investment Partners, LLC displayed an active expansion posture, initiating 7 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EVTR | Eaton Vance Total Return | ETF-Other | 4.24% | -0.62% | -2.11% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.97% | -2.99% | -1.62% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.71% | -0.35% | +2.89% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.66% | -2.42% | EXIT | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.32% | -0.31% | +1.22% | |
| 6 | AXP | American Express Co | Stock-Financials | 3.14% | — | +1.40% | |
| 7 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.03% | -1.11% | EXIT | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.01% | -0.48% | +1.73% | |
| 9 | MRVL | Marvell Technology Inc | Stock-Tech | 2.84% | +2.72% | +2.08% | |
| 10 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.70% | -0.65% | +2.91% | |
| 11 | CRM | Salesforce Inc | Stock-Tech | 2.38% | — | +1.09% | |
| 12 | INTU | Intuit Inc | Stock-Tech | 2.21% | — | +0.65% | |
| 13 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 2.11% | +0.78% | -0.75% | |
| 14 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 2.04% | — | -1.29% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.04% | +0.93% | +103.27% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.02% | -0.40% | +0.85% | |
| 17 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.99% | -0.24% | -2.78% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.85% | +0.01% | +1.62% | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 1.79% | -0.14% | +1.76% | |
| 20 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.66% | — | — | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.64% | -0.09% | +1.12% | |
| 22 | HON | Honeywell International Inc | Stock-Industrials | 1.50% | -1.81% | EXIT | |
| 23 | GE | General Electric | Stock-Industrials | 1.48% | +0.02% | +0.99% | |
| 24 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.48% | -0.41% | +1.68% | |
| 25 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.42% | — | +2.00% | |
| 26 | BA | Boeing Co/the | Stock-Industrials | 1.38% | -0.26% | -1.13% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.36% | -0.09% | -2.75% | |
| 28 | SNPS | Synopsys Inc | Stock-Tech | 1.36% | — | -1.27% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.28% | -0.01% | -2.26% | |
| 30 | ADSK | Autodesk Inc | Stock-Tech | 1.28% | — | +0.53% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.24% | -0.02% | +35.20% | |
| 32 | SPSC | Sps Commerce Inc | Stock-Tech | 1.21% | — | +1.11% | |
| 33 | MS | Morgan Stanley | Stock-Financials | 1.21% | — | +2.65% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 1.20% | -0.39% | +0.76% | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 1.19% | — | +0.67% | |
| 36 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.18% | — | +78.54% | |
| 37 | ZS | Zscaler Inc | Stock-Tech | 1.14% | — | +1.39% | |
| 38 | PFF | Ishares Preferred & Income S | ETF-Other | 1.09% | — | +1.05% | |
| 39 | TYL | Tyler Technologies Inc | Stock-Tech | 1.07% | -0.52% | EXIT | |
| 40 | FVAL | Fidelity Value Factor ETF | ETF-Other | 1.07% | -0.14% | -3.97% | |
| 41 | FSLR | First Solar Inc | Stock-Tech | 1.05% | -0.06% | +1.13% | |
| 42 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.04% | — | +1.14% | |
| 43 | TER | Teradyne Inc | Stock-Tech | 1.04% | -0.04% | +1.25% | |
| 44 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.02% | -1.10% | EXIT | |
| 45 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.01% | +1.01% | -0.33% | |
| 46 | MTZ | Mastec Inc | Stock-Industrials | 0.98% | +0.02% | +1.18% | |
| 47 | AVAV | Aerovironment Inc | Stock-Industrials | 0.96% | +0.09% | +0.97% | |
| 48 | MU | Micron Technology Inc | Stock-Tech | 0.94% | — | -0.02% | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.86% | — | -2.62% | |
| 50 | KTOS | Kratos Defense & Security | Stock-Industrials | 0.82% | -0.38% | -2.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IMCG | Ishares Morningstar Mid-cap | +1.7% | NEW | New buy |
| 2 | PLTR | Palantir Technologies Inc-a | +1.4% | -2.63% | Trim |
| 3 | MINT | Pimco Enhanced Short Maturit | +1% | NEW | New buy |
| 4 | MRVL | Marvell Technology Inc | +0.9% | +2.08% | Add |
| 5 | JEPQ | JPM Nasdaq Equity Premium | +0.5% | +78.54% | Add |
| 6 | SMCI | Super Micro Computer Inc | +0.5% | NEW | New buy |
| 7 | MRCY | Mercury Systems Inc | +0.5% | NEW | New buy |
| 8 | AMZN | Amazon.com Inc | +0.4% | +1.22% | Add |
| 9 | SYM | Symbotic Inc | +0.4% | NEW | New buy |
| 10 | CRM | Salesforce Inc | +0.4% | +1.09% | Add |
| 11 | TEM | Tempus Ai Inc-cl A | +0.4% | NEW | New buy |
| 12 | SMR | Nuscale Power CORP | +0.4% | NEW | New buy |
| 13 | NVDA | Nvidia CORP | +0.3% | +2.89% | Add |
| 14 | DVY | Ishares Select Dividend ETF | +0.3% | +35.20% | Add |
| 15 | AXP | American Express Co | +0.2% | +1.40% | Add |
| 16 | MS | Morgan Stanley | +0.2% | +2.65% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.12% | Add |
| 18 | DDOG | Datadog Inc - Class A | +0.2% | -0.33% | Trim |
| 19 | SHOP | Shopify Inc - Class A | +0.2% | +1.01% | Add |
| 20 | GEV | GE Vernova Inc | +0.1% | +0.70% | Add |
| 21 | BA | Boeing Co/the | +0.1% | -1.13% | Trim |
| 22 | JOBY | Joby Aviation, Inc. | +0.1% | +1.40% | Add |
| 23 | ISRG | Intuitive Surgical Inc | +0.1% | +2.91% | Add |
| 24 | SRTA | Strata Critical Medical Inc | +0.1% | -1.28% | Trim |
| 25 | XYZ | Block Inc | +0.1% | +1.26% | Add |
| 26 | HUBS | Hubspot Inc | +0.1% | +2.03% | Add |
| 27 | PANW | Palo Alto Networks Inc | +0.1% | +103.27% | Add |
| 28 | HON | Honeywell International Inc | +0.1% | +1.37% | Add |
| 29 | TTD | Trade Desk Inc/the -class A | +0.1% | +2.00% | Add |
| 30 | CHPT | ChargePoint Holdings, Inc. | -0.2% | EXIT | Sold out |
| 31 | SNCR | Synchronoss Technologies Inc | -0.2% | -0.46% | Trim |
| 32 | ADBE | Adobe Inc | -0.2% | -4.06% | Trim |
| 33 | GE | General Electric | -0.3% | +0.99% | Add |
| 34 | MU | Micron Technology Inc | -0.3% | -0.02% | Trim |
| 35 | PLUG | Plug Power Inc | -0.3% | -96.04% | Trim |
| 36 | SABR | Sabre CORP | -0.3% | -95.97% | Trim |
| 37 | AVAV | Aerovironment Inc | -0.3% | +0.97% | Add |
| 38 | LLY | Eli Lilly & Co | -0.3% | +1.62% | Add |
| 39 | JEPI | Jpmorgan Equity Premium Inco | -0.3% | -1.20% | Trim |
| 40 | UBER | Uber Technologies Inc | -0.4% | +0.67% | Add |
| 41 | AMD | Advanced Micro Devices | -0.4% | -2.62% | Trim |
| 42 | BOND | Pimco Active Bond Exchange-t | -0.4% | -1.62% | Trim |
| 43 | EVTR | Eaton Vance Total Return | -0.5% | -2.11% | Trim |
| 44 | OLED | Universal Display CORP | -0.5% | EXIT | Sold out |
| 45 | THRM | Gentherm Inc | -0.5% | EXIT | Sold out |
| 46 | FSLR | First Solar Inc | -0.5% | +1.13% | Add |
| 47 | ENPH | Enphase Energy Inc | -0.6% | EXIT | Sold out |
| 48 | ASPN | Aspen Aerogels Inc | -0.7% | -29.27% | Trim |
| 49 | BLV | Vanguard Long-term Bond ETF | -1.1% | EXIT | Sold out |
| 50 | EDV | Vanguard Extended Dur Treas | -1.3% | 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 78 disclosed positions in Q4 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, NVDA) accounted for 11.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
IMCG
市值: $4.6M
Top Position Liquidated / Trimmed
EDV
前期市值: $3.5M
During Q4 2024, Bouvel Investment Partners, LLC's top holdings by market value included EVTR (4.2%)、BOND (4.0%)、NVDA (3.7%). The largest single position, EVTR, represented 4.2% of total portfolio value.
In Q4 2024, Bouvel Investment Partners, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 14 holdings, and fully liquidating 6 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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