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CIK: 0001839122
Total reported value
$442.3M
$442.3M
73 檔
13.5%
According to the latest 13F quarterly dataset, Bouvel Investment Partners, LLC managed an equity portfolio of $442.3M at the end of Q2 2025, spanning 73 distinct U.S. exchange-listed positions.
Bouvel Investment Partners, LLC executed strategic sector rebalancing during Q2 2025, establishing 20 new positions while fully exiting 17 holdings and trimming 7 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EVTR | Eaton Vance Total Return | ETF-Other | 4.32% | -0.62% | +4.25% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 4.17% | -2.99% | +8.07% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.11% | -0.35% | +3.23% | |
| 4 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 4.05% | -1.11% | EXIT | |
| 5 | CGDV | Cap Group Dividend Value | ETF-Other | 3.61% | -0.13% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.33% | -0.48% | +1.74% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.31% | -0.99% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.12% | -0.31% | +1.44% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.73% | -2.42% | EXIT | |
| 10 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.63% | -0.65% | +2.70% | |
| 11 | INTU | Intuit Inc | Stock-Tech | 2.60% | — | +0.88% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.38% | -0.40% | +0.59% | |
| 13 | KKR | Kkr & Co Inc | Stock-Financials | 2.23% | — | — | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.15% | +0.93% | +103.34% | |
| 15 | GE | General Electric | Stock-Industrials | 2.15% | +0.02% | +1.14% | |
| 16 | FISV | Fiserv Inc | Stock-Other | 2.06% | — | — | |
| 17 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 2.05% | +0.78% | +1.42% | |
| 18 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.96% | -1.02% | — | |
| 19 | MRVL | Marvell Technology Inc | Stock-Tech | 1.90% | +2.72% | +3.84% | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 1.82% | — | +0.90% | |
| 21 | ETN | Eaton Corporation plc | Stock-Industrials | 1.81% | -0.14% | +2.17% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.78% | +0.01% | +3.04% | |
| 23 | UBER | Uber Technologies Inc | Stock-Industrials | 1.73% | — | +0.84% | |
| 24 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.67% | -0.41% | +1.77% | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 1.46% | -1.81% | EXIT | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.44% | -0.09% | +1.40% | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 1.44% | -0.39% | +1.77% | |
| 28 | SNPS | Synopsys Inc | Stock-Tech | 1.38% | — | +1.31% | |
| 29 | KTOS | Kratos Defense & Security | Stock-Industrials | 1.31% | -0.38% | -6.18% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.28% | -0.09% | -10.03% | |
| 31 | ADSK | Autodesk Inc | Stock-Tech | 1.26% | — | +0.38% | |
| 32 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.11% | -0.24% | -44.79% | |
| 33 | MTZ | Mastec Inc | Stock-Industrials | 1.11% | +0.02% | -2.77% | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.10% | -1.10% | EXIT | |
| 35 | PFF | Ishares Preferred & Income S | ETF-Other | 1.10% | — | +11.86% | |
| 36 | SMR | Nuscale Power CORP | Stock-Industrials | 1.07% | -0.41% | EXIT | |
| 37 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.01% | — | +1.23% | |
| 38 | TYL | Tyler Technologies Inc | Stock-Tech | 0.99% | -0.52% | EXIT | |
| 39 | FVAL | Fidelity Value Factor ETF | ETF-Other | 0.98% | -0.14% | -9.63% | |
| 40 | PWR | Quanta Services Inc | Stock-Industrials | 0.95% | +0.02% | — | |
| 41 | FSLR | First Solar Inc | Stock-Tech | 0.90% | -0.06% | -1.30% | |
| 42 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.90% | — | — | |
| 43 | TEM | Tempus Ai Inc-cl A | Stock-Healthcare | 0.86% | — | — | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.82% | +0.41% | — | |
| 45 | SMCI | Super Micro Computer Inc | Stock-Tech | 0.79% | -0.58% | EXIT | |
| 46 | ZS | Zscaler Inc | Stock-Tech | 0.77% | — | -57.96% | |
| 47 | OKLO | Oklo Inc | Stock-Utilities | 0.77% | -0.07% | — | |
| 48 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.73% | -0.30% | +53.18% | |
| 49 | QBTS | D-wave Quantum Inc | Stock-Tech | 0.73% | +0.15% | — | |
| 50 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.72% | -0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGDV | Cap Group Dividend Value | +3.6% | NEW | New buy |
| 2 | AVGO | Broadcom Inc | +3.3% | NEW | New buy |
| 3 | PLTR | Palantir Technologies Inc-a | +2.5% | -23.10% | Trim |
| 4 | KKR | Kkr & Co Inc | +2.2% | NEW | New buy |
| 5 | FISV | Fiserv Inc | +2.1% | NEW | New buy |
| 6 | IWY | Ishares Russell Top 200 Grow | +2% | NEW | New buy |
| 7 | MINT | Pimco Enhanced Short Maturit | +1.1% | NEW | New buy |
| 8 | SMR | Nuscale Power CORP | +1.1% | NEW | New buy |
| 9 | PWR | Quanta Services Inc | +1% | NEW | New buy |
| 10 | COIN | Coinbase Global Inc -class A | +0.9% | NEW | New buy |
| 11 | TEM | Tempus Ai Inc-cl A | +0.9% | NEW | New buy |
| 12 | CRWD | Crowdstrike Holdings Inc - A | +0.8% | NEW | New buy |
| 13 | SMCI | Super Micro Computer Inc | +0.8% | NEW | New buy |
| 14 | OKLO | Oklo Inc | +0.8% | NEW | New buy |
| 15 | QBTS | D-wave Quantum Inc | +0.7% | NEW | New buy |
| 16 | JPIB | Jpmorgan Intl Bnd ETF | +0.7% | NEW | New buy |
| 17 | NVDA | Nvidia CORP | +0.7% | +3.23% | Add |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | +0.7% | NEW | New buy |
| 19 | TBF | Proshares Short 20+ Treasury | +0.7% | NEW | New buy |
| 20 | SYM | Symbotic Inc | +0.6% | NEW | New buy |
| 21 | PYPL | Paypal Holdings Inc | +0.6% | NEW | New buy |
| 22 | MRCY | Mercury Systems Inc | +0.6% | NEW | New buy |
| 23 | KTOS | Kratos Defense & Security | +0.5% | -6.18% | Trim |
| 24 | GE | General Electric | +0.4% | +1.14% | Add |
| 25 | INTU | Intuit Inc | +0.3% | +0.88% | Add |
| 26 | META | Meta Platforms Inc-class A | +0.3% | +0.59% | Add |
| 27 | AMZN | Amazon.com Inc | +0.2% | +1.44% | Add |
| 28 | MSFT | Microsoft CORP | +0.2% | +1.74% | Add |
| 29 | GEV | GE Vernova Inc | -0.6% | EXIT | Sold out |
| 30 | ENPH | Enphase Energy Inc | -0.6% | EXIT | Sold out |
| 31 | FSLR | First Solar Inc | -0.6% | -1.30% | Trim |
| 32 | HLIT | Harmonic Inc | -0.7% | EXIT | Sold out |
| 33 | JEPQ | JPM Nasdaq Equity Premium | -0.7% | EXIT | Sold out |
| 34 | DDOG | Datadog Inc - Class A | -0.9% | EXIT | Sold out |
| 35 | DVY | Ishares Select Dividend ETF | -0.9% | -87.97% | Trim |
| 36 | ASPN | Aspen Aerogels Inc | -1% | EXIT | Sold out |
| 37 | MS | Morgan Stanley | -1% | EXIT | Sold out |
| 38 | PRF | Invesco Rafi US 1000 ETF | -1.1% | -44.79% | Trim |
| 39 | VOT | Vanguard Mid-cap Growth ETF | -1.1% | -82.27% | Trim |
| 40 | BLV | Vanguard Long-term Bond ETF | -1.1% | EXIT | Sold out |
| 41 | MU | Micron Technology Inc | -1.2% | EXIT | Sold out |
| 42 | BA | Boeing Co/the | -1.3% | EXIT | Sold out |
| 43 | AMD | Advanced Micro Devices | -1.3% | EXIT | Sold out |
| 44 | JEPI | Jpmorgan Equity Premium Inco | -1.3% | -20.59% | Trim |
| 45 | AVAV | Aerovironment Inc | -1.3% | EXIT | Sold out |
| 46 | EDV | Vanguard Extended Dur Treas | -1.3% | EXIT | Sold out |
| 47 | SPSC | Sps Commerce Inc | -1.3% | EXIT | Sold out |
| 48 | TTD | Trade Desk Inc/the -class A | -1.4% | EXIT | Sold out |
| 49 | QUS | Ss Spdr Msci U Stratfact ETF | -2.2% | EXIT | Sold out |
| 50 | AXP | American Express Co | -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 73 disclosed positions in Q2 2025.
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 13.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
CGDV
市值: $10.7M
Top Position Liquidated / Trimmed
AXP
前期市值: $7.8M
During Q2 2025, Bouvel Investment Partners, LLC's top holdings by market value included EVTR (4.3%)、BOND (4.2%)、NVDA (4.1%). The largest single position, EVTR, represented 4.3% of total portfolio value.
In Q2 2025, Bouvel Investment Partners, LLC made 50 total portfolio adjustments, initiating 20 new buys, adding to 6 positions, trimming 7 holdings, and fully liquidating 17 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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