13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001839122
Total reported value
$442.3M
$442.3M
78 檔
13.8%
During the Q3 2025 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 78 reported positions.
Bouvel Investment Partners, LLC executed strategic sector rebalancing during Q3 2025, establishing 22 new positions while fully exiting 17 holdings and trimming 9 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 4.35% | -2.99% | +13.72% | |
| 2 | EVTR | Eaton Vance Total Return | ETF-Other | 3.80% | -0.62% | -3.87% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.59% | -0.35% | -18.24% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.55% | -0.99% | -1.00% | |
| 5 | CGDV | Cap Group Dividend Value | ETF-Other | 3.36% | -0.13% | -3.21% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.09% | -0.48% | -1.51% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.78% | -0.31% | -1.70% | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.65% | -1.11% | EXIT | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.37% | -2.42% | EXIT | |
| 10 | GE | General Electric | Stock-Industrials | 2.25% | +0.02% | -0.88% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.12% | -0.40% | -1.12% | |
| 12 | INTU | Intuit Inc | Stock-Tech | 2.01% | — | -1.66% | |
| 13 | KKR | Kkr & Co Inc | Stock-Financials | 1.95% | — | -1.10% | |
| 14 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.95% | -0.65% | -0.51% | |
| 15 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.91% | -1.02% | -2.79% | |
| 16 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.91% | +0.93% | -1.44% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.88% | -1.82% | EXIT | |
| 18 | MRVL | Marvell Technology Inc | Stock-Tech | 1.84% | +2.72% | -1.41% | |
| 19 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.80% | +0.78% | -3.46% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | -0.09% | -1.44% | |
| 21 | KTOS | Kratos Defense & Security | Stock-Industrials | 1.77% | -0.38% | -23.97% | |
| 22 | INTC | Intel CORP | Stock-Tech | 1.73% | +1.77% | — | |
| 23 | SNOW | Snowflake Inc | Stock-Tech | 1.73% | +0.33% | — | |
| 24 | ETN | Eaton Corporation plc | Stock-Industrials | 1.69% | -0.14% | -1.56% | |
| 25 | UBER | Uber Technologies Inc | Stock-Industrials | 1.62% | — | -1.72% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.57% | +0.01% | -0.13% | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 1.46% | -0.39% | -1.66% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.46% | -0.11% | — | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 1.42% | — | -0.60% | |
| 30 | OKLO | Oklo Inc | Stock-Utilities | 1.40% | -0.07% | +1.62% | |
| 31 | FISV | Fiserv Inc | Stock-Other | 1.38% | — | -1.03% | |
| 32 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.36% | -0.41% | -1.07% | |
| 33 | MTZ | Mastec Inc | Stock-Industrials | 1.28% | +0.02% | +2.15% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.23% | -0.09% | -3.19% | |
| 35 | SNPS | Synopsys Inc | Stock-Tech | 1.18% | — | -1.69% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 1.17% | -1.81% | EXIT | |
| 37 | QBTS | D-wave Quantum Inc | Stock-Tech | 1.12% | +0.15% | +1.26% | |
| 38 | FSLR | First Solar Inc | Stock-Tech | 1.10% | -0.06% | +1.20% | |
| 39 | PFF | Ishares Preferred & Income S | ETF-Other | 1.07% | — | +4.12% | |
| 40 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.05% | -0.24% | -2.57% | |
| 41 | TEM | Tempus Ai Inc-cl A | Stock-Healthcare | 1.00% | — | +1.37% | |
| 42 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.97% | -1.10% | EXIT | |
| 43 | PWR | Quanta Services Inc | Stock-Industrials | 0.96% | +0.02% | +2.41% | |
| 44 | TER | Teradyne Inc | Stock-Tech | 0.95% | -0.04% | +2.00% | |
| 45 | FVAL | Fidelity Value Factor ETF | ETF-Other | 0.93% | -0.14% | -3.15% | |
| 46 | SMR | Nuscale Power CORP | Stock-Industrials | 0.90% | -0.41% | EXIT | |
| 47 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.83% | — | -1.57% | |
| 48 | TYL | Tyler Technologies Inc | Stock-Tech | 0.80% | -0.52% | EXIT | |
| 49 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.80% | — | +2.26% | |
| 50 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.79% | -0.30% | +2.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +1.1% | -45.95% | Trim |
| 2 | KTOS | Kratos Defense & Security | +1% | -23.97% | Trim |
| 3 | GE | General Electric | +0.5% | -0.88% | Add |
| 4 | MTZ | Mastec Inc | +0.4% | +2.15% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.44% | Trim |
| 6 | NVDA | Nvidia CORP | +0.2% | -18.24% | Trim |
| 7 | BOND | Pimco Active Bond Exchange-t | -0.1% | +13.72% | Add |
| 8 | DVY | Ishares Select Dividend ETF | -0.9% | -4.20% | Trim |
| 9 | VOT | Vanguard Mid-cap Growth ETF | -1.1% | -1.69% | Trim |
| 10 | PRF | Invesco Rafi US 1000 ETF | -1.1% | -2.57% | Trim |
| 11 | JEPI | Jpmorgan Equity Premium Inco | -1.6% | -4.47% | Trim |
| 12 | AVGO | Broadcom Inc | — | NEW | New buy |
| 13 | CGDV | Cap Group Dividend Value | — | NEW | New buy |
| 14 | AXP | American Express Co | — | EXIT | Sold out |
| 15 | KKR | Kkr & Co Inc | — | NEW | New buy |
| 16 | IWY | Ishares Russell Top 200 Grow | — | NEW | New buy |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 18 | QUS | Ss Spdr Msci U Stratfact ETF | — | EXIT | Sold out |
| 19 | INTC | Intel CORP | — | NEW | New buy |
| 20 | SNOW | Snowflake Inc | — | NEW | New buy |
| 21 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 22 | OKLO | Oklo Inc | — | NEW | New buy |
| 23 | FISV | Fiserv Inc | — | NEW | New buy |
| 24 | QBTS | D-wave Quantum Inc | — | NEW | New buy |
| 25 | TTD | Trade Desk Inc/the -class A | — | EXIT | Sold out |
| 26 | EDV | Vanguard Extended Dur Treas | — | EXIT | Sold out |
| 27 | SPSC | Sps Commerce Inc | — | EXIT | Sold out |
| 28 | AVAV | Aerovironment Inc | — | EXIT | Sold out |
| 29 | BA | Boeing Co/the | — | EXIT | Sold out |
| 30 | AMD | Advanced Micro Devices | — | EXIT | Sold out |
| 31 | ADSK | Autodesk Inc | — | EXIT | Sold out |
| 32 | TEM | Tempus Ai Inc-cl A | — | NEW | New buy |
| 33 | MU | Micron Technology Inc | — | EXIT | Sold out |
| 34 | MINT | Pimco Enhanced Short Maturit | — | NEW | New buy |
| 35 | PWR | Quanta Services Inc | — | NEW | New buy |
| 36 | SMR | Nuscale Power CORP | — | NEW | New buy |
| 37 | BLV | Vanguard Long-term Bond ETF | — | EXIT | Sold out |
| 38 | MS | Morgan Stanley | — | EXIT | Sold out |
| 39 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 40 | COIN | Coinbase Global Inc -class A | — | NEW | New buy |
| 41 | IMCG | Ishares Morningstar Mid-cap | — | NEW | New buy |
| 42 | ASPN | Aspen Aerogels Inc | — | EXIT | Sold out |
| 43 | MRCY | Mercury Systems Inc | — | NEW | New buy |
| 44 | SYM | Symbotic Inc | — | NEW | New buy |
| 45 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 46 | DDOG | Datadog Inc - Class A | — | EXIT | Sold out |
| 47 | SMCI | Super Micro Computer Inc | — | NEW | New buy |
| 48 | JPIB | Jpmorgan Intl Bnd ETF | — | NEW | New buy |
| 49 | JEPQ | JPM Nasdaq Equity Premium | — | EXIT | Sold out |
| 50 | HLIT | Harmonic Inc | — | 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 Q3 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 BOND, EVTR, NVDA) accounted for 13.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVGO
市值: $11.6M
Top Position Liquidated / Trimmed
AXP
前期市值: $7.8M
During Q3 2025, Bouvel Investment Partners, LLC's top holdings by market value included BOND (4.3%)、EVTR (3.8%)、NVDA (3.6%). The largest single position, BOND, represented 4.3% of total portfolio value.
In Q3 2025, Bouvel Investment Partners, LLC made 50 total portfolio adjustments, initiating 22 new buys, adding to 2 positions, trimming 9 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.