§ 13F · FUND PROFILE
Bouvel Investment Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $295.6T (13F)Positions · 73Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$24.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BOND | PIMCO ETF TR | 238K | $22.1T | 6.4% | +56% |
| 2 | EVTR | MORGAN STANLEY ETF TRUST | 266K | $13.7T | 4.0% | +10% |
| 3 | AVGO | BROADCOM INC | 36K | $12.5T | 3.6% | +2% |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 281K | $12.2T | 3.5% | +7% |
| 5 | NVDA | NVIDIA CORPORATION | 63K | $11.8T | 3.4% | +1% |
| 6 | AMZN | AMAZON COM INC | 42K | $9.7T | 2.8% | +2% |
| 7 | MSFT | MICROSOFT CORP | 20K | $9.6T | 2.8% | +2% |
| 8 | JEPI | J P MORGAN EXCHANGE TRADED F | 146K | $8.3T | 2.4% | +7% |
| 9 | ISRG | INTUITIVE SURGICAL INC | 15K | $8.2T | 2.4% | +2% |
| 10 | GE | GE AEROSPACE | 25K | $7.6T | 2.2% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOUVEL SIGNAL
AC read
Bouvel Investment Partners, LLC is a Other fund managing $295628.2 trillion in assets. The fund runs a portfolio of 73 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed