Fund Holdings

Bouvel Investment Partners, LLC

Filing Period:

Comparing Q4 2025 vs Q3 2025

Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.

Showing 1–88 of 88 holdings (page size 100)
Issuer
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Change
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PIMCO ETF TR152,100237,842+85,74214,198,53522,138,333+7,939,798
INTERNATIONAL BUSINESS MACHS023,239+23,23906,883,624+6,883,624
BOEING CO026,892+26,89205,838,791+5,838,791
AMPHENOL CORP NEW032,594+32,59404,404,753+4,404,753
DATADOG INC025,599+25,59903,481,208+3,481,208
ELI LILLY & CO6,7286,818+905,133,4647,327,168+2,193,704
LUMENTUM HLDGS INC10,43510,360-751,697,8793,818,592+2,120,713
INTUITIVE SURGICAL INC14,25414,505+2516,374,5938,214,769+1,840,176
ALPHABET INC23,77424,181+4075,779,4597,568,653+1,789,194
VICOR CORP24,09824,183+851,198,1532,650,457+1,452,304
MORGAN STANLEY ETF TRUST241,427266,424+24,99712,421,41913,720,836+1,299,417
GRAIL INC015,061+15,06101,289,071+1,289,071
CAPITAL GROUP DIVIDEND VALUE261,301280,688+19,38710,982,48112,249,224+1,266,743
TERADYNE INC22,62722,575-523,114,3804,369,617+1,255,237
EPAM SYS INC05,436+5,43601,113,728+1,113,728
BROADCOM INC35,17536,010+83511,604,58412,463,061+858,477
QUANTUM COMPUTING INC069,759+69,7590715,727+715,727
INTEL CORP168,394171,248+2,8545,649,6196,319,051+669,432
FIRST SOLAR INC16,30916,322+133,596,6244,263,796+667,172
PLUG POWER INC15,000346,556+331,55634,950682,715+647,765
SALESFORCE INC19,57819,905+3274,639,8685,272,901+633,033
AMAZON COM INC41,36242,061+6999,081,8549,708,520+626,666
PIMCO ETF TR31,61837,898+6,2803,183,6163,802,685+619,069
J P MORGAN EXCHANGE TRADED F135,681145,588+9,9077,747,3858,333,457+586,072
TWILIO INC11,75312,107+3541,176,3581,722,100+545,742
CAPITAL GRP FIXED INCM ETF T211,872231,976+20,1045,879,4486,407,177+527,729
RTX CORPORATION28,59628,920+3244,784,9695,303,928+518,959
MONOLITHIC PWR SYS INC1,5562,146+5901,432,5161,945,049+512,533
ISHARES TR73,94477,804+3,8606,134,3946,443,727+309,333
INVESCO EXCHANGE TRADED FD T75,86479,589+3,7253,429,7893,734,292+304,503
ISHARES INC04,525+4,5250304,171+304,171
GE AEROSPACE24,44224,823+3817,352,6427,646,229+293,587
INDIE SEMICONDUCTOR INC190,912289,498+98,586777,0121,021,928+244,916
SYMBOTIC INC44,47944,282-1972,397,4182,634,779+237,361
ISHARES TR24,62327,371+2,7481,676,3341,900,095+223,761
ISHARES TR02,437+2,4370218,014+218,014
SOLSTICE ADVANCED MATLS INC04,432+4,4320215,307+215,307
ISHARES TR9,18810,441+1,2531,338,2321,552,472+214,240
J P MORGAN EXCHANGE TRADED F45,69750,163+4,4662,240,5242,442,938+202,414
SUPER MICRO COMPUTER INC47,00983,634+36,6252,253,6112,447,967+194,356
VERTIV HOLDINGS CO17,17617,098-782,591,1712,770,047+178,876
MARVELL TECHNOLOGY INC71,60172,543+9426,019,4546,164,662+145,208
NVIDIA CORPORATION62,92263,378+45611,739,98711,819,997+80,010
MASTEC INC19,65019,555-954,181,7174,250,670+68,953
ADAPTIVE BIOTECHNOLOGIES COR42,87842,518-360641,447690,484+49,037
ISHARES TR2,2372,539+302317,878358,354+40,476
VANGUARD INDEX FDS2,5052,781+276735,944776,288+40,344
QUANTA SVCS INC7,5947,538-563,147,1053,181,488+34,383
FIDELITY COVINGTON TRUST43,87641,980-1,8963,021,7403,033,895+12,155
ISHARES TR22,79222,540-2526,237,0316,242,228+5,197
KKR & CO INC49,09049,876+7866,379,2466,358,192-21,054
EOS ENERGY ENTERPRISES INC110,817108,226-2,5911,262,2061,240,270-21,936
ISHARES TR10,18810,026-1624,772,1614,745,306-26,855
BOSTON SCIENTIFIC CORP45,45646,142+6864,437,8694,399,640-38,229
SNOWFLAKE INC25,02025,453+4335,643,2615,583,370-59,891
STRATA CRITICAL MEDICAL INC246,233243,672-2,5611,245,9391,172,062-73,877
INTUIT9,6069,775+1696,559,6926,474,824-84,868
ISHARES TR33,25931,824-1,4354,015,0263,922,626-92,400
CROWDSTRIKE HLDGS INC4,8484,818-302,377,3622,258,486-118,876
MERCURY SYS INC31,45931,283-1762,434,9272,283,972-150,955
MARSH & MCLENNAN COS INC13,42513,651+2262,705,5402,532,534-173,006
PAYPAL HLDGS INC23,29323,445+1521,562,0291,368,719-193,310
HONEYWELL INTL INC18,22818,505+2773,836,8893,610,043-226,846
TYLER TECHNOLOGIES INC5,0215,025+42,626,5252,280,872-345,653
JOBY AVIATION INC122,666122,107-5591,979,8291,611,812-368,017
CRISPR THERAPEUTICS AG31,74731,590-1572,057,5231,656,580-400,943
PALO ALTO NETWORKS INC30,63031,146+5166,236,7795,737,001-499,778
MICROSOFT CORP19,50619,826+32010,102,8749,588,008-514,866
ZSCALER INC7,4197,525+1062,223,1781,692,523-530,655
D-WAVE QUANTUM INC148,337119,871-28,4663,665,4073,134,627-530,780
AEHR TEST SYS55,07753,796-1,2811,658,3681,086,141-572,227
ILLUMINA INC6,1290-6,129582,0710-582,071
META PLATFORMS INC9,4389,608+1706,931,0786,342,145-588,933
EATON CORP PLC14,76415,022+2585,525,4274,784,657-740,770
AURORA INNOVATION INC143,4620-143,462773,2600-773,260
CERUS CORP496,1890-496,189788,9410-788,941
UBER TECHNOLOGIES INC53,85154,651+8005,275,7824,465,533-810,249
HUBSPOT INC1,7680-1,768827,0700-827,070
COINBASE GLOBAL INC7,7717,706-652,622,6351,742,635-880,000
TEMPUS AI INC40,48339,722-7613,267,3832,345,584-921,799
KRATOS DEFENSE & SEC SOLUTIO63,20663,104-1025,775,0874,790,187-984,900
NUSCALE PWR CORP81,60681,064-5422,937,8161,148,677-1,789,139
ISHARES TR30,6680-30,6682,537,1640-2,537,164
OKLO INC41,07027,958-13,1124,584,6442,006,266-2,578,378
ISHARES TR110,3880-110,3883,490,4690-3,490,469
SYNOPSYS INC7,8330-7,8333,864,7240-3,864,724
PALANTIR TECHNOLOGIES INC47,42826,208-21,2208,651,7254,658,383-3,993,342
FISERV INC34,9380-34,9384,504,5560-4,504,556
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