Bouvel Investment Partners, LLC

Q3 2025 13F-HR Holdings

Location
Phoenixville, PA
Holdings as of
9/30/2025
Date filed
10/22/2025
Form type
13F-HR
Num holdings
78
Total value ($000)
$326,668
Net value change ($000)
+31,040 (10.5%)
New positions
8
Sold out positions
3
Turnover %
9.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/11/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
INTC 5,650 NEW
SNOW 5,643 NEW
IWF 4,772 NEW
SHY 4,023 190.6%
IMCG 2,537 NEW
OKLO 2,322 102.6%
KTOS 1,913 49.5%
BOND 1,870 15.2%
AVGO 1,811 18.5%
LITE 1,698 NEW
Top Reduces (Value $000, Stocks/ETFs)
ADSK -3,725 -100.0%
PLTR -3,310 -27.7%
TBF -1,957 -100.0%
ADBE -1,838 -100.0%
FISV -1,581 -26.0%
ISRG -1,410 -18.1%
INTU -1,133 -14.7%
CRM -731 -13.6%
BSX -497 -10.1%
HON -486 -11.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type