Bouvel Investment Partners, LLC

Q4 2025 13F-HR Holdings

Location
Phoenixville, PA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$346,881
Net value change ($000)
+20,213 (6.2%)
New positions
10
Sold out positions
8
Turnover %
12.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: 4/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
BOND 7,939 55.9%
IBM 6,884 NEW
BA 5,839 NEW
APH 4,405 NEW
DDOG 3,481 NEW
LLY 2,194 42.7%
LITE 2,121 124.9%
ISRG 1,840 28.9%
GOOGL 1,790 31.0%
VICR 1,452 121.2%
Top Reduces (Value $000, Stocks/ETFs)
FISV -4,505 -100.0%
PLTR -3,994 -46.2%
SNPS -3,865 -100.0%
PFF -3,490 -100.0%
OKLO -2,579 -56.2%
IMCG -2,537 -100.0%
SMR -1,789 -60.9%
KTOS -985 -17.1%
TEM -921 -28.2%
COIN -880 -33.5%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type