Bouvel Investment Partners, LLC
RIA/Wealth
Bouvel Investment Partners, LLC is a RIA/Wealth based in Phoenixville, PA led by Jean Pierre Georges Bouvel, managing $326.7M across 78 long positions as of Q3 2025 with 36% Technology concentration.
Managing PartnerJean Pierre Georges Bouvel
- Portfolio Value
- $326.7M
- Positions
- 78
- Top Holding
- BOND at 4.35%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Bouvel Investment Partners, LLC's portfolio (31.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $14.2M | 4.35% | +$1.7M Bought | — 152.1K shares | |
ETF ETF | $12.4M | 3.80% | -$500.1K Sold | — 241.4K shares | |
Semiconductors Technology | $11.7M | 3.59% | -$2.6M Sold | 0.00% 62.9K shares | |
Semiconductors Technology | $11.6M | 3.55% | -$117.4K Sold | 0.00% 35.2K shares | |
ETF ETF | $11.0M | 3.36% | -$363.7K Sold | — 261.3K shares | |
Software - Infrastructure Technology | $10.1M | 3.09% | -$154.9K Sold | 0.00% 19.5K shares | |
Specialty Retail Consumer Cyclical | $9.1M | 2.78% | -$157.0K Sold | 0.00% 41.4K shares | |
Software - Infrastructure Technology | $8.7M | 2.65% | -$7.4M Sold | 0.00% 47.4K shares | |
ETF ETF | $7.7M | 2.37% | -$362.2K Sold | — 135.7K shares | |
Aerospace & Defense Industrials | $7.4M | 2.25% | -$65.0K Sold | 0.00% 24.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Bouvel Investment Partners, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-45.95% |
Analytics
Portfolio insights and performance metrics for Bouvel Investment Partners, LLC
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