BOUVEL INVESTMENT PARTNERS LLC
Q4 2022 Form 13-F
PHOENIXVILLE, PENNSYLVANIA
CIK 0001839122
· CRD 108436
· SEC-registered investment adviser
$155.0M Reported Value Total
BOUVEL INVESTMENT PARTNERS, LLC reports 674 total accounts under management (AUM). There are 645 discretionary accounts valued at $274,365,921, and 29 non-discretionary accounts valued at $4,133,612.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-07-07
Reported value
$155.0M
Quarter over quarter
+2.9%
Holdings
67
Top-10 concentration
35.7%
Key People
Form ADV owners & control persons
Jean Pierre Georges Bouvel
MANAGING MEMBER
Stephane Eric Bouvel
CHIEF COMPLIANCE OFFICER; MEMBER
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Q4 2022 13F record
Q4 2022 13F filing summary
| Period of report | December 31, 2022 |
|---|---|
| Filed | January 19, 2023 |
| Form | 13F-HR |
| Reported value | $155.0M |
| Positions | 67 |
| Change in reported value | +3.3% |
| New positions | 2 |
| Exited positions | 2 |
| Position turnover | 5.8% |
| Top-10 concentration | 35.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 13, 2026
|
85 | $433.4M |
|
Q2 2026 13F
Filed Jul 17, 2026
|
84 | $442.3M |
|
Q1 2026 13F
Filed Apr 10, 2026
|
78 | $344.6M |
|
Q4 2025 13F
Filed Jan 23, 2026
|
80 | $346.9M |
|
Q3 2025 13F
Filed Oct 22, 2025
|
78 | $326.7M |
|
Q2 2025 13F
Filed Jul 11, 2025
|
73 | $295.6M |
|
Q1 2025 13F
Filed Apr 17, 2025
|
77 | $265.9M |
|
Q4 2024 13F
Filed Jan 15, 2025
|
78 | $277.5M |
|
Q3 2024 13F
Filed Oct 16, 2024
|
77 | $265.9M |
|
Q2 2024 13F
Filed Jul 12, 2024
|
77 | $258.5M |
|
Q1 2024 13F
Filed Apr 16, 2024
|
75 | $231.5M |
|
Q4 2023 13F
Filed Jan 11, 2024
|
77 | $214.1M |
|
Q3 2023 13F
Filed Oct 11, 2023
|
77 | $185.0M |
|
Q2 2023 13F
Filed Jul 14, 2023
|
72 | $182.6M |
|
Q1 2023 13F
Filed Apr 11, 2023
|
69 | $171.2M |
|
Q4 2022 13F
Filed Jan 19, 2023
|
67 | $155.0M |
|
Q3 2022 13F
Filed Oct 14, 2022
|
67 | $150.0M |
|
Q2 2022 13F
Filed Jul 13, 2022
|
66 | $132.8M |
|
Q1 2022 13F
Filed Apr 11, 2022
|
65 | $164.0M |
|
Q4 2021 13F
Filed Jan 19, 2022
|
66 | $178.3M |
4 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SHY ISHARES TR | $11.8M | 7.61% |
| 2 | JEPI J P MORGAN EXCHANGE TRADED F | $10.4M | 6.69% |
| 3 | MINT PIMCO ETF TR | $5.0M | 3.26% |
| 4 | PRF INVESCO EXCHANGE TRADED FD T | $5.0M | 3.2% |
| 5 | MSFT MICROSOFT CORP | $4.4M | 2.86% |
| 6 | AXP AMERICAN EXPRESS CO | $4.0M | 2.6% |
| 7 | FNCL FIDELITY COVINGTON TRUST | $3.9M | 2.54% |
| 8 | HON HONEYWELL INTL INC | $3.7M | 2.4% |
| 9 | INTU INTUIT | $3.6M | 2.3% |
| 10 | ISRG INTUITIVE SURGICAL INC | $3.5M | 2.25% |
| 11 | PANW PALO ALTO NETWORKS INC | $3.5M | 2.25% |
| 12 | WFC WELLS FARGO CO NEW | $3.4M | 2.22% |
| 13 | MAR MARRIOTT INTL INC NEW | $3.3M | 2.12% |
| 14 | GOOGL ALPHABET INC | $3.3M | 2.11% |
| 15 | AMZN AMAZON COM INC | $3.3M | 2.11% |
| 16 | ENPH ENPHASE ENERGY INC | $3.2M | 2.06% |
| 17 | FSLR FIRST SOLAR INC | $3.0M | 1.94% |
| 18 | EPAM EPAM SYS INC | $3.0M | 1.92% |
| 19 | BAC BANK AMERICA CORP | $2.9M | 1.86% |
| 20 | VOT VANGUARD INDEX FDS | $2.9M | 1.85% |
Values as reported on the Q4 2022 Form 13F. Every position is in the holdings table below.