BOUVEL INVESTMENT PARTNERS LLC
Q1 2023 Form 13-F
PHOENIXVILLE, PENNSYLVANIA
CIK 0001839122
· CRD 108436
· SEC-registered investment adviser
$171.2M Reported Value Total
BOUVEL INVESTMENT PARTNERS, LLC reports 701 total accounts under management (AUM). There are 671 discretionary accounts valued at $202,827,805, and 30 non-discretionary accounts valued at $2,922,531.
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
$171.2M
Quarter over quarter
+9.4%
Holdings
69
Top-10 concentration
34.5%
Key People
Form ADV owners & control persons
Jean Pierre Georges Bouvel
MANAGING MEMBER
Stephane Eric Bouvel
CHIEF COMPLIANCE OFFICER; MEMBER
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Q1 2023 13F record
Q1 2023 13F filing summary
| Period of report | March 31, 2023 |
|---|---|
| Filed | April 11, 2023 |
| Form | 13F-HR |
| Reported value | $171.2M |
| Positions | 69 |
| Change in reported value | +10.5% |
| New positions | 2 |
| Exited positions | 0 |
| Position turnover | 2.9% |
| Top-10 concentration | 34.5% |
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 · Q1 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SHY ISHARES TR | $10.7M | 6.26% |
| 2 | JEPI J P MORGAN EXCHANGE TRADED F | $10.4M | 6.07% |
| 3 | MSFT MICROSOFT CORP | $5.3M | 3.1% |
| 4 | MINT PIMCO ETF TR | $5.1M | 3.0% |
| 5 | PRF INVESCO EXCHANGE TRADED FD T | $5.0M | 2.9% |
| 6 | PANW PALO ALTO NETWORKS INC | $4.9M | 2.89% |
| 7 | NVDA NVIDIA CORPORATION | $4.5M | 2.65% |
| 8 | AXP AMERICAN EXPRESS CO | $4.5M | 2.62% |
| 9 | FSLR FIRST SOLAR INC | $4.5M | 2.62% |
| 10 | INTU INTUIT | $4.1M | 2.37% |
| 11 | AMZN AMAZON COM INC | $4.0M | 2.35% |
| 12 | GOOGL ALPHABET INC | $3.8M | 2.24% |
| 13 | CRM SALESFORCE INC | $3.7M | 2.15% |
| 14 | MAR MARRIOTT INTL INC NEW | $3.6M | 2.13% |
| 15 | SPSC SPS COMM INC | $3.4M | 1.99% |
| 16 | ISRG INTUITIVE SURGICAL INC | $3.3M | 1.95% |
| 17 | HON HONEYWELL INTL INC | $3.3M | 1.94% |
| 18 | WFC WELLS FARGO CO NEW | $3.1M | 1.82% |
| 19 | VOT VANGUARD INDEX FDS | $3.1M | 1.81% |
| 20 | BA BOEING CO | $2.9M | 1.7% |
Values as reported on the Q1 2023 Form 13F. Every position is in the holdings table below.