Bouvel Investment Partners
Latest statistics and disclosures from Bouvel Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MRVL, INTC, BOND, CGDV, EVTR, and represent 18.69% of Bouvel Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: ABBV (+$9.5M), VTIP (+$8.5M), IFRA (+$6.6M), CGMS (+$5.2M), TTMI, PDFS, PULS, IWF, AXON, EFV.
- Started 18 new stock positions in NTRA, TOST, IXUS, PDFS, VYMI, EFV, AXON, CERS, HONA, SGOV. AMPX, VTIP, HON, DVYE, ABBV, TTMI, RCAT, IFRA.
- Reduced shares in these 10 stocks: JEPI (-$8.3M), BOND (-$6.9M), INTC (-$6.5M), SHY (-$6.3M), Honeywell International (-$6.2M), IWY, PLTR, , AVGO, TER.
- Sold out of its positions in ADPT, EPAM, Honeywell International, SHY, JEPI, MRCY, SMR, PLTR, MINT, QUBT. SMCI, TYL.
- Bouvel Investment Partners was a net buyer of stock by $9.3M.
- Bouvel Investment Partners has $442M in assets under management (AUM), dropping by 28.34%.
- Central Index Key (CIK): 0001839122
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Portfolio Holdings for Bouvel Investment Partners
Bouvel Investment Partners holds 84 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Marvell Technology (MRVL) | 4.8 | $21M | -2% | 72k | 297.89 |
|
| Intel Corporation (INTC) | 4.0 | $18M | -26% | 126k | 139.63 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 3.4 | $15M | -31% | 163k | 92.21 |
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 3.3 | $14M | +6% | 293k | 49.28 |
|
| Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR) | 3.2 | $14M | +7% | 281k | 50.71 |
|
| NVIDIA Corporation (NVDA) | 2.9 | $13M | 63k | 200.09 |
|
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 2.6 | $11M | +83% | 415k | 27.33 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 2.5 | $11M | +2% | 204k | 54.03 |
|
| Datadog Cl A Com (DDOG) | 2.5 | $11M | 42k | 260.36 |
|
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| Palo Alto Networks (PANW) | 2.4 | $11M | 31k | 341.01 |
|
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| Broadcom (AVGO) | 2.3 | $10M | -27% | 26k | 377.75 |
|
| Amazon (AMZN) | 2.2 | $9.9M | 42k | 238.34 |
|
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| Abbvie (ABBV) | 2.1 | $9.5M | NEW | 38k | 251.64 |
|
| Vicor Corporation (VICR) | 2.1 | $9.3M | 25k | 379.78 |
|
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| Ge Aerospace Com New (GE) | 2.1 | $9.2M | 25k | 373.73 |
|
|
| Teradyne (TER) | 2.0 | $8.7M | -22% | 18k | 483.84 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $8.6M | 24k | 357.37 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.9 | $8.5M | NEW | 170k | 50.23 |
|
| MasTec (MTZ) | 1.9 | $8.4M | 20k | 416.06 |
|
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 1.9 | $8.2M | +89% | 166k | 49.55 |
|
| Eli Lilly & Co. (LLY) | 1.9 | $8.2M | 6.8k | 1199.43 |
|
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| Entergy Corporation (ETR) | 1.7 | $7.5M | 66k | 114.86 |
|
|
| Lumentum Hldgs (LITE) | 1.7 | $7.4M | -19% | 8.6k | 858.06 |
|
| Microsoft Corporation (MSFT) | 1.7 | $7.3M | 20k | 373.01 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 1.5 | $6.6M | NEW | 106k | 63.04 |
|
| International Business Machines (IBM) | 1.5 | $6.6M | 23k | 281.21 |
|
|
| Snowflake Com Shs (SNOW) | 1.5 | $6.4M | 25k | 254.50 |
|
|
| Eaton Corp SHS (ETN) | 1.4 | $6.3M | 15k | 426.12 |
|
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| Apple (AAPL) | 1.4 | $6.2M | 21k | 289.36 |
|
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| Boeing Company (BA) | 1.3 | $5.8M | 27k | 216.47 |
|
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| Amphenol Corp Cl A (APH) | 1.3 | $5.8M | 33k | 176.32 |
|
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| Intuitive Surgical Com New (ISRG) | 1.3 | $5.7M | 14k | 397.67 |
|
|
| Quanta Services (PWR) | 1.3 | $5.6M | 7.8k | 720.04 |
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| Raytheon Technologies Corp (RTX) | 1.2 | $5.5M | 29k | 189.73 |
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| Meta Platforms Cl A (META) | 1.2 | $5.4M | 9.5k | 563.29 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $5.3M | 7.0k | 763.14 |
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| Netflix (NFLX) | 1.1 | $4.9M | 69k | 71.40 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.1 | $4.8M | +298% | 38k | 124.17 |
|
| TTM Technologies (TTMI) | 1.1 | $4.7M | NEW | 25k | 187.02 |
|
| Aehr Test Systems (AEHR) | 1.1 | $4.7M | -31% | 49k | 96.06 |
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| PDF Solutions (PDFS) | 1.0 | $4.5M | NEW | 63k | 70.79 |
|
| Vertiv Holdings Com Cl A (VRT) | 1.0 | $4.4M | -25% | 13k | 334.82 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.9 | $4.1M | -4% | 30k | 137.53 |
|
| First Solar (FSLR) | 0.9 | $4.0M | 17k | 235.96 |
|
|
| Ionq Inc Pipe (IONQ) | 0.9 | $3.9M | +156% | 73k | 53.26 |
|
| Axon Enterprise (AXON) | 0.7 | $3.3M | NEW | 5.9k | 560.61 |
|
| Monolithic Power Systems (MPWR) | 0.7 | $3.1M | 2.3k | 1382.36 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.7 | $3.1M | NEW | 41k | 76.55 |
|
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.7 | $3.1M | -4% | 39k | 77.93 |
|
| Natera (NTRA) | 0.7 | $3.1M | NEW | 11k | 271.45 |
|
| Honeywell International (HON) | 0.7 | $3.0M | NEW | 14k | 223.90 |
|
| Honeywell Aerospace (HONA) | 0.7 | $3.0M | NEW | 14k | 221.08 |
|
| D-wave Quantum (QBTS) | 0.7 | $3.0M | 124k | 23.99 |
|
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.6 | $2.7M | NEW | 27k | 100.67 |
|
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.6 | $2.7M | +10% | 55k | 48.35 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.6 | $2.7M | +12% | 16k | 164.27 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.5 | $2.4M | -61% | 8.3k | 290.62 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $2.4M | +3% | 32k | 75.79 |
|
| Tempus Ai Cl A (TEM) | 0.5 | $2.4M | 41k | 57.93 |
|
|
| Joby Aviation Common Stock (JOBY) | 0.5 | $2.2M | +98% | 250k | 8.92 |
|
| AeroVironment (AVAV) | 0.5 | $2.2M | +72% | 13k | 165.07 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $2.1M | +5% | 5.8k | 365.70 |
|
| Symbotic Class A Com (SYM) | 0.5 | $2.1M | 46k | 44.95 |
|
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.5 | $2.0M | 41k | 49.86 |
|
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| Boston Scientific Corporation (BSX) | 0.4 | $2.0M | 46k | 42.68 |
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| Toast Cl A (TOST) | 0.4 | $1.9M | NEW | 70k | 27.82 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.4 | $1.8M | 33k | 54.54 |
|
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| Ishares Em Mkts Div Etf (DVYE) | 0.4 | $1.7M | NEW | 53k | 32.23 |
|
| 4068594 Enphase Energy (ENPH) | 0.4 | $1.7M | 34k | 49.24 |
|
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| Oklo Com Cl A (OKLO) | 0.3 | $1.5M | 30k | 52.33 |
|
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| Plug Pwr Com New (PLUG) | 0.3 | $1.4M | +40% | 518k | 2.71 |
|
| Amprius Technologies Common Stock (AMPX) | 0.3 | $1.4M | NEW | 99k | 13.86 |
|
| Indie Semiconductor Class A Com (INDI) | 0.3 | $1.3M | 300k | 4.49 |
|
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| Grail (GRAL) | 0.3 | $1.1M | 16k | 68.27 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $819k | -2% | 2.7k | 306.30 |
|
| Red Cat Hldgs (RCAT) | 0.2 | $809k | NEW | 76k | 10.65 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $699k | NEW | 7.3k | 95.44 |
|
| Eos Energy Enterprises Com Cl A (EOSE) | 0.2 | $681k | +2% | 116k | 5.88 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $620k | +11% | 4.0k | 156.30 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $379k | 4.6k | 82.84 |
|
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| Solstice Advanced Matls Com Shs (SOLS) | 0.1 | $279k | -23% | 3.2k | 88.60 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $238k | 2.5k | 96.58 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $204k | NEW | 2.1k | 98.20 |
|
| Cerus Corporation (CERS) | 0.0 | $58k | NEW | 20k | 2.92 |
|
Past Filings by Bouvel Investment Partners
SEC 13F filings are viewable for Bouvel Investment Partners going back to 2020
- Bouvel Investment Partners 2026 Q2 filed July 17, 2026
- Bouvel Investment Partners 2026 Q1 filed April 10, 2026
- Bouvel Investment Partners 2025 Q4 filed Jan. 23, 2026
- Bouvel Investment Partners 2025 Q3 filed Oct. 22, 2025
- Bouvel Investment Partners 2025 Q2 filed July 11, 2025
- Bouvel Investment Partners 2025 Q1 filed April 17, 2025
- Bouvel Investment Partners 2024 Q4 filed Jan. 15, 2025
- Bouvel Investment Partners 2024 Q3 restated filed Nov. 5, 2024
- Bouvel Investment Partners 2024 Q3 filed Oct. 16, 2024
- Bouvel Investment Partners 2024 Q2 filed July 12, 2024
- Bouvel Investment Partners 2024 Q1 filed April 16, 2024
- Bouvel Investment Partners 2023 Q4 filed Jan. 11, 2024
- Bouvel Investment Partners 2023 Q3 filed Oct. 11, 2023
- Bouvel Investment Partners 2023 Q2 filed July 14, 2023
- Bouvel Investment Partners 2023 Q1 filed April 11, 2023
- Bouvel Investment Partners 2022 Q4 filed Jan. 19, 2023