Bouvel Investment Partners
Latest statistics and disclosures from Bouvel Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BOND, EVTR, CGDV, AVGO, NVDA, and represent 20.09% of Bouvel Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: ETR (+$7.5M), NFLX (+$6.7M), PRF (+$5.6M), AAPL (+$5.5M), PULS, HON, DDOG, VBK, AVAV, ENPH.
- Started 8 new stock positions in NFLX, ETR, AAPL, IONQ, AVAV, VBK, PULS, ENPH.
- Reduced shares in these 10 stocks: INTU (-$6.5M), KKR (-$6.4M), , UBER, MRSH, COIN, TWLO, ZS, KTOS, PYPL.
- Sold out of its positions in SRTA, COIN, INTU, KKR, MRSH, PYPL, CRM, TWLO, UBER, ZS.
- Bouvel Investment Partners was a net buyer of stock by $9.5M.
- Bouvel Investment Partners has $345M in assets under management (AUM), dropping by -0.65%.
- Central Index Key (CIK): 0001839122
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Portfolio Holdings for Bouvel Investment Partners
Bouvel Investment Partners holds 78 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Pimco Etf Tr Active Bd Etf (BOND) | 6.4 | $22M | 239k | 92.28 |
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| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 3.8 | $13M | -2% | 261k | 50.75 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 3.4 | $12M | -2% | 275k | 42.54 |
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| Broadcom (AVGO) | 3.3 | $11M | 36k | 309.51 |
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| NVIDIA Corporation (NVDA) | 3.2 | $11M | 64k | 174.40 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 2.7 | $9.4M | +149% | 198k | 47.53 |
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| Amazon (AMZN) | 2.6 | $8.8M | 42k | 208.27 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.4 | $8.3M | 147k | 56.68 |
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| Intel Corporation (INTC) | 2.2 | $7.6M | 173k | 44.13 |
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| Lumentum Hldgs (LITE) | 2.2 | $7.5M | +2% | 11k | 702.76 |
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| Entergy Corporation (ETR) | 2.2 | $7.5M | NEW | 67k | 112.36 |
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| Microsoft Corporation (MSFT) | 2.1 | $7.4M | 20k | 370.16 |
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| Marvell Technology (MRVL) | 2.1 | $7.2M | 73k | 99.05 |
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| Ge Aerospace Com New (GE) | 2.1 | $7.1M | 25k | 283.77 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $7.0M | 24k | 287.56 |
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| Teradyne (TER) | 2.0 | $6.9M | +3% | 23k | 296.46 |
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| Intuitive Surgical Com New (ISRG) | 2.0 | $6.7M | 15k | 460.97 |
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| Netflix (NFLX) | 1.9 | $6.7M | NEW | 70k | 96.15 |
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| MasTec (MTZ) | 1.9 | $6.5M | +3% | 20k | 321.74 |
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| Eli Lilly & Co. (LLY) | 1.8 | $6.3M | 6.9k | 919.77 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.8 | $6.3M | -2% | 76k | 82.57 |
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| Honeywell International (HON) | 1.8 | $6.2M | +48% | 28k | 226.03 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 1.8 | $6.2M | -2% | 226k | 27.23 |
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| International Business Machines (IBM) | 1.7 | $5.7M | 24k | 242.39 |
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| Raytheon Technologies Corp (RTX) | 1.6 | $5.6M | 29k | 192.90 |
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| Meta Platforms Cl A (META) | 1.6 | $5.5M | 9.7k | 572.13 |
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| Apple (AAPL) | 1.6 | $5.5M | NEW | 22k | 253.79 |
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| Boeing Company (BA) | 1.6 | $5.4M | 27k | 199.03 |
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| Eaton Corp SHS (ETN) | 1.6 | $5.4M | 15k | 357.67 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 1.6 | $5.4M | -4% | 22k | 248.84 |
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| Palo Alto Networks (PANW) | 1.5 | $5.0M | 31k | 160.32 |
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| Datadog Cl A Com (DDOG) | 1.4 | $5.0M | +64% | 42k | 118.05 |
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| Vertiv Holdings Com Cl A (VRT) | 1.3 | $4.4M | +3% | 18k | 250.58 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 1.3 | $4.3M | NEW | 88k | 49.50 |
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| Quanta Services (PWR) | 1.2 | $4.3M | +2% | 7.8k | 549.02 |
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| Amphenol Corp Cl A (APH) | 1.2 | $4.2M | 33k | 126.35 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $4.1M | -4% | 9.6k | 426.40 |
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| Vicor Corporation (VICR) | 1.2 | $4.0M | +3% | 25k | 161.00 |
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| Snowflake Com Shs (SNOW) | 1.1 | $3.9M | 26k | 150.82 |
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| Palantir Technologies Cl A (PLTR) | 1.1 | $3.8M | 26k | 146.28 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.1 | $3.8M | 38k | 100.57 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.0 | $3.5M | 31k | 113.11 |
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| First Solar (FSLR) | 1.0 | $3.3M | +3% | 17k | 197.26 |
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| Boston Scientific Corporation (BSX) | 0.8 | $2.9M | 47k | 62.75 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.8 | $2.9M | -35% | 41k | 70.51 |
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| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.8 | $2.9M | 41k | 69.40 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $2.7M | +44% | 6.9k | 390.41 |
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| Aehr Test Systems (AEHR) | 0.8 | $2.7M | +33% | 72k | 37.08 |
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| Symbotic Class A Com (SYM) | 0.7 | $2.4M | +3% | 46k | 53.20 |
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| Monolithic Power Systems (MPWR) | 0.7 | $2.4M | +3% | 2.2k | 1093.35 |
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| Mercury Computer Systems (MRCY) | 0.7 | $2.4M | +4% | 33k | 72.91 |
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| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.7 | $2.4M | 50k | 47.82 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.6 | $2.1M | +11% | 31k | 70.18 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.6 | $2.1M | +38% | 14k | 142.43 |
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| Super Micro Computer Com New (SMCI) | 0.6 | $2.0M | +4% | 87k | 22.77 |
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| Tempus Ai Cl A (TEM) | 0.5 | $1.9M | +3% | 41k | 45.22 |
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| D-wave Quantum (QBTS) | 0.5 | $1.8M | +3% | 124k | 14.43 |
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| Tyler Technologies (TYL) | 0.5 | $1.8M | +3% | 5.2k | 342.35 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $1.7M | NEW | 5.5k | 302.25 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.4 | $1.5M | +2% | 33k | 47.57 |
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| Oklo Com Cl A (OKLO) | 0.4 | $1.5M | +4% | 29k | 49.59 |
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| AeroVironment (AVAV) | 0.4 | $1.4M | NEW | 7.7k | 183.05 |
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| Nuscale Pwr Corp Cl A Com (SMR) | 0.4 | $1.4M | +59% | 129k | 10.84 |
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| 4068594 Enphase Energy (ENPH) | 0.4 | $1.3M | NEW | 34k | 37.81 |
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| Epam Systems (EPAM) | 0.4 | $1.3M | +71% | 9.3k | 135.40 |
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| Joby Aviation Common Stock (JOBY) | 0.3 | $1.0M | +3% | 126k | 8.26 |
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| Indie Semiconductor Class A Com (INDI) | 0.3 | $963k | +3% | 299k | 3.22 |
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| Grail (GRAL) | 0.2 | $833k | +7% | 16k | 51.68 |
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| Plug Pwr Com New (PLUG) | 0.2 | $831k | +6% | 368k | 2.26 |
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| Ionq Inc Pipe (IONQ) | 0.2 | $821k | NEW | 29k | 28.83 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $706k | 2.7k | 257.35 |
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| Adaptive Biotechnologies Cor (ADPT) | 0.2 | $608k | +3% | 44k | 13.88 |
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| Eos Energy Enterprises Com Cl A (EOSE) | 0.2 | $563k | +4% | 114k | 4.96 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $538k | +40% | 3.6k | 151.41 |
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| Quantum Computing (QUBT) | 0.1 | $496k | +3% | 72k | 6.85 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $316k | 4.5k | 69.75 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.1 | $315k | -6% | 4.1k | 76.16 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $221k | 2.4k | 90.53 |
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Past Filings by Bouvel Investment Partners
SEC 13F filings are viewable for Bouvel Investment Partners going back to 2020
- 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
- Bouvel Investment Partners 2022 Q3 filed Oct. 14, 2022