Bouvel Investment Partners

Bouvel Investment Partners as of March 31, 2026

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
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) 3.8 $13M 261k 50.75
Capital Group Dividend Value Shs Creation Uni (CGDV) 3.4 $12M 275k 42.54
Broadcom (AVGO) 3.3 $11M 36k 309.51
NVIDIA Corporation (NVDA) 3.2 $11M 64k 174.40
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 2.7 $9.4M 198k 47.53
Amazon (AMZN) 2.6 $8.8M 42k 208.27
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.4 $8.3M 147k 56.68
Intel Corporation (INTC) 2.2 $7.6M 173k 44.13
Lumentum Hldgs (LITE) 2.2 $7.5M 11k 702.76
Entergy Corporation (ETR) 2.2 $7.5M 67k 112.36
Microsoft Corporation (MSFT) 2.1 $7.4M 20k 370.16
Marvell Technology (MRVL) 2.1 $7.2M 73k 99.05
Ge Aerospace Com New (GE) 2.1 $7.1M 25k 283.77
Alphabet Cap Stk Cl A (GOOGL) 2.0 $7.0M 24k 287.56
Teradyne (TER) 2.0 $6.9M 23k 296.46
Intuitive Surgical Com New (ISRG) 2.0 $6.7M 15k 460.97
Netflix (NFLX) 1.9 $6.7M 70k 96.15
MasTec (MTZ) 1.9 $6.5M 20k 321.74
Eli Lilly & Co. (LLY) 1.8 $6.3M 6.9k 919.77
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.8 $6.3M 76k 82.57
Honeywell International (HON) 1.8 $6.2M 28k 226.03
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.8 $6.2M 226k 27.23
International Business Machines (IBM) 1.7 $5.7M 24k 242.39
Raytheon Technologies Corp (RTX) 1.6 $5.6M 29k 192.90
Meta Platforms Cl A (META) 1.6 $5.5M 9.7k 572.13
Apple (AAPL) 1.6 $5.5M 22k 253.79
Boeing Company (BA) 1.6 $5.4M 27k 199.03
Eaton Corp SHS (ETN) 1.6 $5.4M 15k 357.67
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.6 $5.4M 22k 248.84
Palo Alto Networks (PANW) 1.5 $5.0M 31k 160.32
Datadog Cl A Com (DDOG) 1.4 $5.0M 42k 118.05
Vertiv Holdings Com Cl A (VRT) 1.3 $4.4M 18k 250.58
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.3 $4.3M 88k 49.50
Quanta Services (PWR) 1.2 $4.3M 7.8k 549.02
Amphenol Corp Cl A (APH) 1.2 $4.2M 33k 126.35
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $4.1M 9.6k 426.40
Vicor Corporation (VICR) 1.2 $4.0M 25k 161.00
Snowflake Com Shs (SNOW) 1.1 $3.9M 26k 150.82
Palantir Technologies Cl A (PLTR) 1.1 $3.8M 26k 146.28
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.1 $3.8M 38k 100.57
Ishares Tr S&p 500 Grwt Etf (IVW) 1.0 $3.5M 31k 113.11
First Solar (FSLR) 1.0 $3.3M 17k 197.26
Boston Scientific Corporation (BSX) 0.8 $2.9M 47k 62.75
Kratos Defense & Sec Solutio Com New (KTOS) 0.8 $2.9M 41k 70.51
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.8 $2.9M 41k 69.40
Crowdstrike Hldgs Cl A (CRWD) 0.8 $2.7M 6.9k 390.41
Aehr Test Systems (AEHR) 0.8 $2.7M 72k 37.08
Symbotic Class A Com (SYM) 0.7 $2.4M 46k 53.20
Monolithic Power Systems (MPWR) 0.7 $2.4M 2.2k 1093.35
Mercury Computer Systems (MRCY) 0.7 $2.4M 33k 72.91
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.7 $2.4M 50k 47.82
Ishares Tr Core Div Grwth (DGRO) 0.6 $2.1M 31k 70.18
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $2.1M 14k 142.43
Super Micro Computer Com New (SMCI) 0.6 $2.0M 87k 22.77
Tempus Ai Cl A (TEM) 0.5 $1.9M 41k 45.22
D-wave Quantum (QBTS) 0.5 $1.8M 124k 14.43
Tyler Technologies (TYL) 0.5 $1.8M 5.2k 342.35
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $1.7M 5.5k 302.25
Crispr Therapeutics Namen Akt (CRSP) 0.4 $1.5M 33k 47.57
Oklo Com Cl A (OKLO) 0.4 $1.5M 29k 49.59
AeroVironment (AVAV) 0.4 $1.4M 7.7k 183.05
Nuscale Pwr Corp Cl A Com (SMR) 0.4 $1.4M 129k 10.84
4068594 Enphase Energy (ENPH) 0.4 $1.3M 34k 37.81
Epam Systems (EPAM) 0.4 $1.3M 9.3k 135.40
Joby Aviation Common Stock (JOBY) 0.3 $1.0M 126k 8.26
Indie Semiconductor Class A Com (INDI) 0.3 $963k 299k 3.22
Grail (GRAL) 0.2 $833k 16k 51.68
Plug Pwr Com New (PLUG) 0.2 $831k 368k 2.26
Ionq Inc Pipe (IONQ) 0.2 $821k 29k 28.83
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $706k 2.7k 257.35
Adaptive Biotechnologies Cor (ADPT) 0.2 $608k 44k 13.88
Eos Energy Enterprises Com Cl A (EOSE) 0.2 $563k 114k 4.96
Ishares Tr Select Divid Etf (DVY) 0.2 $538k 3.6k 151.41
Quantum Computing (QUBT) 0.1 $496k 72k 6.85
Ishares Core Msci Emkt (IEMG) 0.1 $316k 4.5k 69.75
Solstice Advanced Matls Com Shs (SOLS) 0.1 $315k 4.1k 76.16
Ishares Tr Core Msci Eafe (IEFA) 0.1 $221k 2.4k 90.53