Bouvel Investment Partners as of June 30, 2026
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 | 72k | 297.89 | |
| Intel Corporation (INTC) | 4.0 | $18M | 126k | 139.63 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 3.4 | $15M | 163k | 92.21 | |
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 3.3 | $14M | 293k | 49.28 | |
| Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR) | 3.2 | $14M | 281k | 50.71 | |
| NVIDIA Corporation (NVDA) | 2.9 | $13M | 63k | 200.09 | |
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 2.6 | $11M | 415k | 27.33 | |
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 2.5 | $11M | 204k | 54.03 | |
| Datadog Cl A Com (DDOG) | 2.5 | $11M | 42k | 260.36 | |
| Palo Alto Networks (PANW) | 2.4 | $11M | 31k | 341.01 | |
| Broadcom (AVGO) | 2.3 | $10M | 26k | 377.75 | |
| Amazon (AMZN) | 2.2 | $9.9M | 42k | 238.34 | |
| Abbvie (ABBV) | 2.1 | $9.5M | 38k | 251.64 | |
| Vicor Corporation (VICR) | 2.1 | $9.3M | 25k | 379.78 | |
| Ge Aerospace Com New (GE) | 2.1 | $9.2M | 25k | 373.73 | |
| Teradyne (TER) | 2.0 | $8.7M | 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 | 170k | 50.23 | |
| MasTec (MTZ) | 1.9 | $8.4M | 20k | 416.06 | |
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 1.9 | $8.2M | 166k | 49.55 | |
| Eli Lilly & Co. (LLY) | 1.9 | $8.2M | 6.8k | 1199.43 | |
| Entergy Corporation (ETR) | 1.7 | $7.5M | 66k | 114.86 | |
| Lumentum Hldgs (LITE) | 1.7 | $7.4M | 8.6k | 858.06 | |
| Microsoft Corporation (MSFT) | 1.7 | $7.3M | 20k | 373.01 | |
| Ishares Tr Us Infrastruc (IFRA) | 1.5 | $6.6M | 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 | |
| Apple (AAPL) | 1.4 | $6.2M | 21k | 289.36 | |
| Boeing Company (BA) | 1.3 | $5.8M | 27k | 216.47 | |
| Amphenol Corp Cl A (APH) | 1.3 | $5.8M | 33k | 176.32 | |
| Intuitive Surgical Com New (ISRG) | 1.3 | $5.7M | 14k | 397.67 | |
| Quanta Services (PWR) | 1.3 | $5.6M | 7.8k | 720.04 | |
| Raytheon Technologies Corp (RTX) | 1.2 | $5.5M | 29k | 189.73 | |
| Meta Platforms Cl A (META) | 1.2 | $5.4M | 9.5k | 563.29 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $5.3M | 7.0k | 763.14 | |
| Netflix (NFLX) | 1.1 | $4.9M | 69k | 71.40 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.1 | $4.8M | 38k | 124.17 | |
| TTM Technologies (TTMI) | 1.1 | $4.7M | 25k | 187.02 | |
| Aehr Test Systems (AEHR) | 1.1 | $4.7M | 49k | 96.06 | |
| PDF Solutions (PDFS) | 1.0 | $4.5M | 63k | 70.79 | |
| Vertiv Holdings Com Cl A (VRT) | 1.0 | $4.4M | 13k | 334.82 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.9 | $4.1M | 30k | 137.53 | |
| First Solar (FSLR) | 0.9 | $4.0M | 17k | 235.96 | |
| Ionq Inc Pipe (IONQ) | 0.9 | $3.9M | 73k | 53.26 | |
| Axon Enterprise (AXON) | 0.7 | $3.3M | 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 | 41k | 76.55 | |
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.7 | $3.1M | 39k | 77.93 | |
| Natera (NTRA) | 0.7 | $3.1M | 11k | 271.45 | |
| Honeywell International (HON) | 0.7 | $3.0M | 14k | 223.90 | |
| Honeywell Aerospace (HONA) | 0.7 | $3.0M | 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 | 27k | 100.67 | |
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.6 | $2.7M | 55k | 48.35 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.6 | $2.7M | 16k | 164.27 | |
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.5 | $2.4M | 8.3k | 290.62 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $2.4M | 32k | 75.79 | |
| Tempus Ai Cl A (TEM) | 0.5 | $2.4M | 41k | 57.93 | |
| Joby Aviation Common Stock (JOBY) | 0.5 | $2.2M | 250k | 8.92 | |
| AeroVironment (AVAV) | 0.5 | $2.2M | 13k | 165.07 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $2.1M | 5.8k | 365.70 | |
| Symbotic Class A Com (SYM) | 0.5 | $2.1M | 46k | 44.95 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.5 | $2.0M | 41k | 49.86 | |
| Boston Scientific Corporation (BSX) | 0.4 | $2.0M | 46k | 42.68 | |
| Toast Cl A (TOST) | 0.4 | $1.9M | 70k | 27.82 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.4 | $1.8M | 33k | 54.54 | |
| Ishares Em Mkts Div Etf (DVYE) | 0.4 | $1.7M | 53k | 32.23 | |
| 4068594 Enphase Energy (ENPH) | 0.4 | $1.7M | 34k | 49.24 | |
| Oklo Com Cl A (OKLO) | 0.3 | $1.5M | 30k | 52.33 | |
| Plug Pwr Com New (PLUG) | 0.3 | $1.4M | 518k | 2.71 | |
| Amprius Technologies Common Stock (AMPX) | 0.3 | $1.4M | 99k | 13.86 | |
| Indie Semiconductor Class A Com (INDI) | 0.3 | $1.3M | 300k | 4.49 | |
| Grail (GRAL) | 0.3 | $1.1M | 16k | 68.27 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $819k | 2.7k | 306.30 | |
| Red Cat Hldgs (RCAT) | 0.2 | $809k | 76k | 10.65 | |
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $699k | 7.3k | 95.44 | |
| Eos Energy Enterprises Com Cl A (EOSE) | 0.2 | $681k | 116k | 5.88 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $620k | 4.0k | 156.30 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $379k | 4.6k | 82.84 | |
| Solstice Advanced Matls Com Shs (SOLS) | 0.1 | $279k | 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 | 2.1k | 98.20 | |
| Cerus Corporation (CERS) | 0.0 | $58k | 20k | 2.92 |
