Bouvel Investment Partners, LLC
13F Reported Value
ⓘ$442.3M
Holdings
84
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Bouvel Investment Partners, LLC disclosed 84 positions worth $442.3M in its Form 13F-HR for Q2 2026, led by $MRVL (Marvell Technology, Inc.) at 4.8% of the equity portfolio, followed by $INTC. During the quarter the fund opened 17 new positions and exited 11 — including a new stake in $ABBV. The portfolio is most concentrated in Technology (46.7% of disclosed assets). All figures are sourced directly from Bouvel Investment Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1839122.
AI Fund Analysis
Stable
$MRVL
$INTC
$FSLR
$MPWR
$INDI
$IVZSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 77.3#88
Quality
$21.3M71,585 sh - 41.5#1,892
Quality
$17.6M126,137 sh PIMCO ETF TR - ACTIVE BD ETF
—Quality
$15.1M163,263 shCAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
—Quality
$14.4M292,611 shMORGAN STANLEY ETF TRUST - EATO VANC BD ETF
—Quality
$14.2M280,957 sh- 90.2
Quality
$12.7M63,279 sh CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR
—Quality
$11.3M415,149 sh- —
Quality
$11.0M204,067 sh - 62.9
Quality
$10.9M41,678 sh - 66.5
Quality
$10.6M30,966 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Marvell Technology, Inc.$MRVL | 77.3#88 | $21.3M | 71,585 |
| INTEL CORP$INTC | 41.5#1,892 | $17.6M | 126,137 |
| PIMCO ETF TR - ACTIVE BD ETF | — | $15.1M | 163,263 |
| CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $14.4M | 292,611 |
| MORGAN STANLEY ETF TRUST - EATO VANC BD ETF | — | $14.2M | 280,957 |
 NVIDIA CORP$NVDA | 90.2 | $12.7M | 63,279 |
| CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | — | $11.3M | 415,149 |
| Invesco Ltd.$IVZ | — | $11.0M | 204,067 |
 Datadog, Inc.$DDOG | 62.9 | $10.9M | 41,678 |
 Palo Alto Networks Inc$PANW | 66.5 | $10.6M | 30,966 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Bouvel Investment Partners, LLC's 84 positions.
Showing top 10 of 84 holdings.
Sector Allocation
Technology
$206.5M
Other
$113.1M
Industrials
$47.6M
Healthcare
$31.6M
Financials
$11.0M
Consumer Discretionary
$9.9M
Utilities
$9.1M
Energy
$8.4M
Full Holdings — Bouvel Investment Partners, LLC (Q2 2026)
All 84 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MRVL | Marvell Technology, Inc. | $21.3M | 4.8% | -2% | 77.3 |
| 2 | $INTC | INTEL CORP | $17.6M | 4.0% | -27% | 41.5 |
| 3 | — | PIMCO ETF TR - ACTIVE BD ETF | $15.1M | 3.4% | -32% | — |
| 4 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $14.4M | 3.3% | +7% | — |
| 5 | — | MORGAN STANLEY ETF TRUST - EATO VANC BD ETF | $14.2M | 3.2% | +8% | — |
| 6 | $NVDA | NVIDIA CORP | $12.7M | 2.9% | -0% | 90.2 |
| 7 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | $11.3M | 2.6% | +84% | — |
| 8 | $IVZ | Invesco Ltd. | $11.0M | 2.5% | +3% | — |
| 9 | $DDOG | Datadog, Inc. | $10.9M | 2.5% | -1% | 62.9 |
| 10 | $PANW | Palo Alto Networks Inc | $10.6M | 2.4% | -1% | 66.5 |
| 11 |  $AVGO | Broadcom Inc. | $10.0M | 2.3% | -27% | 86.4 |
| 12 |  $AMZN | AMAZON COM INC | $9.9M | 2.3% | -1% | 74.6 |
| 13 |  $ABBV | AbbVie Inc. | $9.5M | 2.1% | NEW | 59.3 |
| 14 |  $VICR | VICOR CORP | $9.3M | 2.1% | -2% | 63.6 |
| 15 |  $GE | GENERAL ELECTRIC CO | $9.2M | 2.1% | -1% | 74.8 |
| 16 |  $TER | TERADYNE, INC | $8.7M | 2.0% | -23% | 74.6 |
| 17 |  $GOOG | Alphabet Inc. | $8.6M | 1.9% | -1% | 80.2 |
| 18 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $8.5M | 1.9% | NEW | — |
| 19 |  $MTZ | MASTEC INC | $8.4M | 1.9% | +0% | 59.7 |
| 20 | — | PGIM ETF TR - PGIM ULTRA SH BD | $8.2M | 1.9% | +89% | — |
| 21 |  $LLY | ELI LILLY & Co | $8.2M | 1.9% | -1% | 89.3 |
| 22 |  $ETR | ENTERGY CORP /DE/ | $7.5M | 1.7% | -1% | 65.1 |
| 23 |  $LITE | Lumentum Holdings Inc. | $7.4M | 1.7% | -19% | 63.4 |
| 24 |  $MSFT | MICROSOFT CORP | $7.3M | 1.7% | -1% | 83.7 |
| 25 | — | ISHARES TR - US INFRASTRUC | $6.6M | 1.5% | NEW | — |
| 26 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $6.6M | 1.5% | -0% | 66.7 |
| 27 |  $SNOW | Snowflake Inc. | $6.4M | 1.4% | -1% | 49.6 |
| 28 |  $ETN | Eaton Corp plc | $6.3M | 1.4% | -1% | — |
| 29 |  $AAPL | Apple Inc. | $6.2M | 1.4% | -2% | 76.1 |
| 30 |  $BA | BOEING CO | $5.8M | 1.3% | -1% | 51.8 |
| 31 |  $APH | AMPHENOL CORP /DE/ | $5.8M | 1.3% | -0% | 80.5 |
| 32 |  $ISRG | INTUITIVE SURGICAL INC | $5.7M | 1.3% | -1% | 81.4 |
| 33 |  $PWR | QUANTA SERVICES, INC. | $5.6M | 1.3% | -0% | 62.6 |
| 34 |  $RTX | RTX Corp | $5.5M | 1.2% | -1% | 70 |
| 35 |  $META | Meta Platforms, Inc. | $5.4M | 1.2% | -2% | 80.9 |
| 36 |  $CRWD | CrowdStrike Holdings, Inc. | $5.3M | 1.2% | +0% | 55 |
| 37 |  $NFLX | NETFLIX INC | $4.9M | 1.1% | -1% | 86.7 |
| 38 | — | ISHARES TR - RUS 1000 GRW ETF | $4.8M | 1.1% | +299% | — |
| 39 |  $TTMI | TTM TECHNOLOGIES INC | $4.7M | 1.1% | NEW | 59 |
| 40 |  $AEHR | AEHR TEST SYSTEMS | $4.7M | 1.1% | -32% | 16.3 |
| 41 |  $PDFS | PDF SOLUTIONS INC | $4.5M | 1.0% | NEW | 46.6 |
| 42 |  $VRT | Vertiv Holdings Co | $4.4M | 1.0% | -26% | 82.7 |
| 43 | — | ISHARES TR - S&P 500 GRWT ETF | $4.1M | 0.9% | -4% | — |
| 44 | $FSLR | FIRST SOLAR, INC. | $4.0M | 0.9% | +0% | 73.8 |
| 45 |  $IONQ | IonQ, Inc. | $3.9M | 0.9% | +157% | 32.8 |
| 46 |  $AXON | AXON ENTERPRISE, INC. | $3.3M | 0.8% | NEW | 55.6 |
| 47 | $MPWR | MONOLITHIC POWER SYSTEMS INC | $3.1M | 0.7% | +1% | 76.3 |
| 48 | — | ISHARES TR - EAFE VALUE ETF | $3.1M | 0.7% | NEW | — |
| 49 | — | FIDELITY COVINGTON TRUST - VLU FACTOR ETF | $3.1M | 0.7% | -4% | — |
| 50 |  $NTRA | Natera, Inc. | $3.1M | 0.7% | NEW | 46.4 |
| 51 |  $HON | HONEYWELL INTERNATIONAL INC | $3.0M | 0.7% | -51% | 65.7 |
| 52 |  $HONA | Honeywell Aerospace Inc. | $3.0M | 0.7% | NEW | — |
| 53 |  $QBTS | D-Wave Quantum Inc. | $3.0M | 0.7% | +0% | 24.7 |
| 54 | — | ISHARES TR - 0-3 MTH TREASURY | $2.7M | 0.6% | NEW | — |
| 55 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | $2.7M | 0.6% | +11% | — |
| 56 | — | ISHARES TR - CORE S&P TTL STK | $2.7M | 0.6% | +12% | — |
| 57 | — | ISHARES TR - RUS TP200 GR ETF | $2.4M | 0.5% | -62% | — |
| 58 | — | ISHARES TR - CORE DIV GRWTH | $2.4M | 0.5% | +3% | — |
| 59 |  $TEM | Tempus AI, Inc. | $2.4M | 0.5% | +0% | 38.2 |
| 60 |  $JOBY | Joby Aviation, Inc. | $2.2M | 0.5% | +98% | 28.7 |
| 61 |  $AVAV | AeroVironment Inc | $2.2M | 0.5% | +73% | 42.1 |
| 62 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $2.1M | 0.5% | +6% | — |
| 63 |  $SYM | Symbotic Inc. | $2.1M | 0.5% | +0% | 55.1 |
| 64 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $2.0M | 0.5% | +0% | 48 |
| 65 |  $BSX | BOSTON SCIENTIFIC CORP | $2.0M | 0.4% | -2% | 79.9 |
| 66 |  $TOST | Toast, Inc. | $1.9M | 0.4% | NEW | 69.5 |
| 67 |  $CRSP | CRISPR Therapeutics AG | $1.8M | 0.4% | -0% | 4.5 |
| 68 | — | ISHARES INC - EM MKTS DIV ETF | $1.7M | 0.4% | NEW | — |
| 69 |  $ENPH | Enphase Energy, Inc. | $1.7M | 0.4% | -0% | 44.1 |
| 70 |  $OKLO | Oklo Inc. | $1.5M | 0.3% | +0% | — |
| 71 |  $PLUG | PLUG POWER INC | $1.4M | 0.3% | +41% | 18.8 |
| 72 |  $AMPX | Amprius Technologies, Inc. | $1.4M | 0.3% | NEW | 34.9 |
| 73 | $INDI | indie Semiconductor, Inc. | $1.3M | 0.3% | +1% | 23.5 |
| 74 |  $GRAL | GRAIL, Inc. | $1.1M | 0.3% | +1% | 31.9 |
| 75 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $818,740 | 0.2% | -3% | — |
| 76 |  $RCAT | Red Cat Holdings, Inc. | $809,176 | 0.2% | NEW | 30 |
| 77 | — | ISHARES TR - CORE MSCI TOTAL | $699,193 | 0.2% | NEW | — |
| 78 |  $EOSE | Eos Energy Enterprises, Inc. | $681,245 | 0.1% | +2% | 29.2 |
| 79 | — | ISHARES TR - SELECT DIVID ETF | $619,886 | 0.1% | +12% | — |
| 80 | — | ISHARES INC - CORE MSCI EMKT | $378,744 | 0.1% | +1% | — |
| 81 |  $SOLS | Solstice Advanced Materials Inc. | $279,090 | 0.1% | -24% | — |
| 82 | — | ISHARES TR - CORE MSCI EAFE | $237,973 | 0.1% | +1% | — |
| 83 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $203,863 | 0.1% | NEW | — |
| 84 |  $CERS | CERUS CORP | $58,400 | 0.0% | NEW | 29.3 |
New Positions (17)
$ABBV AbbVie Inc.$9.5M$TTMI TTM TECHNOLOGIES INC$4.7M$PDFS PDF SOLUTIONS INC$4.5M$AXON AXON ENTERPRISE, INC.$3.3M$NTRA Natera, Inc.$3.1M$HONA Honeywell Aerospace Inc.$3.0M$TOST Toast, Inc.$1.9M$AMPX Amprius Technologies, Inc.$1.4M$RCAT Red Cat Holdings, Inc.$809,176Exited Positions (11)
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