Bouvel Investment Partners, LLC
Sector Allocation
- Technology44.6%$193.4M
- Other27.1%$117.7M
- Industrials10.0%$43.3M
- Healthcare8.7%$37.8M
- Financials2.5%$10.7M
- Communication Services2.4%$10.4M
- Consumer Discretionary2.4%$10.2M
- Utilities1.5%$6.4M
- Energy0.8%$3.6M
AUM History
13fpro.ai/research/fund/bouvel-investment-partners-llc-1839122
Conviction and streaks
Stable · top 10 = 30.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
MRVL
$18.6M- PGIM$16.1M
- PIMCO$14.6M
NVDA
$14.2MPANW
$12.1M- MORGAN$12.0M
- CAPITAL$11.5M
DDOG
$11.3M- CAPITAL$11.0M
- VANGUARD$10.2M
AMZN
$10.2MMSFT
$9.9MABBV
$9.7MIVZ
$9.6MINTC
$9.5MAVGO
$9.1MSNOW
$8.5MGOOGL
$8.1MLLY
$7.8MLITE
$7.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/bouvel-investment-partners-llc-1839122
Bouvel Investment Partners, LLC 13F holdings — Q3 2026
$433.4M portfolio (-2.0% QoQ) · 85 holdings · Q3 2026 13F · top 10 are 30% of the stock portfolio
$18.6M
4.3% of stocks
-2%This quarter-13.0%Since filed8+ qtrsHeld- 2
PGIM ETF TR - PGIM ULTRA SH BD
$16.1M
3.7% of stocks
+96%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
PIMCO ETF TR - ACTIVE BD ETF
$14.6M
3.4% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $14.2M
3.3% of stocks
-2%This quarter-5.5%Since filed8+ qtrsHeld$12.1M
2.8% of stocks
-1%This quarter-1.6%Since filed8+ qtrsHeldAIQuality65.5#469Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 6
MORGAN STANLEY ETF TRUST - EATO VANC BD ETF
$12.0M
2.8% of stocks
-11%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
$11.5M
2.7% of stocks
-19%This quarter—Since filed—HeldAIQuality—Est. buy— $11.3M
2.6% of stocks
-1%This quarter-1.1%Since filed4 qtrsHeld- 9
CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR
$11.0M
2.5% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD MALVERN FDS - STRM INFPROIDX
$10.2M
2.4% of stocks
+22%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $18.6M | 4.3% | -2% | -13.0% | 8+ qtrsTrimmed 2 qtrs in a row | 76.4#79 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | PGIM ETF TR - PGIM ULTRA SH BD | $16.1M | 3.7% | +96% | — | — | — | — | |
| 3 | PIMCO ETF TR - ACTIVE BD ETF | $14.6M | 3.4% | +3% | — | — | — | — | |
| 4 | $14.2M | 3.3% | -2% | -5.5% | 8+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $12.1M | 2.8% | -1% | -1.6% | 8+ qtrsTrimmed 2 qtrs in a row | 65.5#469 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | MORGAN STANLEY ETF TRUST - EATO VANC BD ETF | $12.0M | 2.8% | -11% | — | — | — | — | |
| 7 | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $11.5M | 2.7% | -19% | — | — | — | — | |
| 8 | $11.3M | 2.6% | -1% | -1.1% | 4 qtrs | 69.1#270 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | $11.0M | 2.5% | +1% | — | — | — | — | |
| 10 | VANGUARD MALVERN FDS - STRM INFPROIDX | $10.2M | 2.4% | +22% | — | — | — | — |
All holdings — Bouvel Investment Partners, LLC (Q3 2026)
85 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AMAZON COM INC | Consumer Discretionary | $10.2M | 2.4% | 41K | -2% | 8+ qtrsTrimmed 2 qtrs in a row | 67.5 | 13F | |
| 12 | MICROSOFT CORP | Technology | $9.9M | 2.3% | 19K | -2% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AbbVie Inc. | Healthcare | $9.7M | 2.2% | 37K | -2% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Invesco Ltd.etf/fund | Financials | $9.6M | 2.2% | 176K | -14% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | INTEL CORP | Technology | $9.5M | 2.2% | 79K | -38% | 5 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Broadcom Inc. | Technology | $9.1M | 2.1% | 26K | -2% | 6 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Snowflake Inc. | Technology | $8.5M | 1.9% | 25K | -1% | 5 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Alphabet Inc. | Technology | $8.1M | 1.9% | 24K | -2% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ELI LILLY & Co | Healthcare | $7.8M | 1.8% | 6,781 | -0.6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Lumentum Holdings Inc. | Technology | $7.7M | 1.8% | 7,953 | -8% | 5 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | GENERAL ELECTRIC CO | Industrials | $7.6M | 1.8% | 24K | -2% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | VICOR CORP | Technology | $7.0M | 1.6% | 24K | -0.7% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Apple Inc. | Technology | $7.0M | 1.6% | 21K | -2% | 3 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Meta Platforms, Inc. | Technology | $6.8M | 1.6% | 9,382 | -2% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | CrowdStrike Holdings, Inc. | Technology | $6.7M | 1.5% | 25K | +262% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ETR | ENTERGY CORP /DE/ | Utilities | $6.4M | 1.5% | 65K | -2% | |||
| 27 | — | ISHARES TR - 0-3 MTH TREASURY | — | $6.3M | 1.5% | 63K | +134% | |||
| 28 | $ETN | Eaton Corp plc | Industrials | $6.3M | 1.4% | 15K | -2% | |||
| 29 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $5.8M | 1.3% | 14K | -1% | |||
| 30 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $5.8M | 1.3% | 24K | New | |||
| 31 | $SPOT | Spotify Technology S.A. | Communication Services | $5.7M | 1.3% | 12K | New | |||
| 32 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $5.7M | 1.3% | 11K | New | |||
| 33 | $APH | AMPHENOL CORP /DE/ | Technology | $5.4M | 1.3% | 64K | +94% | |||
| 34 | $RTX | RTX Corp | Industrials | $5.3M | 1.2% | 29K | -1.0% | |||
| 35 | $TER | TERADYNE, INC | Technology | $5.2M | 1.2% | 13K | -28% | |||
| 36 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $5.2M | 1.2% | 24K | +1.0% | |||
| 37 | $PWR | QUANTA SERVICES, INC. | Industrials | $4.9M | 1.1% | 7,685 | -0.8% | |||
| 38 | $BA | BOEING CO | Industrials | $4.9M | 1.1% | 26K | -2% | |||
| 39 | — | ISHARES TR - RUS 1000 GRW ETF | — | $4.8M | 1.1% | 38K | +0.1% | |||
| 40 | $NFLX | NETFLIX INC | Communication Services | $4.7M | 1.1% | 68K | -2% | |||
| 41 | $NTRA | Natera, Inc. | Healthcare | $4.6M | 1.1% | 11K | -0.3% | |||
| 42 | — | ISHARES TR - S&P 500 GRWT ETF | — | $4.4M | 1.0% | 31K | +4% | |||
| 43 | $AEHR | AEHR TEST SYSTEMS | Technology | $3.8M | 0.9% | 38K | -21% | |||
| 44 | $TTMI | TTM TECHNOLOGIES INC | Technology | $3.7M | 0.9% | 30K | +20% | |||
| 45 | $MTZ | MASTEC INC | Energy | $3.6M | 0.8% | 17K | -18% | |||
| 46 | $TEM | Tempus AI, Inc. | Technology | $3.4M | 0.8% | 41K | -0.1% | |||
| 47 | — | FIDELITY COVINGTON TRUST - VLU FACTOR ETF | — | $3.3M | 0.8% | 41K | +4% | |||
| 48 | $PDFS | PDF SOLUTIONS INC | Technology | $3.2M | 0.8% | 63K | -0.1% | |||
| 49 | — | ISHARES TR - EAFE VALUE ETF | — | $3.2M | 0.7% | 41K | +0.6% | |||
| 50 | $IONQ | IonQ, Inc. | Technology | $3.2M | 0.7% | 73K | -0.1% | |||
| 51 | $VRT | Vertiv Holdings Co | Technology | $3.2M | 0.7% | 13K | +0.4% | |||
| 52 | — | ISHARES TR - CORE S&P TTL STK | — | $3.0M | 0.7% | 18K | +13% | |||
| 53 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $3.0M | 0.7% | 2,252 | +0.1% | |||
| 54 | $FSLR | FIRST SOLAR, INC. | Technology | $2.9M | 0.7% | 17K | -0.4% | |||
| 55 | — | ISHARES TR - US INFRASTRUC | — | $2.8M | 0.7% | 51K | -52% | |||
| 56 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | — | $2.6M | 0.6% | 56K | +2% | |||
| 57 | — | ISHARES TR - CORE DIV GRWTH | — | $2.6M | 0.6% | 34K | +8% | |||
| 58 | $AXON | AXON ENTERPRISE, INC. | Industrials | $2.5M | 0.6% | 5,908 | +0.2% | |||
| 59 | $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | Industrials | $2.4M | 0.6% | 57K | +39% | |||
| 60 | $BWXT | BWX Technologies, Inc. | Industrials | $2.3M | 0.5% | 17K | New | |||
| 61 | $GRAL | GRAIL, Inc. | Healthcare | $2.3M | 0.5% | 16K | -0.1% | |||
| 62 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $2.1M | 0.5% | 6,125 | +5% | |||
| 63 | $QBTS | D-Wave Quantum Inc. | Technology | $2.1M | 0.5% | 124K | -0.0% | |||
| 64 | $TOST | Toast, Inc. | Technology | $2.0M | 0.5% | 70K | +0.0% | |||
| 65 | $AVAV | AeroVironment Inc | Industrials | $1.9M | 0.4% | 13K | -0.0% | |||
| 66 | — | ISHARES INC - EM MKTS DIV ETF | — | $1.9M | 0.4% | 55K | +2% | |||
| 67 | $KRMN | Karman Holdings Inc. | Industrials | $1.8M | 0.4% | 57K | New | |||
| 68 | $AMPX | Amprius Technologies, Inc. | Technology | $1.8M | 0.4% | 188K | +89% | |||
| 69 | $CRSP | CRISPR Therapeutics AG | Healthcare | $1.8M | 0.4% | 32K | +0.1% | |||
| 70 | $RKLB | Rocket Lab Corp | Industrials | $1.7M | 0.4% | 24K | New | |||
| 71 | $JOBY | Joby Aviation, Inc. | Industrials | $1.5M | 0.3% | 250K | +0.3% | |||
| 72 | $RCAT | Red Cat Holdings, Inc. | Technology | $1.1M | 0.3% | 166K | +118% | |||
| 73 | $WT | WisdomTree, Inc. | Financials | $1.0M | 0.2% | 21K | New | |||
| 74 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $1.0M | 0.2% | 21K | New | |||
| 75 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $1.0M | 0.2% | 21K | New | |||
| 76 | $PLUG | PLUG POWER INC | Technology | $993K | 0.2% | 512K | -1% | |||
| 77 | $EOSE | Eos Energy Enterprises, Inc. | Technology | $828K | 0.2% | 270K | +133% | |||
| 78 | — | VANGUARD INDEX FDS - MRNGSTR MD CP GR | — | $793K | 0.2% | 2,715 | +2% | |||
| 79 | — | ISHARES TR - CORE MSCI TOTAL | — | $790K | 0.2% | 8,317 | +14% | |||
| 80 | — | ISHARES TR - SELECT DIVID ETF | — | $665K | 0.1% | 4,374 | +10% | |||
| 81 | — | ISHARES INC - CORE MSCI EMKT | — | $371K | 0.1% | 4,572 | — | |||
| 82 | — | ISHARES TR - CORE MSCI EAFE | — | $239K | 0.1% | 2,464 | — | |||
| 83 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $210K | 0.1% | 2,076 | — | |||
| 84 | $ACHR | Archer Aviation Inc. | Industrials | $50K | 0.0% | 10K | New | |||
| 85 | $CERS | CERUS CORP | Healthcare | $48K | 0.0% | 20K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 10 new, 31 added to, 40 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (10)
$LHXL3HARRIS TECHNOLOGIES, INC. /DE/$5.8M
first bought this quarter
$SPOTSpotify Technology S.A.$5.7M
first bought this quarter
$VRTXVERTEX PHARMACEUTICALS INC / MA$5.7M
first bought this quarter
$BWXTBWX Technologies, Inc.$2.3M
first bought this quarter
$KRMNKarman Holdings Inc.$1.8M
first bought this quarter
$RKLBRocket Lab Corp$1.7M
first bought this quarter
+4 more in the Excel export
Added to (31)
- PGIM ETF TR - PGIM ULTRA SH BD+96%
now $16.1M
$CRWDCrowdStrike Holdings, Inc.+262%
now $6.7M · held 6 qtrs
- ISHARES TR - 0-3 MTH TREASURY+134%
now $6.3M
$APHAMPHENOL CORP /DE/+94%
now $5.4M · held 4 qtrs
- VANGUARD MALVERN FDS - STRM INFPROIDX+22%
now $10.2M
$AMPXAmprius Technologies, Inc.+89%
now $1.8M · held 2 qtrs, 2 adds in a row
+25 more in the Excel export
Trimmed (40)
now $9.5M · held 5 qtrs, 2 trims in a row
- ISHARES TR - US INFRASTRUC-52%
now $2.8M
- CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT-19%
now $11.5M
$TERTERADYNE, INC-28%
now $5.2M · held 8+ qtrs, 2 trims in a row
- MORGAN STANLEY ETF TRUST - EATO VANC BD ETF-11%
now $12.0M
now $9.6M · held 8+ qtrs
+34 more in the Excel export
Holdings by quarter
Every 13F Bouvel Investment Partners, LLC has filed, 23 earlier quarters. Pick one to see what it held then.
Is it too late to follow Bouvel Investment Partners?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Bouvel Investment Partners's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-4.9%
Value-weighted move of the 10 largest stock positions
Turnover
9%
Last quarter; 44% over the last 4
Top 10 weight
30%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
76%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Bouvel Investment Partners, LLC disclosed 85 positions worth $433.4M in its Form 13F-HR for Q3 2026, led by $MRVL (Marvell Technology, Inc.) at 4.3% of the equity portfolio. During the quarter the fund opened 10 new positions and exited 9 — including a new stake in $LHX and a full exit from $HON. The portfolio is most concentrated in Technology (44.6% of disclosed assets). All figures are sourced directly from Bouvel Investment Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1839122.
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