Bouvel Investment Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$344.6M
Q ending 2026-03-31
Prior quarter
$346.9M
Q ending 2025-12-31
Change
-0.6% QoQ · +29.6% YoY
Positions
78
reported holdings
Largest positions
All 78 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Pimco Etf Tr | BOND | Shares | $22.0M | 239K |
| Morgan Stanley Etf Trust | EVTR | Shares | $13.2M | 261K |
| Capital Group Dividend Value | CGDV | Shares | $11.7M | 275K |
| Broadcom Inc | AVGO | Shares | $11.2M | 36K |
| Nvidia Corporation | NVDA | Shares | $11.1M | 63K |
| Invesco Exchange Traded Fd T | PRF | Shares | $9.4M | 198K |
| Amazon Com Inc | AMZN | Shares | $8.8M | 42K |
| J P Morgan Exchange Traded F | JEPI | Shares | $8.3M | 147K |
| Intel Corp | INTC | Shares | $7.6M | 173K |
| Lumentum Hldgs Inc | LITE | Shares | $7.5M | 11K |
| Entergy Corp New | ETR | Shares | $7.5M | 66K |
| Microsoft Corp | MSFT | Shares | $7.4M | 20K |
| Marvell Technology Inc | MRVL | Shares | $7.2M | 73K |
| Ge Aerospace | GE | Shares | $7.1M | 25K |
| Alphabet Inc | GOOGL | Shares | $7.0M | 24K |
| Teradyne Inc | TER | Shares | $6.9M | 23K |
| Intuitive Surgical Inc | ISRG | Shares | $6.7M | 15K |
| Netflix Inc. | NFLX | Shares | $6.7M | 69K |
| Mastec Inc | MTZ | Shares | $6.5M | 20K |
| Eli Lilly & Co | LLY | Shares | $6.3M | 7K |
| Ishares Tr | SHY | Shares | $6.3M | 76K |
| Honeywell Intl Inc | HONGBP | Shares | $6.2M | 28K |
| Capital Grp Fixed Incm Etf T | CGMS | Shares | $6.2M | 226K |
| International Business Machs | IBM | Shares | $5.7M | 23K |
| Rtx Corporation | RTX | Shares | $5.6M | 29K |
| Meta Platforms Inc | META | Shares | $5.5M | 10K |
| Apple Inc | AAPL | Shares | $5.5M | 22K |
| Boeing Co | BA | Shares | $5.4M | 27K |
| Eaton Corp Plc | Shares | $5.4M | 15K | |
| Ishares Tr | IWY | Shares | $5.4M | 22K |
| Palo Alto Networks Inc | PANW | Shares | $5.0M | 31K |
| Datadog Inc | DDOG | Shares | $5.0M | 42K |
| Vertiv Holdings Co | VRT | Shares | $4.4M | 18K |
| Pgim Etf Tr | PULS | Shares | $4.3M | 88K |
| Quanta Svcs Inc | PWR | Shares | $4.3M | 8K |
| Amphenol Corp | APH | Shares | $4.2M | 33K |
| Ishares Tr | IWF | Shares | $4.1M | 10K |
| Vicor Corp | VICR | Shares | $4.0M | 25K |
| Snowflake Inc | SNOW | Shares | $3.9M | 26K |
| Palantir Technologies Inc | PLTR | Shares | $3.8M | 26K |
| Pimco Etf Tr | MINT | Shares | $3.8M | 38K |
| Ishares Tr | IVW | Shares | $3.5M | 31K |
| First Solar Inc | FSLR | Shares | $3.3M | 17K |
| Boston Scientific Corp | BSX | Shares | $2.9M | 47K |
| Kratos Defense & Sec Solutio | KTOS | Shares | $2.9M | 41K |
| Fidelity Covington Trust | FVAL | Shares | $2.9M | 41K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $2.7M | 7K |
| Aehr Test Sys | AEHR | Shares | $2.7M | 72K |
| Symbotic Inc | SYM | Shares | $2.4M | 46K |
| Monolithic Pwr Sys Inc | MPWR | Shares | $2.4M | 2K |
| Mercury Sys Inc | MRCY | Shares | $2.4M | 33K |
| J P Morgan Exchange Traded F | JPIB | Shares | $2.4M | 50K |
| Ishares Tr | DGRO | Shares | $2.1M | 31K |
| Ishares Tr | ITOT | Shares | $2.1M | 14K |
| Super Micro Computer Inc | SMCI | Shares | $2.0M | 87K |
| Tempus Ai Inc | TEM | Shares | $1.9M | 41K |
| D-Wave Quantum Inc | QBTS | Shares | $1.8M | 124K |
| Tyler Technologies Inc | TYL | Shares | $1.8M | 5K |
| Vanguard Index Fds | VBK | Shares | $1.7M | 6K |
| Crispr Therapeutics Ag | Shares | $1.5M | 33K | |
| Oklo Inc | OKLO | Shares | $1.5M | 29K |
| Aerovironment Inc | AVAV | Shares | $1.4M | 8K |
| Nuscale Pwr Corp | SMR | Shares | $1.4M | 129K |
| Enphase Energy Inc | ENPH | Shares | $1.3M | 34K |
| Epam Sys Inc | EPAM | Shares | $1.3M | 9K |
| Joby Aviation Inc | Shares | $1.0M | 126K | |
| Indie Semiconductor Inc | INDI | Shares | $963K | 299K |
| Grail Inc | GRAL | Shares | $833K | 16K |
| Plug Pwr Inc | PLUG | Shares | $831K | 368K |
| Ionq Inc | IONQ | Shares | $821K | 28K |
| Vanguard Index Fds | VOT | Shares | $706K | 3K |
| Adaptive Biotechnologies Cor | ADPT | Shares | $608K | 44K |
| Eos Energy Enterprises Inc | EOSE | Shares | $563K | 114K |
| Ishares Tr | DVY | Shares | $538K | 4K |
| Quantum Computing Inc | QUBT | Shares | $496K | 72K |
| Ishares Inc | IEMG | Shares | $316K | 5K |
| Solstice Advanced Matls Inc | SOLS | Shares | $315K | 4K |
| Ishares Tr | IEFA | Shares | $221K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.