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.
HoldingTickerTypeValueShares
Pimco Etf TrBONDShares$22.0M239K
Morgan Stanley Etf TrustEVTRShares$13.2M261K
Capital Group Dividend ValueCGDVShares$11.7M275K
Broadcom IncAVGOShares$11.2M36K
Nvidia CorporationNVDAShares$11.1M63K
Invesco Exchange Traded Fd TPRFShares$9.4M198K
Amazon Com IncAMZNShares$8.8M42K
J P Morgan Exchange Traded FJEPIShares$8.3M147K
Intel CorpINTCShares$7.6M173K
Lumentum Hldgs IncLITEShares$7.5M11K
Entergy Corp NewETRShares$7.5M66K
Microsoft CorpMSFTShares$7.4M20K
Marvell Technology IncMRVLShares$7.2M73K
Ge AerospaceGEShares$7.1M25K
Alphabet IncGOOGLShares$7.0M24K
Teradyne IncTERShares$6.9M23K
Intuitive Surgical IncISRGShares$6.7M15K
Netflix Inc.NFLXShares$6.7M69K
Mastec IncMTZShares$6.5M20K
Eli Lilly & CoLLYShares$6.3M7K
Ishares TrSHYShares$6.3M76K
Honeywell Intl IncHONGBPShares$6.2M28K
Capital Grp Fixed Incm Etf TCGMSShares$6.2M226K
International Business MachsIBMShares$5.7M23K
Rtx CorporationRTXShares$5.6M29K
Meta Platforms IncMETAShares$5.5M10K
Apple IncAAPLShares$5.5M22K
Boeing CoBAShares$5.4M27K
Eaton Corp PlcShares$5.4M15K
Ishares TrIWYShares$5.4M22K
Palo Alto Networks IncPANWShares$5.0M31K
Datadog IncDDOGShares$5.0M42K
Vertiv Holdings CoVRTShares$4.4M18K
Pgim Etf TrPULSShares$4.3M88K
Quanta Svcs IncPWRShares$4.3M8K
Amphenol CorpAPHShares$4.2M33K
Ishares TrIWFShares$4.1M10K
Vicor CorpVICRShares$4.0M25K
Snowflake IncSNOWShares$3.9M26K
Palantir Technologies IncPLTRShares$3.8M26K
Pimco Etf TrMINTShares$3.8M38K
Ishares TrIVWShares$3.5M31K
First Solar IncFSLRShares$3.3M17K
Boston Scientific CorpBSXShares$2.9M47K
Kratos Defense & Sec SolutioKTOSShares$2.9M41K
Fidelity Covington TrustFVALShares$2.9M41K
Crowdstrike Hldgs IncCRWDShares$2.7M7K
Aehr Test SysAEHRShares$2.7M72K
Symbotic IncSYMShares$2.4M46K
Monolithic Pwr Sys IncMPWRShares$2.4M2K
Mercury Sys IncMRCYShares$2.4M33K
J P Morgan Exchange Traded FJPIBShares$2.4M50K
Ishares TrDGROShares$2.1M31K
Ishares TrITOTShares$2.1M14K
Super Micro Computer IncSMCIShares$2.0M87K
Tempus Ai IncTEMShares$1.9M41K
D-Wave Quantum IncQBTSShares$1.8M124K
Tyler Technologies IncTYLShares$1.8M5K
Vanguard Index FdsVBKShares$1.7M6K
Crispr Therapeutics AgShares$1.5M33K
Oklo IncOKLOShares$1.5M29K
Aerovironment IncAVAVShares$1.4M8K
Nuscale Pwr CorpSMRShares$1.4M129K
Enphase Energy IncENPHShares$1.3M34K
Epam Sys IncEPAMShares$1.3M9K
Joby Aviation IncShares$1.0M126K
Indie Semiconductor IncINDIShares$963K299K
Grail IncGRALShares$833K16K
Plug Pwr IncPLUGShares$831K368K
Ionq IncIONQShares$821K28K
Vanguard Index FdsVOTShares$706K3K
Adaptive Biotechnologies CorADPTShares$608K44K
Eos Energy Enterprises IncEOSEShares$563K114K
Ishares TrDVYShares$538K4K
Quantum Computing IncQUBTShares$496K72K
Ishares IncIEMGShares$316K5K
Solstice Advanced Matls IncSOLSShares$315K4K
Ishares TrIEFAShares$221K2K

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.