# Bouvel Investment Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1839122. Source: https://holderbook.com/funds/1839122-bouvel-investment-partners-llc/

- Reported value: $442.3M
- Positions: 84
- Weight of the ten largest: 31.4%
- Filed: 2026-07-17

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $21.3M | 71,585 | 4.8% | 17 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $17.6M | 126,137 | 4.0% | 4 |
| PIMCO ETF TR | [BOND](https://holderbook.com/stocks/BOND/) | $15.1M | 163,263 | 3.4% | 13 |
| CAPITAL GROUP DIVIDEND VALUE | [CGDV](https://holderbook.com/stocks/CGDV/) | $14.4M | 292,611 | 3.3% | 5 |
| MORGAN STANLEY ETF TRUST | [EVTR](https://holderbook.com/stocks/EVTR/) | $14.2M | 280,957 | 3.2% | 9 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $12.7M | 63,279 | 2.9% | 17 |
| CAPITAL GRP FIXED INCM ETF T | [CGMS](https://holderbook.com/stocks/CGMS/) | $11.3M | 415,149 | 2.6% | 12 |
| INVESCO EXCHANGE TRADED FD T | [PRF](https://holderbook.com/stocks/PRF/) | $11.0M | 204,067 | 2.5% | 23 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $10.9M | 41,678 | 2.5% | 3 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $10.6M | 30,966 | 2.4% | 23 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $10.0M | 26,430 | 2.3% | 5 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $9.9M | 41,727 | 2.2% | 23 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $9.5M | 37,712 | 2.1% | 1 |
| VICOR CORP | [VICR](https://holderbook.com/stocks/VICR/) | $9.3M | 24,525 | 2.1% | 12 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $9.2M | 24,644 | 2.1% | 20 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $8.7M | 18,014 | 2.0% | 23 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $8.6M | 24,032 | 1.9% | 23 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $8.5M | 169,981 | 1.9% | 1 |
| MASTEC INC | [MTZ](https://holderbook.com/stocks/MTZ/) | $8.4M | 20,308 | 1.9% | 15 |
| PGIM ETF TR | [PULS](https://holderbook.com/stocks/PULS/) | $8.2M | 166,035 | 1.9% | 2 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $8.2M | 6,825 | 1.9% | 12 |
| ENTERGY CORP NEW | [ETR](https://holderbook.com/stocks/ETR/) | $7.5M | 65,513 | 1.7% | 2 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $7.4M | 8,621 | 1.7% | 4 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $7.3M | 19,674 | 1.7% | 23 |
| ISHARES TR | [IFRA](https://holderbook.com/stocks/IFRA/) | $6.6M | 105,486 | 1.5% | 1 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $6.6M | 23,371 | 1.5% | 3 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $6.4M | 25,275 | 1.5% | 4 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $6.3M | 14,886 | 1.4% | 13 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $6.2M | 21,327 | 1.4% | 2 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $5.8M | 26,842 | 1.3% | 3 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $5.8M | 32,924 | 1.3% | 3 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $5.7M | 14,449 | 1.3% | 23 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $5.6M | 7,750 | 1.3% | 5 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $5.5M | 28,889 | 1.2% | 23 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $5.4M | 9,526 | 1.2% | 23 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $5.3M | 6,961 | 1.2% | 5 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $4.9M | 68,878 | 1.1% | 2 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $4.8M | 38,295 | 1.1% | 4 |
| TTM TECHNOLOGIES INC | [TTMI](https://holderbook.com/stocks/TTMI/) | $4.7M | 25,124 | 1.1% | 1 |
| AEHR TEST SYS | [AEHR](https://holderbook.com/stocks/AEHR/) | $4.7M | 48,852 | 1.1% | 11 |
| PDF SOLUTIONS INC | [PDFS](https://holderbook.com/stocks/PDFS/) | $4.5M | 63,352 | 1.0% | 1 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $4.4M | 13,088 | 1.0% | 9 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $4.1M | 29,842 | 0.9% | 23 |
| FIRST SOLAR INC | [FSLR](https://holderbook.com/stocks/FSLR/) | $4.0M | 16,869 | 0.9% | 23 |
| IONQ INC | [IONQ](https://holderbook.com/stocks/IONQ/) | $3.9M | 73,095 | 0.9% | 2 |
| AXON ENTERPRISE INC | [AXON](https://holderbook.com/stocks/AXON/) | $3.3M | 5,895 | 0.7% | 1 |
| MONOLITHIC PWR SYS INC | [MPWR](https://holderbook.com/stocks/MPWR/) | $3.1M | 2,250 | 0.7% | 5 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $3.1M | 40,481 | 0.7% | 1 |
| FIDELITY COVINGTON TRUST | [FVAL](https://holderbook.com/stocks/FVAL/) | $3.1M | 39,349 | 0.7% | 23 |
| NATERA INC | [NTRA](https://holderbook.com/stocks/NTRA/) | $3.1M | 11,238 | 0.7% | 1 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $3.0M | 13,523 | 0.7% | 1 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $3.0M | 13,523 | 0.7% | 1 |
| D-WAVE QUANTUM INC | [QBTS](https://holderbook.com/stocks/QBTS/) | $3.0M | 124,207 | 0.7% | 5 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $2.7M | 26,801 | 0.6% | 1 |
| J P MORGAN EXCHANGE TRADED F | [JPIB](https://holderbook.com/stocks/JPIB/) | $2.7M | 55,274 | 0.6% | 5 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $2.7M | 16,214 | 0.6% | 23 |
| ISHARES TR | [IWY](https://holderbook.com/stocks/IWY/) | $2.4M | 8,254 | 0.5% | 5 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $2.4M | 31,473 | 0.5% | 23 |
| TEMPUS AI INC | [TEM](https://holderbook.com/stocks/TEM/) | $2.4M | 40,944 | 0.5% | 5 |
| JOBY AVIATION INC | [JOBY](https://holderbook.com/stocks/JOBY/) | $2.2M | 249,616 | 0.5% | 8 |
| AEROVIRONMENT INC | [AVAV](https://holderbook.com/stocks/AVAV/) | $2.2M | 13,285 | 0.5% | 2 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $2.1M | 5,834 | 0.5% | 2 |
| SYMBOTIC INC | [SYM](https://holderbook.com/stocks/SYM/) | $2.1M | 45,983 | 0.5% | 5 |
| KRATOS DEFENSE & SEC SOLUTIO | [KTOS](https://holderbook.com/stocks/KTOS/) | $2.0M | 40,882 | 0.5% | 23 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $2.0M | 45,853 | 0.4% | 16 |
| TOAST INC | [TOST](https://holderbook.com/stocks/TOST/) | $1.9M | 69,623 | 0.4% | 1 |
| CRISPR THERAPEUTICS AG | [CRSP](https://holderbook.com/stocks/CRSP/) | $1.8M | 32,466 | 0.4% | 23 |
| ISHARES INC | [DVYE](https://holderbook.com/stocks/DVYE/) | $1.7M | 53,449 | 0.4% | 1 |
| ENPHASE ENERGY INC | [ENPH](https://holderbook.com/stocks/ENPH/) | $1.7M | 34,148 | 0.4% | 2 |
| OKLO INC | [OKLO](https://holderbook.com/stocks/OKLO/) | $1.5M | 29,482 | 0.3% | 5 |
| PLUG PWR INC | [PLUG](https://holderbook.com/stocks/PLUG/) | $1.4M | 517,561 | 0.3% | 4 |
| AMPRIUS TECHNOLOGIES INC | [AMPX](https://holderbook.com/stocks/AMPX/) | $1.4M | 99,308 | 0.3% | 1 |
| INDIE SEMICONDUCTOR INC | [INDI](https://holderbook.com/stocks/INDI/) | $1.3M | 300,445 | 0.3% | 10 |
| GRAIL INC | [GRAL](https://holderbook.com/stocks/GRAL/) | $1.1M | 16,215 | 0.3% | 3 |
| VANGUARD INDEX FDS | [VOT](https://holderbook.com/stocks/VOT/) | $818.7K | 2,673 | 0.2% | 16 |
| RED CAT HLDGS INC | [RCAT](https://holderbook.com/stocks/RCAT/) | $809.2K | 75,979 | 0.2% | 1 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $699.2K | 7,326 | 0.2% | 1 |
| EOS ENERGY ENTERPRISES INC | [EOSE](https://holderbook.com/stocks/EOSE/) | $681.2K | 115,858 | 0.2% | 4 |
| ISHARES TR | [DVY](https://holderbook.com/stocks/DVY/) | $619.9K | 3,966 | 0.1% | 23 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $378.7K | 4,572 | 0.1% | 3 |
| SOLSTICE ADVANCED MATLS INC | [SOLS](https://holderbook.com/stocks/SOLS/) | $279.1K | 3,150 | 0.1% | 3 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $238.0K | 2,464 | 0.1% | 3 |
| VANGUARD WHITEHALL FDS | [VYMI](https://holderbook.com/stocks/VYMI/) | $203.9K | 2,076 | 0.0% | 1 |
| CERUS CORP | [CERS](https://holderbook.com/stocks/CERS/) | $58.4K | 20,000 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +26.9% | +14.8% | +12.1% | 100% |
| Q1 2026 | -5.7% | -4.6% | -1.0% | 100% |
| Q4 2025 | -0.4% | +2.4% | -2.7% | 100% |
| Q3 2025 | +8.2% | +7.8% | +0.4% | 100% |
| Q2 2025 | +18.4% | +10.5% | +7.9% | 93% |
| Q1 2025 | -7.6% | -4.6% | -3.0% | 100% |
| Q4 2024 | +2.4% | +2.1% | +0.3% | 100% |
| Q3 2024 | +4.0% | +5.4% | -1.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $442.3M | 84 |
| Q1 2026 | $344.6M | 78 |
| Q4 2025 | $346.9M | 80 |
| Q3 2025 | $326.7M | 78 |
| Q2 2025 | $295.6M | 73 |
| Q1 2025 | $265.9M | 77 |
| Q4 2024 | $277.5M | 78 |
| Q3 2024 | $265.9M | 77 |
| Q2 2024 | $258.5M | 77 |
| Q1 2024 | $231.5M | 75 |
| Q4 2023 | $214.1M | 77 |
| Q3 2023 | $185.0M | 77 |