Bouvel Investment Partners, LLC
Reported holdings as of Q2 2026, from 23 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| MARVELL TECHNOLOGY INC | MRVL | $21.3M | 71,585 | +2.72pp | 17q | -2.0%-$438.5K | |
| INTEL CORP | INTC | $17.6M | 126,137 | +1.77pp | 4q | -27.0%-$6.5M | |
| PIMCO ETF TR | BOND | $15.1M | 163,263 | -2.99pp | 13q | -31.6%-$6.9M | |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | $14.4M | 292,611 | -0.13pp | 5q | +6.6%+$892.4K | |
| MORGAN STANLEY ETF TRUST | EVTR | $14.2M | 280,957 | -0.62pp | 9q | +7.6%+$1.0M | |
| NVIDIA CORPORATION | NVDA | $12.7M | 63,279 | -0.35pp | 17q | HELD | |
| CAPITAL GRP FIXED INCM ETF T | CGMS | $11.3M | 415,149 | +0.78pp | 12q | +83.7%+$5.2M | |
| INVESCO EXCHANGE TRADED FD T | PRF | $11.0M | 204,067 | -0.24pp | 23q | +2.9%+$311.9K | |
| DATADOG INC | DDOG | $10.9M | 41,678 | +1.01pp | 3q | -0.8%-$88.8K | |
| PALO ALTO NETWORKS INC | PANW | $10.6M | 30,966 | +0.93pp | 23q | -1.2%-$125.8K | |
| BROADCOM INC | AVGO | $10.0M | 26,430 | -1.00pp | 5q | -27.1%-$3.7M | |
| AMAZON COM INC | AMZN | $9.9M | 41,727 | -0.31pp | 23q | -1.4%-$145.1K | |
| ABBVIE INC | ABBV | $9.5M | 37,712 | - | new | NEW | |
| VICOR CORP | VICR | $9.3M | 24,525 | +0.94pp | 12q | -1.7%-$156.8K | |
| GE AEROSPACE | GE | $9.2M | 24,644 | +0.03pp | 20q | -1.3%-$119.6K | |
| TERADYNE INC | TER | $8.7M | 18,014 | -0.04pp | 23q | -23.0%-$2.6M | |
| ALPHABET INC | GOOGL | $8.6M | 24,032 | -0.09pp | 23q | -1.3%-$113.3K | |
| VANGUARD MALVERN FDS | VTIP | $8.5M | 169,981 | - | new | NEW | |
| MASTEC INC | MTZ | $8.4M | 20,308 | +0.02pp | 15q | HELD | |
| PGIM ETF TR | PULS | $8.2M | 166,035 | +0.60pp | 2q | +89.4%+$3.9M | |
| ELI LILLY & CO | LLY | $8.2M | 6,825 | +0.01pp | 12q | -0.9%-$76.8K | |
| ENTERGY CORP NEW | ETR | $7.5M | 65,513 | -0.47pp | 2q | -1.5%-$112.4K | |
| LUMENTUM HLDGS INC | LITE | $7.4M | 8,621 | -0.50pp | 4q | -19.1%-$1.7M | |
| MICROSOFT CORP | MSFT | $7.3M | 19,674 | -0.48pp | 23q | -1.4%-$100.7K | |
| ISHARES TR | IFRA | $6.6M | 105,486 | - | new | NEW | |
| INTERNATIONAL BUSINESS MACHS | IBM | $6.6M | 23,371 | -0.17pp | 3q | HELD | |
| SNOWFLAKE INC | SNOW | $6.4M | 25,275 | +0.33pp | 4q | -1.4%-$90.1K | |
| EATON CORP PLC | ETN | $6.3M | 14,886 | -0.13pp | 13q | -1.5%-$95.0K | |
| APPLE INC | AAPL | $6.2M | 21,327 | -0.20pp | 2q | -1.5%-$94.9K | |
| BOEING CO | BA | $5.8M | 26,842 | -0.25pp | 3q | -1.2%-$69.1K | |
| AMPHENOL CORP | APH | $5.8M | 32,924 | +0.10pp | 3q | HELD | |
| INTUITIVE SURGICAL INC | ISRG | $5.7M | 14,449 | -0.65pp | 23q | -1.0%-$58.9K | |
| QUANTA SVCS INC | PWR | $5.6M | 7,750 | +0.03pp | 5q | HELD | |
| RTX CORPORATION | RTX | $5.5M | 28,889 | -0.39pp | 23q | -0.8%-$44.4K | |
| META PLATFORMS INC | META | $5.4M | 9,526 | -0.39pp | 23q | -1.5%-$83.4K | |
| CROWDSTRIKE HLDGS INC | CRWD | $5.3M | 6,961 | +0.41pp | 5q | HELD | |
| NETFLIX INC | NFLX | $4.9M | 68,878 | -0.83pp | 2q | -0.9%-$42.2K | |
| ISHARES TR | IWF | $4.8M | 38,295 | -0.11pp | 4q | +298.7%+$3.6M | |
| TTM TECHNOLOGIES INC | TTMI | $4.7M | 25,124 | - | new | NEW | |
| AEHR TEST SYS | AEHR | $4.7M | 48,852 | +0.29pp | 11q | -32.0%-$2.2M | |
| PDF SOLUTIONS INC | PDFS | $4.5M | 63,352 | - | new | NEW | |
| VERTIV HOLDINGS CO | VRT | $4.4M | 13,088 | -0.29pp | 9q | -26.0%-$1.5M | |
| ISHARES TR | IVW | $4.1M | 29,842 | -0.10pp | 23q | -4.3%-$185.8K | |
| FIRST SOLAR INC | FSLR | $4.0M | 16,869 | -0.06pp | 23q | HELD | |
| IONQ INC | IONQ | $3.9M | 73,095 | +0.64pp | 2q | +156.6%+$2.4M | |
| AXON ENTERPRISE INC | AXON | $3.3M | 5,895 | - | new | NEW | |
| MONOLITHIC PWR SYS INC | MPWR | $3.1M | 2,250 | flat | 5q | +1.5%+$45.6K | |
| ISHARES TR | EFV | $3.1M | 40,481 | - | new | NEW | |
| FIDELITY COVINGTON TRUST | FVAL | $3.1M | 39,349 | -0.14pp | 23q | -4.4%-$140.1K | |
| NATERA INC | NTRA | $3.1M | 11,238 | - | new | NEW | |
| HONEYWELL INTL INC | HON | $3.0M | 13,523 | - | new | NEW | |
| HONEYWELL AEROSPACE INC | HONA | $3.0M | 13,523 | - | new | NEW | |
| D-WAVE QUANTUM INC | QBTS | $3.0M | 124,207 | +0.15pp | 5q | HELD | |
| ISHARES TR | SGOV | $2.7M | 26,801 | - | new | NEW | |
| J P MORGAN EXCHANGE TRADED F | JPIB | $2.7M | 55,274 | -0.09pp | 5q | +10.8%+$261.1K | |
| ISHARES TR | ITOT | $2.7M | 16,214 | +0.01pp | 23q | +12.3%+$290.9K | |
| ISHARES TR | IWY | $2.4M | 8,254 | -1.02pp | 5q | -61.8%-$3.9M | |
| ISHARES TR | DGRO | $2.4M | 31,473 | -0.08pp | 23q | +3.2%+$73.5K | |
| TEMPUS AI INC | TEM | $2.4M | 40,944 | flat | 5q | HELD | |
| JOBY AVIATION INC | JOBY | $2.2M | 249,616 | +0.20pp | 8q | +98.2%+$1.1M | |
| AEROVIRONMENT INC | AVAV | $2.2M | 13,285 | +0.09pp | 2q | +72.6%+$922.2K | |
| VANGUARD INDEX FDS | VBK | $2.1M | 5,834 | flat | 2q | +5.9%+$119.2K | |
| SYMBOTIC INC | SYM | $2.1M | 45,983 | -0.24pp | 5q | HELD | |
| KRATOS DEFENSE & SEC SOLUTIO | KTOS | $2.0M | 40,882 | -0.37pp | 23q | HELD | |
| BOSTON SCIENTIFIC CORP | BSX | $2.0M | 45,853 | -0.41pp | 16q | -1.5%-$30.3K | |
| TOAST INC | TOST | $1.9M | 69,623 | - | new | NEW | |
| CRISPR THERAPEUTICS AG | CRSP | $1.8M | 32,466 | -0.05pp | 23q | HELD | |
| ISHARES INC | DVYE | $1.7M | 53,449 | - | new | NEW | |
| ENPHASE ENERGY INC | ENPH | $1.7M | 34,148 | +0.01pp | 2q | HELD | |
| OKLO INC | OKLO | $1.5M | 29,482 | -0.07pp | 5q | HELD | |
| PLUG PWR INC | PLUG | $1.4M | 517,561 | +0.08pp | 4q | +40.7%+$405.9K | |
| AMPRIUS TECHNOLOGIES INC | AMPX | $1.4M | 99,308 | - | new | NEW | |
| INDIE SEMICONDUCTOR INC | INDI | $1.3M | 300,445 | +0.03pp | 10q | +0.5%+$6.8K | |
| GRAIL INC | GRAL | $1.1M | 16,215 | +0.01pp | 3q | +0.5%+$6.0K | |
| VANGUARD INDEX FDS | VOT | $818.7K | 2,673 | -0.02pp | 16q | -2.6%-$21.4K | |
| RED CAT HLDGS INC | RCAT | $809.2K | 75,979 | - | new | NEW | |
| ISHARES TR | IXUS | $699.2K | 7,326 | - | new | NEW | |
| EOS ENERGY ENTERPRISES INC | EOSE | $681.2K | 115,858 | -0.01pp | 4q | +2.1%+$13.7K | |
| ISHARES TR | DVY | $619.9K | 3,966 | -0.02pp | 23q | +11.5%+$64.1K | |
| ISHARES INC | IEMG | $378.7K | 4,572 | -0.01pp | 3q | +1.0%+$3.9K | |
| SOLSTICE ADVANCED MATLS INC | SOLS | $279.1K | 3,150 | -0.03pp | 3q | -23.7%-$86.9K | |
| ISHARES TR | IEFA | $238.0K | 2,464 | -0.01pp | 3q | +1.1%+$2.6K | |
| VANGUARD WHITEHALL FDS | VYMI | $203.9K | 2,076 | - | new | NEW | |
| CERUS CORP | CERS | $58.4K | 20,000 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $116.0M | 26.2% |
| Software & IT Services | $60.4M | 13.6% |
| Computer Hardware | $23.3M | 5.3% |
| Biotech & Pharma | $19.4M | 4.4% |
| Autos & Aerospace | $17.7M | 4.0% |
| Construction & Building | $14.0M | 3.2% |
| Instruments & Controls | $13.4M | 3.0% |
| Industrials | $11.7M | 2.6% |
| Retail & Consumer | $9.9M | 2.2% |
| Utilities | $9.1M | 2.1% |
| Medical Devices | $7.8M | 1.8% |
| Other sectors | $9.4M | 2.1% |
| Not classified | $130.2M | 29.4% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $442.3M | 84 | 18 | 21 | 31 | 12 | 31.4% | 17 |
| Q1 2026 | $344.6M | 78 | 8 | 52 | 13 | 10 | 32.2% | 10 |
| Q4 2025 | $346.9M | 80 | 10 | 42 | 18 | 8 | 33.4% | 23 |
| Q3 2025 | $326.7M | 78 | 8 | 31 | 38 | 3 | 31.8% | 22 |
| Q2 2025 | $295.6M | 73 | 22 | 26 | 24 | 26 | 35.4% | 11 |
| Q1 2025 | $265.9M | 77 | 6 | 27 | 40 | 7 | 32.6% | 17 |
| Q4 2024 | $277.5M | 78 | 7 | 40 | 27 | 6 | 33.6% | 15 |
| Q3 2024 | $265.9M | 77 | 4 | 24 | 34 | 4 | 32.6% | 36 |
| Q2 2024 | $258.5M | 77 | 7 | 21 | 5 | 5 | 33.8% | 12 |
| Q1 2024 | $231.5M | 75 | 2 | 27 | 29 | 4 | 31.5% | 16 |
| Q4 2023 | $214.1M | 77 | 2 | 58 | 7 | 2 | 31.3% | 11 |
| Q3 2023 | $185.0M | 77 | 10 | 46 | 9 | 5 | 32.0% | 11 |
| Q2 2023 | $182.6M | 72 | 7 | 51 | 11 | 4 | 32.4% | 14 |
| Q1 2023 | $171.2M | 69 | 2 | 35 | 7 | 0 | 34.5% | 11 |
| Q4 2022 | $155.0M | 67 | 2 | 33 | 13 | 2 | 35.7% | 19 |
| Q3 2022 | $150.0M | 67 | 6 | 53 | 4 | 5 | 36.5% | 14 |
| Q2 2022 | $132.8M | 66 | 5 | 40 | 6 | 4 | 35.4% | 13 |
| Q1 2022 | $164.0M | 65 | 1 | 56 | 3 | 2 | 35.3% | 11 |
| Q4 2021 | $178.3M | 66 | 2 | 20 | 29 | 1 | 33.6% | 19 |
| Q3 2021 | $176.9M | 65 | 4 | 29 | 29 | 2 | 29.6% | 7 |
| Q2 2021 | $177.2M | 63 | 3 | 46 | 2 | 1 | 28.3% | 12 |
| Q1 2021 | $155.8M | 61 | 6 | 33 | 11 | 21 | 28.7% | 16 |
| Q4 2020 | $140.9M | 76 | 0 | 0 | 0 | 0 | 32.4% | 43 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.