Bouvel Investment Partners, LLC
Holdings as of 2026-06-30, filed 2026-07-17
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 17 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
84
Value reported by manager
$442.3M
Sum of our stored positions
$442.3M
should match the line above
Disclosure lag
17 d
quarter end to filing
Top 5 concentration
18.7%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
84 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| MARVELL TECHNOLOGY INC | COM | $21.3M | 71,585 | — | 573874104 |
| INTEL CORP | COM | $17.6M | 126,137 | — | 458140100 |
| PIMCO ETF TR | ACTIVE BD ETF | $15.1M | 163,263 | — | 72201R775 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREAT UNIT | $14.4M | 292,611 | — | 14020W106 |
| MORGAN STANLEY ETF TRUST | EATO VANC BD ETF | $14.2M | 280,957 | — | 61774R841 |
| NVIDIA CORPORATION | COM | $12.7M | 63,279 | — | 67066G104 |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $11.3M | 415,149 | — | 14020Y300 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $11M | 204,067 | — | 46137V613 |
| DATADOG INC | CL A COM | $10.9M | 41,678 | — | 23804L103 |
| PALO ALTO NETWORKS INC | COM | $10.6M | 30,966 | — | 697435105 |
| BROADCOM INC | COM | $10M | 26,430 | — | 11135F101 |
| AMAZON COM INC | COM | $9.9M | 41,727 | — | 023135106 |
| ABBVIE INC | COM | $9.5M | 37,712 | — | 00287Y109 |
| VICOR CORP | COM | $9.3M | 24,525 | — | 925815102 |
| GE AEROSPACE | COM NEW | $9.2M | 24,644 | — | 369604301 |
| TERADYNE INC | COM | $8.7M | 18,014 | — | 880770102 |
| ALPHABET INC | CAP STK CL A | $8.6M | 24,032 | — | 02079K305 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $8.5M | 169,981 | — | 922020805 |
| MASTEC INC | COM | $8.4M | 20,308 | — | 576323109 |
| PGIM ETF TR | PGIM ULTRA SH BD | $8.2M | 166,035 | — | 69344A107 |
| ELI LILLY & CO | COM | $8.2M | 6,825 | — | 532457108 |
| ENTERGY CORP NEW | COM | $7.5M | 65,513 | — | 29364G103 |
| LUMENTUM HLDGS INC | COM | $7.4M | 8,621 | — | 55024U109 |
| MICROSOFT CORP | COM | $7.3M | 19,674 | — | 594918104 |
| ISHARES TR | US INFRASTRUC | $6.6M | 105,486 | — | 46435U713 |
| INTERNATIONAL BUSINESS MACHS | COM | $6.6M | 23,371 | — | 459200101 |
| SNOWFLAKE INC | COM SHS | $6.4M | 25,275 | — | 833445109 |
| EATON CORP PLC | SHS | $6.3M | 14,886 | — | G29183103 |
| APPLE INC | COM | $6.2M | 21,327 | — | 037833100 |
| BOEING CO | COM | $5.8M | 26,842 | — | 097023105 |
| AMPHENOL CORP | CL A | $5.8M | 32,924 | — | 032095101 |
| INTUITIVE SURGICAL INC | COM NEW | $5.7M | 14,449 | — | 46120E602 |
| QUANTA SVCS INC | COM | $5.6M | 7,750 | — | 74762E102 |
| RTX CORPORATION | COM | $5.5M | 28,889 | — | 75513E101 |
| META PLATFORMS INC | CL A | $5.4M | 9,526 | — | 30303M102 |
| CROWDSTRIKE HLDGS INC | CL A | $5.3M | 6,961 | — | 22788C105 |
| NETFLIX INC. | COM | $4.9M | 68,878 | — | 64110L106 |
| ISHARES TR | RUS 1000 GRW ETF | $4.8M | 38,295 | — | 464287614 |
| TTM TECHNOLOGIES INC | COM | $4.7M | 25,124 | — | 87305R109 |
| AEHR TEST SYS | COM | $4.7M | 48,852 | — | 00760J108 |
| PDF SOLUTIONS INC | COM | $4.5M | 63,352 | — | 693282105 |
| VERTIV HOLDINGS CO | COM CL A | $4.4M | 13,088 | — | 92537N108 |
| ISHARES TR | S&P 500 GRWT ETF | $4.1M | 29,842 | — | 464287309 |
| FIRST SOLAR INC | COM | $4M | 16,869 | — | 336433107 |
| IONQ INC | COM | $3.9M | 73,095 | — | 46222L108 |
| AXON ENTERPRISE INC | COM | $3.3M | 5,895 | — | 05464C101 |
| MONOLITHIC PWR SYS INC | COM | $3.1M | 2,250 | — | 609839105 |
| ISHARES TR | EAFE VALUE ETF | $3.1M | 40,481 | — | 464288877 |
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | $3.1M | 39,349 | — | 316092782 |
| NATERA INC | COM | $3.1M | 11,238 | — | 632307104 |
| HONEYWELL INTL INC | COM | $3M | 13,523 | — | 438516205 |
| HONEYWELL AEROSPACE INC | COM | $3M | 13,523 | — | 43849R105 |
| D-WAVE QUANTUM INC | COM | $3M | 124,207 | — | 26740W109 |
| ISHARES TR | 0-3 MTH TREASURY | $2.7M | 26,801 | — | 46436E718 |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | $2.7M | 55,274 | — | 46641Q852 |
| ISHARES TR | CORE S&P TTL STK | $2.7M | 16,214 | — | 464287150 |
| ISHARES TR | RUS TP200 GR ETF | $2.4M | 8,254 | — | 464289438 |
| ISHARES TR | CORE DIV GRWTH | $2.4M | 31,473 | — | 46434V621 |
| TEMPUS AI INC | CL A | $2.4M | 40,944 | — | 88023B103 |
| JOBY AVIATION INC | COMMON STOCK | $2.2M | 249,616 | — | G65163100 |
| AEROVIRONMENT INC | COM | $2.2M | 13,285 | — | 008073108 |
| VANGUARD INDEX FDS | SML CP GRW ETF | $2.1M | 5,834 | — | 922908595 |
| SYMBOTIC INC | CLASS A COM | $2.1M | 45,983 | — | 87151X101 |
| KRATOS DEFENSE & SEC SOLUTIO | COM NEW | $2M | 40,882 | — | 50077B207 |
| BOSTON SCIENTIFIC CORP | COM | $2M | 45,853 | — | 101137107 |
| TOAST INC | CL A | $1.9M | 69,623 | — | 888787108 |
| CRISPR THERAPEUTICS AG | NAMEN AKT | $1.8M | 32,466 | — | H17182108 |
| ISHARES INC | EM MKTS DIV ETF | $1.7M | 53,449 | — | 464286319 |
| ENPHASE ENERGY INC | COM | $1.7M | 34,148 | — | 29355A107 |
| OKLO INC | COM CL A | $1.5M | 29,482 | — | 02156V109 |
| PLUG PWR INC | COM NEW | $1.4M | 517,561 | — | 72919P202 |
| AMPRIUS TECHNOLOGIES INC | COMMON STOCK | $1.4M | 99,308 | — | 03214Q108 |
| INDIE SEMICONDUCTOR INC | CLASS A COM | $1.3M | 300,445 | — | 45569U101 |
| GRAIL INC | COM | $1.1M | 16,215 | — | 384747101 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $818.7K | 2,673 | — | 922908538 |
| RED CAT HLDGS INC | COM | $809.2K | 75,979 | — | 75644T100 |
| ISHARES TR | CORE MSCI TOTAL | $699.2K | 7,326 | — | 46432F834 |
| EOS ENERGY ENTERPRISES INC | COM CL A | $681.2K | 115,858 | — | 29415C101 |
| ISHARES TR | SELECT DIVID ETF | $619.9K | 3,966 | — | 464287168 |
| ISHARES INC | CORE MSCI EMKT | $378.7K | 4,572 | — | 46434G103 |
| SOLSTICE ADVANCED MATLS INC | COM SHS | $279.1K | 3,150 | — | 83443Q103 |
| ISHARES TR | CORE MSCI EAFE | $238K | 2,464 | — | 46432F842 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $203.9K | 2,076 | — | 921946794 |
| CERUS CORP | COM | $58.4K | 20,000 | — | 157085101 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-17