Q1 2026 · 13F-HR
Bouvel Investment Partners, LLCholdings as filed
Filed 2026-04-10 · accession 0001839122-26-000003
$344.6M
Reported value
78
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 72201R775 | BOND | PIMCO ETF TR | $22.0M | 6.39% | 238,621 | Common | SOLE |
| 61774R841 | EVTR | MORGAN STANLEY ETF TRUST | $13.2M | 3.84% | 261,072 | Common | SOLE |
| 14020W106 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $11.7M | 3.39% | 274,502 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $11.2M | 3.25% | 36,234 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $11.1M | 3.21% | 63,495 | Common | SOLE |
| 46137V613 | PRF | INVESCO EXCHANGE TRADED FD T | $9.4M | 2.73% | 198,295 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $8.8M | 2.56% | 42,336 | Common | SOLE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $8.3M | 2.42% | 147,035 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $7.6M | 2.21% | 172,727 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $7.5M | 2.17% | 10,658 | Common | SOLE |
| 29364G103 | ETR | ENTERGY CORP NEW | $7.5M | 2.17% | 66,492 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $7.4M | 2.14% | 19,944 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $7.2M | 2.10% | 73,057 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $7.1M | 2.06% | 24,964 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $7.0M | 2.03% | 24,349 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $6.9M | 2.01% | 23,389 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $6.7M | 1.95% | 14,597 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC. | $6.7M | 1.94% | 69,469 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $6.5M | 1.89% | 20,269 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $6.3M | 1.84% | 6,889 | Common | SOLE |
| 464287457 | SHY | ISHARES TR | $6.3M | 1.82% | 76,128 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $6.2M | 1.81% | 27,528 | Common | SOLE |
| 14020Y300 | CGMS | CAPITAL GRP FIXED INCM ETF T | $6.2M | 1.79% | 225,998 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $5.7M | 1.65% | 23,486 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $5.6M | 1.63% | 29,123 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $5.5M | 1.61% | 9,674 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $5.5M | 1.59% | 21,655 | Common | SOLE |
| 097023105 | BA | BOEING CO | $5.4M | 1.57% | 27,161 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $5.4M | 1.57% | 15,109 | Common | SOLE |
| 464289438 | IWY | ISHARES TR | $5.4M | 1.56% | 21,594 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $5.0M | 1.46% | 31,335 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $5.0M | 1.44% | 42,019 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $4.4M | 1.29% | 17,679 | Common | SOLE |
| 69344A107 | PULS | PGIM ETF TR | $4.3M | 1.26% | 87,683 | Common | SOLE |
| 74762E102 | QURE | QUANTA SVCS INC | $4.3M | 1.24% | 7,760 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP | $4.2M | 1.21% | 32,957 | Common | SOLE |
| 464287614 | IWF | ISHARES TR | $4.1M | 1.19% | 9,605 | Common | SOLE |
| 925815102 | VICR | VICOR CORP | $4.0M | 1.16% | 24,938 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $3.9M | 1.12% | 25,629 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $3.8M | 1.11% | 26,115 | Common | SOLE |
| 72201R833 | MINT | PIMCO ETF TR | $3.8M | 1.10% | 37,563 | Common | SOLE |
| 464287309 | IVW | ISHARES TR | $3.5M | 1.02% | 31,193 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $3.3M | 0.96% | 16,852 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $2.9M | 0.85% | 46,562 | Common | SOLE |
| 50077B207 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $2.9M | 0.84% | 40,819 | Common | SOLE |
| 316092782 | FVAL | FIDELITY COVINGTON TRUST | $2.9M | 0.83% | 41,147 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $2.7M | 0.79% | 6,942 | Common | SOLE |
| 00760J108 | AEHR | AEHR TEST SYS | $2.7M | 0.77% | 71,824 | Common | SOLE |
| 87151X101 | SYM | SYMBOTIC INC | $2.4M | 0.71% | 45,926 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $2.4M | 0.70% | 2,217 | Common | SOLE |
| 589378108 | MRCY | MERCURY SYS INC | $2.4M | 0.69% | 32,751 | Common | SOLE |
| 46641Q852 | JPIB | J P MORGAN EXCHANGE TRADED F | $2.4M | 0.69% | 49,874 | Common | SOLE |
| 46434V621 | DGRO | ISHARES TR | $2.1M | 0.62% | 30,503 | Common | SOLE |
| 464287150 | ITOT | ISHARES TR | $2.1M | 0.60% | 14,443 | Common | SOLE |
| 86800U302 | SMCI | SUPER MICRO COMPUTER INC | $2.0M | 0.58% | 87,197 | Common | SOLE |
| 88023B103 | TEM | TEMPUS AI INC | $1.9M | 0.54% | 40,940 | Common | SOLE |
| 26740W109 | QBTS | D-WAVE QUANTUM INC | $1.8M | 0.52% | 123,916 | Common | SOLE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $1.8M | 0.52% | 5,192 | Common | SOLE |
| 922908595 | VBK | VANGUARD INDEX FDS | $1.7M | 0.48% | 5,508 | Common | SOLE |
| H17182108 | CRSP | CRISPR THERAPEUTICS AG | $1.5M | 0.45% | 32,519 | Common | SOLE |
| 02156V109 | OKLO | OKLO INC | $1.5M | 0.42% | 29,350 | Common | SOLE |
| 008073108 | AVAV | AEROVIRONMENT INC | $1.4M | 0.41% | 7,698 | Common | SOLE |
| 67079K100 | SMR | NUSCALE PWR CORP | $1.4M | 0.41% | 129,363 | Common | SOLE |
| 29355A107 | ENPH | ENPHASE ENERGY INC | $1.3M | 0.38% | 34,191 | Common | SOLE |
| 29414B104 | EPAM | EPAM SYS INC | $1.3M | 0.37% | 9,305 | Common | SOLE |
| G65163100 | JOBY | JOBY AVIATION INC | $1.0M | 0.30% | 125,925 | Common | SOLE |
| 45569U101 | INDI | INDIE SEMICONDUCTOR INC | $962,545 | 0.28% | 298,927 | Common | SOLE |
| 384747101 | GRAL | GRAIL INC | $833,443 | 0.24% | 16,127 | Common | SOLE |
| 72919P202 | PLUG | PLUG PWR INC | $831,187 | 0.24% | 367,782 | Common | SOLE |
| 46222L108 | IONQ | IONQ INC | $821,396 | 0.24% | 28,491 | Common | SOLE |
| 922908538 | VOT | VANGUARD INDEX FDS | $705,911 | 0.20% | 2,743 | Common | SOLE |
| 00650F109 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $608,145 | 0.18% | 43,815 | Common | SOLE |
| 29415C101 | EOSE | EOS ENERGY ENTERPRISES INC | $563,064 | 0.16% | 113,521 | Common | SOLE |
| 464287168 | DVY | ISHARES TR | $538,414 | 0.16% | 3,556 | Common | SOLE |
| 74766W108 | QUBT | QUANTUM COMPUTING INC | $496,235 | 0.14% | 72,443 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $315,619 | 0.09% | 4,525 | Common | SOLE |
| 83443Q103 | SOLS | SOLSTICE ADVANCED MATLS INC | $314,617 | 0.09% | 4,131 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $220,622 | 0.06% | 2,437 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.