Q2 2026 · 13F-HR
Bouvel Investment Partners, LLCholdings as filed
Filed 2026-07-17 · accession 0001839122-26-000006
$442.3M
Reported value
84
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $21.3M | 4.82% | 71,585 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $17.6M | 3.98% | 126,137 | Common | SOLE |
| 72201R775 | BOND | PIMCO ETF TR | $15.1M | 3.40% | 163,263 | Common | SOLE |
| 14020W106 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $14.4M | 3.26% | 292,611 | Common | SOLE |
| 61774R841 | EVTR | MORGAN STANLEY ETF TRUST | $14.2M | 3.22% | 280,957 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $12.7M | 2.86% | 63,279 | Common | SOLE |
| 14020Y300 | CGMS | CAPITAL GRP FIXED INCM ETF T | $11.3M | 2.57% | 415,149 | Common | SOLE |
| 46137V613 | PRF | INVESCO EXCHANGE TRADED FD T | $11.0M | 2.49% | 204,067 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $10.9M | 2.45% | 41,678 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $10.6M | 2.39% | 30,966 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $10.0M | 2.26% | 26,430 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $9.9M | 2.25% | 41,727 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $9.5M | 2.15% | 37,712 | Common | SOLE |
| 925815102 | VICR | VICOR CORP | $9.3M | 2.11% | 24,525 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $9.2M | 2.08% | 24,644 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $8.7M | 1.97% | 18,014 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $8.6M | 1.94% | 24,032 | Common | SOLE |
| 922020805 | VTIP | VANGUARD MALVERN FDS | $8.5M | 1.93% | 169,981 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $8.4M | 1.91% | 20,308 | Common | SOLE |
| 69344A107 | PULS | PGIM ETF TR | $8.2M | 1.86% | 166,035 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $8.2M | 1.85% | 6,825 | Common | SOLE |
| 29364G103 | ETR | ENTERGY CORP NEW | $7.5M | 1.70% | 65,513 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $7.4M | 1.67% | 8,621 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $7.3M | 1.66% | 19,674 | Common | SOLE |
| 46435U713 | IFRA | ISHARES TR | $6.6M | 1.50% | 105,486 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $6.6M | 1.49% | 23,371 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $6.4M | 1.45% | 25,275 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $6.3M | 1.43% | 14,886 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $6.2M | 1.40% | 21,327 | Common | SOLE |
| 097023105 | BA | BOEING CO | $5.8M | 1.31% | 26,842 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP | $5.8M | 1.31% | 32,924 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $5.7M | 1.30% | 14,449 | Common | SOLE |
| 74762E102 | QURE | QUANTA SVCS INC | $5.6M | 1.26% | 7,750 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $5.5M | 1.24% | 28,889 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $5.4M | 1.21% | 9,526 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $5.3M | 1.20% | 6,961 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC. | $4.9M | 1.11% | 68,878 | Common | SOLE |
| 464287614 | IWF | ISHARES TR | $4.8M | 1.08% | 38,295 | Common | SOLE |
| 87305R109 | TTMI | TTM TECHNOLOGIES INC | $4.7M | 1.06% | 25,124 | Common | SOLE |
| 00760J108 | AEHR | AEHR TEST SYS | $4.7M | 1.06% | 48,852 | Common | SOLE |
| 693282105 | PDFS | PDF SOLUTIONS INC | $4.5M | 1.01% | 63,352 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $4.4M | 0.99% | 13,088 | Common | SOLE |
| 464287309 | IVW | ISHARES TR | $4.1M | 0.93% | 29,842 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $4.0M | 0.90% | 16,869 | Common | SOLE |
| 46222L108 | IONQ | IONQ INC | $3.9M | 0.88% | 73,095 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $3.3M | 0.75% | 5,895 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $3.1M | 0.70% | 2,250 | Common | SOLE |
| 464288877 | EFV | ISHARES TR | $3.1M | 0.70% | 40,481 | Common | SOLE |
| 316092782 | FVAL | FIDELITY COVINGTON TRUST | $3.1M | 0.69% | 39,349 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $3.1M | 0.69% | 11,238 | Common | SOLE |
| 438516205 | HON | HONEYWELL INTL INC | $3.0M | 0.68% | 13,523 | Common | SOLE |
| 43849R105 | HONA | HONEYWELL AEROSPACE INC | $3.0M | 0.68% | 13,523 | Common | SOLE |
| 26740W109 | QBTS | D-WAVE QUANTUM INC | $3.0M | 0.67% | 124,207 | Common | SOLE |
| 46436E718 | SGOV | ISHARES TR | $2.7M | 0.61% | 26,801 | Common | SOLE |
| 46641Q852 | JPIB | J P MORGAN EXCHANGE TRADED F | $2.7M | 0.60% | 55,274 | Common | SOLE |
| 464287150 | ITOT | ISHARES TR | $2.7M | 0.60% | 16,214 | Common | SOLE |
| 464289438 | IWY | ISHARES TR | $2.4M | 0.54% | 8,254 | Common | SOLE |
| 46434V621 | DGRO | ISHARES TR | $2.4M | 0.54% | 31,473 | Common | SOLE |
| 88023B103 | TEM | TEMPUS AI INC | $2.4M | 0.54% | 40,944 | Common | SOLE |
| G65163100 | JOBY | JOBY AVIATION INC | $2.2M | 0.50% | 249,616 | Common | SOLE |
| 008073108 | AVAV | AEROVIRONMENT INC | $2.2M | 0.50% | 13,285 | Common | SOLE |
| 922908595 | VBK | VANGUARD INDEX FDS | $2.1M | 0.48% | 5,834 | Common | SOLE |
| 87151X101 | SYM | SYMBOTIC INC | $2.1M | 0.47% | 45,983 | Common | SOLE |
| 50077B207 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $2.0M | 0.46% | 40,882 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $2.0M | 0.44% | 45,853 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $1.9M | 0.44% | 69,623 | Common | SOLE |
| H17182108 | CRSP | CRISPR THERAPEUTICS AG | $1.8M | 0.40% | 32,466 | Common | SOLE |
| 464286319 | DVYE | ISHARES INC | $1.7M | 0.39% | 53,449 | Common | SOLE |
| 29355A107 | ENPH | ENPHASE ENERGY INC | $1.7M | 0.38% | 34,148 | Common | SOLE |
| 02156V109 | OKLO | OKLO INC | $1.5M | 0.35% | 29,482 | Common | SOLE |
| 72919P202 | PLUG | PLUG PWR INC | $1.4M | 0.32% | 517,561 | Common | SOLE |
| 03214Q108 | AMPX | AMPRIUS TECHNOLOGIES INC | $1.4M | 0.31% | 99,308 | Common | SOLE |
| 45569U101 | INDI | INDIE SEMICONDUCTOR INC | $1.3M | 0.30% | 300,445 | Common | SOLE |
| 384747101 | GRAL | GRAIL INC | $1.1M | 0.25% | 16,215 | Common | SOLE |
| 922908538 | VOT | VANGUARD INDEX FDS | $818,740 | 0.19% | 2,673 | Common | SOLE |
| 75644T100 | RCAT | RED CAT HLDGS INC | $809,176 | 0.18% | 75,979 | Common | SOLE |
| 46432F834 | IXUS | ISHARES TR | $699,193 | 0.16% | 7,326 | Common | SOLE |
| 29415C101 | EOSE | EOS ENERGY ENTERPRISES INC | $681,245 | 0.15% | 115,858 | Common | SOLE |
| 464287168 | DVY | ISHARES TR | $619,886 | 0.14% | 3,966 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $378,744 | 0.09% | 4,572 | Common | SOLE |
| 83443Q103 | SOLS | SOLSTICE ADVANCED MATLS INC | $279,090 | 0.06% | 3,150 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $237,973 | 0.05% | 2,464 | Common | SOLE |
| 921946794 | VYMI | VANGUARD WHITEHALL FDS | $203,863 | 0.05% | 2,076 | Common | SOLE |
| 157085101 | CERS | CERUS CORP | $58,400 | 0.01% | 20,000 | 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.