Institutional
Bouvel Investment Partners, LLC
CIK 0001839122
$442.3M
Reported AUM
84
Positions
Q2 2026
Period
2026-07-17
Filed
Editorial summary
Summary for Bouvel Investment Partners, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MRVL | MARVELL TECHNOLOGY INC | $183.30 | 12.18% | 146.73% | 205.17% | $21.3M | 4.82% | — | HELD |
| 2 | INTC | INTEL CORP | $91.19 | 11.37% | 371.93% | 83.02% | $17.6M | 3.98% | — | HELD |
| 3 | BOND | PIMCO ETF TR | $90.79 | 0.04% | 3.31% | 0.32% | $15.1M | 3.40% | — | HELD |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $49.23 | 1.63% | 23.64% | 102.27% | $14.4M | 3.26% | — | HELD |
| 5 | EVTR | MORGAN STANLEY ETF TRUST | $50.23 | 0.06% | 2.78% | 14.60% | $14.2M | 3.22% | — | HELD |
| 6 | NVDA | NVIDIA CORPORATION | $195.05 | 2.66% | 9.52% | 751.61% | $12.7M | 2.86% | — | HELD |
| 7 | CGMS | CAPITAL GRP FIXED INCM ETF T | $27.19 | 0.26% | 4.09% | 29.03% | $11.3M | 2.57% | — | HELD |
| 8 | PRF | INVESCO EXCHANGE TRADED FD T | $54.66 | 0.55% | 31.32% | 81.31% | $11.0M | 2.49% | — | HELD |
| 9 | DDOG | DATADOG INC | $268.56 | 1.65% | 94.84% | 91.73% | $10.9M | 2.45% | — | HELD |
| 10 | PANW | PALO ALTO NETWORKS INC | $325.77 | 3.70% | 81.72% | 308.84% | $10.6M | 2.39% | — | HELD |
| 11 | AVGO | BROADCOM INC | $388.15 | 4.81% | 34.78% | 753.17% | $10.0M | 2.26% | — | HELD |
| 12 | AMZN | AMAZON COM INC | $235.66 | 3.98% | 5.54% | 30.60% | $9.9M | 2.25% | — | HELD |
| 13 | ABBV | ABBVIE INC | $257.79 | -2.09% | 36.96% | 157.96% | $9.5M | 2.15% | — | HELD |
| 14 | VICR | VICOR CORP | $206.67 | 13.08% | 316.80% | 48.14% | $9.3M | 2.11% | — | HELD |
| 15 | GE | GE AEROSPACE | $355.04 | 1.26% | 30.82% | 446.84% | $9.2M | 2.08% | — | HELD |
| 16 | TER | TERADYNE INC | $365.49 | 14.43% | 207.44% | 167.98% | $8.7M | 1.97% | — | HELD |
| 17 | GOOGL | ALPHABET INC | $333.62 | -0.92% | 76.18% | 131.67% | $8.6M | 1.94% | — | HELD |
| 18 | VTIP | VANGUARD MALVERN FDS | $49.66 | -0.04% | 3.13% | 16.31% | $8.5M | 1.93% | — | HELD |
| 19 | MTZ | MASTEC INC | $324.44 | 12.88% | 65.14% | 214.33% | $8.4M | 1.91% | — | HELD |
| 20 | PULS | PGIM ETF TR | $49.69 | 0.02% | 4.33% | 22.98% | $8.2M | 1.86% | — | HELD |
| 21 | LLY | ELI LILLY & CO | $1155.56 | -4.50% | 54.61% | 373.33% | $8.2M | 1.85% | — | HELD |
| 22 | ETR | ENTERGY CORP NEW | $108.03 | 0.22% | 24.11% | 132.31% | $7.5M | 1.70% | — | HELD |
| 23 | LITE | LUMENTUM HLDGS INC | $693.30 | 15.10% | 464.63% | 595.23% | $7.4M | 1.67% | — | HELD |
| 24 | MSFT | MICROSOFT CORP | $451.14 | 15.52% | -13.24% | 55.41% | $7.3M | 1.66% | — | HELD |
| 25 | IFRA | ISHARES TR | $60.57 | 0.98% | 22.00% | 81.31% | $6.6M | 1.50% | — | HELD |
| 26 | IBM | INTERNATIONAL BUSINESS MACHS | $221.64 | -2.12% | -7.13% | 102.90% | $6.6M | 1.49% | — | HELD |
| 27 | SNOW | SNOWFLAKE INC | $298.10 | 5.37% | 37.99% | -7.05% | $6.4M | 1.45% | — | HELD |
| 28 | ETN | EATON CORP PLC | $386.89 | 6.91% | -3.99% | 131.71% | $6.3M | 1.43% | — | HELD |
| 29 | AAPL | APPLE INC | $333.60 | -1.36% | 65.41% | 124.96% | $6.2M | 1.40% | — | HELD |
| 30 | BA | BOEING CO | $220.90 | 3.22% | -0.95% | 0.14% | $5.8M | 1.31% | — | HELD |
| 31 | APH | AMPHENOL CORP | $159.82 | 6.33% | — | — | $5.8M | 1.31% | — | HELD |
| 32 | ISRG | INTUITIVE SURGICAL INC | $352.97 | -0.04% | — | — | $5.7M | 1.30% | — | HELD |
| 33 | QURE | QUANTA SVCS INC | $42.19 | 5.29% | — | — | $5.6M | 1.26% | — | HELD |
| 34 | RTX | RTX CORPORATION | $214.38 | -0.40% | — | — | $5.5M | 1.24% | — | HELD |
| 35 | META | META PLATFORMS INC | $539.74 | -7.83% | — | — | $5.4M | 1.21% | — | HELD |
| 36 | CRWD | CROWDSTRIKE HLDGS INC | $185.35 | 3.33% | — | — | $5.3M | 1.20% | — | HELD |
| 37 | NFLX | NETFLIX INC. | $73.19 | -0.60% | — | — | $4.9M | 1.11% | — | HELD |
| 38 | IWF | ISHARES TR | $117.43 | 2.96% | — | — | $4.8M | 1.08% | — | HELD |
| 39 | TTMI | TTM TECHNOLOGIES INC | $115.51 | 13.50% | — | — | $4.7M | 1.06% | — | HELD |
| 40 | AEHR | AEHR TEST SYS | $76.87 | 17.54% | — | — | $4.7M | 1.06% | — | HELD |
| 41 | PDFS | PDF SOLUTIONS INC | $46.15 | 12.10% | — | — | $4.5M | 1.01% | — | HELD |
| 42 | VRT | VERTIV HOLDINGS CO | $227.61 | 2.05% | — | — | $4.4M | 0.99% | — | HELD |
| 43 | IVW | ISHARES TR | $133.33 | 3.13% | — | — | $4.1M | 0.93% | — | HELD |
| 44 | FSLR | FIRST SOLAR INC | $206.01 | 3.40% | — | — | $4.0M | 0.90% | — | HELD |
| 45 | IONQ | IONQ INC | $35.77 | 11.82% | — | — | $3.9M | 0.88% | — | HELD |
| 46 | AXON | AXON ENTERPRISE INC | $525.30 | -1.11% | — | — | $3.3M | 0.75% | — | HELD |
| 47 | MPWR | MONOLITHIC PWR SYS INC | $1316.18 | 5.40% | — | — | $3.1M | 0.70% | — | HELD |
| 48 | EFV | ISHARES TR | $81.31 | 2.43% | — | — | $3.1M | 0.70% | — | HELD |
| 49 | FVAL | FIDELITY COVINGTON TRUST | $80.01 | 0.81% | — | — | $3.1M | 0.69% | — | HELD |
| 50 | NTRA | NATERA INC | $269.66 | 6.24% | — | — | $3.1M | 0.69% | — | HELD |
| 51 | HON | HONEYWELL INTL INC | $241.93 | 0.34% | — | — | $3.0M | 0.68% | — | HELD |
| 52 | HONA | HONEYWELL AEROSPACE INC | $204.35 | -0.41% | — | — | $3.0M | 0.68% | — | HELD |
| 53 | QBTS | D-WAVE QUANTUM INC | $17.98 | 11.12% | — | — | $3.0M | 0.67% | — | HELD |
| 54 | SGOV | ISHARES TR | $100.68 | 0.00% | — | — | $2.7M | 0.61% | — | HELD |
| 55 | JPIB | J P MORGAN EXCHANGE TRADED F | $47.84 | 0.13% | — | — | $2.7M | 0.60% | — | HELD |
| 56 | ITOT | ISHARES TR | $162.65 | 1.64% | — | — | $2.7M | 0.60% | — | HELD |
| 57 | IWY | ISHARES TR | $274.05 | 3.19% | — | — | $2.4M | 0.54% | — | HELD |
| 58 | DGRO | ISHARES TR | $78.23 | -0.05% | — | — | $2.4M | 0.54% | — | HELD |
| 59 | TEM | TEMPUS AI INC | $44.29 | 6.59% | — | — | $2.4M | 0.54% | — | HELD |
| 60 | JOBY | JOBY AVIATION INC | $7.24 | 8.80% | — | — | $2.2M | 0.50% | — | HELD |
| 61 | AVAV | AEROVIRONMENT INC | $146.57 | 3.13% | — | — | $2.2M | 0.50% | — | HELD |
| 62 | VBK | VANGUARD INDEX FDS | $341.55 | 2.22% | — | — | $2.1M | 0.48% | — | HELD |
| 63 | SYM | SYMBOTIC INC | $42.94 | 6.45% | — | — | $2.1M | 0.47% | — | HELD |
| 64 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $46.17 | 5.22% | — | — | $2.0M | 0.46% | — | HELD |
| 65 | BSX | BOSTON SCIENTIFIC CORP | $46.00 | -0.09% | — | — | $2.0M | 0.44% | — | HELD |
| 66 | TOST | TOAST INC | $32.84 | 0.74% | — | — | $1.9M | 0.44% | — | HELD |
| 67 | CRSP | CRISPR THERAPEUTICS AG | $48.44 | 1.68% | — | — | $1.8M | 0.40% | — | HELD |
| 68 | DVYE | ISHARES INC | $34.29 | 1.69% | — | — | $1.7M | 0.39% | — | HELD |
| 69 | ENPH | ENPHASE ENERGY INC | $37.38 | 6.59% | — | — | $1.7M | 0.38% | — | HELD |
| 70 | OKLO | OKLO INC | $41.09 | 11.54% | — | — | $1.5M | 0.35% | — | HELD |
| 71 | PLUG | PLUG PWR INC | $2.09 | 10.00% | — | — | $1.4M | 0.32% | — | HELD |
| 72 | AMPX | AMPRIUS TECHNOLOGIES INC | $9.47 | 12.20% | — | — | $1.4M | 0.31% | — | HELD |
| 73 | INDI | INDIE SEMICONDUCTOR INC | $3.16 | 4.98% | — | — | $1.3M | 0.30% | — | HELD |
| 74 | GRAL | GRAIL INC | $71.14 | 12.14% | — | — | $1.1M | 0.25% | — | HELD |
| 75 | VOT | VANGUARD INDEX FDS | $294.90 | 1.55% | — | — | $819K | 0.19% | — | HELD |
| 76 | RCAT | RED CAT HLDGS INC | $7.38 | 9.01% | — | — | $809K | 0.18% | — | HELD |
| 77 | IXUS | ISHARES TR | $94.68 | 2.91% | — | — | $699K | 0.16% | — | HELD |
| 78 | EOSE | EOS ENERGY ENTERPRISES INC | $3.61 | 14.97% | — | — | $681K | 0.15% | — | HELD |
| 79 | DVY | ISHARES TR | $161.93 | -1.09% | — | — | $620K | 0.14% | — | HELD |
| 80 | IEMG | ISHARES INC | $77.05 | 3.91% | — | — | $379K | 0.09% | — | HELD |
| 81 | SOLS | SOLSTICE ADVANCED MATLS INC | $57.39 | 3.11% | — | — | $279K | 0.06% | — | HELD |
| 82 | IEFA | ISHARES TR | $98.88 | 2.75% | — | — | $238K | 0.05% | — | HELD |
| 83 | VYMI | VANGUARD WHITEHALL FDS | $104.09 | 2.08% | — | — | $204K | 0.05% | — | HELD |
| 84 | CERS | CERUS CORP | $2.89 | 0.70% | — | — | $58K | 0.01% | — | HELD |
Source: SEC EDGAR · accession 0001839122-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.