Bouvel Investment Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 17, 2026), Bouvel Investment Partners, LLC reported 84 stock positions worth $442.3 million. Its top holding was Marvell Technology (MRVL) at 4.8% of the portfolio, followed by Intel (INTC, 4.0%) and PIMCO Active Bond Exchange-T (BOND, 3.4%). Compared with Q1 2026, it opened 16 new positions, sold out of 11, added to 28 and reduced 40. The biggest buy was a new position in Abbvie (ABBV) and the biggest sale PIMCO Active Bond Exchange-T (BOND, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIXVILLE, PA
- CIK
- 0001839122
- Portfolio Value
- $442.3M (Q2 2026)
- SEC Filing
- 0001839122-26-000006 ↗ filed Jul 17, 2026
Holdings Value
Holdings 84 stocks · $442.3M
| MRVL Marvell Technology Inc. | 4.82% | 71,585 | $21.3M | Reduce -2.0% |
| INTC Intel Corp. | 3.98% | 126,137 | $17.6M | Reduce -27.0% |
| BOND PIMCO Active Bond Exchange-T | 3.40% | 163,263 | $15.1M | Reduce -31.6% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 3.26% | 292,611 | $14.4M | Add +6.6% |
| EVTR Eaton Vance Total Return | 3.22% | 280,957 | $14.2M | Add +7.6% |
| NVDA Nvidia Corp. | 2.86% | 63,279 | $12.7M | Reduce -0.3% |
| CGMS Cap Group US Multi-Sect Bond | 2.57% | 415,149 | $11.3M | Add +83.7% |
| PRF Invesco Rafi US 1000 ETF | 2.49% | 204,067 | $11.0M | Add +2.9% |
| DDOG Datadog Inc. Class A | 2.45% | 41,678 | $10.9M | Reduce -0.8% |
| PANW Palo Alto Networks Inc. | 2.39% | 30,966 | $10.6M | Reduce -1.2% |
| AVGO Broadcom Inc. | 2.26% | 26,430 | $10.0M | Reduce -27.1% |
| AMZN Amazon.com Inc. | 2.25% | 41,727 | $9.9M | Reduce -1.4% |
| ABBV Abbvie Inc. | 2.15% | 37,712 | $9.5M | New |
| VICR Vicor Corp. | 2.11% | 24,525 | $9.3M | Reduce -1.7% |
| GE General Electric filed as GE AEROSPACE | 2.08% | 24,644 | $9.2M | Reduce -1.3% |
| TER Teradyne Inc. | 1.97% | 18,014 | $8.7M | Reduce -23.0% |
| GOOGL Alphabet Inc. Class A | 1.94% | 24,032 | $8.6M | Reduce -1.3% |
| VTIP Vanguard Short-Term Tips | 1.93% | 169,981 | $8.5M | New |
| MTZ Mastec Inc. | 1.91% | 20,308 | $8.4M | Add +0.2% |
| PULS Pgim Ultra Short Bond ETF | 1.86% | 166,035 | $8.2M | Add +89.4% |
| LLY Eli Lilly & Co. | 1.85% | 6,825 | $8.2M | Reduce -0.9% |
| ETR Entergy Corp. | 1.70% | 65,513 | $7.5M | Reduce -1.5% |
| LITE Lumentum Holdings Inc. | 1.67% | 8,621 | $7.4M | Reduce -19.1% |
| MSFT Microsoft Corp. | 1.66% | 19,674 | $7.3M | Reduce -1.4% |
| IFRA iShares US Infrastructure | 1.50% | 105,486 | $6.6M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.49% | 23,371 | $6.6M | Reduce -0.5% |
| SNOW Snowflake Inc. | 1.45% | 25,275 | $6.4M | Reduce -1.4% |
| ETN Eaton Corp. PLC | 1.43% | 14,886 | $6.3M | Reduce -1.5% |
| AAPL Apple Inc. | 1.40% | 21,327 | $6.2M | Reduce -1.5% |
| BA The Boeing Co. | 1.31% | 26,842 | $5.8M | Reduce -1.2% |
| APH Amphenol Corp. Class A | 1.31% | 32,924 | $5.8M | Reduce -0.1% |
| ISRG Intuitive Surgical Inc. | 1.30% | 14,449 | $5.7M | Reduce -1.0% |
| PWR Quanta Services Inc. | 1.26% | 7,750 | $5.6M | Reduce -0.1% |
| RTX RTX Corp. | 1.24% | 28,889 | $5.5M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 1.21% | 9,526 | $5.4M | Reduce -1.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.20% | 6,961 | $5.3M | Add +0.3% |
| NFLX Netflix Inc. | 1.11% | 68,878 | $4.9M | Reduce -0.8% |
| IWF iShares Russell 1000 Growth | 1.08% | 38,295 | $4.8M | Reduce -0.3% |
| TTMI TTM Technologies | 1.06% | 25,124 | $4.7M | New |
| AEHR Aehr Test Systems | 1.06% | 48,852 | $4.7M | Reduce -32.0% |
| PDFS PDF Solutions Inc. | 1.01% | 63,352 | $4.5M | New |
| VRT Vertiv Holdings Co. Class A | 0.99% | 13,088 | $4.4M | Reduce -26.0% |
| IVW iShares S&P 500 Growth ETF | 0.93% | 29,842 | $4.1M | Reduce -4.3% |
| FSLR First Solar Inc. | 0.90% | 16,869 | $4.0M | Add +0.1% |
| IONQ Ionq Inc. | 0.88% | 73,095 | $3.9M | Add +156.6% |
| AXON Axon Enterprise Inc. | 0.75% | 5,895 | $3.3M | New |
| MPWR Monolithic Power Systems Inc. | 0.70% | 2,250 | $3.1M | Add +1.5% |
| EFV iShares MSCI Eafe Value ETF | 0.70% | 40,481 | $3.1M | New |
| FVAL Fidelity Value Factor ETF | 0.69% | 39,349 | $3.1M | Reduce -4.4% |
| NTRA Natera Inc. | 0.69% | 11,238 | $3.1M | New |
| HON Honeywell International Inc. | 0.68% | 13,523 | $3.0M | Reduce -1.8% |
| HONA Honeywell Aerospace Inc. | 0.68% | 13,523 | $3.0M | Reduce -1.8% |
| QBTS D-Wave Quantum Inc. | 0.67% | 124,207 | $3.0M | Add +0.2% |
| SGOV iShares 0-3 Month Treasury B | 0.61% | 26,801 | $2.7M | New |
| JPIB JPMorgan Intl BND ETF | 0.60% | 55,274 | $2.7M | Add +10.8% |
| ITOT iShares Core S&P Total U.S. | 0.60% | 16,214 | $2.7M | Add +12.3% |
| IWY iShares Russell Top 200 Grow | 0.54% | 8,254 | $2.4M | Reduce -61.8% |
| DGRO iShares Core Dividend Growth | 0.54% | 31,473 | $2.4M | Add +3.2% |
| TEM Tempus AI Inc. Class A | 0.54% | 40,944 | $2.4M | Add +0.0% |
| JOBY Joby Aviation Inc. | 0.50% | 249,616 | $2.2M | Add +98.2% |
| AVAV Aerovironment Inc. | 0.50% | 13,285 | $2.2M | Add +72.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.48% | 5,834 | $2.1M | Add +5.9% |
| SYM Symbotic Inc. | 0.47% | 45,983 | $2.1M | Add +0.1% |
| KTOS Kratos Defense & Security | 0.46% | 40,882 | $2.0M | Add +0.1% |
| BSX Boston Scientific Corp. | 0.44% | 45,853 | $2.0M | Reduce -1.5% |
| TOST Toast Inc. Class A | 0.44% | 69,623 | $1.9M | New |
| CRSP Crispr Therapeutics AG | 0.40% | 32,466 | $1.8M | Reduce -0.2% |
| DVYE iShares Emerging Markets Div | 0.39% | 53,449 | $1.7M | New |
| ENPH Enphase Energy Inc. | 0.38% | 34,148 | $1.7M | Reduce -0.1% |
| OKLO Oklo Inc. | 0.35% | 29,482 | $1.5M | Add +0.5% |
| PLUG Plug Power Inc. filed as PLUG PWR INC | 0.32% | 517,561 | $1.4M | Add +40.7% |
| AMPX Amprius Technologies Inc. | 0.31% | 99,308 | $1.4M | New |
| INDI Indie Semiconductor Inc. Class A | 0.30% | 300,445 | $1.3M | Add +0.5% |
| GRAL Grail Inc. | 0.25% | 16,215 | $1.1M | Add +0.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.19% | 2,673 | $819K | Reduce -2.5% |
| RCAT Red Cat Holdings Inc. | 0.18% | 75,979 | $809K | New |
| IXUS iShares Core Intl Stock ETF | 0.16% | 7,326 | $699K | New |
| EOSE Eos Energy Enterprises Inc. | 0.15% | 115,858 | $681K | Add +2.1% |
| DVY iShares Select Dividend ETF | 0.14% | 3,966 | $620K | Add +11.5% |
| IEMG iShares Core MSCI Emerging | 0.09% | 4,572 | $379K | Add +1.0% |
| SOLS Solstice Adv Materials Inc. | 0.06% | 3,150 | $279K | Reduce -23.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 2,464 | $238K | Add +1.1% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.05% | 2,076 | $204K | New |
| CERS Cerus Corp. | 0.01% | 20,000 | $58K | New |
Portfolio Sells Q1 2026 → Q2 2026
| BOND PIMCO Active Bond Exchange-T | Reduce -31.6% | 3.40% | −2.99 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −2.42 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −1.82 |
| HON Honeywell International Inc. | Reduce -1.8% | 0.68% | −1.12 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −1.11 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −1.10 |
| IWY iShares Russell Top 200 Grow | Reduce -61.8% | 0.54% | −1.02 |
| AVGO Broadcom Inc. | Reduce -27.1% | 2.26% | −1.00 |
| NFLX Netflix Inc. | Reduce -0.8% | 1.11% | −0.83 |
| MRCY Mercury Systems Inc. | Sold out | 0.00% | −0.69 |
| ISRG Intuitive Surgical Inc. | Reduce -1.0% | 1.30% | −0.65 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.58 |
| TYL Tyler Technologies Inc. | Sold out | 0.00% | −0.52 |
| LITE Lumentum Holdings Inc. | Reduce -19.1% | 1.67% | −0.50 |
| MSFT Microsoft Corp. | Reduce -1.4% | 1.66% | −0.48 |
| ETR Entergy Corp. | Reduce -1.5% | 1.70% | −0.47 |
| SMR Nuscale Power Corp. | Sold out | 0.00% | −0.41 |
| BSX Boston Scientific Corp. | Reduce -1.5% | 0.44% | −0.41 |
| META Meta Platforms Inc. Class A | Reduce -1.5% | 1.21% | −0.39 |
| RTX RTX Corp. | Reduce -0.8% | 1.24% | −0.39 |
| EPAM Epam Systems Inc. | Sold out | 0.00% | −0.37 |
| NVDA Nvidia Corp. | Reduce -0.3% | 2.86% | −0.35 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 2.25% | −0.31 |
| VRT Vertiv Holdings Co. Class A | Reduce -26.0% | 0.99% | −0.29 |
| BA The Boeing Co. | Reduce -1.2% | 1.31% | −0.25 |
| HONA Honeywell Aerospace Inc. | Reduce -1.8% | 0.68% | −0.21 |
| AAPL Apple Inc. | Reduce -1.5% | 1.40% | −0.20 |
| ADPT Adaptive Biotechnologies | Sold out | 0.00% | −0.18 |
| IBM Intl Business Machines Corp. | Reduce -0.5% | 1.49% | −0.17 |
| QUBT Quantum Computing Inc. | Sold out | 0.00% | −0.14 |
| FVAL Fidelity Value Factor ETF | Reduce -4.4% | 0.69% | −0.14 |
| ETN Eaton Corp. PLC | Reduce -1.5% | 1.43% | −0.13 |
| IWF iShares Russell 1000 Growth | Reduce -0.3% | 1.08% | −0.11 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.3% | 0.93% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -1.3% | 1.94% | −0.09 |
| CRSP Crispr Therapeutics AG | Reduce -0.2% | 0.40% | −0.05 |
| TER Teradyne Inc. | Reduce -23.0% | 1.97% | −0.04 |
| SOLS Solstice Adv Materials Inc. | Reduce -23.8% | 0.06% | −0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -2.5% | 0.19% | −0.02 |
| ENPH Enphase Energy Inc. | Reduce -0.1% | 0.38% | +0.01 |
| LLY Eli Lilly & Co. | Reduce -0.9% | 1.85% | +0.01 |
| PWR Quanta Services Inc. | Reduce -0.1% | 1.26% | +0.03 |
| GE General Electric | Reduce -1.3% | 2.08% | +0.03 |
| APH Amphenol Corp. Class A | Reduce -0.1% | 1.31% | +0.10 |
| AEHR Aehr Test Systems | Reduce -32.0% | 1.06% | +0.29 |
| SNOW Snowflake Inc. | Reduce -1.4% | 1.45% | +0.33 |
| PANW Palo Alto Networks Inc. | Reduce -1.2% | 2.39% | +0.93 |
| VICR Vicor Corp. | Reduce -1.7% | 2.11% | +0.94 |
| DDOG Datadog Inc. Class A | Reduce -0.8% | 2.45% | +1.01 |
| INTC Intel Corp. | Reduce -27.0% | 3.98% | +1.77 |
Portfolio Buys Q1 2026 → Q2 2026
| ABBV Abbvie Inc. | New | 2.15% | +2.15 |
| VTIP Vanguard Short-Term Tips | New | 1.93% | +1.93 |
| IFRA iShares US Infrastructure | New | 1.50% | +1.50 |
| TTMI TTM Technologies | New | 1.06% | +1.06 |
| PDFS PDF Solutions Inc. | New | 1.01% | +1.01 |
| CGMS Cap Group US Multi-Sect Bond | Add +83.7% | 2.57% | +0.78 |
| AXON Axon Enterprise Inc. | New | 0.75% | +0.75 |
| EFV iShares MSCI Eafe Value ETF | New | 0.70% | +0.70 |
| NTRA Natera Inc. | New | 0.69% | +0.69 |
| IONQ Ionq Inc. | Add +156.6% | 0.88% | +0.64 |
| SGOV iShares 0-3 Month Treasury B | New | 0.61% | +0.61 |
| PULS Pgim Ultra Short Bond ETF | Add +89.4% | 1.86% | +0.60 |
| TOST Toast Inc. Class A | New | 0.44% | +0.44 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.3% | 1.20% | +0.41 |
| DVYE iShares Emerging Markets Div | New | 0.39% | +0.39 |
| AMPX Amprius Technologies Inc. | New | 0.31% | +0.31 |
| JOBY Joby Aviation Inc. | Add +98.2% | 0.50% | +0.20 |
| RCAT Red Cat Holdings Inc. | New | 0.18% | +0.18 |
| IXUS iShares Core Intl Stock ETF | New | 0.16% | +0.16 |
| QBTS D-Wave Quantum Inc. | Add +0.2% | 0.67% | +0.15 |
| AVAV Aerovironment Inc. | Add +72.6% | 0.50% | +0.09 |
| PLUG Plug Power Inc. | Add +40.7% | 0.32% | +0.08 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.05% | +0.05 |
| INDI Indie Semiconductor Inc. Class A | Add +0.5% | 0.30% | +0.03 |
| MTZ Mastec Inc. | Add +0.2% | 1.91% | +0.02 |
| CERS Cerus Corp. | New | 0.01% | +0.01 |
| GRAL Grail Inc. | Add +0.6% | 0.25% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +12.3% | 0.60% | +0.01 |
| MPWR Monolithic Power Systems Inc. | Add +1.5% | 0.70% | −0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +5.9% | 0.48% | −0.00 |
| TEM Tempus AI Inc. Class A | Add +0.0% | 0.54% | −0.00 |
| IEMG iShares Core MSCI Emerging | Add +1.0% | 0.09% | −0.01 |
| EOSE Eos Energy Enterprises Inc. | Add +2.1% | 0.15% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.1% | 0.05% | −0.01 |
| DVY iShares Select Dividend ETF | Add +11.5% | 0.14% | −0.02 |
| FSLR First Solar Inc. | Add +0.1% | 0.90% | −0.06 |
| OKLO Oklo Inc. | Add +0.5% | 0.35% | −0.07 |
| DGRO iShares Core Dividend Growth | Add +3.2% | 0.54% | −0.08 |
| JPIB JPMorgan Intl BND ETF | Add +10.8% | 0.60% | −0.09 |
| CGDV Cap Group Dividend Value | Add +6.6% | 3.26% | −0.13 |
| SYM Symbotic Inc. | Add +0.1% | 0.47% | −0.24 |
| PRF Invesco Rafi US 1000 ETF | Add +2.9% | 2.49% | −0.24 |
| KTOS Kratos Defense & Security | Add +0.1% | 0.46% | −0.37 |
| EVTR Eaton Vance Total Return | Add +7.6% | 3.22% | −0.62 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 84 | $442.3M | MRVL, INTC, BOND, CGDV, EVTR |
| Q1 2026 | 78 | $344.6M | BOND, EVTR, CGDV, AVGO, NVDA |
| Q4 2025 | 80 | $346.9M | BOND, EVTR, AVGO, CGDV, NVDA |
| Q3 2025 | 78 | $326.7M | BOND, EVTR, NVDA, AVGO, CGDV |
| Q2 2025 | 73 | $295.6M | EVTR, BOND, NVDA, PLTR, CGDV |
| Q1 2025 | 77 | $265.9M | EVTR, BOND, JEPI, NVDA, MSFT |
| Q4 2024 | 78 | $277.5M | EVTR, BOND, NVDA, JEPI, AMZN |
| Q3 2024Amended | 77 | $265.9M | EVTR, BOND, JEPI, NVDA, MSFT |
| Q2 2024 | 77 | $258.5M | EVTR, BOND, NVDA, JEPI, MSFT |
| Q1 2024 | 75 | $231.5M | JEPI, NVDA, MSFT, AMZN, BOND |