Bouvel Investment Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 10, 2026), Bouvel Investment Partners, LLC reported 78 stock positions worth $344.6 million. Its top holding was PIMCO Active Bond Exchange-T (BOND) at 6.4% of the portfolio, followed by Eaton Vance Total Return (EVTR, 3.8%) and Cap Group Dividend Value (CGDV, 3.4%). Compared with Q4 2025, it opened 8 new positions, sold out of 10, added to 54 and reduced 14. The biggest buy was a new position in Entergy (ETR) and the biggest sale an exit from Intuit (INTU).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIXVILLE, PA
- CIK
- 0001839122
- Portfolio Value
- $344.6M (Q1 2026)
- SEC Filing
- 0001839122-26-000003 ↗ filed Apr 10, 2026
Holdings Value
Holdings 78 stocks · $344.6M
| BOND PIMCO Active Bond Exchange-T | 6.39% | 238,621 | $22.0M | Add +0.3% |
| EVTR Eaton Vance Total Return | 3.84% | 261,072 | $13.2M | Reduce -2.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 3.39% | 274,502 | $11.7M | Reduce -2.2% |
| AVGO Broadcom Inc. | 3.25% | 36,234 | $11.2M | Add +0.6% |
| NVDA Nvidia Corp. | 3.21% | 63,495 | $11.1M | Add +0.2% |
| PRF Invesco Rafi US 1000 ETF | 2.73% | 198,295 | $9.4M | Add +149.2% |
| AMZN Amazon.com Inc. | 2.56% | 42,336 | $8.8M | Add +0.7% |
| JEPI JPMorgan Equity Premium Inco | 2.42% | 147,035 | $8.3M | Add +1.0% |
| INTC Intel Corp. | 2.21% | 172,727 | $7.6M | Add +0.9% |
| LITE Lumentum Holdings Inc. | 2.17% | 10,658 | $7.5M | Add +2.9% |
| ETR Entergy Corp. | 2.17% | 66,492 | $7.5M | New |
| MSFT Microsoft Corp. | 2.14% | 19,944 | $7.4M | Add +0.6% |
| MRVL Marvell Technology Inc. | 2.10% | 73,057 | $7.2M | Add +0.7% |
| GE General Electric filed as GE AEROSPACE | 2.06% | 24,964 | $7.1M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 2.03% | 24,349 | $7.0M | Add +0.7% |
| TER Teradyne Inc. | 2.01% | 23,389 | $6.9M | Add +3.6% |
| ISRG Intuitive Surgical Inc. | 1.95% | 14,597 | $6.7M | Add +0.6% |
| NFLX Netflix Inc. | 1.94% | 69,469 | $6.7M | New |
| MTZ Mastec Inc. | 1.89% | 20,269 | $6.5M | Add +3.6% |
| LLY Eli Lilly & Co. | 1.84% | 6,889 | $6.3M | Add +1.0% |
| SHY iShares 1-3 Year Treasury Bo | 1.82% | 76,128 | $6.3M | Reduce -2.1% |
| HON Honeywell International Inc. | 1.81% | 27,528 | $6.2M | Add +48.8% |
| CGMS Cap Group US Multi-Sect Bond | 1.79% | 225,998 | $6.2M | Reduce -2.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.65% | 23,486 | $5.7M | Add +1.1% |
| RTX RTX Corp. | 1.63% | 29,123 | $5.6M | Add +0.7% |
| META Meta Platforms Inc. Class A | 1.61% | 9,674 | $5.5M | Add +0.7% |
| AAPL Apple Inc. | 1.59% | 21,655 | $5.5M | New |
| BA The Boeing Co. | 1.57% | 27,161 | $5.4M | Add +1.0% |
| ETN Eaton Corp. PLC | 1.57% | 15,109 | $5.4M | Add +0.6% |
| IWY iShares Russell Top 200 Grow | 1.56% | 21,594 | $5.4M | Reduce -4.2% |
| PANW Palo Alto Networks Inc. | 1.46% | 31,335 | $5.0M | Add +0.6% |
| DDOG Datadog Inc. Class A | 1.44% | 42,019 | $5.0M | Add +64.1% |
| VRT Vertiv Holdings Co. Class A | 1.29% | 17,679 | $4.4M | Add +3.4% |
| PULS Pgim Ultra Short Bond ETF | 1.26% | 87,683 | $4.3M | New |
| PWR Quanta Services Inc. | 1.24% | 7,760 | $4.3M | Add +3.0% |
| APH Amphenol Corp. Class A | 1.21% | 32,957 | $4.2M | Add +1.1% |
| IWF iShares Russell 1000 Growth | 1.19% | 9,605 | $4.1M | Reduce -4.2% |
| VICR Vicor Corp. | 1.17% | 24,938 | $4.0M | Add +3.1% |
| SNOW Snowflake Inc. | 1.12% | 25,629 | $3.9M | Add +0.7% |
| PLTR Palantir Technologies Inc. Class A | 1.11% | 26,115 | $3.8M | Reduce -0.3% |
| MINT PIMCO Enhanced Short Maturit | 1.10% | 37,563 | $3.8M | Reduce -0.9% |
| IVW iShares S&P 500 Growth ETF | 1.02% | 31,193 | $3.5M | Reduce -2.0% |
| FSLR First Solar Inc. | 0.96% | 16,852 | $3.3M | Add +3.3% |
| BSX Boston Scientific Corp. | 0.85% | 46,562 | $2.9M | Add +0.9% |
| KTOS Kratos Defense & Security | 0.84% | 40,819 | $2.9M | Reduce -35.3% |
| FVAL Fidelity Value Factor ETF | 0.83% | 41,147 | $2.9M | Reduce -2.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.79% | 6,942 | $2.7M | Add +44.1% |
| AEHR Aehr Test Systems | 0.77% | 71,824 | $2.7M | Add +33.5% |
| SYM Symbotic Inc. | 0.71% | 45,926 | $2.4M | Add +3.7% |
| MPWR Monolithic Power Systems Inc. | 0.70% | 2,217 | $2.4M | Add +3.3% |
| MRCY Mercury Systems Inc. | 0.69% | 32,751 | $2.4M | Add +4.7% |
| JPIB JPMorgan Intl BND ETF | 0.69% | 49,874 | $2.4M | Reduce -0.6% |
| DGRO iShares Core Dividend Growth | 0.62% | 30,503 | $2.1M | Add +11.4% |
| ITOT iShares Core S&P Total U.S. | 0.60% | 14,443 | $2.1M | Add +38.3% |
| SMCI Super Micro Computer Inc. | 0.58% | 87,197 | $2.0M | Add +4.3% |
| TEM Tempus AI Inc. Class A | 0.54% | 40,940 | $1.9M | Add +3.1% |
| QBTS D-Wave Quantum Inc. | 0.52% | 123,916 | $1.8M | Add +3.4% |
| TYL Tyler Technologies Inc. | 0.52% | 5,192 | $1.8M | Add +3.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.48% | 5,508 | $1.7M | New |
| CRSP Crispr Therapeutics AG | 0.45% | 32,519 | $1.5M | Add +2.9% |
| OKLO Oklo Inc. | 0.42% | 29,350 | $1.5M | Add +5.0% |
| AVAV Aerovironment Inc. | 0.41% | 7,698 | $1.4M | New |
| SMR Nuscale Power Corp. | 0.41% | 129,363 | $1.4M | Add +59.6% |
| ENPH Enphase Energy Inc. | 0.38% | 34,191 | $1.3M | New |
| EPAM Epam Systems Inc. | 0.37% | 9,305 | $1.3M | Add +71.2% |
| JOBY Joby Aviation Inc. | 0.30% | 125,925 | $1.0M | Add +3.1% |
| INDI Indie Semiconductor Inc. Class A | 0.28% | 298,927 | $963K | Add +3.3% |
| GRAL Grail Inc. | 0.24% | 16,127 | $833K | Add +7.1% |
| PLUG Plug Power Inc. filed as PLUG PWR INC | 0.24% | 367,782 | $831K | Add +6.1% |
| IONQ Ionq Inc. | 0.24% | 28,491 | $821K | New |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.20% | 2,743 | $706K | Reduce -1.4% |
| ADPT Adaptive Biotechnologies | 0.18% | 43,815 | $608K | Add +3.0% |
| EOSE Eos Energy Enterprises Inc. | 0.16% | 113,521 | $563K | Add +4.9% |
| DVY iShares Select Dividend ETF | 0.16% | 3,556 | $538K | Add +40.1% |
| QUBT Quantum Computing Inc. | 0.14% | 72,443 | $496K | Add +3.9% |
| IEMG iShares Core MSCI Emerging | 0.09% | 4,525 | $316K | No change |
| SOLS Solstice Adv Materials Inc. | 0.09% | 4,131 | $315K | Reduce -6.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.06% | 2,437 | $221K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| INTU Intuit Inc. | Sold out | 0.00% | −1.87 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −1.83 |
| CRM Salesforce Inc. | Sold out | 0.00% | −1.52 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −1.29 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.73 |
| KTOS Kratos Defense & Security | Reduce -35.3% | 0.84% | −0.55 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.50 |
| TWLO Twilio Inc. Class A | Sold out | 0.00% | −0.50 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.49 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.39 |
| SRTA Strata Critical Medical Inc. | Sold out | 0.00% | −0.34 |
| IWY iShares Russell Top 200 Grow | Reduce -4.2% | 1.56% | −0.24 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.3% | 1.11% | −0.23 |
| IWF iShares Russell 1000 Growth | Reduce -4.2% | 1.19% | −0.18 |
| CGDV Cap Group Dividend Value | Reduce -2.2% | 3.39% | −0.14 |
| EVTR Eaton Vance Total Return | Reduce -2.0% | 3.84% | −0.11 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.0% | 1.02% | −0.11 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -2.6% | 1.79% | −0.06 |
| FVAL Fidelity Value Factor ETF | Reduce -2.0% | 0.83% | −0.05 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -2.1% | 1.82% | −0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.4% | 0.20% | −0.02 |
| JPIB JPMorgan Intl BND ETF | Reduce -0.6% | 0.69% | −0.01 |
| MINT PIMCO Enhanced Short Maturit | Reduce -0.9% | 1.10% | −0.00 |
| SOLS Solstice Adv Materials Inc. | Reduce -6.8% | 0.09% | +0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| ETR Entergy Corp. | New | 2.17% | +2.17 |
| NFLX Netflix Inc. | New | 1.94% | +1.94 |
| PRF Invesco Rafi US 1000 ETF | Add +149.2% | 2.73% | +1.66 |
| AAPL Apple Inc. | New | 1.59% | +1.59 |
| PULS Pgim Ultra Short Bond ETF | New | 1.26% | +1.26 |
| LITE Lumentum Holdings Inc. | Add +2.9% | 2.17% | +1.07 |
| HON Honeywell International Inc. | Add +48.8% | 1.81% | +0.76 |
| TER Teradyne Inc. | Add +3.6% | 2.01% | +0.75 |
| MTZ Mastec Inc. | Add +3.6% | 1.89% | +0.67 |
| VRT Vertiv Holdings Co. Class A | Add +3.4% | 1.29% | +0.49 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.48% | +0.48 |
| AEHR Aehr Test Systems | Add +33.5% | 0.77% | +0.46 |
| DDOG Datadog Inc. Class A | Add +64.1% | 1.44% | +0.44 |
| AVAV Aerovironment Inc. | New | 0.41% | +0.41 |
| VICR Vicor Corp. | Add +3.1% | 1.17% | +0.40 |
| INTC Intel Corp. | Add +0.9% | 2.21% | +0.39 |
| ENPH Enphase Energy Inc. | New | 0.38% | +0.38 |
| MRVL Marvell Technology Inc. | Add +0.7% | 2.10% | +0.32 |
| PWR Quanta Services Inc. | Add +3.0% | 1.24% | +0.32 |
| IONQ Ionq Inc. | New | 0.24% | +0.24 |
| ETN Eaton Corp. PLC | Add +0.6% | 1.57% | +0.19 |
| ITOT iShares Core S&P Total U.S. | Add +38.3% | 0.60% | +0.15 |
| MPWR Monolithic Power Systems Inc. | Add +3.3% | 0.70% | +0.14 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +44.1% | 0.79% | +0.14 |
| RTX RTX Corp. | Add +0.7% | 1.63% | +0.10 |
| SMR Nuscale Power Corp. | Add +59.6% | 0.41% | +0.08 |
| DGRO iShares Core Dividend Growth | Add +11.4% | 0.62% | +0.07 |
| DVY iShares Select Dividend ETF | Add +40.1% | 0.16% | +0.05 |
| EPAM Epam Systems Inc. | Add +71.2% | 0.37% | +0.04 |
| PLUG Plug Power Inc. | Add +6.1% | 0.24% | +0.04 |
| MRCY Mercury Systems Inc. | Add +4.7% | 0.69% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | Add +1.0% | 2.42% | +0.02 |
| BOND PIMCO Active Bond Exchange-T | Add +0.3% | 6.39% | +0.01 |
| INDI Indie Semiconductor Inc. Class A | Add +3.3% | 0.28% | −0.02 |
| ADPT Adaptive Biotechnologies | Add +3.0% | 0.18% | −0.02 |
| CRSP Crispr Therapeutics AG | Add +2.9% | 0.45% | −0.03 |
| SYM Symbotic Inc. | Add +3.7% | 0.71% | −0.05 |
| APH Amphenol Corp. Class A | Add +1.1% | 1.21% | −0.06 |
| QUBT Quantum Computing Inc. | Add +3.9% | 0.14% | −0.06 |
| BA The Boeing Co. | Add +1.0% | 1.57% | −0.11 |
| SMCI Super Micro Computer Inc. | Add +4.3% | 0.58% | −0.13 |
| GRAL Grail Inc. | Add +7.1% | 0.24% | −0.13 |
| TEM Tempus AI Inc. Class A | Add +3.1% | 0.54% | −0.14 |
| TYL Tyler Technologies Inc. | Add +3.3% | 0.52% | −0.14 |
| GE General Electric | Add +0.6% | 2.06% | −0.15 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 2.03% | −0.15 |
| OKLO Oklo Inc. | Add +5.0% | 0.42% | −0.16 |
| JOBY Joby Aviation Inc. | Add +3.1% | 0.30% | −0.16 |
| EOSE Eos Energy Enterprises Inc. | Add +4.9% | 0.16% | −0.19 |
| NVDA Nvidia Corp. | Add +0.2% | 3.21% | −0.19 |
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 |