Bouvel Investment Partners, Llc Portfolio Stock Holdings
Bouvel Investment Partners, Llc disclosed 84 stock positions valued at approximately $442.3 million in its latest SEC 13F filing. The largest holdings include MARVELL TECHNOLOGY INC, INTEL CORP, and PIMCO ETF TR. The filing reflects positions held as of June 30, 2026 and was filed on July 17, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 84
- Portfolio Value
- $442.3M
Holdings by Sector
Bouvel Investment Partners, Llc Portfolio Holdings in Q2 2026
80 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MARVELL TECHNOLOGY INC | MRVL | Technology | 4.82% | 71,585 | -1,472 | -2.01% | $21,324,307 |
| INTEL CORP | INTC | Technology | 3.98% | 126,137 | -46,590 | -26.97% | $17,612,509 |
| PIMCO ETF TR | BOND | Other | 3.40% | 163,263 | -75,358 | -31.58% | $15,054,481 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 3.26% | 292,611 | +18,109 | +6.60% | $14,419,870 |
| MORGAN STANLEY ETF TRUST | EVTR | Other | 3.22% | 280,957 | +19,885 | +7.62% | $14,247,329 |
| NVIDIA CORPORATION | NVDA | Technology | 2.86% | 63,279 | -216 | -0.34% | $12,661,495 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 2.57% | 415,149 | +189,151 | +83.70% | $11,346,022 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 2.49% | 204,067 | +5,772 | +2.91% | $11,025,713 |
| DATADOG INC | DDOG | Technology | 2.45% | 41,678 | -341 | -0.81% | $10,851,284 |
| PALO ALTO NETWORKS INC | PANW | Technology | 2.39% | 30,966 | -369 | -1.18% | $10,559,855 |
| BROADCOM INC | AVGO | Technology | 2.26% | 26,430 | -9,804 | -27.06% | $9,983,933 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.25% | 41,727 | -609 | -1.44% | $9,945,213 |
| ABBVIE INC | ABBV | Healthcare | 2.15% | 37,712 | +37,712 | +100.00% | $9,489,848 |
| VICOR CORP | VICR | Technology | 2.11% | 24,525 | -413 | -1.66% | $9,314,105 |
| GE AEROSPACE | GE | Industrials | 2.08% | 24,644 | -320 | -1.28% | $9,210,202 |
| TERADYNE INC | TER | Technology | 1.97% | 18,014 | -5,375 | -22.98% | $8,715,894 |
| ALPHABET INC | GOOGL | Communication Services | 1.94% | 24,032 | -317 | -1.30% | $8,588,316 |
| VANGUARD MALVERN FDS | VTIP | Other | 1.93% | 169,981 | +169,981 | +100.00% | $8,538,146 |
| MASTEC INC | MTZ | Industrials | 1.91% | 20,308 | +39 | +0.19% | $8,449,346 |
| PGIM ETF TR | PULS | Other | 1.86% | 166,035 | +78,352 | +89.36% | $8,227,034 |
| ELI LILLY & CO | LLY | Healthcare | 1.85% | 6,825 | -64 | -0.93% | $8,186,110 |
| ENTERGY CORP NEW | ETR | Utilities | 1.70% | 65,513 | -979 | -1.47% | $7,524,823 |
| LUMENTUM HLDGS INC | LITE | Technology | 1.67% | 8,621 | -2,037 | -19.11% | $7,397,335 |
| MICROSOFT CORP | MSFT | Technology | 1.66% | 19,674 | -270 | -1.35% | $7,338,609 |
| ISHARES TR | IFRA | Other | 1.50% | 105,486 | +105,486 | +100.00% | $6,649,837 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 1.49% | 23,371 | -115 | -0.49% | $6,572,159 |
| SNOWFLAKE INC | SNOW | Technology | 1.45% | 25,275 | -354 | -1.38% | $6,432,488 |
| EATON CORP PLC | ETN | Other | 1.43% | 14,886 | -223 | -1.48% | $6,343,222 |
| APPLE INC | AAPL | Technology | 1.40% | 21,327 | -328 | -1.51% | $6,171,181 |
| BOEING CO | BA | Industrials | 1.31% | 26,842 | -319 | -1.17% | $5,810,488 |
| AMPHENOL CORP | APH | Technology | 1.31% | 32,924 | -33 | -0.10% | $5,805,160 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 1.30% | 14,449 | -148 | -1.01% | $5,745,879 |
| QUANTA SVCS INC | PWR | Industrials | 1.26% | 7,750 | -10 | -0.13% | $5,580,310 |
| RTX CORPORATION | RTX | Industrials | 1.24% | 28,889 | -234 | -0.80% | $5,481,110 |
| META PLATFORMS INC | META | Communication Services | 1.21% | 9,526 | -148 | -1.53% | $5,365,901 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.20% | 6,961 | +19 | +0.27% | $5,312,218 |
| NETFLIX INC. | NFLX | Communication Services | 1.11% | 68,878 | -591 | -0.85% | $4,917,889 |
| ISHARES TR | IWF | Other | 1.08% | 38,295 | +28,690 | +298.70% | $4,755,090 |
| TTM TECHNOLOGIES INC | TTMI | Technology | 1.06% | 25,124 | +25,124 | +100.00% | $4,698,690 |
| AEHR TEST SYS | AEHR | Technology | 1.06% | 48,852 | -22,972 | -31.98% | $4,692,723 |
| PDF SOLUTIONS INC | PDFS | Technology | 1.01% | 63,352 | +63,352 | +100.00% | $4,484,688 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.99% | 13,088 | -4,591 | -25.97% | $4,382,124 |
| ISHARES TR | IVW | Other | 0.93% | 29,842 | -1,351 | -4.33% | $4,104,170 |
| FIRST SOLAR INC | FSLR | Technology | 0.90% | 16,869 | +17 | +0.10% | $3,980,409 |
| IONQ INC | IONQ | Technology | 0.88% | 73,095 | +44,604 | +156.55% | $3,893,040 |
| AXON ENTERPRISE INC | AXON | Industrials | 0.75% | 5,895 | +5,895 | +100.00% | $3,304,796 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 0.70% | 2,250 | +33 | +1.49% | $3,110,310 |
| ISHARES TR | EFV | Other | 0.70% | 40,481 | +40,481 | +100.00% | $3,098,821 |
| FIDELITY COVINGTON TRUST | FVAL | Other | 0.69% | 39,349 | -1,798 | -4.37% | $3,066,641 |
| NATERA INC | NTRA | Healthcare | 0.69% | 11,238 | +11,238 | +100.00% | $3,050,555 |
| D-WAVE QUANTUM INC | QBTS | Technology | 0.67% | 124,207 | +291 | +0.23% | $2,979,726 |
| ISHARES TR | SGOV | Other | 0.61% | 26,801 | +26,801 | +100.00% | $2,698,057 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 0.60% | 55,274 | +5,400 | +10.83% | $2,672,498 |
| ISHARES TR | ITOT | Other | 0.60% | 16,214 | +1,771 | +12.26% | $2,663,474 |
| ISHARES TR | IWY | Other | 0.54% | 8,254 | -13,340 | -61.78% | $2,398,777 |
| ISHARES TR | DGRO | Other | 0.54% | 31,473 | +970 | +3.18% | $2,385,339 |
| TEMPUS AI INC | TEM | Healthcare | 0.54% | 40,944 | +4 | +0.01% | $2,371,886 |
| JOBY AVIATION INC | G65163100 | Other | 0.50% | 249,616 | +123,691 | +98.23% | $2,226,575 |
| AEROVIRONMENT INC | AVAV | Industrials | 0.50% | 13,285 | +5,587 | +72.58% | $2,192,955 |
| VANGUARD INDEX FDS | VBK | Other | 0.48% | 5,834 | +326 | +5.92% | $2,133,494 |
| SYMBOTIC INC | SYM | Industrials | 0.47% | 45,983 | +57 | +0.12% | $2,066,936 |
| KRATOS DEFENSE & SEC SOLUTIO | KTOS | Industrials | 0.46% | 40,882 | +63 | +0.15% | $2,038,352 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.44% | 45,853 | -709 | -1.52% | $1,957,006 |
| TOAST INC | TOST | Technology | 0.44% | 69,623 | +69,623 | +100.00% | $1,936,912 |
| ISHARES INC | DVYE | Other | 0.39% | 53,449 | +53,449 | +100.00% | $1,722,661 |
| ENPHASE ENERGY INC | ENPH | Technology | 0.38% | 34,148 | -43 | -0.13% | $1,681,448 |
| OKLO INC | OKLO | Utilities | 0.35% | 29,482 | +132 | +0.45% | $1,542,793 |
| PLUG PWR INC | PLUG | Industrials | 0.32% | 517,561 | +149,779 | +40.72% | $1,402,590 |
| AMPRIUS TECHNOLOGIES INC | AMPX | Industrials | 0.31% | 99,308 | +99,308 | +100.00% | $1,376,409 |
| INDIE SEMICONDUCTOR INC | INDI | Technology | 0.30% | 300,445 | +1,518 | +0.51% | $1,348,998 |
| GRAIL INC | GRAL | Healthcare | 0.25% | 16,215 | +88 | +0.55% | $1,106,998 |
| VANGUARD INDEX FDS | VOT | Other | 0.19% | 2,673 | -70 | -2.55% | $818,740 |
| RED CAT HLDGS INC | RCAT | Technology | 0.18% | 75,979 | +75,979 | +100.00% | $809,176 |
| ISHARES TR | IXUS | Other | 0.16% | 7,326 | +7,326 | +100.00% | $699,193 |
| EOS ENERGY ENTERPRISES INC | EOSE | Industrials | 0.15% | 115,858 | +2,337 | +2.06% | $681,245 |
| ISHARES TR | DVY | Other | 0.14% | 3,966 | +410 | +11.53% | $619,886 |
| ISHARES INC | IEMG | Other | 0.09% | 4,572 | +47 | +1.04% | $378,744 |
| ISHARES TR | IEFA | Other | 0.05% | 2,464 | +27 | +1.11% | $237,973 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.05% | 2,076 | +2,076 | +100.00% | $203,863 |
| CERUS CORP | CERS | Healthcare | 0.01% | 20,000 | +20,000 | +100.00% | $58,400 |