Bouvel Investment Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 13, 2026, Bouvel Investment Partners, Llc disclosed 85 stock positions valued at approximately $433.42M as of quarter-end September 30, 2026. The largest holdings include MARVELL TECHNOLOGY INC, PGIM ETF TR, and PIMCO ETF TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 85
- Portfolio Value
- $433.42M
Holdings by Sector
Bouvel Investment Partners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MARVELL TECHNOLOGY INC | MRVL | Technology | 4.29% | 70,424 | -1,161 | -1.62% | $18,606,593 |
| PGIM ETF TR | PULS | Other | 3.71% | 324,769 | +158,734 | +95.60% | $16,063,075 |
| PIMCO ETF TR | BOND | Other | 3.37% | 167,865 | +4,602 | +2.82% | $14,602,576 |
| NVIDIA CORPORATION | NVDA | Technology | 3.28% | 62,277 | -1,002 | -1.58% | $14,222,821 |
| PALO ALTO NETWORKS INC | PANW | Technology | 2.80% | 30,514 | -452 | -1.46% | $12,123,319 |
| MORGAN STANLEY ETF TRUST | EVTR | Other | 2.78% | 249,642 | -31,315 | -11.15% | $12,030,248 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 2.66% | 235,814 | -56,797 | -19.41% | $11,519,514 |
| DATADOG INC | DDOG | Technology | 2.60% | 41,083 | -595 | -1.43% | $11,250,580 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 2.55% | 420,811 | +5,662 | +1.36% | $11,037,873 |
| VANGUARD MALVERN FDS | VTIP | Other | 2.36% | 208,067 | +38,086 | +22.41% | $10,241,058 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.36% | 41,074 | -653 | -1.56% | $10,233,587 |
| MICROSOFT CORP | MSFT | Technology | 2.29% | 19,339 | -335 | -1.70% | $9,918,717 |
| ABBVIE INC | ABBV | Healthcare | 2.24% | 37,093 | -619 | -1.64% | $9,703,158 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 2.22% | 176,416 | -27,651 | -13.55% | $9,602,296 |
| INTEL CORP | INTC | Technology | 2.18% | 78,704 | -47,433 | -37.60% | $9,462,582 |
| BROADCOM INC | AVGO | Technology | 2.10% | 25,971 | -459 | -1.74% | $9,120,755 |
| SNOWFLAKE INC | SNOW | Technology | 1.95% | 24,948 | -327 | -1.29% | $8,471,343 |
| ALPHABET INC | GOOGL | Communication Services | 1.88% | 23,645 | -387 | -1.61% | $8,135,772 |
| ELI LILLY & CO | LLY | Healthcare | 1.81% | 6,781 | -44 | -0.64% | $7,846,159 |
| LUMENTUM HLDGS INC | LITE | Technology | 1.78% | 7,953 | -668 | -7.75% | $7,724,431 |
| GE AEROSPACE | GE | Industrials | 1.75% | 24,238 | -406 | -1.65% | $7,569,285 |
| VICOR CORP | VICR | Technology | 1.62% | 24,344 | -181 | -0.74% | $7,033,955 |
| APPLE INC | AAPL | Technology | 1.61% | 20,943 | -384 | -1.80% | $6,974,438 |
| META PLATFORMS INC | META | Communication Services | 1.57% | 9,382 | -144 | -1.51% | $6,803,639 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.54% | 25,218 | +18,257 | +262.28% | $6,676,466 |
| ENTERGY CORP NEW | ETR | Utilities | 1.48% | 64,511 | -1,002 | -1.53% | $6,403,362 |
| ISHARES TR | SGOV | Other | 1.46% | 62,803 | +36,002 | +134.33% | $6,323,006 |
| EATON CORP PLC | ETN | Industrials | 1.45% | 14,654 | -232 | -1.56% | $6,296,970 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 1.34% | 14,241 | -208 | -1.44% | $5,790,615 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 1.33% | 24,424 | +24,424 | +100.00% | $5,783,115 |
Showing 30 of 85 holdings in the latest reporting period.