Bouvel Investment Partners, Llc Portfolio Stock Holdings
Bouvel Investment Partners, Llc disclosed 78 stock positions valued at approximately $344.6 million in its latest SEC 13F filing. The largest holdings include PIMCO ETF TR, MORGAN STANLEY ETF TRUST, and CAPITAL GROUP DIVIDEND VALUE. The filing reflects positions held as of March 31, 2026 and was filed on April 10, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 78
- Portfolio Value
- $344.6M
Holdings by Sector
Bouvel Investment Partners, Llc Portfolio Holdings in Q1 2026
76 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PIMCO ETF TR | BOND | Other | 6.39% | 238,621 | +779 | +0.33% | $22,019,946 |
| MORGAN STANLEY ETF TRUST | EVTR | Other | 3.84% | 261,072 | -5,352 | -2.01% | $13,249,404 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 3.39% | 274,502 | -6,186 | -2.20% | $11,677,315 |
| BROADCOM INC | AVGO | Technology | 3.25% | 36,234 | +224 | +0.62% | $11,214,785 |
| NVIDIA CORPORATION | NVDA | Technology | 3.21% | 63,495 | +117 | +0.18% | $11,073,528 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 2.73% | 198,295 | +118,706 | +149.15% | $9,424,938 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.56% | 42,336 | +275 | +0.65% | $8,817,319 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 2.42% | 147,035 | +1,447 | +0.99% | $8,333,944 |
| INTEL CORP | INTC | Technology | 2.21% | 172,727 | +1,479 | +0.86% | $7,622,443 |
| LUMENTUM HLDGS INC | LITE | Technology | 2.17% | 10,658 | +298 | +2.88% | $7,490,016 |
| ENTERGY CORP NEW | ETR | Utilities | 2.17% | 66,492 | +66,492 | +100.00% | $7,471,041 |
| MICROSOFT CORP | MSFT | Technology | 2.14% | 19,944 | +118 | +0.60% | $7,382,485 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 2.10% | 73,057 | +514 | +0.71% | $7,236,246 |
| GE AEROSPACE | GE | Industrials | 2.06% | 24,964 | +141 | +0.57% | $7,084,034 |
| ALPHABET INC | GOOGL | Communication Services | 2.03% | 24,349 | +168 | +0.69% | $7,001,798 |
| TERADYNE INC | TER | Technology | 2.01% | 23,389 | +814 | +3.61% | $6,933,903 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 1.95% | 14,597 | +92 | +0.63% | $6,728,841 |
| NETFLIX INC. | NFLX | Communication Services | 1.94% | 69,469 | +69,469 | +100.00% | $6,679,444 |
| MASTEC INC | MTZ | Industrials | 1.89% | 20,269 | +714 | +3.65% | $6,521,348 |
| ELI LILLY & CO | LLY | Healthcare | 1.84% | 6,889 | +71 | +1.04% | $6,336,296 |
| ISHARES TR | SHY | Other | 1.82% | 76,128 | -1,676 | -2.15% | $6,285,889 |
| HONEYWELL INTL INC | HON | Industrials | 1.81% | 27,528 | +9,023 | +48.76% | $6,222,041 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 1.79% | 225,998 | -5,978 | -2.58% | $6,153,926 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 1.65% | 23,486 | +247 | +1.06% | $5,692,772 |
| RTX CORPORATION | RTX | Industrials | 1.63% | 29,123 | +203 | +0.70% | $5,617,827 |
| META PLATFORMS INC | META | Communication Services | 1.61% | 9,674 | +66 | +0.69% | $5,534,786 |
| APPLE INC | AAPL | Technology | 1.59% | 21,655 | +21,655 | +100.00% | $5,495,822 |
| BOEING CO | BA | Industrials | 1.57% | 27,161 | +269 | +1.00% | $5,405,854 |
| EATON CORP PLC | ETN | Other | 1.57% | 15,109 | +87 | +0.58% | $5,404,036 |
| ISHARES TR | IWY | Other | 1.56% | 21,594 | -946 | -4.20% | $5,373,451 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.46% | 31,335 | +189 | +0.61% | $5,023,547 |
| DATADOG INC | DDOG | Technology | 1.44% | 42,019 | +16,420 | +64.14% | $4,960,343 |
| VERTIV HOLDINGS CO | VRT | Industrials | 1.29% | 17,679 | +581 | +3.40% | $4,430,004 |
| PGIM ETF TR | PULS | Other | 1.26% | 87,683 | +87,683 | +100.00% | $4,340,309 |
| QUANTA SVCS INC | PWR | Industrials | 1.24% | 7,760 | +222 | +2.95% | $4,260,395 |
| AMPHENOL CORP | APH | Technology | 1.21% | 32,957 | +363 | +1.11% | $4,164,117 |
| ISHARES TR | IWF | Other | 1.19% | 9,605 | -421 | -4.20% | $4,095,572 |
| VICOR CORP | VICR | Technology | 1.16% | 24,938 | +755 | +3.12% | $4,015,018 |
| SNOWFLAKE INC | SNOW | Technology | 1.12% | 25,629 | +176 | +0.69% | $3,865,366 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.11% | 26,115 | -93 | -0.35% | $3,820,029 |
| PIMCO ETF TR | MINT | Other | 1.10% | 37,563 | -335 | -0.88% | $3,777,711 |
| ISHARES TR | IVW | Other | 1.02% | 31,193 | -631 | -1.98% | $3,528,240 |
| FIRST SOLAR INC | FSLR | Technology | 0.96% | 16,852 | +530 | +3.25% | $3,324,226 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.85% | 46,562 | +420 | +0.91% | $2,921,766 |
| KRATOS DEFENSE & SEC SOLUTIO | KTOS | Industrials | 0.84% | 40,819 | -22,285 | -35.31% | $2,878,112 |
| FIDELITY COVINGTON TRUST | FVAL | Other | 0.83% | 41,147 | -833 | -1.98% | $2,855,602 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.79% | 6,942 | +2,124 | +44.08% | $2,710,226 |
| AEHR TEST SYS | AEHR | Technology | 0.77% | 71,824 | +18,028 | +33.51% | $2,663,234 |
| SYMBOTIC INC | SYM | Industrials | 0.71% | 45,926 | +1,644 | +3.71% | $2,443,263 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 0.70% | 2,217 | +71 | +3.31% | $2,423,957 |
| MERCURY SYS INC | MRCY | Industrials | 0.69% | 32,751 | +1,468 | +4.69% | $2,387,875 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 0.69% | 49,874 | -289 | -0.58% | $2,384,975 |
| ISHARES TR | DGRO | Other | 0.62% | 30,503 | +3,132 | +11.44% | $2,140,701 |
| ISHARES TR | ITOT | Other | 0.60% | 14,443 | +4,002 | +38.33% | $2,057,116 |
| SUPER MICRO COMPUTER INC | SMCI | Other | 0.58% | 87,197 | +3,563 | +4.26% | $1,985,476 |
| TEMPUS AI INC | TEM | Healthcare | 0.54% | 40,940 | +1,218 | +3.07% | $1,851,307 |
| D-WAVE QUANTUM INC | QBTS | Technology | 0.52% | 123,916 | +4,045 | +3.37% | $1,788,108 |
| TYLER TECHNOLOGIES INC | TYL | Technology | 0.52% | 5,192 | +167 | +3.32% | $1,777,466 |
| VANGUARD INDEX FDS | VBK | Other | 0.48% | 5,508 | +5,508 | +100.00% | $1,664,793 |
| OKLO INC | OKLO | Utilities | 0.42% | 29,350 | +1,392 | +4.98% | $1,455,467 |
| AEROVIRONMENT INC | AVAV | Industrials | 0.41% | 7,698 | +7,698 | +100.00% | $1,409,119 |
| NUSCALE PWR CORP | SMR | Industrials | 0.41% | 129,363 | +48,299 | +59.58% | $1,402,295 |
| ENPHASE ENERGY INC | ENPH | Technology | 0.38% | 34,191 | +34,191 | +100.00% | $1,292,762 |
| EPAM SYS INC | EPAM | Technology | 0.37% | 9,305 | +3,869 | +71.17% | $1,259,897 |
| JOBY AVIATION INC | G65163100 | Other | 0.30% | 125,925 | +3,818 | +3.13% | $1,040,141 |
| INDIE SEMICONDUCTOR INC | INDI | Technology | 0.28% | 298,927 | +9,429 | +3.26% | $962,545 |
| GRAIL INC | GRAL | Healthcare | 0.24% | 16,127 | +1,066 | +7.08% | $833,443 |
| PLUG PWR INC | PLUG | Industrials | 0.24% | 367,782 | +21,226 | +6.12% | $831,187 |
| IONQ INC | IONQ | Technology | 0.24% | 28,491 | +28,491 | +100.00% | $821,396 |
| VANGUARD INDEX FDS | VOT | Other | 0.20% | 2,743 | -38 | -1.37% | $705,911 |
| ADAPTIVE BIOTECHNOLOGIES COR | ADPT | Healthcare | 0.18% | 43,815 | +1,297 | +3.05% | $608,145 |
| EOS ENERGY ENTERPRISES INC | EOSE | Industrials | 0.16% | 113,521 | +5,295 | +4.89% | $563,064 |
| ISHARES TR | DVY | Other | 0.16% | 3,556 | +1,017 | +40.06% | $538,414 |
| QUANTUM COMPUTING INC | QUBT | Technology | 0.14% | 72,443 | +2,684 | +3.85% | $496,235 |
| ISHARES INC | IEMG | Other | 0.09% | 4,525 | - | - | $315,619 |
| ISHARES TR | IEFA | Other | 0.06% | 2,437 | - | - | $220,622 |