Bouvel Investment Partners Q2 2026 Holdings Changes: Significant Purchases & Sales Observed
A detailed analysis of Bouvel Investment Partners' portfolio adjustments during the second quarter of 2026, highlighting notable increases and decreases in specific holdings.
As reported for the period ending June 30th, 2026 (Q2), Bouvel Investment Partners showed activity across its investment strategy. The firm's latest filing indicates changes in several positions within their portfolio.
The most significant change observed was a substantial increase in shares held of CAPITAL GRP FIXED INCM ETF T (CGMS). This position saw an 83.7% jump in holdings, suggesting strong confidence from Bouvel during this quarter. Similarly, JOBY AVIATION INC (G65163100) experienced a remarkable addition to its portfolio with a nearly 98.24% increase in shares.
Other notable purchases included PLUG PWR INC (PLUG), which increased by approximately 40.72%, and AMPRIUS TECHNOLOGIES INC (AMPX), added at full percentage change. The firm also significantly boosted its position in ISHARES TR (IFRA) by over 83%.
Conversely, Bouvel divested a considerable portion of PIMCO ETF TR (BOND), reducing it by about 31.58%. This was one of the largest percentage decreases noted for Q2. Additionally, INTEL CORP (INTC) saw its position reduced significantly (-26.97%), and MARVELL TECHNOLOGY INC (MRVL) experienced a small decrease.
The investor also initiated new positions in several ETFs during this quarter: ISHARES INC (DVYE), VANGUARD MALVERN FDS (VTIP), PGIM ETF TR (PULS), and RED CAT HLDGS INC (RCAT). Furthermore, the firm added shares of TOAST INC (TOST) and PDF SOLUTIONS INC (PDFS) at full percentage changes.
While specific purchases like ISHARES TR (EFV) are noted outside the changed_holdings list but mentioned in portfolio indicators as significant buys, no details on new stock additions beyond those listed were disclosed. Bouvel also disposed of IWY shares completely during this period.