Bouvel Investment Partners, LLC — 13F Holdings & Portfolio
CIK 1839122 · latest 13F-HR filed 2026-04-10
Bouvel Investment Partners, LLC manages $344.6M in 13F-reported U.S. long-equity assets across 78 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BOND (6.39%), EVTR (3.84%), CGDV (3.39%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 8 new positions, exited 10, added to 23, and trimmed 36.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$344.6M
Long-equity book
78
Distinct positions
2026-03-31
Filed 2026-04-10
+8 / −10 / ↑23 / ↓36
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- INVESCO EXCHANGE TRADED FD T$5.7M +152.4%
- LUMENTUM HLDGS INC$3.7M +96.1%
- HONEYWELL INTL INC$2.6M +72.4%
- TERADYNE INC$2.6M +58.7%
- MASTEC INC$2.3M +53.4%
Top Trims
- MICROSOFT CORP-$2.2M -23.0%
- KRATOS DEFENSE & SEC SOLUTIO-$1.9M -39.9%
- SNOWFLAKE INC-$1.7M -30.8%
- INTUITIVE SURGICAL INC-$1.5M -18.1%
- BOSTON SCIENTIFIC CORP-$1.5M -33.6%
New Positions
- ENTERGY CORP NEW$7.5M
- NETFLIX INC.$6.7M
- APPLE INC$5.5M
- PGIM ETF TR$4.3M
- VANGUARD INDEX FDS$1.7M
Exited Positions
- INTUIT$6.5M
- KKR & CO INC$6.4M
- SALESFORCE INC$5.3M
- UBER TECHNOLOGIES INC$4.5M
- MARSH & MCLENNAN COS INC$2.5M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | PIMCO ETF TR | BOND | 72201R775 | $22.0M | 6.39% | 238,621 | SH |
| 2 | MORGAN STANLEY ETF TRUST | EVTR | 61774R841 | $13.2M | 3.84% | 261,072 | SH |
| 3 | CAPITAL GROUP DIVIDEND VALUE | CGDV | 14020W106 | $11.7M | 3.39% | 274,502 | SH |
| 4 | BROADCOM INC | AVGO | 11135F101 | $11.2M | 3.25% | 36,234 | SH |
| 5 | NVIDIA CORPORATION | NVDA | 67066G104 | $11.1M | 3.21% | 63,495 | SH |
| 6 | INVESCO EXCHANGE TRADED FD T | PRF | 46137V613 | $9.4M | 2.73% | 198,295 | SH |
| 7 | AMAZON COM INC | AMZN | 023135106 | $8.8M | 2.56% | 42,336 | SH |
| 8 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $8.3M | 2.42% | 147,035 | SH |
| 9 | INTEL CORP | INTC | 458140100 | $7.6M | 2.21% | 172,727 | SH |
| 10 | LUMENTUM HLDGS INC | LITE | 55024U109 | $7.5M | 2.17% | 10,658 | SH |
| 11 | ENTERGY CORP NEW | ETR | 29364G103 | $7.5M | 2.17% | 66,492 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $7.4M | 2.14% | 19,944 | SH |
| 13 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $7.2M | 2.10% | 73,057 | SH |
| 14 | GE AEROSPACE | GE | 369604301 | $7.1M | 2.06% | 24,964 | SH |
| 15 | ALPHABET INC | GOOGL | 02079K305 | $7.0M | 2.03% | 24,349 | SH |
| 16 | TERADYNE INC | TER | 880770102 | $6.9M | 2.01% | 23,389 | SH |
| 17 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $6.7M | 1.95% | 14,597 | SH |
| 18 | NETFLIX INC. | NFLX | 64110L106 | $6.7M | 1.94% | 69,469 | SH |
| 19 | MASTEC INC | MTZ | 576323109 | $6.5M | 1.89% | 20,269 | SH |
| 20 | ELI LILLY & CO | LLY | 532457108 | $6.3M | 1.84% | 6,889 | SH |
| 21 | ISHARES TR | SHY | 464287457 | $6.3M | 1.82% | 76,128 | SH |
| 22 | HONEYWELL INTL INC | HON | 438516106 | $6.2M | 1.81% | 27,528 | SH |
| 23 | CAPITAL GRP FIXED INCM ETF T | CGMS | 14020Y300 | $6.2M | 1.79% | 225,998 | SH |
| 24 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $5.7M | 1.65% | 23,486 | SH |
| 25 | RTX CORPORATION | RTX | 75513E101 | $5.6M | 1.63% | 29,123 | SH |
| 26 | META PLATFORMS INC | META | 30303M102 | $5.5M | 1.61% | 9,674 | SH |
| 27 | APPLE INC | AAPL | 037833100 | $5.5M | 1.59% | 21,655 | SH |
| 28 | BOEING CO | BA | 097023105 | $5.4M | 1.57% | 27,161 | SH |
| 29 | EATON CORP PLC | ETN | G29183103 | $5.4M | 1.57% | 15,109 | SH |
| 30 | ISHARES TR | IWY | 464289438 | $5.4M | 1.56% | 21,594 | SH |
| 31 | PALO ALTO NETWORKS INC | PANW | 697435105 | $5.0M | 1.46% | 31,335 | SH |
| 32 | DATADOG INC | DDOG | 23804L103 | $5.0M | 1.44% | 42,019 | SH |
| 33 | VERTIV HOLDINGS CO | VRT | 92537N108 | $4.4M | 1.29% | 17,679 | SH |
| 34 | PGIM ETF TR | PULS | 69344A107 | $4.3M | 1.26% | 87,683 | SH |
| 35 | QUANTA SVCS INC | PWR | 74762E102 | $4.3M | 1.24% | 7,760 | SH |
| 36 | AMPHENOL CORP | APH | 032095101 | $4.2M | 1.21% | 32,957 | SH |
| 37 | ISHARES TR | IWF | 464287614 | $4.1M | 1.19% | 9,605 | SH |
| 38 | VICOR CORP | VICR | 925815102 | $4.0M | 1.16% | 24,938 | SH |
| 39 | SNOWFLAKE INC | SNOW | 833445109 | $3.9M | 1.12% | 25,629 | SH |
| 40 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $3.8M | 1.11% | 26,115 | SH |
| 41 | PIMCO ETF TR | MINT | 72201R833 | $3.8M | 1.10% | 37,563 | SH |
| 42 | ISHARES TR | IVW | 464287309 | $3.5M | 1.02% | 31,193 | SH |
| 43 | FIRST SOLAR INC | FSLR | 336433107 | $3.3M | 0.96% | 16,852 | SH |
| 44 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $2.9M | 0.85% | 46,562 | SH |
| 45 | KRATOS DEFENSE & SEC SOLUTIO | KTOS | 50077B207 | $2.9M | 0.84% | 40,819 | SH |
| 46 | FIDELITY COVINGTON TRUST | FVAL | 316092782 | $2.9M | 0.83% | 41,147 | SH |
| 47 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $2.7M | 0.79% | 6,942 | SH |
| 48 | AEHR TEST SYS | AEHR | 00760J108 | $2.7M | 0.77% | 71,824 | SH |
| 49 | SYMBOTIC INC | SYM | 87151X101 | $2.4M | 0.71% | 45,926 | SH |
| 50 | MONOLITHIC PWR SYS INC | MPWR | 609839105 | $2.4M | 0.70% | 2,217 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-10 | $344.6M | 78 | 0001839122-26-000003 |
| 2025-12-31 | 2026-01-23 | $346.9M | 80 | 0001839122-26-000001 |