Bouvel Investment Partners, LLC

CIK

1839122

Location

PHOENIXVILLE, PA

Portfolio Value

Small $448,105,895

Diversification

Diversified

Filing Date

Global Rank

#4,109 / 8,795 ▲ 154 · as of Jun 2026

Top Industry

Semiconductors 20.4%

Period ended 3 months ago

Filed Jul 17, 2026 · 3mo

23 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

72 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.7%

−1.1 pts

Top 5

22.0%

−0.2 pts

Top 10

35.6%

−0.3 pts

HHI

237

Diversified−14

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	41.2%	$184,665,128	25
Unclassified	27.7%	$124,165,854	13
Industrials	15.0%	$67,373,316	18
Healthcare	7.5%	$33,737,574	9
Communication Services	4.2%	$18,872,104	3
Consumer Cyclical	2.2%	$9,945,213	1
Utilities	2.0%	$9,067,616	2
Basic Materials	0.1%	$279,090	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
CGCB	Capital Group Core Bond ETF	+189,151	415,149	$11,346,022
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+187,979	360,369	$30,013,240
PLUG	Plug Power Inc	+149,779	517,561	$1,402,590
JOBY	Joby Aviation, Inc.	+123,691	249,616	$2,226,574
AAAD	PGIM AAA CLO Aggregate Duration ETF	+78,352	166,035	$8,227,034
IONQ	IonQ, Inc.	+44,604	73,095	$3,893,039
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	+19,885	280,957	$14,247,329
CGDV	Capital Group Dividend Value ETF	+18,109	292,611	$14,419,870
ABI	VictoryShares Pioneer Asset-Based Income ETF	+5,772	204,067	$11,025,740
AVAV	AeroVironment Inc	+5,587	13,285	$2,192,954
EOSE	Eos Energy Enterprises, Inc.	+2,337	115,858	$681,245
INDI	indie Semiconductor, Inc.	+1,518	300,445	$1,348,998
QBTS	D-Wave Quantum Inc.	+291	124,207	$2,979,725
VB	Vanguard Morningstar Small-Cap ETF	+256	8,507	$2,952,232
OKLO	Oklo Inc.	+132	29,482	$1,542,793
GRAL	GRAIL, Inc.	+88	16,215	$1,106,998
KTOS	Kratos Defense & Security Solutions, Inc.	+63	40,882	$2,038,376
SYM	Symbotic Inc.	+57	45,983	$2,066,935
MTZ	Mastec Inc	+39	20,308	$8,449,346
MPWR	Monolithic Power Systems, Inc.	+33	2,250	$3,110,310
CRWD	CrowdStrike Holdings, Inc.	+19	6,961	$5,312,217
FSLR	First Solar, Inc.	+17	16,869	$3,980,409
TEM	Tempus AI, Inc.	+4	40,944	$2,371,885
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−141,635	55,274	$2,672,497
BILZ	PIMCO Ultra Short Government Active ETF	−112,921	163,263	$15,054,481
INTC	Intel Corp	−46,590	126,137	$17,612,509
AEHR	Aehr Test Systems	−22,972	48,852	$4,692,723
HON	Honeywell International Inc	−14,005	13,523	$3,027,799
—		−13,340	8,254	$2,398,777
AVGO	Broadcom Inc.	−9,804	26,430	$9,983,932
TER	Teradyne, Inc	−5,375	18,014	$8,715,893
VRT	Vertiv Holdings Co	−4,591	13,088	$4,382,124
LITE	Lumentum Holdings Inc.	−2,037	8,621	$7,397,335
FBCG	Fidelity Blue Chip Growth ETF	−1,798	39,349	$3,066,624
MRVL	Marvell Technology, Inc.	−1,472	71,585	$21,324,455
SOLS	Solstice Advanced Materials Inc.	−981	3,150	$279,090
ETR	Entergy Corp /De/	−979	65,513	$7,524,823
BSX	Boston Scientific Corp	−709	45,853	$1,957,006
AMZN	Amazon Com Inc	−609	41,727	$9,945,213
NFLX	Netflix Inc	−591	68,878	$4,917,889
VICR	Vicor Corp	−413	24,525	$9,314,104
PANW	Palo Alto Networks Inc	−369	30,966	$10,560,025
SNOW	Snowflake Inc.	−354	25,275	$6,432,487
DDOG	Datadog, Inc.	−341	41,678	$10,851,284
AAPL	Apple Inc.	−328	21,327	$6,171,180
GE	General Electric Co	−320	24,644	$9,210,202
BA	Boeing Co	−319	26,842	$5,810,487
GOOGL	Alphabet Inc.	−317	24,032	$8,588,315
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
ABBV	AbbVie Inc.	37,712	$9,489,847
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	169,981	$8,538,145
TTMI	Ttm Technologies Inc	25,124	$4,698,690
PDFS	Pdf Solutions Inc	63,352	$4,484,688
AXON	Axon Enterprise, Inc.	5,895	$3,304,795
NTRA	Natera, Inc.	11,238	$3,050,555
HONA	Honeywell Aerospace Inc.	13,523	$2,989,664
TOST	Toast, Inc.	69,623	$1,936,911
AMPX	Amprius Technologies, Inc.	99,308	$1,376,408
RCAT	Red Cat Holdings, Inc.	75,979	$809,176
VIGI	Vanguard International Dividend Appreciation ETF	2,076	$203,863
CERS	Cerus Corp	20,000	$58,400
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	26,115	$3,820,102
MRCY	Mercury Systems Inc	32,751	$2,387,875
SMCI	Super Micro Computer, Inc.	87,197	$1,985,475
TYL	Tyler Technologies Inc	5,192	$1,777,636
SMR	NUSCALE POWER Corp	129,363	$1,402,294
EPAM	EPAM Systems, Inc.	9,305	$1,259,897
QUBT	Quantum Computing Inc.	72,443	$496,234
ADPT	Adaptive Biotechnologies Corp	43,815	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

72 tracked positions · $448,105,895 total · filing declares 84 positions · $442,300,033 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Healthcare Industrials Technology Utilities

Showing 1–50 of 72 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	360,369	+187,979	$30,013,240	—	6.70%
MRVL	Marvell Technology, Inc. Technology	Reduced	71,585	-1,472	$21,324,455	+194.7%	4.76%
INTC	Intel Corp Technology	Reduced	126,137	-46,590	$17,612,509	+131.1%	3.93%
BILZ	PIMCO Ultra Short Government Active ETF	Reduced	163,263	-112,921	$15,054,481	−41.6%	3.36%
CGDV	Capital Group Dividend Value ETF	Added	292,611	+18,109	$14,419,870	+23.5%	3.22%
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	Added	280,957	+19,885	$14,247,329	+7.5%	3.18%
NVDA	Nvidia Corp Technology	Reduced	63,279	-216	$12,661,495	+14.3%	2.83%
APH	Amphenol Corp /De/ Technology	Reduced	32,924	-33	$11,610,319	+39.4%	2.59%
CGCB	Capital Group Core Bond ETF	Added	415,149	+189,151	$11,346,022	+84.4%	2.53%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	204,067	+5,772	$11,025,740	+17.0%	2.46%
DDOG	Datadog, Inc. Technology	Reduced	41,678	-341	$10,851,284	+118.8%	2.42%
PANW	Palo Alto Networks Inc Technology	Reduced	30,966	-369	$10,560,025	+110.2%	2.36%
AVGO	Broadcom Inc. Technology	Reduced	26,430	-9,804	$9,983,932	−11.0%	2.23%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	41,727	-609	$9,945,213	+12.8%	2.22%
ABBV	AbbVie Inc. Healthcare	NEW	37,712	NEW	$9,489,847	NEW	2.12%
VICR	Vicor Corp Technology	Reduced	24,525	-413	$9,314,104	+132.0%	2.08%
GE	General Electric Co Industrials	Reduced	24,644	-320	$9,210,202	+30.0%	2.06%
TER	Teradyne, Inc Technology	Reduced	18,014	-5,375	$8,715,893	+25.7%	1.95%
GOOGL	Alphabet Inc. Communication Services	Reduced	24,032	-317	$8,588,315	+22.7%	1.92%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	NEW	169,981	NEW	$8,538,145	NEW	1.91%
MTZ	Mastec Inc Industrials	Added	20,308	+39	$8,449,346	+29.6%	1.89%
AAAD	PGIM AAA CLO Aggregate Duration ETF	Added	166,035	+78,352	$8,227,034	+89.5%	1.84%
LLY	ELI LILLY & Co Healthcare	Reduced	6,825	-64	$8,186,110	+29.2%	1.83%
ETR	Entergy Corp /De/ Utilities	Reduced	65,513	-979	$7,524,823	+0.7%	1.68%
LITE	Lumentum Holdings Inc. Technology	Reduced	8,621	-2,037	$7,397,335	−1.2%	1.65%
MSFT	Microsoft Corp Technology	Reduced	19,674	-270	$7,338,795	−0.6%	1.64%
IBM	International Business Machines Corp Technology	Reduced	23,371	-115	$6,572,158	+15.4%	1.47%
SNOW	Snowflake Inc. Technology	Reduced	25,275	-354	$6,432,487	+66.4%	1.44%
ETN	Eaton Corp plc Industrials	Reduced	14,886	-223	$6,343,222	+17.4%	1.42%
AAPL	Apple Inc. Technology	Reduced	21,327	-328	$6,171,180	+12.3%	1.38%
BA	Boeing Co Industrials	Reduced	26,842	-319	$5,810,487	+7.5%	1.30%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	14,449	-148	$5,746,078	−14.6%	1.28%
PWR	Quanta Services, Inc. Industrials	Reduced	7,750	-10	$5,580,310	+31.0%	1.25%
RTX	RTX Corp Industrials	Reduced	28,889	-234	$5,481,109	−2.4%	1.22%
META	Meta Platforms, Inc. Communication Services	Reduced	9,526	-148	$5,365,900	−3.1%	1.20%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	6,961	+19	$5,312,217	+96.0%	1.19%
NFLX	Netflix Inc Communication Services	Reduced	68,878	-591	$4,917,889	−26.4%	1.10%
TTMI	Ttm Technologies Inc Technology	NEW	25,124	NEW	$4,698,690	NEW	1.05%
AEHR	Aehr Test Systems Technology	Reduced	48,852	-22,972	$4,692,723	+76.2%	1.05%
PDFS	Pdf Solutions Inc Technology	NEW	63,352	NEW	$4,484,688	NEW	1.00%
VRT	Vertiv Holdings Co Industrials	Reduced	13,088	-4,591	$4,382,124	−1.1%	0.98%
FSLR	First Solar, Inc. Technology	Added	16,869	+17	$3,980,409	+19.7%	0.89%
IONQ	IonQ, Inc. Technology	Added	73,095	+44,604	$3,893,039	+374.0%	0.87%
AXON	Axon Enterprise, Inc. Industrials	NEW	5,895	NEW	$3,304,795	NEW	0.74%
MPWR	Monolithic Power Systems, Inc. Technology	Added	2,250	+33	$3,110,310	+28.3%	0.69%
FBCG	Fidelity Blue Chip Growth ETF	Reduced	39,349	-1,798	$3,066,624	+7.4%	0.68%
NTRA	Natera, Inc. Healthcare	NEW	11,238	NEW	$3,050,555	NEW	0.68%
HON	Honeywell International Inc Industrials	Reduced	13,523	-14,005	$3,027,799	−51.3%	0.68%
HONA	Honeywell Aerospace Inc. Industrials	NEW	13,523	NEW	$2,989,664	NEW	0.67%
QBTS	D-Wave Quantum Inc. Technology	Added	124,207	+291	$2,979,725	+66.6%	0.66%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.