Bouvel Investment Partners, LLC

CIK

1839122

Location

PHOENIXVILLE, PA

Portfolio Value

Small $314,146,932

Diversification

Diversified

Filing Date

Global Rank

#940 / 3,203 ▲ 2947

Top Industry

Semiconductors 21.0%

3Y Alpha vs SPY

+0.2%

Period ended 30 days ago

Filed Jul 17, 2026 · 13d

23 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+66.3%

SPY

+65.3%

Annualised alpha

+0.2%

Max drawdown

−27.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

6.8%

+2.0 pts

Top 5

23.2%

+3.4 pts

Top 10

38.5%

+3.1 pts

HHI

270

Diversified+15

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	55.7%	$174,875,805	25
Industrials	21.4%	$67,369,530	18
Healthcare	10.7%	$33,737,574	9
Communication Services	6.0%	$18,872,104	3
Consumer Cyclical	3.2%	$9,945,213	1
Utilities	2.9%	$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

16 positions

Ticker	Company	Δ Shares	Shares	Value
PLUG	Plug Power Inc	+149,779	517,561	$1,402,590
JOBY	Joby Aviation, Inc.	+123,691	249,616	$2,226,574
IONQ	IonQ, Inc.	+44,604	73,095	$3,893,039
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
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	$1,328,054
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
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
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
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
MSFT	Microsoft Corp	−270	19,674	$7,338,795
RTX	RTX Corp	−234	28,889	$5,481,109
ETN	Eaton Corp plc	−223	14,886	$6,343,222
NVDA	Nvidia Corp	−216	63,279	$12,661,495
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
ABBV	AbbVie Inc.	37,712	$9,489,847
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	$2,985,878
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
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	$152,038
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

59 tracked positions · $314,146,932 total · as of Jun 30, 2026

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

Showing 1–50 of 59 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MRVL	Marvell Technology, Inc. Technology	Reduced	71,585	-1,472	$21,324,455	+194.7%	6.79%
INTC	Intel Corp Technology	Reduced	126,137	-46,590	$17,612,509	+131.1%	5.61%
NVDA	Nvidia Corp Technology	Reduced	63,279	-216	$12,661,495	+14.3%	4.03%
DDOG	Datadog, Inc. Technology	Reduced	41,678	-341	$10,851,284	+118.8%	3.45%
PANW	Palo Alto Networks Inc Technology	Reduced	30,966	-369	$10,560,025	+110.2%	3.36%
AVGO	Broadcom Inc. Technology	Reduced	26,430	-9,804	$9,983,932	−11.0%	3.18%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	41,727	-609	$9,945,213	+12.8%	3.17%
ABBV	AbbVie Inc. Healthcare	NEW	37,712	NEW	$9,489,847	NEW	3.02%
VICR	Vicor Corp Technology	Reduced	24,525	-413	$9,314,104	+132.0%	2.96%
GE	General Electric Co Industrials	Reduced	24,644	-320	$9,210,202	+30.0%	2.93%
TER	Teradyne, Inc Technology	Reduced	18,014	-5,375	$8,715,893	+25.7%	2.77%
GOOGL	Alphabet Inc. Communication Services	Reduced	24,032	-317	$8,588,315	+22.7%	2.73%
MTZ	Mastec Inc Industrials	Added	20,308	+39	$8,449,346	+29.6%	2.69%
LLY	ELI LILLY & Co Healthcare	Reduced	6,825	-64	$8,186,110	+29.2%	2.61%
ETR	Entergy Corp /De/ Utilities	Reduced	65,513	-979	$7,524,823	+0.7%	2.40%
LITE	Lumentum Holdings Inc. Technology	Reduced	8,621	-2,037	$7,397,335	−1.2%	2.35%
MSFT	Microsoft Corp Technology	Reduced	19,674	-270	$7,338,795	−0.6%	2.34%
IBM	International Business Machines Corp Technology	Reduced	23,371	-115	$6,572,158	+15.4%	2.09%
SNOW	Snowflake Inc. Technology	Reduced	25,275	-354	$6,432,487	+66.4%	2.05%
ETN	Eaton Corp plc Industrials	Reduced	14,886	-223	$6,343,222	+17.4%	2.02%
AAPL	Apple Inc. Technology	Reduced	21,327	-328	$6,171,180	+12.3%	1.96%
BA	Boeing Co Industrials	Reduced	26,842	-319	$5,810,487	+7.5%	1.85%
APH	Amphenol Corp /De/ Technology	Reduced	32,924	-33	$5,805,159	+39.4%	1.85%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	14,449	-148	$5,746,078	−14.6%	1.83%
PWR	Quanta Services, Inc. Industrials	Reduced	7,750	-10	$5,580,310	+31.0%	1.78%
RTX	RTX Corp Industrials	Reduced	28,889	-234	$5,481,109	−2.4%	1.74%
META	Meta Platforms, Inc. Communication Services	Reduced	9,526	-148	$5,365,900	−3.1%	1.71%
NFLX	Netflix Inc Communication Services	Reduced	68,878	-591	$4,917,889	−26.4%	1.57%
TTMI	Ttm Technologies Inc Technology	NEW	25,124	NEW	$4,698,690	NEW	1.50%
AEHR	Aehr Test Systems Technology	Reduced	48,852	-22,972	$4,692,723	+76.2%	1.49%
PDFS	Pdf Solutions Inc Technology	NEW	63,352	NEW	$4,484,688	NEW	1.43%
VRT	Vertiv Holdings Co Industrials	Reduced	13,088	-4,591	$4,382,124	−1.1%	1.39%
FSLR	First Solar, Inc. Technology	Added	16,869	+17	$3,980,409	+19.7%	1.27%
IONQ	IonQ, Inc. Technology	Added	73,095	+44,604	$3,893,039	+374.0%	1.24%
AXON	Axon Enterprise, Inc. Industrials	NEW	5,895	NEW	$3,304,795	NEW	1.05%
MPWR	Monolithic Power Systems, Inc. Technology	Added	2,250	+33	$3,110,310	+28.3%	0.99%
NTRA	Natera, Inc. Healthcare	NEW	11,238	NEW	$3,050,555	NEW	0.97%
HON	Honeywell International Inc Industrials	Reduced	13,523	-14,005	$3,027,799	−51.3%	0.96%
HONA	Honeywell Aerospace Inc. Industrials	NEW	13,523	NEW	$2,985,878	NEW	0.95%
QBTS	D-Wave Quantum Inc. Technology	Added	124,207	+291	$2,979,725	+66.6%	0.95%
TEM	Tempus AI, Inc. Healthcare	Added	40,944	+4	$2,371,885	+28.1%	0.76%
JOBY	Joby Aviation, Inc. Industrials	Added	249,616	+123,691	$2,226,574	+114.1%	0.71%
AVAV	AeroVironment Inc Industrials	Added	13,285	+5,587	$2,192,954	+55.6%	0.70%
SYM	Symbotic Inc. Industrials	Added	45,983	+57	$2,066,935	−15.4%	0.66%
KTOS	Kratos Defense & Security Solutions, Inc. Industrials	Added	40,882	+63	$2,038,376	−29.2%	0.65%
BSX	Boston Scientific Corp Healthcare	Reduced	45,853	-709	$1,957,006	−33.0%	0.62%
TOST	Toast, Inc. Technology	NEW	69,623	NEW	$1,936,911	NEW	0.62%
CRSP	CRISPR Therapeutics AG Healthcare	Reduced	32,466	-53	$1,770,695	+14.5%	0.56%
ENPH	Enphase Energy, Inc. Technology	Reduced	34,148	-43	$1,681,447	+30.1%	0.54%
OKLO	Oklo Inc. Utilities	Added	29,482	+132	$1,542,793	+6.0%	0.49%

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.