Bouvel Investment Partners, LLC
CIK
1839122
Location
PHOENIXVILLE, PA
Portfolio Value
Small
$231,769,425
Diversification
Diversified
Filing Date
Global Rank
#3,896
/ 8,607
▲ 32
· as of Mar 2026
Top Industry
Semiconductors
17.5%
3Y Alpha vs SPY
+0.8%
Period ended 3 months ago
Filed Apr 10, 2026 · 3mo
22 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+78.7%
SPY
+75.9%
Annualised alpha
+0.6%
Max drawdown
−27.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
57 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
4.8%
−0.3 pts
Top 5
19.9%
−1.4 pts
Top 10
35.5%
−0.5 pts
HHI
257
Diversified+12
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 49.8% | $115,463,820 |
| Industrials | 25.1% | $58,204,177 |
| Healthcare | 9.0% | $20,826,960 |
| Communication Services | 8.3% | $19,216,027 |
| Utilities | 3.9% | $8,926,507 |
| Consumer Cyclical | 3.8% | $8,817,318 |
| Basic Materials | 0.1% | $314,616 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SMR | NUSCALE POWER Corp | +48,299 | 129,363 | $1,402,294 | |
| PLUG | Plug Power Inc | +21,226 | 367,782 | $831,187 | |
| AEHR | Aehr Test Systems | +18,028 | 71,824 | $2,663,233 | |
| DDOG | Datadog, Inc. | +16,420 | 42,019 | $4,960,342 | |
| INDI | indie Semiconductor, Inc. | +9,429 | 298,927 | $962,544 | |
| HON | Honeywell International Inc | +9,023 | 27,528 | $6,525,594 | |
| EOSE | Eos Energy Enterprises, Inc. | +5,295 | 113,521 | $563,064 | |
| QBTS | D-Wave Quantum Inc. | +4,045 | 123,916 | $1,788,107 | |
| EPAM | EPAM Systems, Inc. | +3,869 | 9,305 | $1,259,897 | |
| JOBY | Joby Aviation, Inc. | +3,818 | 125,925 | $1,040,140 | |
| SMCI | Super Micro Computer, Inc. | +3,563 | 87,197 | $1,985,475 | |
| QUBT | Quantum Computing Inc. | +2,684 | 72,443 | $496,234 | |
| CRWD | CrowdStrike Holdings, Inc. | +2,124 | 6,942 | $677,556 | |
| SYM | Symbotic Inc. | +1,644 | 45,926 | $2,443,263 | |
| INTC | Intel Corp | +1,479 | 172,727 | $7,622,442 | |
| MRCY | Mercury Systems Inc | +1,468 | 32,751 | $2,387,875 | |
| OKLO | Oklo Inc. | +1,392 | 29,350 | $1,455,466 | |
| ADPT | Adaptive Biotechnologies Corp | +1,297 | 43,815 | $608,152 | |
| TEM | Tempus AI, Inc. | +1,218 | 40,940 | $1,851,306 | |
| GRAL | GRAIL, Inc. | +1,066 | 16,127 | $833,443 | |
| CRSP | CRISPR Therapeutics AG | +929 | 32,519 | $1,546,928 | |
| TER | Teradyne, Inc | +814 | 23,389 | $6,933,902 | |
| VICR | Vicor Corp | +755 | 24,938 | $4,015,018 | |
| MTZ | Mastec Inc | +714 | 20,269 | $6,521,348 | |
| VRT | Vertiv Holdings Co | +581 | 17,679 | $4,430,003 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
3 positions
New Positions
Positions the filer opened this quarter
6 positions
Sold Out
Positions the filer fully exited
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| INTU | Intuit Inc. | 9,775 | $6,475,155 | |
| KKR | KKR & Co. Inc. | 49,876 | $6,358,192 | |
| CRM | Salesforce, Inc. | 19,905 | $5,273,033 | |
| UBER | Uber Technologies, Inc | 54,651 | $4,465,533 | |
| MRSH | Marsh & Mclennan Companies, Inc. | 13,651 | $2,532,533 | |
| COIN | Coinbase Global, Inc. | 7,706 | $1,742,634 | |
| TWLO | Twilio Inc | 12,107 | $1,722,099 | |
| ZS | Zscaler, Inc. | 7,525 | $1,692,523 | |
| PYPL | PayPal Holdings, Inc. | 23,445 | $1,368,719 | |
| SRTA | Strata Critical Medical, Inc. | 243,672 | $1,172,062 | |
| No positions match the current search. | ||||
57 positions ·
$231,769,425 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 57 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
Added | 36,234 | $11,214,785 | 4.84% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 63,495 | $11,073,528 | 4.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 42,336 | $8,817,318 | 3.80% | |
| INTC |
Intel Corp
Technology
|
Added | 172,727 | $7,622,442 | 3.29% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
Added | 10,658 | $7,490,016 | 3.23% | |
| ETR |
Entergy Corp /De/
Utilities
|
NEW | 66,492 | $7,471,041 | 3.22% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 19,944 | $7,382,670 | 3.19% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 73,057 | $7,236,295 | 3.12% | |
| GE |
General Electric Co
Industrials
|
Added | 24,964 | $7,084,034 | 3.06% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 24,349 | $7,001,798 | 3.02% | |
| TER |
Teradyne, Inc
Technology
|
Added | 23,389 | $6,933,902 | 2.99% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 14,597 | $6,729,071 | 2.90% | |
| NFLX |
Netflix Inc
Communication Services
|
NEW | 69,469 | $6,679,444 | 2.88% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 27,528 | $6,525,594 | 2.82% | |
| MTZ |
Mastec Inc
Industrials
|
Added | 20,269 | $6,521,348 | 2.81% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 6,889 | $6,336,295 | 2.73% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 23,486 | $5,692,771 | 2.46% | |
| RTX |
RTX Corp
Industrials
|
Added | 29,123 | $5,617,826 | 2.42% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 9,674 | $5,534,785 | 2.39% | |
| AAPL |
Apple Inc.
Technology
|
NEW | 21,655 | $5,495,822 | 2.37% | |
| BA |
Boeing Co
Industrials
|
Added | 27,161 | $5,405,853 | 2.33% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 15,109 | $5,404,036 | 2.33% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 31,335 | $5,023,627 | 2.17% | |
| DDOG |
Datadog, Inc.
Technology
|
Added | 42,019 | $4,960,342 | 2.14% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Added | 17,679 | $4,430,003 | 1.91% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Added | 7,760 | $4,260,395 | 1.84% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 32,957 | $4,164,116 | 1.80% | |
| VICR |
Vicor Corp
Technology
|
Added | 24,938 | $4,015,018 | 1.73% | |
| SNOW |
Snowflake Inc.
Technology
|
Added | 25,629 | $3,865,365 | 1.67% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 26,115 | $3,820,102 | 1.65% | |
| FSLR |
First Solar, Inc.
Technology
|
Added | 16,852 | $3,324,225 | 1.43% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Added | 46,562 | $2,921,765 | 1.26% | |
| KTOS |
Kratos Defense & Security Solutions, Inc.
Industrials
|
Reduced | 40,819 | $2,878,147 | 1.24% | |
| AEHR |
Aehr Test Systems
Technology
|
Added | 71,824 | $2,663,233 | 1.15% | |
| SYM |
Symbotic Inc.
Industrials
|
Added | 45,926 | $2,443,263 | 1.05% | |
| MPWR |
Monolithic Power Systems Inc
Technology
|
Added | 2,217 | $2,423,956 | 1.05% | |
| MRCY |
Mercury Systems Inc
Industrials
|
Added | 32,751 | $2,387,875 | 1.03% | |
| SMCI |
Super Micro Computer, Inc.
Technology
|
Added | 87,197 | $1,985,475 | 0.86% | |
| TEM |
Tempus AI, Inc.
Healthcare
|
Added | 40,940 | $1,851,306 | 0.80% | |
| QBTS |
D-Wave Quantum Inc.
Technology
|
Added | 123,916 | $1,788,107 | 0.77% | |
| TYL |
Tyler Technologies Inc
Technology
|
Added | 5,192 | $1,777,636 | 0.77% | |
| CRSP |
CRISPR Therapeutics AG
Healthcare
|
Added | 32,519 | $1,546,928 | 0.67% | |
| OKLO |
Oklo Inc.
Utilities
|
Added | 29,350 | $1,455,466 | 0.63% | |
| AVAV |
AeroVironment Inc
Industrials
|
NEW | 7,698 | $1,409,118 | 0.61% | |
| SMR |
NUSCALE POWER Corp
Industrials
|
Added | 129,363 | $1,402,294 | 0.61% | |
| ENPH |
Enphase Energy, Inc.
Technology
|
NEW | 34,191 | $1,292,761 | 0.56% | |
| EPAM |
EPAM Systems, Inc.
Technology
|
Added | 9,305 | $1,259,897 | 0.54% | |
| JOBY |
Joby Aviation, Inc.
Industrials
|
Added | 125,925 | $1,040,140 | 0.45% | |
| INDI |
indie Semiconductor, Inc.
Technology
|
Added | 298,927 | $962,544 | 0.42% | |
| GRAL |
GRAIL, Inc.
Healthcare
|
Added | 16,127 | $833,443 | 0.36% |