Bouvel Investment Partners, LLC
Position in AXON — Axon Enterprise, Inc.
CIK 1839122
PHOENIXVILLE, PA
Position in AXON
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,304,795
New position
Shares Held
5,895
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#375
of 1,119 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Bouvel Investment Partners, LLC holds $31,832,977 across 8 Aerospace & Defense names. AXON ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
24,644 | $9,210,202 | |
| 2 | BA |
Boeing Co
|
26,842 | $5,810,487 | |
| 3 | RTX |
RTX Corp
|
28,889 | $5,481,109 | |
| 4 | AXON |
Axon Enterprise, Inc.
This page
|
5,895 | $3,304,795 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
13,523 | $2,985,878 | |
| 6 | AVAV |
AeroVironment Inc
|
13,285 | $2,192,954 | |
| 7 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
40,882 | $2,038,376 | |
| 8 | RCAT |
Red Cat Holdings, Inc.
|
75,979 | $809,176 |
All Filings in AXON
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,304,795 | 5,895 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||