Bouvel Investment Partners, LLC
Top Portfolio Positions
57 positions ·
$231,465,984 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
36,234 | $11,214,785 | 4.85% | |
| NVDA |
Nvidia Corp
Technology
|
63,495 | $11,073,528 | 4.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
42,336 | $8,817,318 | 3.81% | |
| INTC |
Intel Corp
Technology
|
172,727 | $7,622,442 | 3.29% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
10,658 | $7,490,016 | 3.24% | |
| ETR |
Entergy Corp /De/
Utilities
|
66,492 | $7,471,041 | 3.23% | |
| MSFT |
Microsoft Corp
Technology
|
19,944 | $7,382,670 | 3.19% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
73,057 | $7,236,295 | 3.13% | |
| GE |
General Electric Co
Industrials
|
24,964 | $7,084,034 | 3.06% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
24,349 | $7,001,798 | 3.02% |
Portfolio Trend
22 quarters · across all stocks
Holdings in SRTA
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,172,062 | 243,672 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,245,938 | 246,233 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,029,544 | 255,470 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $734,006 | 268,867 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,128,090 | 265,433 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $790,468 | 268,867 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $942,819 | 270,925 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $766,555 | 268,967 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $634,037 | 179,614 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $453,666 | 175,161 | Shares | Sole | 2023-10-11 | |
| No 13F history on record for this holder in this stock. | ||||||