Bouvel Investment Partners, LLC Top Holdings and 13F Report (2026) About Bouvel Investment Partners, LLCInvestment ActivityBouvel Investment Partners, LLC has $344.64 million in total holdings as of March 31, 2026.Bouvel Investment Partners, LLC owns shares of 78 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 13.15% of the portfolio was purchased this quarter.About 10.40% of the portfolio was sold this quarter.This quarter, Bouvel Investment Partners, LLC has purchased 80 new stocks and bought additional shares in 54 stocks.Bouvel Investment Partners, LLC sold shares of 14 stocks and completely divested from 10 stocks this quarter.Largest Holdings PIMCO ETF TR $22,019,946MORGAN STANLEY ETF TRUST $13,249,404Capital Group Dividend Value ETF $11,677,315Broadcom $11,214,785NVIDIA $11,073,528 Largest New Holdings this Quarter 29364G103 - Entergy $7,471,041 Holding64110L106 - Netflix $6,679,444 Holding037833100 - Apple $5,495,822 Holding69344A107 - PGIM Ultra Short Bond ETF $4,340,309 Holding922908595 - Vanguard Small-Cap Growth ETF $1,664,793 Holding Largest Purchases this Quarter Entergy 66,492 shares (about $7.47M)Netflix 69,469 shares (about $6.68M)Invesco RAFI US 1000 ETF 118,706 shares (about $5.64M)Apple 21,655 shares (about $5.50M)PGIM Ultra Short Bond ETF 87,683 shares (about $4.34M) Largest Sales this Quarter Kratos Defense & Security Solutions 22,285 shares (about $1.57M)MORGAN STANLEY ETF TRUST 5,352 shares (about $271.61K)Capital Group Dividend Value ETF 6,186 shares (about $263.15K)iShares Russell Top 200 Growth ETF 946 shares (about $235.40K)iShares Russell 1000 Growth ETF 421 shares (about $179.51K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBouvel Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPIMCO ETF TR$22,019,946$71,886 ▲0.3%238,6216.4%ACTIVE BD ETFMORGAN STANLEY ETF TRUST$13,249,404$271,614 ▼-2.0%261,0723.8%EATON VANCE TOTACGDVCapital Group Dividend Value ETF$11,677,315$263,152 ▼-2.2%274,5023.4%ETFAVGOBroadcom$11,214,785$69,330 ▲0.6%36,2343.3%Computer and TechnologyNVDANVIDIA$11,073,528$20,405 ▲0.2%63,4953.2%Computer and TechnologyPRFInvesco RAFI US 1000 ETF$9,424,938$5,642,082 ▲149.1%198,2952.7%ETFAMZNAmazon.com$8,817,319$57,274 ▲0.7%42,3362.6%Retail/WholesaleJEPIJPMorgan Equity Premium Income ETF$8,333,944$82,016 ▲1.0%147,0352.4%ETFINTCIntel$7,622,443$65,268 ▲0.9%172,7272.2%Computer and TechnologyLITELumentum$7,490,016$209,422 ▲2.9%10,6582.2%Computer and TechnologyETREntergy$7,471,041$7,471,041 ▲New Holding66,4922.2%UtilitiesMSFTMicrosoft$7,382,485$43,679 ▲0.6%19,9442.1%Computer and TechnologyMRVLMarvell Technology$7,236,246$50,911 ▲0.7%73,0572.1%Computer and TechnologyGEGE Aerospace$7,084,034$40,012 ▲0.6%24,9642.1%AerospaceGOOGLAlphabet$7,001,798$48,310 ▲0.7%24,3492.0%Computer and TechnologyTERTeradyne$6,933,903$241,318 ▲3.6%23,3892.0%Computer and TechnologyISRGIntuitive Surgical$6,728,841$42,410 ▲0.6%14,5972.0%MedicalNFLXNetflix$6,679,444$6,679,444 ▲New Holding69,4691.9%Consumer DiscretionaryMTZMasTec$6,521,348$229,722 ▲3.7%20,2691.9%ConstructionLLYEli Lilly and Company$6,336,296$65,304 ▲1.0%6,8891.8%MedicalSHYiShares 1-3 Year Treasury Bond ETF$6,285,889$138,387 ▼-2.2%76,1281.8%ManufacturingHONHoneywell International$6,222,041$2,039,432 ▲48.8%27,5281.8%Multi-Sector ConglomeratesCGMSCapital Group U.S. Multi-Sector Income ETF$6,153,926$162,781 ▼-2.6%225,9981.8%ETFIBMInternational Business Machines$5,692,772$59,870 ▲1.1%23,4861.7%Computer and TechnologyRTXRTX$5,617,827$39,159 ▲0.7%29,1231.6%AerospaceMETAMeta Platforms$5,534,786$37,761 ▲0.7%9,6741.6%Computer and TechnologyAAPLApple$5,495,822$5,495,822 ▲New Holding21,6551.6%Computer and TechnologyBABoeing$5,405,854$53,539 ▲1.0%27,1611.6%AerospaceETNEaton$5,404,036$31,117 ▲0.6%15,1091.6%IndustrialsIWYiShares Russell Top 200 Growth ETF$5,373,451$235,403 ▼-4.2%21,5941.6%ETFPANWPalo Alto Networks$5,023,547$30,300 ▲0.6%31,3351.5%Computer and TechnologyDDOGDatadog$4,960,343$1,938,381 ▲64.1%42,0191.4%Computer and TechnologyVRTVertiv$4,430,004$145,587 ▲3.4%17,6791.3%Computer and TechnologyPULSPGIM Ultra Short Bond ETF$4,340,309$4,340,309 ▲New Holding87,6831.3%ETFPWRQuanta Services$4,260,395$121,882 ▲2.9%7,7601.2%ConstructionAPHAmphenol$4,164,117$45,865 ▲1.1%32,9571.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$4,095,572$179,514 ▼-4.2%9,6051.2%ETFVICRVicor$4,015,018$121,555 ▲3.1%24,9381.2%Computer and TechnologySNOWSnowflake$3,865,366$26,544 ▲0.7%25,6291.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$3,820,029$13,604 ▼-0.4%26,1151.1%CL AMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,777,711$33,691 ▼-0.9%37,5631.1%ETFIVWiShares S&P 500 Growth ETF$3,528,240$71,372 ▼-2.0%31,1931.0%ETFFSLRFirst Solar$3,324,226$104,548 ▲3.2%16,8521.0%EnergyBSXBoston Scientific$2,921,766$26,355 ▲0.9%46,5620.8%MedicalKTOSKratos Defense & Security Solutions$2,878,112$1,571,296 ▼-35.3%40,8190.8%AerospaceFVALFidelity Value Factor ETF$2,855,602$57,810 ▼-2.0%41,1470.8%ETFCRWDCrowdStrike$2,710,226$829,231 ▲44.1%6,9420.8%Computer and TechnologyAEHRAehr Test Systems$2,663,234$668,478 ▲33.5%71,8240.8%Computer and TechnologySYMSymbotic$2,443,263$87,461 ▲3.7%45,9260.7%Business ServicesMPWRMonolithic Power Systems$2,423,957$77,628 ▲3.3%2,2170.7%Computer and TechnologyMRCYMercury Systems$2,387,875$107,032 ▲4.7%32,7510.7%AerospaceJPIBJPMorgan International Bond Opportunities ETF$2,384,975$13,820 ▼-0.6%49,8740.7%ETFDGROiShares Core Dividend Growth ETF$2,140,701$219,804 ▲11.4%30,5030.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,057,116$570,005 ▲38.3%14,4430.6%ETFSUPER MICRO COMPUTER INC$1,985,476$81,130 ▲4.3%87,1970.6%COM NEWTEMPUS AI INC$1,851,307$55,078 ▲3.1%40,9400.5%CL AQBTSD-Wave Quantum$1,788,108$58,369 ▲3.4%123,9160.5%Computer and TechnologyTYLTyler Technologies$1,777,466$57,172 ▲3.3%5,1920.5%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$1,664,793$1,664,793 ▲New Holding5,5080.5%ETFCRSPCRISPR Therapeutics$1,546,929$44,193 ▲2.9%32,5190.4%MedicalALCCAltC Acquisition$1,455,467$69,029 ▲5.0%29,3500.4%EnergyAVAVAeroVironment$1,409,119$1,409,119 ▲New Holding7,6980.4%AerospaceSMRNuScale Power$1,402,295$523,561 ▲59.6%129,3630.4%Computer and TechnologyENPHEnphase Energy$1,292,762$1,292,762 ▲New Holding34,1910.4%EnergyEPAMEPAM Systems$1,259,897$523,863 ▲71.2%9,3050.4%Computer and TechnologyJOBYJoby Aviation$1,040,141$31,537 ▲3.1%125,9250.3%TransportationINDIindie Semiconductor$962,545$30,361 ▲3.3%298,9270.3%Computer and TechnologyGRAIL INC$833,443$55,091 ▲7.1%16,1270.2%COMPLUGPlug Power$831,187$47,971 ▲6.1%367,7820.2%IndustrialsIONQIonQ$821,396$821,396 ▲New Holding28,4910.2%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$705,911$9,779 ▼-1.4%2,7430.2%ETFADPTAdaptive Biotechnologies$608,145$18,002 ▲3.1%43,8150.2%MedicalEOSEEos Energy Enterprises$563,064$26,263 ▲4.9%113,5210.2%IndustrialsDVYiShares Select Dividend ETF$538,414$153,984 ▲40.1%3,5560.2%ETFQUBTQuantum Computing$496,235$18,385 ▲3.8%72,4430.1%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$315,6190.0%4,5250.1%ETFSOLSTICE ADVANCED MATLS INC$314,617$22,924 ▼-6.8%4,1310.1%COM SHSIEFAiShares Core MSCI EAFE ETF$220,6220.0%2,4370.1%ETFINTUIntuit$0$6,474,824 ▼-100.0%00.0%Computer and TechnologyKKRKKR & Co. Inc.$0$6,358,192 ▼-100.0%00.0%FinanceCRMSalesforce$0$5,272,901 ▼-100.0%00.0%Computer and TechnologyUBERUber Technologies$0$4,465,533 ▼-100.0%00.0%Computer and TechnologyMARSH & MCLENNAN COS INC$0$2,532,534 ▼-100.0%00.0%COMCOINCoinbase Global$0$1,742,635 ▼-100.0%00.0%FinanceTWLOTwilio$0$1,722,100 ▼-100.0%00.0%Computer and TechnologyZSZscaler$0$1,692,523 ▼-100.0%00.0%Computer and TechnologyPYPLPayPal$0$1,368,719 ▼-100.0%00.0%Business ServicesBLDEBlade Air Mobility$0$1,172,062 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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