Bouvel Investment Partners, LLC Top Holdings and 13F Report (2026) About Bouvel Investment Partners, LLCInvestment ActivityBouvel Investment Partners, LLC has $442.30 million in total holdings as of June 30, 2026.Bouvel Investment Partners, LLC owns shares of 84 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 17.95% of the portfolio was purchased this quarter.About 15.85% of the portfolio was sold this quarter.This quarter, Bouvel Investment Partners, LLC has purchased 78 new stocks and bought additional shares in 29 stocks.Bouvel Investment Partners, LLC sold shares of 37 stocks and completely divested from 12 stocks this quarter.Largest Holdings Marvell Technology $21,324,307Intel $17,612,509PIMCO ETF TR $15,054,481Capital Group Dividend Value ETF $14,419,870MORGAN STANLEY ETF TRUST $14,247,329 Largest New Holdings this Quarter 00287Y109 - AbbVie $9,489,848 Holding922020805 - Vanguard Short-Term Inflation-Protected Securities ETF $8,538,146 Holding46435U713 - iShares U.S. Infrastructure ETF $6,649,837 Holding87305R109 - TTM Technologies $4,698,690 Holding693282105 - PDF Solutions $4,484,688 Holding Largest Purchases this Quarter AbbVie 37,712 shares (about $9.49M)Vanguard Short-Term Inflation-Protected Securities ETF 169,981 shares (about $8.54M)iShares U.S. Infrastructure ETF 105,486 shares (about $6.65M)Capital Group U.S. Multi-Sector Income ETF 189,151 shares (about $5.17M)TTM Technologies 25,124 shares (about $4.70M) Largest Sales this Quarter PIMCO ETF TR 75,358 shares (about $6.95M)Intel 46,590 shares (about $6.51M)iShares Russell Top 200 Growth ETF 13,340 shares (about $3.88M)Broadcom 9,804 shares (about $3.70M)Teradyne 5,375 shares (about $2.60M) 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 PortfolioSectorMRVLMarvell Technology$21,324,307$438,491 â–¼-2.0%71,5854.8%Computer and TechnologyINTCIntel$17,612,509$6,505,362 â–¼-27.0%126,1374.0%Computer and TechnologyPIMCO ETF TR$15,054,481$6,948,761 â–¼-31.6%163,2633.4%ACTIVE BD ETFCGDVCapital Group Dividend Value ETF$14,419,870$892,412 â–²6.6%292,6113.3%ETFMORGAN STANLEY ETF TRUST$14,247,329$1,008,368 â–²7.6%280,9573.2%EATO VANC BD ETFNVDANVIDIA$12,661,495$43,219 â–¼-0.3%63,2792.9%Computer and TechnologyCGMSCapital Group U.S. Multi-Sector Income ETF$11,346,022$5,169,497 â–²83.7%415,1492.6%ETFPRFInvesco RAFI US 1000 ETF$11,025,713$311,860 â–²2.9%204,0672.5%ETFDDOGDatadog$10,851,284$88,783 â–¼-0.8%41,6782.5%Computer and TechnologyPANWPalo Alto Networks$10,559,855$125,834 â–¼-1.2%30,9662.4%Computer and TechnologyAVGOBroadcom$9,983,933$3,703,461 â–¼-27.1%26,4302.3%Computer and TechnologyAMZNAmazon.com$9,945,213$145,149 â–¼-1.4%41,7272.2%Retail/WholesaleABBVAbbVie$9,489,848$9,489,848 â–²New Holding37,7122.1%MedicalVICRVicor$9,314,105$156,849 â–¼-1.7%24,5252.1%Computer and TechnologyGEGE Aerospace$9,210,202$119,594 â–¼-1.3%24,6442.1%AerospaceTERTeradyne$8,715,894$2,600,640 â–¼-23.0%18,0142.0%Computer and TechnologyGOOGLAlphabet$8,588,316$113,286 â–¼-1.3%24,0321.9%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$8,538,146$8,538,146 â–²New Holding169,9811.9%ManufacturingMTZMasTec$8,449,346$16,226 â–²0.2%20,3081.9%ConstructionPULSPGIM Ultra Short Bond ETF$8,227,034$3,882,341 â–²89.4%166,0351.9%ETFLLYEli Lilly and Company$8,186,110$76,764 â–¼-0.9%6,8251.9%MedicalETREntergy$7,524,823$112,448 â–¼-1.5%65,5131.7%UtilitiesLITELumentum$7,397,335$1,747,868 â–¼-19.1%8,6211.7%Computer and TechnologyMSFTMicrosoft$7,338,609$100,713 â–¼-1.4%19,6741.7%Computer and TechnologyIFRAiShares U.S. Infrastructure ETF$6,649,837$6,649,837 â–²New Holding105,4861.5%ETFIBMInternational Business Machines$6,572,159$32,339 â–¼-0.5%23,3711.5%Computer and TechnologySNOWSnowflake$6,432,488$90,093 â–¼-1.4%25,2751.5%Computer and TechnologyETNEaton$6,343,222$95,025 â–¼-1.5%14,8861.4%IndustrialsAAPLApple$6,171,181$94,910 â–¼-1.5%21,3271.4%Computer and TechnologyBABoeing$5,810,488$69,054 â–¼-1.2%26,8421.3%AerospaceAPHAmphenol$5,805,160$5,819 â–¼-0.1%32,9241.3%Computer and TechnologyISRGIntuitive Surgical$5,745,879$58,855 â–¼-1.0%14,4491.3%MedicalPWRQuanta Services$5,580,310$7,200 â–¼-0.1%7,7501.3%ConstructionRTXRTX$5,481,110$44,397 â–¼-0.8%28,8891.2%AerospaceMETAMeta Platforms$5,365,901$83,367 â–¼-1.5%9,5261.2%Computer and TechnologyCRWDCrowdStrike$5,312,218$14,500 â–²0.3%6,9611.2%Computer and TechnologyNFLXNetflix$4,917,889$42,197 â–¼-0.9%68,8781.1%Consumer DiscretionaryIWFiShares Russell 1000 Growth ETF$4,755,090$3,562,437 â–²298.7%38,2951.1%ETFTTMITTM Technologies$4,698,690$4,698,690 â–²New Holding25,1241.1%Computer and TechnologyAEHRAehr Test Systems$4,692,723$2,206,690 â–¼-32.0%48,8521.1%Computer and TechnologyPDFSPDF Solutions$4,484,688$4,484,688 â–²New Holding63,3521.0%Computer and TechnologyVRTVertiv$4,382,124$1,537,159 â–¼-26.0%13,0881.0%Computer and TechnologyIVWiShares S&P 500 Growth ETF$4,104,170$185,803 â–¼-4.3%29,8420.9%ETFFSLRFirst Solar$3,980,409$4,011 â–²0.1%16,8690.9%EnergyIONQIonQ$3,893,040$2,375,609 â–²156.6%73,0950.9%Computer and TechnologyAXONAxon Enterprise$3,304,796$3,304,796 â–²New Holding5,8950.7%AerospaceMPWRMonolithic Power Systems$3,110,310$45,618 â–²1.5%2,2500.7%Computer and TechnologyEFViShares MSCI EAFE Value ETF$3,098,821$3,098,821 â–²New Holding40,4810.7%ETFFVALFidelity Value Factor ETF$3,066,641$140,126 â–¼-4.4%39,3490.7%ETFNTRANatera$3,050,555$3,050,555 â–²New Holding11,2380.7%MedicalHONEYWELL INTL INC$3,027,800$3,027,800 â–²New Holding13,5230.7%COMHONEYWELL AEROSPACE INC$2,989,665$2,989,665 â–²New Holding13,5230.7%COMQBTSD-Wave Quantum$2,979,726$6,981 â–²0.2%124,2070.7%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$2,698,057$2,698,057 â–²New Holding26,8010.6%ETFJPIBJPMorgan International Bond Opportunities ETF$2,672,498$261,090 â–²10.8%55,2740.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,663,474$290,922 â–²12.3%16,2140.6%ETFIWYiShares Russell Top 200 Growth ETF$2,398,777$3,876,870 â–¼-61.8%8,2540.5%ETFDGROiShares Core Dividend Growth ETF$2,385,339$73,516 â–²3.2%31,4730.5%ETFTEMPUS AI INC$2,371,886$232 â–²0.0%40,9440.5%CL AJOBYJoby Aviation$2,226,575$1,103,324 â–²98.2%249,6160.5%TransportationAVAVAeroVironment$2,192,955$922,246 â–²72.6%13,2850.5%AerospaceVBKVanguard Small-Cap Growth ETF$2,133,494$119,218 â–²5.9%5,8340.5%ETFSYMSymbotic$2,066,936$2,562 â–²0.1%45,9830.5%Business ServicesKTOSKratos Defense & Security Solutions$2,038,352$3,141 â–²0.2%40,8820.5%AerospaceBSXBoston Scientific$1,957,006$30,260 â–¼-1.5%45,8530.4%MedicalTOSTToast$1,936,912$1,936,912 â–²New Holding69,6230.4%Computer and TechnologyCRSPCRISPR Therapeutics$1,770,696$2,891 â–¼-0.2%32,4660.4%MedicalDVYEiShares Emerging Markets Dividend ETF$1,722,661$1,722,661 â–²New Holding53,4490.4%ETFENPHEnphase Energy$1,681,448$2,117 â–¼-0.1%34,1480.4%EnergyALCCAltC Acquisition$1,542,793$6,908 â–²0.4%29,4820.3%EnergyPLUGPlug Power$1,402,590$405,901 â–²40.7%517,5610.3%IndustrialsAMPXAmprius Technologies$1,376,409$1,376,409 â–²New Holding99,3080.3%Business ServicesINDIindie Semiconductor$1,348,998$6,816 â–²0.5%300,4450.3%Computer and TechnologyGRAIL INC$1,106,998$6,008 â–²0.5%16,2150.3%COMVOTVanguard Mid-Cap Growth ETF$818,740$21,441 â–¼-2.6%2,6730.2%ETFRCATRed Cat$809,176$809,176 â–²New Holding75,9790.2%Business ServicesIXUSiShares Core MSCI Total International Stock ETF$699,193$699,193 â–²New Holding7,3260.2%ManufacturingEOSEEos Energy Enterprises$681,245$13,742 â–²2.1%115,8580.2%IndustrialsDVYiShares Select Dividend ETF$619,886$64,083 â–²11.5%3,9660.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$378,744$3,893 â–²1.0%4,5720.1%ETFSOLSTICE ADVANCED MATLS INC$279,090$86,917 â–¼-23.7%3,1500.1%COM SHSIEFAiShares Core MSCI EAFE ETF$237,973$2,608 â–²1.1%2,4640.1%ETFVYMIVanguard International High Dividend Yield ETF$203,863$203,863 â–²New Holding2,0760.0%ETFCERSCerus$58,400$58,400 â–²New Holding20,0000.0%MedicalJEPIJPMorgan Equity Premium Income ETF$0$8,333,944 â–¼-100.0%00.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$0$6,285,889 â–¼-100.0%00.0%ManufacturingHONHoneywell International$0$6,222,041 â–¼-100.0%00.0%Multi-Sector ConglomeratesPALANTIR TECHNOLOGIES INC$0$3,820,029 â–¼-100.0%00.0%CL AMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$0$3,777,711 â–¼-100.0%00.0%ETFMRCYMercury Systems$0$2,387,875 â–¼-100.0%00.0%AerospaceSUPER MICRO COMPUTER INC$0$1,985,476 â–¼-100.0%00.0%COM NEWTYLTyler Technologies$0$1,777,466 â–¼-100.0%00.0%Computer and TechnologySMRNuScale Power$0$1,402,295 â–¼-100.0%00.0%Computer and TechnologyEPAMEPAM Systems$0$1,259,897 â–¼-100.0%00.0%Computer and TechnologyADPTAdaptive Biotechnologies$0$608,145 â–¼-100.0%00.0%MedicalQUBTQuantum Computing$0$496,235 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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