Bouvel Investment Partners, LLC Top Holdings and 13F Report (2026) About Bouvel Investment Partners, LLCInvestment ActivityBouvel Investment Partners, LLC has $433.42 million in total holdings as of September 30, 2026.Bouvel Investment Partners, LLC owns shares of 85 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 12.02% of the portfolio was purchased this quarter.About 9.01% of the portfolio was sold this quarter.This quarter, Bouvel Investment Partners, LLC has purchased 84 new stocks and bought additional shares in 31 stocks.Bouvel Investment Partners, LLC sold shares of 40 stocks and completely divested from 9 stocks this quarter.Largest Holdings Marvell Technology $18,606,593PGIM Ultra Short Bond ETF $16,063,075Pimco Total Return ETF $14,602,576NVIDIA $14,222,821Palo Alto Networks $12,123,319 Largest New Holdings this Quarter 502431109 - L3Harris Technologies $5,783,115 HoldingL8681T102 - Spotify Technology $5,730,614 Holding92532F100 - Vertex Pharmaceuticals $5,699,675 Holding05605H100 - BWX Technologies $2,335,713 Holding485924104 - KARMAN HLDGS INC $1,841,002 Holding Largest Purchases this Quarter PGIM Ultra Short Bond ETF 158,734 shares (about $7.85M)L3Harris Technologies 24,424 shares (about $5.78M)Spotify Technology 11,758 shares (about $5.73M)Vertex Pharmaceuticals 10,902 shares (about $5.70M)CrowdStrike 18,257 shares (about $4.83M) Largest Sales this Quarter Intel 47,433 shares (about $5.70M)iShares U.S. Infrastructure ETF 54,432 shares (about $3.00M)Capital Group Dividend Value ETF 56,797 shares (about $2.77M)Teradyne 4,966 shares (about $1.99M)MORGAN STANLEY ETF TRUST 31,315 shares (about $1.51M) 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$18,606,593$306,746 ▼-1.6%70,4244.3%TechnologyPULSPGIM Ultra Short Bond ETF$16,063,075$7,850,984 ▲95.6%324,7693.7%ETFBONDPimco Total Return ETF$14,602,576$400,328 ▲2.8%167,8653.4%ETFNVDANVIDIA$14,222,821$228,837 ▼-1.6%62,2773.3%TechnologyPANWPalo Alto Networks$12,123,319$179,581 ▼-1.5%30,5142.8%TechnologyMORGAN STANLEY ETF TRUST$12,030,248$1,509,070 ▼-11.1%249,6422.8%EATO VANC BD ETFCGDVCapital Group Dividend Value ETF$11,519,514$2,774,533 ▼-19.4%235,8142.7%ETFDDOGDatadog$11,250,580$162,941 ▼-1.4%41,0832.6%TechnologyCGMSCapital Group U.S. Multi-Sector Income ETF$11,037,873$148,514 ▲1.4%420,8112.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$10,241,058$1,874,593 ▲22.4%208,0672.4%ETFAMZNAmazon.com$10,233,587$162,695 ▼-1.6%41,0742.4%Consumer DiscretionaryMSFTMicrosoft$9,918,717$171,817 ▼-1.7%19,3392.3%TechnologyABBVAbbVie$9,703,158$161,924 ▼-1.6%37,0932.2%HealthcarePRFInvesco RAFI US 1000 ETF$9,602,296$1,505,040 ▼-13.5%176,4162.2%ETFINTCIntel$9,462,582$5,702,870 ▼-37.6%78,7042.2%TechnologyAVGOBroadcom$9,120,755$161,196 ▼-1.7%25,9712.1%TechnologySNOWSnowflake$8,471,343$111,036 ▼-1.3%24,9482.0%TechnologyGOOGLAlphabet$8,135,772$133,159 ▼-1.6%23,6451.9%Communication ServicesLLYEli Lilly and Company$7,846,159$50,912 ▼-0.6%6,7811.8%HealthcareLITELumentum$7,724,431$648,802 ▼-7.7%7,9531.8%TechnologyGEGE Aerospace$7,569,285$126,790 ▼-1.6%24,2381.7%IndustrialsVICRVicor$7,033,955$52,298 ▼-0.7%24,3441.6%IndustrialsAAPLApple$6,974,438$127,880 ▼-1.8%20,9431.6%TechnologyMETAMeta Platforms$6,803,639$104,426 ▼-1.5%9,3821.6%Communication ServicesCRWDCrowdStrike$6,676,466$4,833,541 ▲262.3%25,2181.5%TechnologyETREntergy$6,403,362$99,459 ▼-1.5%64,5111.5%UtilitiesISHARES TR$6,323,006$3,624,681 ▲134.3%62,8031.5%0-3 MTH TREASURYETNEaton$6,296,970$99,693 ▼-1.6%14,6541.5%IndustrialsISRGIntuitive Surgical$5,790,615$84,576 ▼-1.4%14,2411.3%HealthcareLHXL3Harris Technologies$5,783,115$5,783,115 ▲New Holding24,4241.3%IndustrialsSPOTSpotify Technology$5,730,614$5,730,614 ▲New Holding11,7581.3%Communication ServicesVRTXVertex Pharmaceuticals$5,699,675$5,699,675 ▲New Holding10,9021.3%HealthcareAPHAmphenol$5,397,560$2,622,067 ▲94.5%64,0281.2%TechnologyRTXRTX$5,312,003$51,239 ▼-1.0%28,6131.2%IndustrialsTERTeradyne$5,231,074$1,990,919 ▼-27.6%13,0481.2%TechnologyIBMInternational Business Machines$5,190,788$50,804 ▲1.0%23,6021.2%TechnologyPWRQuanta Services$4,937,689$41,763 ▼-0.8%7,6851.1%IndustrialsBABoeing$4,913,767$80,188 ▼-1.6%26,4111.1%IndustrialsIWFiShares Russell 1000 Growth ETF$4,801,592$4,760 ▲0.1%38,3331.1%ETFNFLXNetflix$4,719,194$73,337 ▼-1.5%67,8241.1%Communication ServicesNTRANatera$4,629,899$14,879 ▼-0.3%11,2021.1%HealthcareIVWiShares S&P 500 Growth ETF$4,416,888$171,566 ▲4.0%31,0481.0%ETFAEHRAehr Test Systems$3,833,975$1,032,661 ▼-21.2%38,4860.9%TechnologyTTMITTM Technologies$3,712,962$626,730 ▲20.3%30,2260.9%TechnologyMTZMasTec$3,557,841$780,354 ▼-18.0%16,6550.8%IndustrialsTEMPUS AI INC$3,351,348$1,966 ▼-0.1%40,9200.8%CL AFVALFidelity Value Factor ETF$3,306,960$129,135 ▲4.1%40,9480.8%ETFPDFSPDF Solutions$3,229,985$4,135 ▼-0.1%63,2710.7%TechnologyEFViShares MSCI EAFE Value ETF$3,223,293$19,627 ▲0.6%40,7290.7%ETFIONQIonQ$3,201,341$4,605 ▼-0.1%72,9900.7%TechnologyVRTVertiv$3,171,055$12,789 ▲0.4%13,1410.7%IndustrialsITOTiShares Core S&P Total U.S. Stock Market ETF$3,049,741$353,678 ▲13.1%18,3410.7%ETFMPWRMonolithic Power Systems$3,033,939$2,694 ▲0.1%2,2520.7%TechnologyFSLRFirst Solar$2,944,089$10,685 ▼-0.4%16,8080.7%TechnologyIFRAiShares U.S. Infrastructure ETF$2,809,502$2,995,393 ▼-51.6%51,0540.6%ETFJ P MORGAN EXCHANGE TRADED F$2,620,991$39,695 ▲1.5%56,1240.6%INTL BD OPP ETFDGROiShares Core Dividend Growth ETF$2,557,380$184,630 ▲7.8%33,9220.6%ETFAXONAxon Enterprise$2,496,248$5,493 ▲0.2%5,9080.6%IndustrialsKTOSKratos Defense & Security Solutions$2,421,740$676,503 ▲38.8%56,7290.6%IndustrialsBWXTBWX Technologies$2,335,713$2,335,713 ▲New Holding17,0490.5%IndustrialsGRAIL INC$2,269,804$2,242 ▼-0.1%16,1990.5%COMVBKVanguard Small-Cap Growth ETF$2,069,209$98,309 ▲5.0%6,1250.5%ETFD-WAVE QUANTUM INC$2,057,199$911 ▼0.0%124,1520.5%COMTOSTToast$2,018,922$551 ▲0.0%69,6420.5%FinanceAVAVAeroVironment$1,888,966$427 ▼0.0%13,2820.4%IndustrialsDVYEiShares Emerging Markets Dividend ETF$1,857,454$40,188 ▲2.2%54,6310.4%ETFKARMAN HLDGS INC$1,841,002$1,841,002 ▲New Holding56,7860.4%COMMON STOCKAMPXAmprius Technologies$1,816,752$855,451 ▲89.0%187,6810.4%IndustrialsCRSPCRISPR Therapeutics$1,797,402$1,383 ▲0.1%32,4910.4%HealthcareROCKET LAB CORP$1,682,424$1,682,424 ▲New Holding24,1450.4%COMJOBYJoby Aviation$1,515,144$4,967 ▲0.3%250,4370.3%IndustrialsRCATRed Cat$1,069,369$578,545 ▲117.9%165,5370.2%IndustrialsUSFRWisdomTree Floating Rate Treasury Fund$1,047,810$1,047,810 ▲New Holding20,7940.2%ETFJAAAJanus Henderson AAA CLO ETF$1,046,395$1,046,395 ▲New Holding20,7330.2%ETFJPSTJPMorgan Ultra-Short Income ETF$1,045,983$1,045,983 ▲New Holding20,7660.2%ETFPLUGPlug Power$992,591$11,477 ▼-1.1%511,6450.2%IndustrialsEOSEEos Energy Enterprises$827,617$472,512 ▲133.1%270,0220.2%IndustrialsVOTVanguard Mid-Cap Growth ETF$793,052$12,268 ▲1.6%2,7150.2%ETFIXUSiShares Core MSCI Total International Stock ETF$790,032$94,135 ▲13.5%8,3170.2%ETFDVYiShares Select Dividend ETF$665,154$62,045 ▲10.3%4,3740.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$371,0640.0%4,5720.1%ETFIEFAiShares Core MSCI EAFE ETF$238,7120.0%2,4640.1%ETFVYMIVanguard International High Dividend Yield ETF$209,9460.0%2,0760.0%ETFACHRArcher Aviation$49,700$49,700 ▲New Holding10,0000.0%IndustrialsCERSCerus$47,6000.0%20,0000.0%HealthcareHONEYWELL INTL INC$0$3,027,800 ▼-100.0%00.0%COMHONEYWELL AEROSPACE INC$0$2,989,665 ▼-100.0%00.0%COMIWYiShares Russell Top 200 Growth ETF$0$2,398,777 ▼-100.0%00.0%ETFSYMSymbotic$0$2,066,936 ▼-100.0%00.0%IndustrialsBSXBoston Scientific$0$1,957,006 ▼-100.0%00.0%HealthcareENPHEnphase Energy$0$1,681,448 ▼-100.0%00.0%TechnologyALCCAltC Acquisition$0$1,542,793 ▼-100.0%00.0%INDIindie Semiconductor$0$1,348,998 ▼-100.0%00.0%TechnologySOLSTICE ADVANCED MATLS INC$0$279,090 ▼-100.0%00.0%COM SHSShowing largest 100 holdings. 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