Bouvel Investment Partners, LLC

CIK 0001839122 • 6 13F filings • Apr 17, 2025 – Jul 17, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryFinancialsIndustrialsOther

Holdings by filing

Portfolio value: $442.3M84 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$9.5M	2.1%	37,712 SH	New
AEHR TEST SYS	COM	$4.7M	1.1%Prev: 0.2%	48,852 SH	Increased-5,950 SH
AEROVIRONMENT INC	COM	$2.2M	0.5%	13,285 SH	New
ALPHABET INC	CAP STK CL A	$8.6M	1.9%Prev: 1.4%	24,032 SH	Increased-89 SH
AMAZON COM INC	COM	$9.9M	2.2%Prev: 3.1%	41,727 SH	Increased-350 SH
AMPHENOL CORP	CL A	$5.8M	1.3%	32,924 SH	New
AMPRIUS TECHNOLOGIES INC	COMMON STOCK	$1.4M	0.3%	99,308 SH	New
APPLE INC	COM	$6.2M	1.4%	21,327 SH	New
AXON ENTERPRISE INC	COM	$3.3M	0.7%	5,895 SH	New
BOEING CO	COM	$5.8M	1.3%	26,842 SH	New
BOSTON SCIENTIFIC CORP	COM	$2.0M	0.4%Prev: 1.7%	45,853 SH	Decreased-95 SH
BROADCOM INC	COM	$10.0M	2.3%Prev: 3.3%	26,430 SH	Increased-9,101 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$14.4M	3.3%	292,611 SH	New
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$11.3M	2.6%Prev: 2.1%	415,149 SH	Increased+195,692 SH
CERUS CORP	COM	$58K	0.0%Prev: 0.2%	20,000 SH	Decreased-466,063 SH
CRISPR THERAPEUTICS AG	NAMEN AKT	$1.8M	0.4%Prev: 0.5%	32,466 SH	Increased+1,305 SH
CROWDSTRIKE HLDGS INC	CL A	$5.3M	1.2%Prev: 0.8%	6,961 SH	Increased+2,212 SH
D-WAVE QUANTUM INC	COM	$3.0M	0.7%Prev: 0.7%	124,207 SH	Increased-22,285 SH
DATADOG INC	CL A COM	$10.9M	2.5%	41,678 SH	New
EATON CORP PLC	SHS	$6.3M	1.4%Prev: 1.8%	14,886 SH	Increased-112 SH
ELI LILLY & CO	COM	$8.2M	1.9%Prev: 1.8%	6,825 SH	Increased+88 SH
ENPHASE ENERGY INC	COM	$1.7M	0.4%	34,148 SH	New
ENTERGY CORP NEW	COM	$7.5M	1.7%	65,513 SH	New
EOS ENERGY ENTERPRISES INC	COM CL A	$681K	0.2%	115,858 SH	New
FIDELITY COVINGTON TRUST	VLU FACTOR ETF	$3.1M	0.7%Prev: 1.0%	39,349 SH	Increased-5,955 SH
FIRST SOLAR INC	COM	$4.0M	0.9%Prev: 0.9%	16,869 SH	Increased+753 SH
GE AEROSPACE	COM NEW	$9.2M	2.1%Prev: 2.1%	24,644 SH	Increased-14 SH
GRAIL INC	COM	$1.1M	0.3%	16,215 SH	New
HONEYWELL AEROSPACE INC	COM	$3.0M	0.7%	13,523 SH	New
HONEYWELL INTL INC	COM	$3.0M	0.7%Prev: 1.5%	13,523 SH	Decreased-5,039 SH
INDIE SEMICONDUCTOR INC	CLASS A COM	$1.3M	0.3%Prev: 0.2%	300,445 SH	Increased+119,473 SH
INTEL CORP	COM	$17.6M	4.0%	126,137 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$6.6M	1.5%	23,371 SH	New
INTUITIVE SURGICAL INC	COM NEW	$5.7M	1.3%Prev: 2.6%	14,449 SH	Decreased+122 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$11.0M	2.5%Prev: 1.1%	204,067 SH	Increased+126,198 SH
IONQ INC	COM	$3.9M	0.9%	73,095 SH	New
ISHARES INC	CORE MSCI EMKT	$379K	0.1%	4,572 SH	New
ISHARES INC	EM MKTS DIV ETF	$1.7M	0.4%	53,449 SH	New
ISHARES TR	0-3 MTH TREASURY	$2.7M	0.6%	26,801 SH	New
ISHARES TR	CORE DIV GRWTH	$2.4M	0.5%Prev: 0.5%	31,473 SH	Increased+6,052 SH
ISHARES TR	CORE MSCI EAFE	$238K	0.1%	2,464 SH	New
ISHARES TR	CORE MSCI TOTAL	$699K	0.2%	7,326 SH	New
ISHARES TR	CORE S&P TTL STK	$2.7M	0.6%Prev: 0.4%	16,214 SH	Increased+6,794 SH
ISHARES TR	EAFE VALUE ETF	$3.1M	0.7%	40,481 SH	New
ISHARES TR	RUS 1000 GRW ETF	$4.8M	1.1%	38,295 SH	New
ISHARES TR	RUS TP200 GR ETF	$2.4M	0.5%Prev: 2.0%	8,254 SH	Decreased-15,192 SH
ISHARES TR	S&P 500 GRWT ETF	$4.1M	0.9%Prev: 1.3%	29,842 SH	Increased-4,512 SH
ISHARES TR	SELECT DIVID ETF	$620K	0.1%Prev: 0.1%	3,966 SH	Increased+1,631 SH
ISHARES TR	US INFRASTRUC	$6.6M	1.5%	105,486 SH	New
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$2.7M	0.6%Prev: 0.7%	55,274 SH	Increased+11,751 SH
JOBY AVIATION INC	COMMON STOCK	$2.2M	0.5%Prev: 0.4%	249,616 SH	Increased+129,505 SH
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$2.0M	0.5%Prev: 1.3%	40,882 SH	Decreased-42,256 SH
LUMENTUM HLDGS INC	COM	$7.4M	1.7%	8,621 SH	New
MARVELL TECHNOLOGY INC	COM	$21.3M	4.8%Prev: 1.9%	71,585 SH	Increased-1,043 SH
MASTEC INC	COM	$8.4M	1.9%Prev: 1.1%	20,308 SH	Increased+1,071 SH
META PLATFORMS INC	CL A	$5.4M	1.2%Prev: 2.4%	9,526 SH	Decreased-19 SH
MICROSOFT CORP	COM	$7.3M	1.7%Prev: 3.3%	19,674 SH	Decreased-131 SH
MONOLITHIC PWR SYS INC	COM	$3.1M	0.7%Prev: 0.4%	2,250 SH	Increased+727 SH
MORGAN STANLEY ETF TRUST	EATO VANC BD ETF	$14.2M	3.2%	280,957 SH	New
NATERA INC	COM	$3.1M	0.7%	11,238 SH	New
NETFLIX INC.	COM	$4.9M	1.1%	68,878 SH	New
NVIDIA CORPORATION	COM	$12.7M	2.9%Prev: 4.1%	63,279 SH	Increased-13,682 SH
OKLO INC	COM CL A	$1.5M	0.3%Prev: 0.8%	29,482 SH	Decreased-10,934 SH
PALO ALTO NETWORKS INC	COM	$10.6M	2.4%Prev: 2.2%	30,966 SH	Increased-110 SH
PDF SOLUTIONS INC	COM	$4.5M	1.0%	63,352 SH	New
PGIM ETF TR	PGIM ULTRA SH BD	$8.2M	1.9%	166,035 SH	New
PIMCO ETF TR	ACTIVE BD ETF	$15.1M	3.4%Prev: 4.2%	163,263 SH	Increased+29,515 SH
PLUG PWR INC	COM NEW	$1.4M	0.3%	517,561 SH	New
QUANTA SVCS INC	COM	$5.6M	1.3%Prev: 0.9%	7,750 SH	Increased+335 SH
RED CAT HLDGS INC	COM	$809K	0.2%	75,979 SH	New
RTX CORPORATION	COM	$5.5M	1.2%Prev: 1.4%	28,889 SH	Increased-190 SH
SNOWFLAKE INC	COM SHS	$6.4M	1.5%	25,275 SH	New
SOLSTICE ADVANCED MATLS INC	COM SHS	$279K	0.1%	3,150 SH	New
SYMBOTIC INC	CLASS A COM	$2.1M	0.5%Prev: 0.6%	45,983 SH	Increased+1,840 SH
TEMPUS AI INC	CL A	$2.4M	0.5%Prev: 0.9%	40,944 SH	Decreased+1,010 SH
TERADYNE INC	COM	$8.7M	2.0%Prev: 0.7%	18,014 SH	Increased-4,169 SH
TOAST INC	CL A	$1.9M	0.4%	69,623 SH	New
TTM TECHNOLOGIES INC	COM	$4.7M	1.1%	25,124 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$819K	0.2%Prev: 0.2%	2,673 SH	Increased+125 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$2.1M	0.5%	5,834 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$8.5M	1.9%	169,981 SH	New
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$204K	0.0%	2,076 SH	New
VERTIV HOLDINGS CO	COM CL A	$4.4M	1.0%Prev: 0.7%	13,088 SH	Increased-3,731 SH
VICOR CORP	COM	$9.3M	2.1%Prev: 0.4%	24,525 SH	Increased+1,223 SH

Sold (vs prior filing)

ADAPTIVE BIOTECHNOLOGIES COR — $489K
ADOBE INC — $1.8M
AURORA INNOVATION INC — $697K
AUTODESK INC — $3.7M
BLADE AIR MOBILITY INC — $1.0M
CAPITAL GROUP DIVIDEND VALUE — $10.7M
COINBASE GLOBAL INC — $2.7M
FISERV INC — $6.1M
HUBSPOT INC — $968K
ILLUMINA INC — $572K
INTUIT — $7.7M
ISHARES TR — $2.1M
ISHARES TR — $3.3M
J P MORGAN EXCHANGE TRADED F — $8.1M
KKR & CO INC — $6.6M
MARSH & MCLENNAN COS INC — $3.0M
MERCURY SYS INC — $1.7M
MORGAN STANLEY ETF TRUST — $12.8M
NUSCALE PWR CORP — $3.2M
PALANTIR TECHNOLOGIES INC — $12.0M
… and 9 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001839122-26-000009	—	View
Jan 23, 2026	Q4 2025	13F-HR	0001839122-26-000001	$346.9M	View
Oct 22, 2025