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Bouvel Investment Partners, LLC Portfolio

$433.4M across 85 positions as of 2026-09-30, with 30% of it in the ten largest. 4 quarters on file.

Largest first

Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.

HoldingValueShareShares
MRVLMarvell Technology Inc$18.6M4.3%70,424
PULSPGIM Ultra Short Bond ETF$16.1M3.7%324,769
BONDPIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund$14.6M3.4%167,865
NVDANVIDIA Corp$14.2M3.3%62,277
PANWPalo Alto Networks Inc$12.1M2.8%30,514
EVTREaton Vance Total Return Bond ETF$12M2.8%249,642
CGDVCapital Group Dividend Value ETF$11.5M2.7%235,814
DDOGDatadog Inc (Pre-Reincorporation)$11.3M2.6%41,083
CGMSCapital Group Fixed Income ETF Trust Capital Group U.S. Multi-Sector Income ETF$11M2.5%420,811
VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares$10.2M2.4%208,067
AMZNAmazon.com Inc$10.2M2.4%41,074
MSFTMicrosoft Corp$9.9M2.3%19,339
ABBVAbbVie Inc$9.7M2.2%37,093
PRFInvesco FTSE RAFI US 1000 ETF$9.6M2.2%176,416
INTCIntel Corp$9.5M2.2%78,704
AVGOBroadcom Inc$9.1M2.1%25,971
SNOWSnowflake Inc$8.5M2.0%24,948
GOOGLAlphabet Inc$8.1M1.9%23,645
LLYEli Lilly and Co$7.8M1.8%6,781
LITELumentum Holdings Inc$7.7M1.8%7,953
GEGeneral Electric Co$7.6M1.7%24,238
VICRVicor Corp$7M1.6%24,344
AAPLApple Inc$7M1.6%20,943
METAMeta Platforms Inc$6.8M1.6%9,382
CRWDCrowdStrike Holdings Inc$6.7M1.5%25,218
ETREntergy Corp$6.4M1.5%64,511
SGOViShares 0-3 Month Treasury Bond ETF$6.3M1.5%62,803
EATON CORP PLC$6.3M1.5%14,654
ISRGIntuitive Surgical Inc$5.8M1.3%14,241
LHXL3Harris Technologies Inc$5.8M1.3%24,424
SPOTIFY TECHNOLOGY S A$5.7M1.3%11,758
VRTXVertex Pharmaceuticals Inc$5.7M1.3%10,902
APHAmphenol Corp$5.4M1.2%64,028
RTXRTX Corp$5.3M1.2%28,613
TERTeradyne Inc$5.2M1.2%13,048
IBMInternational Business Machines Corp$5.2M1.2%23,602
PWRQuanta Services Inc$4.9M1.1%7,685
BABoeing Co$4.9M1.1%26,411
IWFiShares Russell 1000 Growth ETF$4.8M1.1%38,333
NFLXNetflix Inc$4.7M1.1%67,824
NTRANatera Inc$4.6M1.1%11,202
IVWiShares S&P 500 Growth ETF$4.4M1.0%31,048
AEHR TEST SYS$3.8M0.9%38,486
TTM TECHNOLOGIES INC$3.7M0.9%30,226
MTZMasTec Inc$3.6M0.8%16,655
TEMTempus AI Inc$3.4M0.8%40,920
FIDELITY COVINGTON TRUST$3.3M0.8%40,948
PDF SOLUTIONS INC$3.2M0.7%63,271
EFViShares MSCI EAFE Value ETF$3.2M0.7%40,729
IONQIONQ Inc$3.2M0.7%72,990
VRTVertiv Holdings Co$3.2M0.7%13,141
ITOTiShares Core S&P Total U.S. Stock Market ETF$3M0.7%18,341
MPWRMonolithic Power Systems Inc$3M0.7%2,252
FSLRFirst Solar Inc$2.9M0.7%16,808
IFRAiShares U.S. Infrastructure ETF$2.8M0.6%51,054
J P MORGAN EXCHANGE TRADED F$2.6M0.6%56,124
DGROiShares Core Dividend Growth ETF$2.6M0.6%33,922
AXONAxon Enterprise Inc$2.5M0.6%5,908
KTOSKratos Defense and Security Solutions Inc$2.4M0.6%56,729
BWXTBWX Technologies Inc$2.3M0.5%17,049
GRAIL INC$2.3M0.5%16,199
VBKVanguard Small-Cap Growth ETF$2.1M0.5%6,125
D-WAVE QUANTUM INC$2.1M0.5%124,152
TOSTToast Inc$2M0.5%69,642
AVAVAeroVironment Inc$1.9M0.4%13,282
ISHARES INC$1.9M0.4%54,631
KARMAN HLDGS INC$1.8M0.4%56,786
AMPRIUS TECHNOLOGIES INC$1.8M0.4%187,681
CRISPR THERAPEUTICS AG$1.8M0.4%32,491
RKLBRocket Lab USA, Inc.$1.7M0.4%24,145
JOBY AVIATION INC$1.5M0.3%250,437
RED CAT HLDGS INC$1.1M0.2%165,537
USFRWISDOMTREE TR$1M0.2%20,794
JAAAJanus Henderson AAA CLO ETF$1M0.2%20,733
JPSTJPMorgan Ultra-Short Income ETF$1M0.2%20,766
PLUGPlug Power Inc$992.6K0.2%511,645
EOS ENERGY ENTERPRISES INC$827.6K0.2%270,022
VOTVanguard Mid-Cap Growth ETF$793.1K0.2%2,715
IXUSiShares Core MSCI Total International Stock ETF$790K0.2%8,317
DVYISHARES TR$665.2K0.2%4,374
IEMGiShares Core MSCI Emerging Markets ETF$371.1K0.1%4,572
IEFAiShares Core MSCI EAFE ETF$238.7K0.1%2,464
VYMIVanguard International High Dividend Yield ETF$209.9K0.0%2,076
ARCHER AVIATION INC$49.7K0.0%10,000
CERUS CORP$47.6K0.0%20,000

Quarter ending 2026-09-30.

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