Bouvel Investment Partners, LLC
Q3 2026 13F filing
Updated 6 days ago85 disclosed positions worth $433.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MARVELL TECHNOLOGY INC | $18.6M | 70.4K | 4.29% | Trimmed(-1.6%) |
| 2 | O PGIM ETF TR | $16.1M | 324.8K | 3.71% | Added(+95.6%) |
| 3 | P PIMCO ETF TR | $14.6M | 167.9K | 3.37% | Added(+2.8%) |
| 4 | N NVIDIA CORPORATION | $14.2M | 62.3K | 3.28% | Trimmed(-1.6%) |
| 5 | P PALO ALTO NETWORKS INC | $12.1M | 30.5K | 2.80% | Trimmed(-1.5%) |
| 6 | M MORGAN STANLEY ETF TRUST | $12M | 249.6K | 2.78% | Trimmed(-11.2%) |
| 7 | C CAPITAL GROUP DIVIDEND VALUE | $11.5M | 235.8K | 2.66% | Trimmed(-19.4%) |
| 8 | D DATADOG INC | $11.3M | 41.1K | 2.60% | Trimmed(-1.4%) |
| 9 | C CAPITAL GRP FIXED INCM ETF T | $11M | 420.8K | 2.55% | Added(+1.4%) |
| 10 | V VANGUARD MALVERN FDS | $10.2M | 208.1K | 2.36% | Added(+22.4%) |
| 11 | A AMAZON COM INC | $10.2M | 41.1K | 2.36% | Trimmed(-1.6%) |
| 12 | M MICROSOFT CORP | $9.9M | 19.3K | 2.29% | Trimmed(-1.7%) |
| 13 | A ABBVIE INC | $9.7M | 37.1K | 2.24% | Trimmed(-1.6%) |
| 14 | I INVESCO EXCHANGE TRADED FD T | $9.6M | 176.4K | 2.22% | Trimmed(-13.6%) |
| 15 | I INTEL CORP | $9.5M | 78.7K | 2.18% | Trimmed(-37.6%) |
| 16 | A BROADCOM INC | $9.1M | 26.0K | 2.10% | Trimmed(-1.7%) |
| 17 | S SNOWFLAKE INC | $8.5M | 24.9K | 1.95% | Trimmed(-1.3%) |
| 18 | G ALPHABET INC | $8.1M | 23.6K | 1.88% | Trimmed(-1.6%) |
| 19 | L ELI LILLY & CO | $7.8M | 6.8K | 1.81% | Trimmed(-0.6%) |
| 20 | L LUMENTUM HLDGS INC | $7.7M | 8.0K | 1.78% | Trimmed(-7.8%) |
| 21 | G GE AEROSPACE | $7.6M | 24.2K | 1.75% | Trimmed(-1.6%) |
| 22 | V VICOR CORP | $7M | 24.3K | 1.62% | Trimmed(-0.7%) |
| 23 | A APPLE INC | $7M | 20.9K | 1.61% | Trimmed(-1.8%) |
| 24 | M META PLATFORMS INC | $6.8M | 9.4K | 1.57% | Trimmed(-1.5%) |
| 25 | C CROWDSTRIKE HLDGS INC | $6.7M | 25.2K | 1.54% | Added(+262.3%) |
| 26 | E ENTERGY CORP NEW | $6.4M | 64.5K | 1.48% | Trimmed(-1.5%) |
| 27 | E ISHARES TR | $6.3M | 62.8K | 1.46% | Added(+134.3%) |
| 28 | E EATON CORP PLC | $6.3M | 14.7K | 1.45% | Trimmed(-1.6%) |
| 29 | I INTUITIVE SURGICAL INC | $5.8M | 14.2K | 1.34% | Trimmed(-1.4%) |
| 30 | L L3HARRIS TECHNOLOGIES INC | $5.8M | 24.4K | 1.33% | — |
| 31 | S SPOTIFY TECHNOLOGY S A | $5.7M | 11.8K | 1.32% | — |
| 32 | V VERTEX PHARMACEUTICALS INC | $5.7M | 10.9K | 1.31% | — |
| 33 | A AMPHENOL CORP | $5.4M | 64.0K | 1.25% | Added(+94.5%) |
| 34 | R RTX CORPORATION | $5.3M | 28.6K | 1.23% | Trimmed(-1.0%) |
| 35 | T TERADYNE INC | $5.2M | 13.0K | 1.21% | Trimmed(-27.6%) |
| 36 | I INTERNATIONAL BUSINESS MACHS | $5.2M | 23.6K | 1.20% | Added(+1.0%) |
| 37 | P QUANTA SVCS INC | $4.9M | 7.7K | 1.14% | Trimmed(-0.8%) |
| 38 | B BOEING CO | $4.9M | 26.4K | 1.13% | Trimmed(-1.6%) |
| 39 | E ISHARES TR | $4.8M | 38.3K | 1.11% | Added(+0.1%) |
| 40 | N NETFLIX INC. | $4.7M | 67.8K | 1.09% | Trimmed(-1.5%) |
| 41 | N NATERA INC | $4.6M | 11.2K | 1.07% | Trimmed(-0.3%) |
| 42 | E ISHARES TR | $4.4M | 31.0K | 1.02% | Added(+4.0%) |
| 43 | A AEHR TEST SYS | $3.8M | 38.5K | 0.88% | Trimmed(-21.2%) |
| 44 | T TTM TECHNOLOGIES INC | $3.7M | 30.2K | 0.86% | Added(+20.3%) |
| 45 | M MASTEC INC | $3.6M | 16.7K | 0.82% | Trimmed(-18.0%) |
| 46 | T TEMPUS AI INC | $3.4M | 40.9K | 0.77% | Trimmed(-0.1%) |
| 47 | ? N/A FIDELITY COVINGTON TRUST | $3.3M | 40.9K | 0.76% | Added(+4.1%) |
| 48 | P PDF SOLUTIONS INC | $3.2M | 63.3K | 0.75% | Trimmed(-0.1%) |
| 49 | E ISHARES TR | $3.2M | 40.7K | 0.74% | Added(+0.6%) |
| 50 | I IONQ INC | $3.2M | 73.0K | 0.74% | Trimmed(-0.1%) |