Bouvel Investment Partners, LLC 13F Holdings · Q2 2026
Bouvel Investment Partners, LLC reported 84 securities worth $442.30M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MRVL (4.82%), INTC (3.98%), BOND (3.40%). Among its top 25 positions this quarter: 3 new, 6 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MRVL | MARVELL TECHNOLOGY INC | $21.3M | 4.82% | 71,585 | Trimmed |
| 2 | INTC | INTEL CORP | $17.6M | 3.98% | 126,137 | Trimmed |
| 3 | BOND | PIMCO ETF TR | $15.1M | 3.40% | 163,263 | Trimmed |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $14.4M | 3.26% | 292,611 | Added |
| 5 | EVTR | MORGAN STANLEY ETF TRUST | $14.2M | 3.22% | 280,957 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $12.7M | 2.86% | 63,279 | Trimmed |
| 7 | CGMS | CAPITAL GRP FIXED INCM ETF T | $11.3M | 2.57% | 415,149 | Added |
| 8 | PRF | INVESCO EXCHANGE TRADED FD T | $11.0M | 2.49% | 204,067 | Added |
| 9 | DDOG | DATADOG INC | $10.9M | 2.45% | 41,678 | Trimmed |
| 10 | PANW | PALO ALTO NETWORKS INC | $10.6M | 2.39% | 30,966 | Trimmed |
| 11 | AVGO | BROADCOM INC | $10.0M | 2.26% | 26,430 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $9.9M | 2.25% | 41,727 | Trimmed |
| 13 | ABBV | ABBVIE INC | $9.5M | 2.15% | 37,712 | New |
| 14 | VICR | VICOR CORP | $9.3M | 2.11% | 24,525 | Trimmed |
| 15 | GE | GE AEROSPACE | $9.2M | 2.08% | 24,644 | Trimmed |
| 16 | TER | TERADYNE INC | $8.7M | 1.97% | 18,014 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $8.6M | 1.94% | 24,032 | Trimmed |
| 18 | VTIP | VANGUARD MALVERN FDS | $8.5M | 1.93% | 169,981 | New |
| 19 | MTZ | MASTEC INC | $8.4M | 1.91% | 20,308 | Added |
| 20 | PULS | PGIM ETF TR | $8.2M | 1.86% | 166,035 | Added |
| 21 | LLY | ELI LILLY & CO | $8.2M | 1.85% | 6,825 | Trimmed |
| 22 | ETR | ENTERGY CORP NEW | $7.5M | 1.70% | 65,513 | Trimmed |
| 23 | LITE | LUMENTUM HLDGS INC | $7.4M | 1.67% | 8,621 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $7.3M | 1.66% | 19,674 | Trimmed |
| 25 | IFRA | ISHARES TR | $6.6M | 1.50% | 105,486 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR