Institution
Bouvel Investment Partners, LLC
CIK 0001839122 - 2026Q2 report dated 2026-06-30
Shown positions
84
Shown market value
$442,300,033
Net value change
+$160,941,615
84 changed positions shown
Latest filing
0001839122-26-000006Largest reported increase
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$14,419,870
Largest reported decrease
BOND
PIMCO ETF TR
-$6,965,465
Latest 13F holdings
Top reported positions by market value. 13F filings are delayed and may not reflect current holdings.
| Ticker | Issuer | Value | Shares | Change | Value change | Report |
|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC 573874104 | $21,324,307 | 71,585 | REDUCED -2.0% | +$14,088,061 | 2026-06-30SEC filing |
| INTC | INTEL CORP 458140100 | $17,612,509 | 126,137 | REDUCED -27.0% | +$9,990,066 | 2026-06-30SEC filing |
| BOND | PIMCO ETF TR 72201R775 | $15,054,481 | 163,263 | REDUCED -31.6% | -$6,965,465 | 2026-06-30SEC filing |
| CGDV | CAPITAL GROUP DIVIDEND VALUE 14020W106 | $14,419,870 | 292,611 | NEW new | +$14,419,870 | 2026-06-30SEC filing |
| EVTR | MORGAN STANLEY ETF TRUST 61774R841 | $14,247,329 | 280,957 | NEW new | +$14,247,329 | 2026-06-30SEC filing |
| NVDA | NVIDIA CORPORATION 67066G104 | $12,661,495 | 63,279 | REDUCED -0.3% | +$1,587,967 | 2026-06-30SEC filing |
| CGMS | CAPITAL GRP FIXED INCM ETF T 14020Y300 | $11,346,022 | 415,149 | INCREASED +83.7% | +$5,192,096 | 2026-06-30SEC filing |
| PRF | INVESCO EXCHANGE TRADED FD T 46137V613 | $11,025,713 | 204,067 | INCREASED +2.9% | +$1,600,775 | 2026-06-30SEC filing |
| DDOG | DATADOG INC 23804L103 | $10,851,284 | 41,678 | REDUCED -0.8% | +$5,890,941 | 2026-06-30SEC filing |
| PANW | PALO ALTO NETWORKS INC 697435105 | $10,559,855 | 30,966 | REDUCED -1.2% | +$5,536,308 | 2026-06-30SEC filing |
| AVGO | BROADCOM INC 11135F101 | $9,983,933 | 26,430 | REDUCED -27.1% | -$1,230,852 | 2026-06-30SEC filing |
| AMZN | AMAZON COM INC 023135106 | $9,945,213 | 41,727 | REDUCED -1.4% | +$1,127,894 | 2026-06-30SEC filing |
| ABBV | ABBVIE INC 00287Y109 | $9,489,848 | 37,712 | NEW new | +$9,489,848 | 2026-06-30SEC filing |
| VICR | VICOR CORP 925815102 | $9,314,105 | 24,525 | REDUCED -1.7% | +$5,299,087 | 2026-06-30SEC filing |
| GE | GE AEROSPACE 369604301 | $9,210,202 | 24,644 | REDUCED -1.3% | +$2,126,168 | 2026-06-30SEC filing |
| TER | TERADYNE INC 880770102 | $8,715,894 | 18,014 | REDUCED -23.0% | +$1,781,991 | 2026-06-30SEC filing |
| GOOGL | ALPHABET INC 02079K305 | $8,588,316 | 24,032 | REDUCED -1.3% | +$1,586,518 | 2026-06-30SEC filing |
| VTIP | VANGUARD MALVERN FDS 922020805 | $8,538,146 | 169,981 | NEW new | +$8,538,146 | 2026-06-30SEC filing |
| MTZ | MASTEC INC 576323109 | $8,449,346 | 20,308 | INCREASED +0.2% | +$1,927,998 | 2026-06-30SEC filing |
| PULS | PGIM ETF TR 69344A107 | $8,227,034 | 166,035 | INCREASED +89.4% | +$3,886,725 | 2026-06-30SEC filing |
| LLY | ELI LILLY & CO 532457108 | $8,186,110 | 6,825 | REDUCED -0.9% | +$1,849,814 | 2026-06-30SEC filing |
| ETR | ENTERGY CORP NEW 29364G103 | $7,524,823 | 65,513 | REDUCED -1.5% | +$53,782 | 2026-06-30SEC filing |
| LITE | LUMENTUM HLDGS INC 55024U109 | $7,397,335 | 8,621 | REDUCED -19.1% | -$92,681 | 2026-06-30SEC filing |
| MSFT | MICROSOFT CORP 594918104 | $7,338,609 | 19,674 | REDUCED -1.4% | -$43,876 | 2026-06-30SEC filing |
| IFRA | ISHARES TR 46435U713 | $6,649,837 | 105,486 | NEW new | +$6,649,837 | 2026-06-30SEC filing |