2026 Q2 Portfolio Activity
In 2026 Q2, Bouvel Investment Partners, LLC maintained a portfolio of 96 distinct positions. The most significant new addition was ABBVIE INC, now representing 2.15% of the total fund value. They heavily accumulated shares in CAPITAL GRP FIXED INCM ETF T, increasing the position by 83.7%. The fund also reduced its exposure to PIMCO ETF TR by 31.6%.
Position History
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Total Positions
96
Quarter
2026 Q2
Top Holding
MRVL (4.8%)
Top 10 Concentration
31.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 96
Bouvel Investment Partners, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MRVL
MARVELL TECHNOL...
|
Technology | 4.82% | 2.10% |
#1
12
Prev: #13
|
4.4 |
—
|
-1,472 | -2.0% |
P
S
|
71,585 | $21,324,307 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
INTC
INTEL CORP
|
Technology | 3.98% | 2.21% |
#2
7
Prev: #9
|
3.1 |
—
|
-46,590 | -27.0% |
P
S
|
126,137 | $17,612,509 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
BOND
PIMCO ETF TR
|
ETF | 3.40% | 6.39% |
#3
2
Prev: #1
|
2.4 |
—
|
-75,358 | -31.6% |
P
S
|
163,263 | $15,054,481 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
CGDV
CAPITAL GROUP D...
|
Unknown | 3.26% | 3.39% |
#4
1
Prev: #3
|
3.8 |
—
|
18,109 | 6.6% |
P
S
|
292,611 | $14,419,870 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
EVTR
MORGAN STANLEY ...
|
ETF | 3.22% | 3.84% |
#5
3
Prev: #2
|
3.8 |
—
|
19,885 | 7.6% |
P
S
|
280,957 | $14,247,329 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.86% | 3.21% |
#6
1
Prev: #5
|
1.6 |
—
|
-216 | -0.3% |
P
S
|
63,279 | $12,661,495 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
CGMS
CAPITAL GRP FIX...
|
ETF | 2.57% | 1.79% |
#7
16
Prev: #23
|
4.0 |
—
|
189,151 | 83.7% |
P
S
|
415,149 | $11,346,022 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
PRF
INVESCO EXCHANG...
|
ETF | 2.49% | 2.73% |
#8
2
Prev: #6
|
1.5 |
—
|
5,772 | 2.9% |
P
S
|
204,067 | $11,025,713 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
DDOG
DATADOG INC
|
Technology | 2.45% | 1.44% |
#9
23
Prev: #32
|
1.5 |
—
|
-341 | -0.8% |
P
S
|
41,678 | $10,851,284 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 2.39% | 1.46% |
#10
21
Prev: #31
|
1.5 |
—
|
-369 | -1.2% |
P
S
|
30,966 | $10,559,855 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AVGO
BROADCOM INC
|
Technology | 2.26% | 3.25% |
#11
7
Prev: #4
|
0.9 |
—
|
-9,804 | -27.1% |
P
S
|
26,430 | $9,983,933 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.25% | 2.56% |
#12
5
Prev: #7
|
1.4 |
—
|
-609 | -1.4% |
P
S
|
41,727 | $9,945,213 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 2.15% | — |
#13
Prev: #—
|
4.4 |
—
|
37,712 | — |
NEW
|
37,712 | $9,489,848 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
VICR
VICOR CORP
|
Technology | 2.11% | 1.16% |
#14
24
Prev: #38
|
1.3 |
—
|
-413 | -1.7% |
P
S
|
24,525 | $9,314,105 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
GE
GE AEROSPACE
|
Industrials | 2.08% | 2.06% |
#15
1
Prev: #14
|
1.3 |
—
|
-320 | -1.3% |
P
S
|
24,644 | $9,210,202 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
TER
TERADYNE INC
|
Technology | 1.97% | 2.01% |
#16
Prev: #16
|
0.8 |
—
|
-5,375 | -23.0% |
P
S
|
18,014 | $8,715,894 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.94% | 2.03% |
#17
2
Prev: #15
|
1.3 |
—
|
-317 | -1.3% |
P
S
|
24,032 | $8,588,316 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 1.93% | — |
#18
Prev: #—
|
4.3 |
—
|
169,981 | — |
NEW
|
169,981 | $8,538,146 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
MTZ
MASTEC INC
|
Industrials | 1.91% | 1.89% |
#19
Prev: #19
|
1.3 |
—
|
39 | 0.2% |
P
S
|
20,308 | $8,449,346 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
PULS
PGIM ETF TR
|
ETF | 1.86% | 1.26% |
#20
14
Prev: #34
|
3.7 |
—
|
78,352 | 89.4% |
P
S
|
166,035 | $8,227,034 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.85% | 1.84% |
#21
1
Prev: #20
|
1.2 |
—
|
-64 | -0.9% |
P
S
|
6,825 | $8,186,110 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
ETR
ENTERGY CORP NE...
|
Utilities | 1.70% | 2.17% |
#22
11
Prev: #11
|
1.2 |
—
|
-979 | -1.5% |
P
S
|
65,513 | $7,524,823 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
LITE
LUMENTUM HLDGS ...
|
Technology | 1.67% | 2.17% |
#23
13
Prev: #10
|
1.2 |
—
|
-2,037 | -19.1% |
P
S
|
8,621 | $7,397,335 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.66% | 2.14% |
#24
12
Prev: #12
|
1.2 |
—
|
-270 | -1.4% |
P
S
|
19,674 | $7,338,609 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
IFRA
ISHARES TR
|
ETF | 1.50% | — |
#25
Prev: #—
|
4.1 |
—
|
105,486 | — |
NEW
|
105,486 | $6,649,837 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 1.49% | 1.65% |
#26
2
Prev: #24
|
1.1 |
—
|
-115 | -0.5% |
P
S
|
23,371 | $6,572,159 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 1.45% | 1.12% |
#27
12
Prev: #39
|
1.1 |
—
|
-354 | -1.4% |
P
S
|
25,275 | $6,432,488 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
ETN
EATON CORP PLC
|
Industrials | 1.43% | 1.57% |
#28
1
Prev: #29
|
1.1 |
—
|
-223 | -1.5% |
P
S
|
14,886 | $6,343,222 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AAPL
APPLE INC
|
Technology | 1.40% | 1.59% |
#29
2
Prev: #27
|
1.1 |
—
|
-328 | -1.5% |
P
S
|
21,327 | $6,171,181 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
BA
BOEING CO
|
Industrials | 1.31% | 1.57% |
#30
2
Prev: #28
|
1.0 |
—
|
-319 | -1.2% |
P
S
|
26,842 | $5,810,488 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
APH
AMPHENOL CORP
|
Technology | 1.31% | 1.21% |
#31
5
Prev: #36
|
1.0 |
—
|
-33 | -0.1% |
P
S
|
32,924 | $5,805,160 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 1.30% | 1.95% |
#32
15
Prev: #17
|
1.0 |
—
|
-148 | -1.0% |
P
S
|
14,449 | $5,745,879 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 1.26% | 1.24% |
#33
2
Prev: #35
|
1.0 |
—
|
-10 | -0.1% |
P
S
|
7,750 | $5,580,310 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
RTX
RTX CORPORATION
|
Industrials | 1.24% | 1.63% |
#34
9
Prev: #25
|
1.0 |
—
|
-234 | -0.8% |
P
S
|
28,889 | $5,481,110 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.21% | 1.61% |
#35
9
Prev: #26
|
1.0 |
—
|
-148 | -1.5% |
P
S
|
9,526 | $5,365,901 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 1.20% | 0.79% |
#36
11
Prev: #47
|
1.0 |
—
|
19 | 0.3% |
P
S
|
6,961 | $5,312,218 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 1.11% | 1.94% |
#37
19
Prev: #18
|
0.9 |
—
|
-591 | -0.9% |
P
S
|
68,878 | $4,917,889 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
IWF
ISHARES TR
|
ETF | 1.08% | 1.19% |
#38
1
Prev: #37
|
3.4 |
—
|
28,690 | 298.7% |
P
S
|
38,295 | $4,755,090 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
TTMI
TTM TECHNOLOGIE...
|
Technology | 1.06% | — |
#39
Prev: #—
|
3.9 |
—
|
25,124 | — |
NEW
|
25,124 | $4,698,690 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AEHR
AEHR TEST SYS
|
Technology | 1.06% | 0.77% |
#40
8
Prev: #48
|
0.4 |
—
|
-22,972 | -32.0% |
P
S
|
48,852 | $4,692,723 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
PDFS
PDF SOLUTIONS I...
|
Technology | 1.01% | — |
#41
Prev: #—
|
3.9 |
—
|
63,352 | — |
NEW
|
63,352 | $4,484,688 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.99% | 1.29% |
#42
9
Prev: #33
|
0.4 |
—
|
-4,591 | -26.0% |
P
S
|
13,088 | $4,382,124 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
IVW
ISHARES TR
|
Warrant | 0.93% | 1.02% |
#43
1
Prev: #42
|
0.9 |
—
|
-1,351 | -4.3% |
P
S
|
29,842 | $4,104,170 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
FSLR
FIRST SOLAR INC
|
Technology | 0.90% | 0.96% |
#44
1
Prev: #43
|
0.9 |
—
|
17 | 0.1% |
P
S
|
16,869 | $3,980,409 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
IONQ
IONQ INC
|
Technology | 0.88% | 0.24% |
#45
25
Prev: #70
|
3.4 |
—
|
44,604 | 156.6% |
P
S
|
73,095 | $3,893,040 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AXON
AXON ENTERPRISE...
|
Industrials | 0.75% | — |
#46
Prev: #—
|
3.8 |
—
|
5,895 | — |
NEW
|
5,895 | $3,304,796 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
MPWR
MONOLITHIC PWR ...
|
Technology | 0.70% | 0.70% |
#47
3
Prev: #50
|
0.8 |
—
|
33 | 1.5% |
P
S
|
2,250 | $3,110,310 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
EFV
ISHARES TR
|
ETF | 0.70% | — |
#48
Prev: #—
|
3.8 |
—
|
40,481 | — |
NEW
|
40,481 | $3,098,821 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
FVAL
FIDELITY COVING...
|
ETF | 0.69% | 0.83% |
#49
3
Prev: #46
|
0.8 |
—
|
-1,798 | -4.4% |
P
S
|
39,349 | $3,066,641 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
NTRA
NATERA INC
|
Healthcare | 0.69% | — |
#50
Prev: #—
|
3.8 |
—
|
11,238 | — |
NEW
|
11,238 | $3,050,555 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 |
Showing 1-50 of 96 holdings