2026 Q1 Portfolio Activity
In 2026 Q1, Bouvel Investment Partners, LLC maintained a portfolio of 88 distinct positions. The most significant new addition was ENTERGY CORP NEW, now representing 2.17% of the total fund value. They heavily accumulated shares in INVESCO EXCHANGE TRADED FD T, increasing the position by 149.1%. Conversely, Bouvel Investment Partners, LLC completely exited their position in INTUIT.
Position History
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Total Positions
88
Quarter
2026 Q1
Top Holding
BOND (6.4%)
Top 10 Concentration
32.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 88
Bouvel Investment Partners, LLC Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BOND
PIMCO ETF TR
|
ETF | 6.39% | 6.38% |
#1
Prev: #1
|
5.1 |
—
|
779 | 0.3% |
P
S
|
238,621 | $22,019,946 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
EVTR
MORGAN STANLEY ...
|
ETF | 3.84% | 3.96% |
#2
Prev: #2
|
3.5 |
—
|
-5,352 | -2.0% |
P
S
|
261,072 | $13,249,404 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
CGDV
CAPITAL GROUP D...
|
Unknown | 3.39% | 3.53% |
#3
1
Prev: #4
|
2.9 |
—
|
-6,186 | -2.2% |
P
S
|
274,502 | $11,677,315 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AVGO
BROADCOM INC
|
Technology | 3.25% | 3.59% |
#4
1
Prev: #3
|
2.3 |
—
|
224 | 0.6% |
P
S
|
36,234 | $11,214,785 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.21% | 3.41% |
#5
Prev: #5
|
2.3 |
—
|
117 | 0.2% |
P
S
|
63,495 | $11,073,528 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
PRF
INVESCO EXCHANG...
|
ETF | 2.73% | 1.08% |
#6
34
Prev: #40
|
4.1 |
—
|
118,706 | 149.1% |
P
S
|
198,295 | $9,424,938 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.56% | 2.80% |
#7
1
Prev: #6
|
1.5 |
—
|
275 | 0.7% |
P
S
|
42,336 | $8,817,319 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 2.42% | 2.40% |
#8
Prev: #8
|
1.5 |
—
|
1,447 | 1.0% |
P
S
|
147,035 | $8,333,944 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
INTC
INTEL CORP
|
Technology | 2.21% | 1.82% |
#9
10
Prev: #19
|
1.4 |
—
|
1,479 | 0.9% |
P
S
|
172,727 | $7,622,443 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
LITE
LUMENTUM HLDGS ...
|
Technology | 2.17% | 1.10% |
#10
28
Prev: #38
|
1.4 |
—
|
298 | 2.9% |
P
S
|
10,658 | $7,490,016 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
ETR
ENTERGY CORP NE...
|
Utilities | 2.17% | — |
#11
Prev: #—
|
4.4 |
—
|
66,492 | — |
NEW
|
66,492 | $7,471,041 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.14% | 2.76% |
#12
5
Prev: #7
|
1.4 |
—
|
118 | 0.6% |
P
S
|
19,944 | $7,382,485 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 2.10% | 1.78% |
#13
8
Prev: #21
|
1.3 |
—
|
514 | 0.7% |
P
S
|
73,057 | $7,236,246 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
GE
GE AEROSPACE
|
Industrials | 2.06% | 2.20% |
#14
4
Prev: #10
|
1.3 |
—
|
141 | 0.6% |
P
S
|
24,964 | $7,084,034 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.03% | 2.18% |
#15
4
Prev: #11
|
1.3 |
—
|
168 | 0.7% |
P
S
|
24,349 | $7,001,798 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
TER
TERADYNE INC
|
Technology | 2.01% | 1.26% |
#16
18
Prev: #34
|
1.3 |
—
|
814 | 3.6% |
P
S
|
23,389 | $6,933,903 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 1.95% | 2.37% |
#17
8
Prev: #9
|
1.3 |
—
|
92 | 0.6% |
P
S
|
14,597 | $6,728,841 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 1.94% | — |
#18
Prev: #—
|
4.3 |
—
|
69,469 | — |
NEW
|
69,469 | $6,679,444 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
MTZ
MASTEC INC
|
Industrials | 1.89% | 1.23% |
#19
17
Prev: #36
|
1.3 |
—
|
714 | 3.7% |
P
S
|
20,269 | $6,521,348 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.84% | 2.11% |
#20
8
Prev: #12
|
1.2 |
—
|
71 | 1.0% |
P
S
|
6,889 | $6,336,296 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SHY
ISHARES TR
|
ETF | 1.82% | 1.86% |
#21
6
Prev: #15
|
1.2 |
—
|
-1,676 | -2.2% |
P
S
|
76,128 | $6,285,889 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
HON
HONEYWELL INTL ...
|
Industrials | 1.81% | 1.04% |
#22
19
Prev: #41
|
3.2 |
—
|
9,023 | 48.8% |
P
S
|
27,528 | $6,222,041 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
CGMS
CAPITAL GRP FIX...
|
ETF | 1.79% | 1.85% |
#23
7
Prev: #16
|
1.2 |
—
|
-5,978 | -2.6% |
P
S
|
225,998 | $6,153,926 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 1.65% | 1.98% |
#24
11
Prev: #13
|
1.2 |
—
|
247 | 1.1% |
P
S
|
23,486 | $5,692,772 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
RTX
RTX CORPORATION
|
Industrials | 1.63% | 1.53% |
#25
Prev: #25
|
1.2 |
—
|
203 | 0.7% |
P
S
|
29,123 | $5,617,827 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.61% | 1.83% |
#26
8
Prev: #18
|
1.1 |
—
|
66 | 0.7% |
P
S
|
9,674 | $5,534,786 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AAPL
APPLE INC
|
Technology | 1.59% | — |
#27
Prev: #—
|
4.1 |
—
|
21,655 | — |
NEW
|
21,655 | $5,495,822 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
BA
BOEING CO
|
Industrials | 1.57% | 1.68% |
#28
6
Prev: #22
|
1.1 |
—
|
269 | 1.0% |
P
S
|
27,161 | $5,405,854 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
ETN
EATON CORP PLC
|
Industrials | 1.57% | 1.38% |
#29
1
Prev: #28
|
1.1 |
—
|
87 | 0.6% |
P
S
|
15,109 | $5,404,036 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
IWY
ISHARES TR
|
ETF | 1.56% | 1.80% |
#30
10
Prev: #20
|
1.1 |
—
|
-946 | -4.2% |
P
S
|
21,594 | $5,373,451 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.46% | 1.65% |
#31
8
Prev: #23
|
1.1 |
—
|
189 | 0.6% |
P
S
|
31,335 | $5,023,547 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
DDOG
DATADOG INC
|
Technology | 1.44% | 1.00% |
#32
10
Prev: #42
|
3.6 |
—
|
16,420 | 64.1% |
P
S
|
42,019 | $4,960,343 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 1.29% | 0.80% |
#33
13
Prev: #46
|
1.0 |
—
|
581 | 3.4% |
P
S
|
17,679 | $4,430,004 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
PULS
PGIM ETF TR
|
ETF | 1.26% | — |
#34
Prev: #—
|
4.0 |
—
|
87,683 | — |
NEW
|
87,683 | $4,340,309 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 1.24% | 0.92% |
#35
8
Prev: #43
|
1.0 |
—
|
222 | 2.9% |
P
S
|
7,760 | $4,260,395 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
APH
AMPHENOL CORP
|
Technology | 1.21% | 1.27% |
#36
4
Prev: #32
|
1.0 |
—
|
363 | 1.1% |
P
S
|
32,957 | $4,164,117 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
IWF
ISHARES TR
|
ETF | 1.19% | 1.37% |
#37
8
Prev: #29
|
1.0 |
—
|
-421 | -4.2% |
P
S
|
9,605 | $4,095,572 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
VICR
VICOR CORP
|
Technology | 1.16% | 0.76% |
#38
9
Prev: #47
|
1.0 |
—
|
755 | 3.1% |
P
S
|
24,938 | $4,015,018 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 1.12% | 1.61% |
#39
15
Prev: #24
|
0.9 |
—
|
176 | 0.7% |
P
S
|
25,629 | $3,865,366 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 1.11% | 1.34% |
#40
10
Prev: #30
|
0.9 |
—
|
-93 | -0.4% |
P
S
|
26,115 | $3,820,029 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
MINT
PIMCO ETF TR
|
ETF | 1.10% | 1.10% |
#41
2
Prev: #39
|
0.9 |
—
|
-335 | -0.9% |
P
S
|
37,563 | $3,777,711 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
IVW
ISHARES TR
|
Warrant | 1.02% | 1.13% |
#42
5
Prev: #37
|
0.9 |
—
|
-631 | -2.0% |
P
S
|
31,193 | $3,528,240 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
FSLR
FIRST SOLAR INC
|
Technology | 0.96% | 1.23% |
#43
8
Prev: #35
|
0.9 |
—
|
530 | 3.2% |
P
S
|
16,852 | $3,324,226 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 0.85% | 1.27% |
#44
11
Prev: #33
|
0.8 |
—
|
420 | 0.9% |
P
S
|
46,562 | $2,921,766 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
KTOS
KRATOS DEFENSE ...
|
Industrials | 0.84% | 1.38% |
#45
18
Prev: #27
|
0.3 |
—
|
-22,285 | -35.3% |
P
S
|
40,819 | $2,878,112 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
FVAL
FIDELITY COVING...
|
ETF | 0.83% | 0.87% |
#46
1
Prev: #45
|
0.8 |
—
|
-833 | -2.0% |
P
S
|
41,147 | $2,855,602 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.79% | 0.65% |
#47
8
Prev: #55
|
2.8 |
—
|
2,124 | 44.1% |
P
S
|
6,942 | $2,710,226 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AEHR
AEHR TEST SYS
|
Technology | 0.77% | 0.31% |
#48
23
Prev: #71
|
2.8 |
—
|
18,028 | 33.5% |
P
S
|
71,824 | $2,663,234 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SYM
SYMBOTIC INC
|
Industrials | 0.71% | 0.76% |
#49
1
Prev: #48
|
0.8 |
—
|
1,644 | 3.7% |
P
S
|
45,926 | $2,443,263 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
MPWR
MONOLITHIC PWR ...
|
Technology | 0.70% | 0.56% |
#50
7
Prev: #57
|
0.8 |
—
|
71 | 3.3% |
P
S
|
2,217 | $2,423,957 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 |
Showing 1-50 of 88 holdings