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CIK: 0001839122
Total reported value
$442.3M
$442.3M
78 檔
15.7%
In Q1 2026, Bouvel Investment Partners, LLC's U.S. equity holdings reached a combined market value of $442.3M, distributed across 78 disclosed stock positions.
In Q1 2026, Bouvel Investment Partners, LLC displayed an active expansion posture, initiating 8 new positions and adding to 54 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 6.39% | -2.99% | +0.33% | |
| 2 | EVTR | Eaton Vance Total Return | ETF-Other | 3.84% | -0.62% | -2.01% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 3.39% | -0.13% | -2.20% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.25% | -0.99% | +0.62% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.21% | -0.35% | +0.18% | |
| 6 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 2.73% | -0.24% | +149.15% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.56% | -0.31% | +0.65% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.42% | -2.42% | EXIT | |
| 9 | INTC | Intel CORP | Stock-Tech | 2.21% | +1.77% | +0.86% | |
| 10 | LITE | Lumentum Holdings Inc | Stock-Tech | 2.17% | -0.50% | +2.88% | |
| 11 | ETR | Entergy CORP | Stock-Utilities | 2.17% | -0.47% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.14% | -0.48% | +0.60% | |
| 13 | MRVL | Marvell Technology Inc | Stock-Tech | 2.10% | +2.72% | +0.71% | |
| 14 | GE | General Electric | Stock-Industrials | 2.06% | +0.02% | +0.57% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.03% | -0.09% | +0.69% | |
| 16 | TER | Teradyne Inc | Stock-Tech | 2.01% | -0.04% | +3.61% | |
| 17 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.95% | -0.65% | +0.63% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 1.94% | -0.83% | — | |
| 19 | MTZ | Mastec Inc | Stock-Industrials | 1.89% | +0.02% | +3.65% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.84% | +0.01% | +1.04% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.82% | -1.82% | EXIT | |
| 22 | HON | Honeywell International Inc | Stock-Industrials | 1.81% | -1.81% | EXIT | |
| 23 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.79% | +0.78% | -2.58% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.65% | -0.16% | +1.06% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.63% | -0.39% | +0.70% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.61% | -0.40% | +0.69% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 1.59% | -0.19% | — | |
| 28 | BA | Boeing Co/the | Stock-Industrials | 1.57% | -0.26% | +1.00% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 1.57% | -0.14% | +0.58% | |
| 30 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.56% | -1.02% | -4.20% | |
| 31 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.46% | +0.93% | +0.61% | |
| 32 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.44% | +1.01% | +64.14% | |
| 33 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.29% | -0.30% | +3.40% | |
| 34 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.26% | +0.60% | — | |
| 35 | PWR | Quanta Services Inc | Stock-Industrials | 1.24% | +0.02% | +2.95% | |
| 36 | APH | Amphenol Corp-cl A | Stock-Tech | 1.21% | +0.10% | +1.11% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.19% | -0.11% | -4.20% | |
| 38 | VICR | Vicor CORP | Stock-Tech | 1.16% | +0.95% | +3.12% | |
| 39 | SNOW | Snowflake Inc | Stock-Tech | 1.12% | +0.33% | +0.69% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.11% | -1.11% | EXIT | |
| 41 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.10% | -1.10% | EXIT | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.02% | -0.09% | -1.98% | |
| 43 | FSLR | First Solar Inc | Stock-Tech | 0.96% | -0.06% | +3.25% | |
| 44 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.85% | -0.41% | +0.91% | |
| 45 | KTOS | Kratos Defense & Security | Stock-Industrials | 0.84% | -0.38% | -35.31% | |
| 46 | FVAL | Fidelity Value Factor ETF | ETF-Other | 0.83% | -0.14% | -1.98% | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.79% | +0.41% | +44.08% | |
| 48 | AEHR | Aehr Test Systems | Stock-Other | 0.77% | +0.29% | +33.51% | |
| 49 | SYM | Symbotic Inc | Stock-Industrials | 0.71% | -0.24% | +3.71% | |
| 50 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.70% | — | +3.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PRF | Invesco Rafi US 1000 ETF | +1.7% | +149.15% | Add |
| 2 | LITE | Lumentum Holdings Inc | +1.1% | +2.88% | Add |
| 3 | HON | Honeywell International Inc | +0.8% | +48.76% | Add |
| 4 | TER | Teradyne Inc | +0.8% | +3.61% | Add |
| 5 | MTZ | Mastec Inc | +0.7% | +3.65% | Add |
| 6 | VRT | Vertiv Holdings Co-a | +0.5% | +3.40% | Add |
| 7 | AEHR | Aehr Test Systems | +0.5% | +33.51% | Add |
| 8 | DDOG | Datadog Inc - Class A | +0.4% | +64.14% | Add |
| 9 | VICR | Vicor CORP | +0.4% | +3.12% | Add |
| 10 | INTC | Intel CORP | +0.4% | +0.86% | Add |
| 11 | PWR | Quanta Services Inc | +0.3% | +2.95% | Add |
| 12 | MRVL | Marvell Technology Inc | +0.3% | +0.71% | Add |
| 13 | ETN | Eaton Corporation plc | +0.2% | +0.58% | Add |
| 14 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +38.33% | Add |
| 15 | MPWR | Monolithic Power Systems Inc | +0.1% | +3.31% | Add |
| 16 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +44.08% | Add |
| 17 | RTX | Rtx CORP | +0.1% | +0.70% | Add |
| 18 | SMR | Nuscale Power CORP | +0.1% | +59.58% | Add |
| 19 | DGRO | Ishares Core Dividend Growth | +0.1% | +11.44% | Add |
| 20 | DVY | Ishares Select Dividend ETF | +0.1% | +40.06% | Add |
| 21 | EPAM | Epam Systems Inc | +0.1% | +71.17% | Add |
| 22 | PLUG | Plug Power Inc | 0% | +6.12% | Add |
| 23 | MRCY | Mercury Systems Inc | 0% | +4.69% | Add |
| 24 | SOLS | Solstice Adv Materials Inc | 0% | -6.79% | Trim |
| 25 | JEPI | Jpmorgan Equity Premium Inco | 0% | +0.99% | Add |
| 26 | BOND | Pimco Active Bond Exchange-t | 0% | +0.33% | Add |
| 27 | MINT | Pimco Enhanced Short Maturit | — | -0.88% | Trim |
| 28 | IEMG | Ishares Core Msci Emerging | — | — | Unchanged |
| 29 | IEFA | Ishares Core Msci Eafe ETF | — | — | Unchanged |
| 30 | INDI | Indie Semiconductor Inc-a | 0% | +3.26% | Add |
| 31 | JPIB | Jpmorgan Intl Bnd ETF | 0% | -0.58% | Trim |
| 32 | ADPT | Adaptive Biotechnologies | 0% | +3.05% | Add |
| 33 | VOT | Vanguard Mid-cap Growth ETF | 0% | -1.37% | Trim |
| 34 | CRSP | CRISPR Therapeutics AG | 0% | +2.94% | Add |
| 35 | FVAL | Fidelity Value Factor ETF | 0% | -1.98% | Trim |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | 0% | -2.15% | Trim |
| 37 | SYM | Symbotic Inc | -0.1% | +3.71% | Add |
| 38 | CGMS | Cap Group US Multi-sect Bond | -0.1% | -2.58% | Trim |
| 39 | APH | Amphenol Corp-cl A | -0.1% | +1.11% | Add |
| 40 | QUBT | Quantum Computing Inc | -0.1% | +3.85% | Add |
| 41 | BA | Boeing Co/the | -0.1% | +1.00% | Add |
| 42 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -1.98% | Trim |
| 43 | EVTR | Eaton Vance Total Return | -0.1% | -2.01% | Trim |
| 44 | SMCI | Super Micro Computer Inc | -0.1% | +4.26% | Add |
| 45 | GRAL | Grail Inc | -0.1% | +7.08% | Add |
| 46 | CGDV | Cap Group Dividend Value | -0.1% | -2.20% | Trim |
| 47 | GE | General Electric | -0.1% | +0.57% | Add |
| 48 | TYL | Tyler Technologies Inc | -0.1% | +3.32% | Add |
| 49 | TEM | Tempus Ai Inc-cl A | -0.1% | +3.07% | Add |
| 50 | GOOGL | Alphabet Inc-cl A | -0.2% | +0.69% | Add |
According to official SEC Form 13F filings, Bouvel Investment Partners, LLC reported a total U.S. public equity portfolio value of $442.3M across 78 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BOND, EVTR, CGDV) accounted for 15.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
ETR
市值: $7.5M
Top Position Liquidated / Trimmed
INTU
前期市值: $6.5M
During Q1 2026, Bouvel Investment Partners, LLC's top holdings by market value included BOND (6.4%)、EVTR (3.8%)、CGDV (3.4%). The largest single position, BOND, represented 6.4% of total portfolio value.
In Q1 2026, Bouvel Investment Partners, LLC made 86 total portfolio adjustments, initiating 8 new buys, adding to 54 positions, trimming 14 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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