BI

Bouvel Investment Partners, LLC

Diversified strategyMomentum followerSector-focused

Total reported value

$344.6M

Reporting period: 2026-03-31 · Number of holdings: 78

Bouvel Investment Partners, LLC disclosed 78 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $344.6M and a quarterly turnover rate of 34.8%.

Personality snowflake

Concentration
8.54
Portfolio Stability
34.82
Momentum/Contrarian
100
Sector conviction
98.37
Diversification
100
Sizing Uniformity
91.79

Recent moves

  • Add PRF

    +149.1%　$5.7M

  • Add LITE

    +2.9%　$3.7M

  • Add HON

    +48.8%　$2.6M

  • Add TER

    +3.6%　$2.6M

  • Add MTZ

    +3.7%　$2.3M

  • Trim MSFT

    +0.6%　-$2.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1BONDPimco Active Bond Exchange-tETF-Other6.39%—+0.33%
2EVTREaton Vance Total ReturnETF-Other3.84%—-2.01%
3CGDVCap Group Dividend ValueETF-Other3.39%-0.14%-2.20%
4AVGOBroadcom INCStock-Tech3.25%-0.34%+0.62%
5NVDANvidia CORPStock-Tech3.21%-0.20%+0.18%
6PRFInvesco Rafi US 1000 ETFETF-Other2.73%+1.65%+149.15%
7AMZNAmazon.com INCStock-Consumer Disc2.56%-0.24%+0.65%
8JEPIJpmorgan Equity Premium IncoETF-Other2.42%—+0.99%
9INTCIntel CORPStock-Tech2.21%+0.39%+0.86%
10LITELumentum Holdings INCStock-Tech2.17%+1.07%+2.88%
11ETREntergy CORPStock-Utilities2.17%+2.17%NEW
12MSFTMicrosoft CORPStock-Tech2.14%-0.62%+0.60%
13MRVLMarvell Technology INCStock-Tech2.10%+0.32%+0.71%
14GEGeneral ElectricStock-Industrials2.06%—+0.57%
15GOOGLAlphabet Inc-cl AStock-Comm Services2.03%—+0.69%
16TERTeradyne INCStock-Tech2.01%+0.75%+3.61%
17ISRGIntuitive Surgical INCStock-Healthcare1.95%-0.42%+0.63%
18NFLXNetflix INCStock-Comm Services1.94%+1.94%NEW
19MTZMastec INCStock-Industrials1.89%+0.66%+3.65%
20LLYEli Lilly & CoStock-Healthcare1.84%-0.27%+1.04%
21SHYIshares 1-3 Year Treasury BoETF-Gov Bonds1.82%—-2.15%
22HONHoneywell International INCStock-Industrials1.81%+0.77%+48.76%
23CGMSCap Group US Multi-sect BondETF-Other1.79%—-2.58%
24IBMIntl Business Machines CORPStock-Tech1.65%-0.33%+1.06%
25RTXRtx CORPStock-Industrials1.63%—+0.70%
26METAMeta Platforms Inc-class AStock-Comm Services1.61%-0.22%+0.69%
27AAPLApple INCStock-Tech1.59%+1.59%NEW
28BABoeing Co/theStock-Industrials1.57%—+1.00%
29ETNEaton Corporation plcStock-Industrials1.57%+0.19%+0.58%
30IWYIshares Russell Top 200 GrowETF-Other1.56%-0.24%-4.20%
31PANWPalo Alto Networks INCStock-Tech1.46%-0.19%+0.61%
32DDOGDatadog INC - Class AStock-Tech1.44%+0.44%+64.14%
33VRTVertiv Holdings Co-aStock-Industrials1.29%+0.49%+3.40%
34PULSPgim Ultra Short Bond ETFETF-Other1.26%+1.26%NEW
35PWRQuanta Services INCStock-Industrials1.24%+0.32%+2.95%
36APHAmphenol Corp-cl AStock-Tech1.21%—+1.11%
37IWFIshares Russell 1000 GrowthETF-Other1.19%-0.18%-4.20%
38VICRVicor CORPStock-Tech1.16%+0.40%+3.12%
39SNOWSnowflake INCStock-Tech1.12%-0.49%+0.69%
40PLTRPalantir Technologies Inc-aStock-Tech1.11%-0.23%-0.35%
41MINTPimco Enhanced Short MaturitETF-Other1.10%—-0.88%
42IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth1.02%—-1.98%
43FSLRFirst Solar INCStock-Tech0.96%-0.27%+3.25%
44BSXBoston Scientific CORPStock-Healthcare0.85%-0.42%+0.91%
45KTOSKratos Defense & SecurityStock-Industrials0.84%-0.54%-35.31%
46FVALFidelity Value Factor ETFETF-Other0.83%—-1.98%
47CRWDCrowdstrike Holdings INC - AStock-Tech0.79%—+44.08%
48AEHRAehr Test SystemsStock-Other0.77%+0.46%+33.51%
49SYMSymbotic INCStock-Industrials0.71%—+3.71%
50MPWRMonolithic Power Systems INCStock-Tech0.70%—+3.31%
1–50 of 78

Holding changes this quarter

Bouvel Investment Partners, LLC's most significant position changes for 2026-03-31: New buy: Entergy CORP (ETR); New buy: Netflix INC (NFLX); Sold out: Intuit INC (INTU); Sold out: Kkr & Co INC (KKR); New buy: Apple INC (AAPL).

Position changes disclosed by Bouvel Investment Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1PRFInvesco Rafi US 1000 ETF+1.7%+149.15%Add
2LITELumentum Holdings INC+1.1%+2.88%Add
3HONHoneywell International INC+0.8%+48.76%Add
4TERTeradyne INC+0.8%+3.61%Add
5MTZMastec INC+0.7%+3.65%Add
6VRTVertiv Holdings Co-a+0.5%+3.40%Add
7AEHRAehr Test Systems+0.5%+33.51%Add
8DDOGDatadog INC - Class A+0.4%+64.14%Add
9VICRVicor CORP+0.4%+3.12%Add
10INTCIntel CORP+0.4%+0.86%Add
11PWRQuanta Services INC+0.3%+2.95%Add
12MRVLMarvell Technology INC+0.3%+0.71%Add
13ETNEaton Corporation plc+0.2%+0.58%Add
14CGDVCap Group Dividend Value-0.1%-2.20%Trim
15IWFIshares Russell 1000 Growth-0.2%-4.20%Trim
16PANWPalo Alto Networks INC-0.2%+0.61%Add
17NVDANvidia CORP-0.2%+0.18%Add
18EOSEEos Energy Enterprises INC-0.2%+4.89%Add
19METAMeta Platforms Inc-class A-0.2%+0.69%Add
20PLTRPalantir Technologies Inc-a-0.2%-0.35%Trim
21AMZNAmazon.com INC-0.2%+0.65%Add
22IWYIshares Russell Top 200 Grow-0.2%-4.20%Trim
23LLYEli Lilly & Co-0.3%+1.04%Add
24FSLRFirst Solar INC-0.3%+3.25%Add
25IBMIntl Business Machines CORP-0.3%+1.06%Add
26AVGOBroadcom INC-0.3%+0.62%Add
27QBTSD-wave Quantum INC-0.4%+3.37%Add
28ISRGIntuitive Surgical INC-0.4%+0.63%Add
29BSXBoston Scientific CORP-0.4%+0.91%Add
30SNOWSnowflake INC-0.5%+0.69%Add
31KTOSKratos Defense & Security-0.5%-35.31%Trim
32MSFTMicrosoft CORP-0.6%+0.60%Add
33ETREntergy CORP—NEWNew buy
34NFLXNetflix INC—NEWNew buy
35INTUIntuit INC—EXITSold out
36KKRKkr & Co INC—EXITSold out
37AAPLApple INC—NEWNew buy
38CRMSalesforce INC—EXITSold out
39UBERUber Technologies INC—EXITSold out
40PULSPgim Ultra Short Bond ETF—NEWNew buy
41MRSHMarsh & Mclennan Cos—EXITSold out
42COINCoinbase Global INC -class A—EXITSold out
43TWLOTwilio INC - A—EXITSold out
44ZSZscaler INC—EXITSold out
45VBKVanguard Small-cap Grwth ETF—NEWNew buy
46AVAVAerovironment INC—NEWNew buy
47PYPLPaypal Holdings INC—EXITSold out
48ENPHEnphase Energy INC—NEWNew buy
49SRTAStrata Critical Medical INC—EXITSold out
50IONQIonq INC—NEWNew buy

FAQ

What is Bouvel Investment Partners, LLC and what type of investor is it?
Bouvel Investment Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $344.6M, spread across 78 disclosed positions.
What are Bouvel Investment Partners, LLC's largest equity positions?
Based on the latest 13F filing, Bouvel Investment Partners, LLC's top holdings by market value are: 1. Pimco Active Bond Exchange-t (BOND) — $22.0M (6.4%) 2. Eaton Vance Total Return (EVTR) — $13.2M (3.8%) 3. Cap Group Dividend Value (CGDV) — $11.7M (3.4%) 4. Broadcom INC (AVGO) — $11.2M (3.3%) 5. Nvidia CORP (NVDA) — $11.1M (3.2%)
What changes did Bouvel Investment Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Bouvel Investment Partners, LLC made 50 notable position adjustments: 8 new positions were initiated, 27 existing holdings were added to, 5 positions were partially reduced, and 10 were completely exited. The largest of these moves: New buy: Entergy CORP (ETR); New buy: Netflix INC (NFLX); Sold out: Intuit INC (INTU); Sold out: Kkr & Co INC (KKR); New buy: Apple INC (AAPL)
What sectors does Bouvel Investment Partners, LLC focus on?
Bouvel Investment Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 49.7% • Industrials: 25.1% • Health Care: 8.9% • Communication Services: 8.4% • Utilities: 3.9% • Consumer Discretionary: 3.9%