Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Marvell Technology Inc.COM | COM | $21.3M | 4.8% |
| Intel Corp.COM | COM | $17.6M | 4.0% |
| Pimco ETF TRACTIVE BD ETF | ACTIVE BD ETF | $15.1M | 3.4% |
| Capital Group Dividend ValueSHS CREAT UNIT | SHS CREAT UNIT | $14.4M | 3.3% |
| Morgan Stanley ETF TrustEATO VANC BD ETF | EATO VANC BD ETF | $14.2M | 3.2% |
| Nvidia CorporationCOM | COM | $12.7M | 2.9% |
| Capital Grp Fixed Incm ETF TUS MULTI-SECTOR | US MULTI-SECTOR | $11.3M | 2.6% |
| Invesco Exchange Traded FD TRAFI US 1000 ETF | RAFI US 1000 ETF | $11M | 2.5% |
| Datadog Inc.CL A COM | CL A COM | $10.9M | 2.5% |
| Palo Alto Networks Inc.COM | COM | $10.6M | 2.4% |
| Broadcom Inc.COM | COM | $9.98M | 2.3% |
| Amazon Com Inc.COM | COM | $9.95M | 2.2% |
| Abbvie Inc.COM | COM | $9.49M | 2.1% |
| Vicor Corp.COM | COM | $9.31M | 2.1% |
| GE AerospaceCOM NEW | COM NEW | $9.21M | 2.1% |
| Teradyne Inc.COM | COM | $8.72M | 2.0% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $8.59M | 1.9% |
| Vanguard Malvern FdsSTRM INFPROIDX | STRM INFPROIDX | $8.54M | 1.9% |
| Mastec Inc.COM | COM | $8.45M | 1.9% |
| Pgim ETF TRPGIM ULTRA SH BD | PGIM ULTRA SH BD | $8.23M | 1.9% |
| Eli Lilly & COCOM | COM | $8.19M | 1.9% |
| Entergy Corp. NewCOM | COM | $7.52M | 1.7% |
| Lumentum Hldgs Inc.COM | COM | $7.4M | 1.7% |
| Microsoft Corp.COM | COM | $7.34M | 1.7% |
| iShares TRUS INFRASTRUC | US INFRASTRUC | $6.65M | 1.5% |
| International Business MachsCOM | COM | $6.57M | 1.5% |
| Snowflake Inc.COM SHS | COM SHS | $6.43M | 1.5% |
| Eaton Corp. PLCSHS | SHS | $6.34M | 1.4% |
| Apple Inc.COM | COM | $6.17M | 1.4% |
| Boeing COCOM | COM | $5.81M | 1.3% |
| Amphenol Corp.CL A | CL A | $5.81M | 1.3% |
| Intuitive Surgical Inc.COM NEW | COM NEW | $5.75M | 1.3% |
| Quanta Svcs Inc.COM | COM | $5.58M | 1.3% |
| Rtx CorporationCOM | COM | $5.48M | 1.2% |
| Meta Platforms Inc.CL A | CL A | $5.37M | 1.2% |
| Crowdstrike Hldgs Inc.CL A | CL A | $5.31M | 1.2% |
| Netflix Inc..COM | COM | $4.92M | 1.1% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $4.76M | 1.1% |
| Ttm Technologies Inc.COM | COM | $4.7M | 1.1% |
| Aehr Test SysCOM | COM | $4.69M | 1.1% |
| Pdf Solutions Inc.COM | COM | $4.48M | 1.0% |
| Vertiv Holdings COCOM CL A | COM CL A | $4.38M | 1.0% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $4.1M | 0.9% |
| First Solar Inc.COM | COM | $3.98M | 0.9% |
| Ionq Inc.COM | COM | $3.89M | 0.9% |
| Axon Enterprise Inc.COM | COM | $3.3M | 0.7% |
| Monolithic Pwr Sys Inc.COM | COM | $3.11M | 0.7% |
| iShares TREAFE VALUE ETF | EAFE VALUE ETF | $3.1M | 0.7% |
| Fidelity Covington TrustVLU FACTOR ETF | VLU FACTOR ETF | $3.07M | 0.7% |
| Natera Inc.COM | COM | $3.05M | 0.7% |
Marvell Technology Inc.COM$21.3M
- Class
- COM
- Share
- 4.8%
Intel Corp.COM$17.6M
- Class
- COM
- Share
- 4.0%
Pimco ETF TRACTIVE BD ETF$15.1M
- Class
- ACTIVE BD ETF
- Share
- 3.4%
Capital Group Dividend ValueSHS CREAT UNIT$14.4M
- Class
- SHS CREAT UNIT
- Share
- 3.3%
Morgan Stanley ETF TrustEATO VANC BD ETF$14.2M
- Class
- EATO VANC BD ETF
- Share
- 3.2%
Nvidia CorporationCOM$12.7M
- Class
- COM
- Share
- 2.9%
Capital Grp Fixed Incm ETF TUS MULTI-SECTOR$11.3M
- Class
- US MULTI-SECTOR
- Share
- 2.6%
Invesco Exchange Traded FD TRAFI US 1000 ETF$11M
- Class
- RAFI US 1000 ETF
- Share
- 2.5%
Datadog Inc.CL A COM$10.9M
- Class
- CL A COM
- Share
- 2.5%
Palo Alto Networks Inc.COM$10.6M
- Class
- COM
- Share
- 2.4%
Broadcom Inc.COM$9.98M
- Class
- COM
- Share
- 2.3%
Amazon Com Inc.COM$9.95M
- Class
- COM
- Share
- 2.2%
Abbvie Inc.COM$9.49M
- Class
- COM
- Share
- 2.1%
Vicor Corp.COM$9.31M
- Class
- COM
- Share
- 2.1%
GE AerospaceCOM NEW$9.21M
- Class
- COM NEW
- Share
- 2.1%
Teradyne Inc.COM$8.72M
- Class
- COM
- Share
- 2.0%
Alphabet Inc.CAP STK CL A$8.59M
- Class
- CAP STK CL A
- Share
- 1.9%
Vanguard Malvern FdsSTRM INFPROIDX$8.54M
- Class
- STRM INFPROIDX
- Share
- 1.9%
Mastec Inc.COM$8.45M
- Class
- COM
- Share
- 1.9%
Pgim ETF TRPGIM ULTRA SH BD$8.23M
- Class
- PGIM ULTRA SH BD
- Share
- 1.9%
Eli Lilly & COCOM$8.19M
- Class
- COM
- Share
- 1.9%
Entergy Corp. NewCOM$7.52M
- Class
- COM
- Share
- 1.7%
Lumentum Hldgs Inc.COM$7.4M
- Class
- COM
- Share
- 1.7%
Microsoft Corp.COM$7.34M
- Class
- COM
- Share
- 1.7%
iShares TRUS INFRASTRUC$6.65M
- Class
- US INFRASTRUC
- Share
- 1.5%
International Business MachsCOM$6.57M
- Class
- COM
- Share
- 1.5%
Snowflake Inc.COM SHS$6.43M
- Class
- COM SHS
- Share
- 1.5%
Eaton Corp. PLCSHS$6.34M
- Class
- SHS
- Share
- 1.4%
Apple Inc.COM$6.17M
- Class
- COM
- Share
- 1.4%
Boeing COCOM$5.81M
- Class
- COM
- Share
- 1.3%
Amphenol Corp.CL A$5.81M
- Class
- CL A
- Share
- 1.3%
Intuitive Surgical Inc.COM NEW$5.75M
- Class
- COM NEW
- Share
- 1.3%
Quanta Svcs Inc.COM$5.58M
- Class
- COM
- Share
- 1.3%
Rtx CorporationCOM$5.48M
- Class
- COM
- Share
- 1.2%
Meta Platforms Inc.CL A$5.37M
- Class
- CL A
- Share
- 1.2%
Crowdstrike Hldgs Inc.CL A$5.31M
- Class
- CL A
- Share
- 1.2%
Netflix Inc..COM$4.92M
- Class
- COM
- Share
- 1.1%
iShares TRRUS 1000 GRW ETF$4.76M
- Class
- RUS 1000 GRW ETF
- Share
- 1.1%
Ttm Technologies Inc.COM$4.7M
- Class
- COM
- Share
- 1.1%
Aehr Test SysCOM$4.69M
- Class
- COM
- Share
- 1.1%
Pdf Solutions Inc.COM$4.48M
- Class
- COM
- Share
- 1.0%
Vertiv Holdings COCOM CL A$4.38M
- Class
- COM CL A
- Share
- 1.0%
iShares TRS&P 500 GRWT ETF$4.1M
- Class
- S&P 500 GRWT ETF
- Share
- 0.9%
First Solar Inc.COM$3.98M
- Class
- COM
- Share
- 0.9%
Ionq Inc.COM$3.89M
- Class
- COM
- Share
- 0.9%
Axon Enterprise Inc.COM$3.3M
- Class
- COM
- Share
- 0.7%
Monolithic Pwr Sys Inc.COM$3.11M
- Class
- COM
- Share
- 0.7%
iShares TREAFE VALUE ETF$3.1M
- Class
- EAFE VALUE ETF
- Share
- 0.7%
Fidelity Covington TrustVLU FACTOR ETF$3.07M
- Class
- VLU FACTOR ETF
- Share
- 0.7%
Natera Inc.COM$3.05M
- Class
- COM
- Share
- 0.7%
The share class is shown on a wider screen.
The 50 largest of 84 positions by value, with holdings of the same security combined. The 84 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1839122
- File number
- 028-20515
- Options
- 0 call, 0 put
- In the 25 largest
- 60.3%
- Prior quarter
- $345M at 31 March 2026
- Positions opened
- 18
- Positions closed
- 12
Common questions
What are Bouvel Investment Partners’ 13F holdings worth?
$442 million across 84 positions for the quarter ended 30 June 2026.
What is Bouvel Investment Partners’ largest 13F holding?
MARVELL TECHNOLOGY INC (COM) was the largest position at $21.3 million, or 4.8% of reported 13F value, as of 30 June 2026.
How concentrated is Bouvel Investment Partners’ 13F portfolio?
The ten largest positions accounted for 31.4% of reported value and the twenty-five largest for 60.3%, across 84 positions as of 30 June 2026.
Does Form 13F show everything Bouvel Investment Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Bouvel Investment Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.