Bouvel Investment Partners, LLC

CIK 0001839122 · PHOENIXVILLE, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source

Bouvel Investment Partners, LLC reported 84 positions worth $442.3M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: MRVL (4.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$442.3M
2026 Q2
Positions
84
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.4%
Est. Net Flow (Q)
2026 Q2
10 / 84 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MRVLMARVELL TECHNOLOGY INCSH$21.3M4.82%71,585
2INTCINTEL CORPSH$17.6M3.98%126,137
3BONDPIMCO ETF TRSH$15.1M3.40%163,263
4CGDVCAPITAL GROUP DIVIDEND VALUESH$14.4M3.26%292,611
5EVTRMORGAN STANLEY ETF TRUSTSH$14.2M3.22%280,957
6NVDANVIDIA CORPORATIONSH$12.7M2.86%63,279
7CGMSCAPITAL GRP FIXED INCM ETF TSH$11.3M2.57%415,149
8PRFINVESCO EXCHANGE TRADED FD TSH$11.0M2.49%204,067
9DDOGDATADOG INCSH$10.9M2.45%41,678
10PANWPALO ALTO NETWORKS INCSH$10.6M2.39%30,966

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Bouvel Investment Partners, LLC hold as of Q2 2026?

Bouvel Investment Partners, LLC reported 84 positions worth $442.3M in its Q2 2026 13F filing. Largest positions: MRVL (4.8%), INTC (4.0%), BOND (3.4%), CGDV (3.3%) and EVTR (3.2%).

What did Bouvel Investment Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Bouvel Investment Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.