Bouvel Investment Partners, LLC
CIK 0001839122 · PHOENIXVILLE, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source ↗
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
Top Holdings
MRVL
MARVELL TECHNOLOGY INC
4.8%
INTC
INTEL CORP
4.0%
BOND
PIMCO ETF TR
3.4%
CGDV
CAPITAL GROUP DIVIDEND VALUE
3.3%
EVTR
MORGAN STANLEY ETF TRUST
3.2%
NVDA
NVIDIA CORPORATION
2.9%
CGMS
CAPITAL GRP FIXED INCM ETF T
2.6%
PRF
INVESCO EXCHANGE TRADED FD T
2.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.