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Bouvel Investment Partners, LLC

CIK 1839122 · latest 13F filed 13 October 2026 · Read the filing on EDGAR

Bouvel Investment Partners, LLC reported 85 US-listed holdings worth $433.4 million in its 13F for the quarter ended 30 September 2026, filed 13 October 2026. Its largest: Marvell Technology, Inc. (4.3%), Pgim ETF Trust (3.7%) and PIMCO ETF Trust (3.4%). Against the quarter before, it opened 10 positions, added to 25, trimmed 38 and sold out of 9.

Reported holdings$433.4M-2.0% on Q2 2026
Positions85+1 on Q2 2026
The largest ten30.4%of its reported holdings
Latest 13FQ3 2026filed 13 October 2026
Where the money is
Added toTrimmed
MRVL4.3%PULS3.7%BOND3.4%NVDA3.3%PANW2.8%EVTR2.8%CGDV2.7%DDOG2.6%CGMS2.5%VTIP2.4%AMZN2.4%MSFT2.3%ABBV2.2%PRF2.2%71 more60.5%

The 14 largest of its 85 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $265.9 million in 77 positions$266MQ3 24Q4 2024: $277.5 million in 78 positions$277MQ4 24Q1 2025: $265.9 million in 77 positions$266MQ1 25Q2 2025: $295.6 million in 73 positions$296MQ2 25Q3 2025: $326.7 million in 78 positions$327MQ3 25Q4 2025: $346.9 million in 80 positions$347MQ4 25Q1 2026: $344.6 million in 78 positions$345MQ1 26Q2 2026: $442.3 million in 84 positions$442MQ2 26Q3 2026: $433.4 million in 85 positions$433MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +39.3% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
90105120135150Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +39.3%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 10Added 25Held 12Trimmed 38Sold out 9
Opened: 10Added: 25Held: 12Trimmed: 38Sold out: 9

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 10

  1. L3Harris Technologies, Inc. LHX$5.8 million
  2. Spotify Technology S.A. SPOT$5.7 million
  3. Vertex Pharmaceuticals Inc. VRTX$5.7 million
  4. BWX Technologies, Inc. BWXT$2.3 million
  5. Karman Holdings Inc. KRMN$1.8 million
  6. Rocket Lab Corp. RKLB$1.7 million
  7. Wisdomtree Trust USFR$1.0 million
  8. Janus Detroit STR Trust JAAA$1.0 million

and 2 more in the table below

Added to 25

  1. Pgim ETF Trust PULS+158,734 shares · +96%
  2. iShares Trust SGOV+36,002 shares · +134%
  3. Vanguard Shrt-Term Infl-Prot Se VTIP+38,086 shares · +22%
  4. Amprius Technologies Inc. AMPX+88,373 shares · +89%
  5. Kratos Defense & Security Solutions, Inc. KTOS+15,847 shares · +39%
  6. TTM Technologies Inc. TTMI+5,102 shares · +20%
  7. Red Cat Hldgs Inc. RCAT+89,558 shares · +118%
  8. Eos Energy Enterprises Inc. EOSE+154,164 shares · +133%

and 17 more in the table below

Trimmed 38

  1. Intel Corp. INTC-47,433 shares · -38%
  2. iShares ETFs IFRA-54,432 shares · -52%
  3. Capital Group Dividend Value CGDV-56,797 shares · -19%
  4. Teradyne, Inc. TER-4,966 shares · -28%
  5. Morgan Stanley ETF Trust EVTR-31,315 shares · -11%
  6. Invesco Exchange Traded FD T PRF-27,651 shares · -14%
  7. Aehr Test Sys AEHR-10,366 shares · -21%
  8. Mastec Inc. MTZ-3,653 shares · -18%

and 30 more in the table below

Sold out of 9

  1. Honeywell International Inc. HON$3.0 million last quarter
  2. Honeywell Aerospace Inc. Com HONA$3.0 million last quarter
  3. iShares Trust IWY$2.4 million last quarter
  4. Symbotic Inc. SYM$2.1 million last quarter
  5. Boston Scientific Corp. BSX$2.0 million last quarter
  6. Enphase Energy, Inc. ENPH$1.7 million last quarter
  7. Oklo Inc. OKLO$1.5 million last quarter
  8. Indie Semiconductor Inc Cl A INDI$1.3 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Marvell Technology, Inc. MRVL70.4K$18.6 million4.29%-1.2K
Pgim ETF Trust PULS324.8K$16.1 million3.71%+158.7K
PIMCO ETF Trust BOND167.9K$14.6 million3.37%+4.6K
NVIDIA Corp. NVDA62.3K$14.2 million3.28%-1.0K
Palo Alto Networks Inc. PANW30.5K$12.1 million2.80%-452
Morgan Stanley ETF Trust EVTR249.6K$12.0 million2.78%-31.3K
Capital Group Dividend Value CGDV235.8K$11.5 million2.66%-56.8K
Datadog, Inc. DDOG41.1K$11.3 million2.60%-595
Capital GRP Fixed Incm ETF T CGMS420.8K$11.0 million2.55%+5.7K
Vanguard Shrt-Term Infl-Prot Se VTIP208.1K$10.2 million2.36%+38.1K
Amazon.com Inc. AMZN41.1K$10.2 million2.36%-653
Microsoft Corp. MSFT19.3K$9.9 million2.29%-335
AbbVie Inc. ABBV37.1K$9.7 million2.24%-619
Invesco Exchange Traded FD T PRF176.4K$9.6 million2.22%-27.7K
Intel Corp. INTC78.7K$9.5 million2.18%-47.4K
Broadcom Inc. AVGO26.0K$9.1 million2.10%-459
Snowflake Inc. SNOW24.9K$8.5 million1.95%-327
Alphabet Inc. GOOGL23.6K$8.1 million1.88%-387
Eli Lilly & Co. LLY6.8K$7.8 million1.81%-44
Lumentum Holdings Inc. LITE8.0K$7.7 million1.78%-668
General Electric Co. GE24.2K$7.6 million1.75%-406
Vicor Corp. VICR24.3K$7.0 million1.62%-181
Apple Inc. AAPL20.9K$7.0 million1.61%-384
Meta Platforms, Inc. META9.4K$6.8 million1.57%-144
CrowdStrike Holdings, Inc. CRWD25.2K$6.7 million1.54%-2.6K
Entergy Corp. ETR64.5K$6.4 million1.48%-1.0K
iShares Trust SGOV62.8K$6.3 million1.46%+36.0K
Eaton Corp. plc ETN14.7K$6.3 million1.45%-232
Intuitive Surgical Inc. ISRG14.2K$5.8 million1.34%-208
L3Harris Technologies, Inc. LHX24.4K$5.8 million1.33%new
Spotify Technology S.A. SPOT11.8K$5.7 million1.32%new
Vertex Pharmaceuticals Inc. VRTX10.9K$5.7 million1.32%new
Amphenol Corp. APH64.0K$5.4 million1.25%-1.8K
RTX Corp. RTX28.6K$5.3 million1.23%-276
Teradyne, Inc. TER13.0K$5.2 million1.21%-5.0K
International Business Machines Corp. IBM23.6K$5.2 million1.20%+231
Quanta Services, Inc. PWR7.7K$4.9 million1.14%-65
Boeing Co. BA26.4K$4.9 million1.13%-431
iShares Trust IWF38.3K$4.8 million1.11%+38
Netflix Inc. NFLX67.8K$4.7 million1.09%-1.1K
Natera Inc Com NTRA11.2K$4.6 million1.07%-36
iShares S&P Growth Index FD IVW31.0K$4.4 million1.02%+1.2K
Aehr Test Sys AEHR38.5K$3.8 million0.88%-10.4K
TTM Technologies Inc. TTMI30.2K$3.7 million0.86%+5.1K
Mastec Inc. MTZ16.7K$3.6 million0.82%-3.7K
Tempus Ai Inc. TEM40.9K$3.4 million0.77%-24
Fidelity Value Factor ETF FVAL40.9K$3.3 million0.76%+1.6K
PDF Solutions Inc. PDFS63.3K$3.2 million0.75%-81
iShares Trust EFV40.7K$3.2 million0.74%+248
Ionq Inc. Com IONQ73.0K$3.2 million0.74%-105
Vertiv Holdings Co. VRT13.1K$3.2 million0.73%+53
iShares Trust ITOT18.3K$3.0 million0.70%+2.1K
Monolithic Power Systems, Inc. MPWR2.3K$3.0 million0.70%+2
First Solar, Inc. FSLR16.8K$2.9 million0.68%-61
iShares ETFs IFRA51.1K$2.8 million0.65%-54.4K
JPMorgan International Bond Opportunities ETF JPIB56.1K$2.6 million0.60%+850
iShares Core Dividend Growth DGRO33.9K$2.6 million0.59%+2.4K
Axon Enterprise, Inc. AXON5.9K$2.5 million0.58%+13
Kratos Defense & Security Solutions, Inc. KTOS56.7K$2.4 million0.56%+15.8K
BWX Technologies, Inc. BWXT17.0K$2.3 million0.54%new
Grail, Inc. GRAL16.2K$2.3 million0.52%-16
Vanguard Small Cap Growth ETF VBK6.1K$2.1 million0.48%+291
D-Wave Quantum Inc. QBTS124.2K$2.1 million0.47%-55
Toast, Inc. TOST69.6K$2.0 million0.47%+19
AeroVironment Inc. AVAV13.3K$1.9 million0.44%-3
iShares Inc. DVYE54.6K$1.9 million0.43%+1.2K
Karman Holdings Inc. KRMN56.8K$1.8 million0.42%new
Amprius Technologies Inc. AMPX187.7K$1.8 million0.42%+88.4K
Crispr Therapeutics AG CRSP32.5K$1.8 million0.41%+25
Rocket Lab Corp. RKLB24.1K$1.7 million0.39%new
Joby Aviation Inc. JOBY250.4K$1.5 million0.35%+821
Red Cat Hldgs Inc. RCAT165.5K$1.1 million0.25%+89.6K
Wisdomtree Trust USFR20.8K$1.0 million0.24%new
Janus Detroit STR Trust JAAA20.7K$1.0 million0.24%new
JP Morgan Ultra Short Income Et JPST20.8K$1.0 million0.24%new
Plug Power Inc. PLUG511.6K$992,5910.23%-5.9K
Eos Energy Enterprises Inc. EOSE270.0K$827,6170.19%+154.2K
Vanguard Index FDS VOT2.7K$793,0520.18%+42
iShares Trust IXUS8.3K$790,0320.18%+991
iShares Select Dividend ETF DVY4.4K$665,1540.15%+408
iShares Core MSCI Emerging Mark IEMG4.6K$371,0640.09%no change
iShares Core MSCI Eafe ETF IEFA2.5K$238,7120.06%no change
Vanguard ETF VYMI2.1K$209,9460.05%no change
Archer Aviation Inc. ACHR10.0K$49,7000.01%new
Cerus Corp. CERS20.0K$47,6000.01%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 9 it sold out of are in the box above.