Bouvel Investment Partners
PHOENIXVILLE, PAfiles as Bouvel Investment Partners, LLC
$442m in 84 US stocks at the end of 30 June 2026. The top 10 are 31.4% of the money. It changed about 24.5% of the portfolio this quarter.
Value
$442m
Stocks
84
Top 10 share
31.4%
Turnover
24.5%
What changed this quarter
New
Bought for the first time this quarter.
- AbbVieABBV2.1% of the fund
- Vanguard Malvern FDSVTIP1.9% of the fund
- Ishares TRIFRA1.5% of the fund
- TTM TechnologiesTTMI1.1% of the fund
- PDF SolutionsPDFS1.0% of the fund
- Axon EnterpriseAXON0.7% of the fund
- Ishares TREFV0.7% of the fund
- NateraNTRA0.7% of the fund
- Honeywell InternationalHON0.7% of the fund
- Honeywell AerospaceHONA0.7% of the fund
- Ishares TRSGOV0.6% of the fund
- ToastTOST0.4% of the fund
- IsharesDVYE0.4% of the fund
- Amprius TechnologiesAMPX0.3% of the fund
- Red Cat HoldingsRCAT0.2% of the fund
- Ishares TRIXUS0.2% of the fund
- Vanguard Whitehall FDSVYMI<0.1% of the fund
- CerusCERS<0.1% of the fund
Added
Bought more of a stock they already held.
- Capital Group Dividend ValueCGDV3.3% of the fund+7%
- Morgan Stanley ETF TrustEVTR3.2% of the fund+8%
- Capital GRP Fixed Incm ETF TCGMS2.6% of the fund+84%
- Invesco Exchange Traded FD TPRF2.5% of the fund+3%
- Pgim ETF TRPULS1.9% of the fund+89%
- IonQIONQ0.9% of the fund+157%
- J P Morgan Exchange Traded FJPIB0.6% of the fund+11%
- Ishares TRITOT0.6% of the fund+12%
- Ishares TRDGRO0.5% of the fund+3%
- Joby AviationJOBY0.5% of the fund+98%
- AeroVironmentAVAV0.5% of the fund+73%
- Vanguard Index FDSVBK0.5% of the fund+6%
- Plug PowerPLUG0.3% of the fund+41%
- Eos Energy EnterprisesEOSE0.2% of the fund+2%
- Ishares TRDVY0.1% of the fund+12%
Cut
Sold some of their stake.
- Marvell TechnologyMRVL4.8% of the fund-2%
- IntelINTC4.0% of the fund-27%
- Pimco ETF TRBOND3.4% of the fund-32%
- BroadcomAVGO2.3% of the fund-27%
- TeradyneTER2.0% of the fund-23%
- Lumentum HoldingsLITE1.7% of the fund-19%
- Aehr Test SystemsAEHR1.1% of the fund-32%
- Vertiv HoldingsVRT1.0% of the fund-26%
- Ishares TRIVW0.9% of the fund-4%
- Fidelity Covington TrustFVAL0.7% of the fund-4%
- Ishares TRIWY0.5% of the fund-62%
- Vanguard Index FDSVOT0.2% of the fund-3%
- Solstice Advanced MaterialsSOLS<0.1% of the fund-24%
Sold out
Sold their entire stake.
- J P Morgan Exchange Traded FJEPI-100%
- Ishares TRSHY-100%
- Honeywell InternationalHON-100%
- Palantir TechnologiesPLTR-100%
- Pimco ETF TRMINT-100%
- Mercury SystemsMRCY-100%
- Super Micro ComputerSMCI-100%
- Tyler TechnologiesTYL-100%
- Nuscale PowerSMR-100%
- EPAM SystemsEPAM-100%
- Adaptive BiotechnologiesADPT-100%
- Quantum ComputingQUBT-100%
Holdings
- Pimco ETF TRBOND
- Share
- 3.4%
- Value
- $15m
- Shares
- 163,263
-32%
- Capital Group Dividend ValueCGDV
- Share
- 3.3%
- Value
- $14m
- Shares
- 292,611
+7%
- Morgan Stanley ETF TrustEVTR
- Share
- 3.2%
- Value
- $14m
- Shares
- 280,957
+8%
- Capital GRP Fixed Incm ETF TCGMS
- Share
- 2.6%
- Value
- $11m
- Shares
- 415,149
+84%
- Invesco Exchange Traded FD TPRF
- Share
- 2.5%
- Value
- $11m
- Shares
- 204,067
+3%
- Vanguard Malvern FDSVTIP
- Share
- 1.9%
- Value
- $9m
- Shares
- 169,981
New
- Pgim ETF TRPULS
- Share
- 1.9%
- Value
- $8m
- Shares
- 166,035
+89%
- Ishares TRIFRA
- Share
- 1.5%
- Value
- $7m
- Shares
- 105,486
New
- Ishares TRIWF
- Share
- 1.1%
- Value
- $5m
- Shares
- 38,295
Held
- Ishares TRIVW
- Share
- 0.9%
- Value
- $4m
- Shares
- 29,842
-4%
- Ishares TREFV
- Share
- 0.7%
- Value
- $3m
- Shares
- 40,481
New
- Fidelity Covington TrustFVAL
- Share
- 0.7%
- Value
- $3m
- Shares
- 39,349
-4%
- Honeywell AerospaceHONA
- Share
- 0.7%
- Value
- $3m
- Shares
- 13,523
New
- Ishares TRSGOV
- Share
- 0.6%
- Value
- $3m
- Shares
- 26,801
New
- J P Morgan Exchange Traded FJPIB
- Share
- 0.6%
- Value
- $3m
- Shares
- 55,274
+11%
- Ishares TRITOT
- Share
- 0.6%
- Value
- $3m
- Shares
- 16,214
+12%
- Ishares TRIWY
- Share
- 0.5%
- Value
- $2m
- Shares
- 8,254
-62%
- Ishares TRDGRO
- Share
- 0.5%
- Value
- $2m
- Shares
- 31,473
+3%
- Vanguard Index FDSVBK
- Share
- 0.5%
- Value
- $2m
- Shares
- 5,834
+6%
- IsharesDVYE
- Share
- 0.4%
- Value
- $2m
- Shares
- 53,449
New
- Vanguard Index FDSVOT
- Share
- 0.2%
- Value
- $818,740
- Shares
- 2,673
-3%
- Ishares TRIXUS
- Share
- 0.2%
- Value
- $699,193
- Shares
- 7,326
New
- Ishares TRDVY
- Share
- 0.1%
- Value
- $619,886
- Shares
- 3,966
+12%
- IsharesIEMG
- Share
- <0.1%
- Value
- $378,744
- Shares
- 4,572
Held
- Ishares TRIEFA
- Share
- <0.1%
- Value
- $237,973
- Shares
- 2,464
Held
- Vanguard Whitehall FDSVYMI
- Share
- <0.1%
- Value
- $203,863
- Shares
- 2,076
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Marvell TechnologyMRVL | 4.8% | $21m | 71,585 | -2% |
| IntelINTC | 4.0% | $18m | 126,137 | -27% |
| Pimco ETF TRBOND | 3.4% | $15m | 163,263 | -32% |
| Capital Group Dividend ValueCGDV | 3.3% | $14m | 292,611 | +7% |
| Morgan Stanley ETF TrustEVTR | 3.2% | $14m | 280,957 | +8% |
| NvidiaNVDA | 2.9% | $13m | 63,279 | Held |
| Capital GRP Fixed Incm ETF TCGMS | 2.6% | $11m | 415,149 | +84% |
| Invesco Exchange Traded FD TPRF | 2.5% | $11m | 204,067 | +3% |
| DatadogDDOG | 2.5% | $11m | 41,678 | Held |
| Palo Alto NetworksPANW | 2.4% | $11m | 30,966 | Held |
| BroadcomAVGO | 2.3% | $10m | 26,430 | -27% |
| Amazon.comAMZN | 2.2% | $10m | 41,727 | Held |
| AbbVieABBV | 2.1% | $9m | 37,712 | New |
| VicorVICR | 2.1% | $9m | 24,525 | Held |
| General ElectricGE | 2.1% | $9m | 24,644 | Held |
| TeradyneTER | 2.0% | $9m | 18,014 | -23% |
| AlphabetGOOGL | 1.9% | $9m | 24,032 | Held |
| Vanguard Malvern FDSVTIP | 1.9% | $9m | 169,981 | New |
| MastecMTZ | 1.9% | $8m | 20,308 | Held |
| Pgim ETF TRPULS | 1.9% | $8m | 166,035 | +89% |
| Eli LillyLLY | 1.9% | $8m | 6,825 | Held |
| EntergyETR | 1.7% | $8m | 65,513 | Held |
| Lumentum HoldingsLITE | 1.7% | $7m | 8,621 | -19% |
| MicrosoftMSFT | 1.7% | $7m | 19,674 | Held |
| Ishares TRIFRA | 1.5% | $7m | 105,486 | New |
| International Business MachinesIBM | 1.5% | $7m | 23,371 | Held |
| SnowflakeSNOW | 1.5% | $6m | 25,275 | Held |
| EatonETN | 1.4% | $6m | 14,886 | Held |
| AppleAAPL | 1.4% | $6m | 21,327 | Held |
| BoeingBA | 1.3% | $6m | 26,842 | Held |
| AmphenolAPH | 1.3% | $6m | 32,924 | Held |
| Intuitive SurgicalISRG | 1.3% | $6m | 14,449 | Held |
| Quanta ServicesPWR | 1.3% | $6m | 7,750 | Held |
| RTXRTX | 1.2% | $5m | 28,889 | Held |
| Meta PlatformsMETA | 1.2% | $5m | 9,526 | Held |
| CrowdStrike HoldingsCRWD | 1.2% | $5m | 6,961 | Held |
| NetflixNFLX | 1.1% | $5m | 68,878 | Held |
| Ishares TRIWF | 1.1% | $5m | 38,295 | Held |
| TTM TechnologiesTTMI | 1.1% | $5m | 25,124 | New |
| Aehr Test SystemsAEHR | 1.1% | $5m | 48,852 | -32% |
| PDF SolutionsPDFS | 1.0% | $4m | 63,352 | New |
| Vertiv HoldingsVRT | 1.0% | $4m | 13,088 | -26% |
| Ishares TRIVW | 0.9% | $4m | 29,842 | -4% |
| First SolarFSLR | 0.9% | $4m | 16,869 | Held |
| IonQIONQ | 0.9% | $4m | 73,095 | +157% |
| Axon EnterpriseAXON | 0.7% | $3m | 5,895 | New |
| Monolithic Power SystemsMPWR | 0.7% | $3m | 2,250 | Held |
| Ishares TREFV | 0.7% | $3m | 40,481 | New |
| Fidelity Covington TrustFVAL | 0.7% | $3m | 39,349 | -4% |
| NateraNTRA | 0.7% | $3m | 11,238 | New |
| Honeywell InternationalHON | 0.7% | $3m | 13,523 | New |
| Honeywell AerospaceHONA | 0.7% | $3m | 13,523 | New |
| D-Wave QuantumQBTS | 0.7% | $3m | 124,207 | Held |
| Ishares TRSGOV | 0.6% | $3m | 26,801 | New |
| J P Morgan Exchange Traded FJPIB | 0.6% | $3m | 55,274 | +11% |
| Ishares TRITOT | 0.6% | $3m | 16,214 | +12% |
| Ishares TRIWY | 0.5% | $2m | 8,254 | -62% |
| Ishares TRDGRO | 0.5% | $2m | 31,473 | +3% |
| Tempus AITEM | 0.5% | $2m | 40,944 | Held |
| Joby AviationJOBY | 0.5% | $2m | 249,616 | +98% |
| AeroVironmentAVAV | 0.5% | $2m | 13,285 | +73% |
| Vanguard Index FDSVBK | 0.5% | $2m | 5,834 | +6% |
| SymboticSYM | 0.5% | $2m | 45,983 | Held |
| Kratos Defense & Security SolutionsKTOS | 0.5% | $2m | 40,882 | Held |
| Boston ScientificBSX | 0.4% | $2m | 45,853 | Held |
| ToastTOST | 0.4% | $2m | 69,623 | New |
| CRISPR Therapeutics AGCRSP | 0.4% | $2m | 32,466 | Held |
| IsharesDVYE | 0.4% | $2m | 53,449 | New |
| Enphase EnergyENPH | 0.4% | $2m | 34,148 | Held |
| OkloOKLO | 0.3% | $2m | 29,482 | Held |
| Plug PowerPLUG | 0.3% | $1m | 517,561 | +41% |
| Amprius TechnologiesAMPX | 0.3% | $1m | 99,308 | New |
| indie SemiconductorINDI | 0.3% | $1m | 300,445 | Held |
| GrailGRAL | 0.3% | $1m | 16,215 | Held |
| Vanguard Index FDSVOT | 0.2% | $818,740 | 2,673 | -3% |
| Red Cat HoldingsRCAT | 0.2% | $809,176 | 75,979 | New |
| Ishares TRIXUS | 0.2% | $699,193 | 7,326 | New |
| Eos Energy EnterprisesEOSE | 0.2% | $681,245 | 115,858 | +2% |
| Ishares TRDVY | 0.1% | $619,886 | 3,966 | +12% |
| IsharesIEMG | <0.1% | $378,744 | 4,572 | Held |
| Solstice Advanced MaterialsSOLS | <0.1% | $279,090 | 3,150 | -24% |
| Ishares TRIEFA | <0.1% | $237,973 | 2,464 | Held |
| Vanguard Whitehall FDSVYMI | <0.1% | $203,863 | 2,076 | New |
| CerusCERS | <0.1% | $58,400 | 20,000 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 49.6% since 30 June 2025.
Where the money is
Technology38.3%
Industrials17.4%
Health care7.1%
Media & telecom4.3%
Retail & consumer2.2%
Utilities2.1%
Financial services0.4%
Materials0.1%
Other28.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.