§ 13F · FUND PROFILE
Bouvel Investment Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $327M (13F)Positions · 78Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$29M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BOND | PIMCO ETF TR | 239K | $22M | 6.4% | ±0% |
| 2 | EVTR | MORGAN STANLEY ETF TRUST | 261K | $13M | 3.8% | −2% |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 275K | $12M | 3.4% | −2% |
| 4 | AVGO | BROADCOM INC | 36K | $11M | 3.3% | +1% |
| 5 | NVDA | NVIDIA CORPORATION | 63K | $11M | 3.2% | ±0% |
| 6 | PRF | INVESCO EXCHANGE TRADED FD T | 198K | $9M | 2.7% | +149% |
| 7 | AMZN | AMAZON COM INC | 42K | $9M | 2.6% | +1% |
| 8 | JEPI | J P MORGAN EXCHANGE TRADED F | 147K | $8M | 2.4% | +1% |
| 9 | INTC | INTEL CORP | 173K | $8M | 2.2% | +1% |
| 10 | LITE | LUMENTUM HLDGS INC | 11K | $7M | 2.2% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOUVEL SIGNAL
AC read
Bouvel Investment Partners, LLC is a Other fund managing $327 million in assets. The fund runs a portfolio of 78 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed