§ 13F · FUND PROFILE
Bouvel Investment Partners, LLC.
AUM · $442M (13F)Positions · 84Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$59M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MRVL | MARVELL TECHNOLOGY INC | 72K | $21M | 4.8% | −2% |
| 2 | INTC | INTEL CORP | 126K | $18M | 4.0% | −27% |
| 3 | BOND | PIMCO ETF TR | 163K | $15M | 3.4% | −32% |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 293K | $14M | 3.3% | +7% |
| 5 | EVTR | MORGAN STANLEY ETF TRUST | 281K | $14M | 3.2% | +8% |
| 6 | NVDA | NVIDIA CORPORATION | 63K | $13M | 2.9% | ±0% |
| 7 | CGMS | CAPITAL GRP FIXED INCM ETF T | 415K | $11M | 2.6% | +84% |
| 8 | PRF | INVESCO EXCHANGE TRADED FD T | 204K | $11M | 2.5% | +3% |
| 9 | DDOG | DATADOG INC | 42K | $11M | 2.5% | −1% |
| 10 | PANW | PALO ALTO NETWORKS INC | 31K | $11M | 2.4% | −1% |
§ 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 $442 million in assets. The fund runs a portfolio of 84 positions.
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