Filed: 4/10/2026ACC: 0001839122-26-000003
📋 What this filing means
BOUVEL INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 78 equity positions with a total reported market value of $344.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$344.64M
Total AUM (reported)
4.63M
Total Shares
Allocation by class
COM$160.52M46.6%
ACTIVE BD ETF$22.02M6.4%
COM NEW$19.51M5.7%
CL A$18.08M5.2%
EATON VANCE TOTA$13.25M3.8%
SHS CREATION UNI$11.68M3.4%
RAFI US 1000 ETF$9.42M2.7%
Portfolio Concentration
Top 3$46.95M13.6%
4–10$63.98M18.6%
11–25$99.35M28.8%
Rest$134.37M39.0%
Top 3 weight
13.6%
Top 10 weight
32.2%
Voting Authority Distribution
Total shares with voting rights: 4.63M
Sole
Full voting authority
4.63M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole78
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings78
Rows:
PIMCO ETF TR
SOLEShares238.62K
TypeSH
Market value$22.02M
6.39%
Sole
238.62K
Shared
0.00
None
0.00
MORGAN STANLEY ETF TRUST
SOLEShares261.07K
TypeSH
Market value$13.25M
3.84%
Sole
261.07K
Shared
0.00
None
0.00
CAPITAL GROUP DIVIDEND VALUE
SOLEShares274.50K
TypeSH
Market value$11.68M
3.39%
Sole
274.50K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares36.23K
TypeSH
Market value$11.21M
3.25%
Sole
36.23K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares63.49K
TypeSH
Market value$11.07M
3.21%
Sole
63.49K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares198.29K
TypeSH
Market value$9.42M
2.73%
Sole
198.29K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares42.34K
TypeSH
Market value$8.82M
2.56%
Sole
42.34K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares147.03K
TypeSH
Market value$8.33M
2.42%
Sole
147.03K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares172.73K
TypeSH
Market value$7.62M
2.21%
Sole
172.73K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares10.66K
TypeSH
Market value$7.49M
2.17%
Sole
10.66K
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares66.49K
TypeSH
Market value$7.47M
2.17%
Sole
66.49K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares19.94K
TypeSH
Market value$7.38M
2.14%
Sole
19.94K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares73.06K
TypeSH
Market value$7.24M
2.10%
Sole
73.06K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares24.96K
TypeSH
Market value$7.08M
2.06%
Sole
24.96K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares24.35K
TypeSH
Market value$7.00M
2.03%
Sole
24.35K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares23.39K
TypeSH
Market value$6.93M
2.01%
Sole
23.39K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares14.60K
TypeSH
Market value$6.73M
1.95%
Sole
14.60K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares69.47K
TypeSH
Market value$6.68M
1.94%
Sole
69.47K
Shared
0.00
None
0.00
MASTEC INC
SOLEShares20.27K
TypeSH
Market value$6.52M
1.89%
Sole
20.27K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares6.89K
TypeSH
Market value$6.34M
1.84%
Sole
6.89K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares76.13K
TypeSH
Market value$6.29M
1.82%
Sole
76.13K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares27.53K
TypeSH
Market value$6.22M
1.81%
Sole
27.53K
Shared
0.00
None
0.00
CAPITAL GRP FIXED INCM ETF T
SOLEShares226K
TypeSH
Market value$6.15M
1.79%
Sole
226K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares23.49K
TypeSH
Market value$5.69M
1.65%
Sole
23.49K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares29.12K
TypeSH
Market value$5.62M
1.63%
Sole
29.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PIMCO ETF TRSOLE | ACTIVE BD ETF | 238.62K | SH | $22.02M 6.39% | 238.62K | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | EATON VANCE TOTA | 261.07K | SH | $13.25M 3.84% | 261.07K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 274.50K | SH | $11.68M 3.39% | 274.50K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 36.23K | SH | $11.21M 3.25% | 36.23K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 63.49K | SH | $11.07M 3.21% | 63.49K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1000 ETF | 198.29K | SH | $9.42M 2.73% | 198.29K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 42.34K | SH | $8.82M 2.56% | 42.34K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 147.03K | SH | $8.33M 2.42% | 147.03K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 172.73K | SH | $7.62M 2.21% | 172.73K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 10.66K | SH | $7.49M 2.17% | 10.66K | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 66.49K | SH | $7.47M 2.17% | 66.49K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 19.94K | SH | $7.38M 2.14% | 19.94K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 73.06K | SH | $7.24M 2.10% | 73.06K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 24.96K | SH | $7.08M 2.06% | 24.96K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 24.35K | SH | $7.00M 2.03% | 24.35K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 23.39K | SH | $6.93M 2.01% | 23.39K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 14.60K | SH | $6.73M 1.95% | 14.60K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 69.47K | SH | $6.68M 1.94% | 69.47K | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 20.27K | SH | $6.52M 1.89% | 20.27K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 6.89K | SH | $6.34M 1.84% | 6.89K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 76.13K | SH | $6.29M 1.82% | 76.13K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 27.53K | SH | $6.22M 1.81% | 27.53K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 226K | SH | $6.15M 1.79% | 226K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 23.49K | SH | $5.69M 1.65% | 23.49K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 29.12K | SH | $5.62M 1.63% | 29.12K | 0.00 | 0.00 |
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