Filed: 7/17/2026ACC: 0001839122-26-000006
📋 What this filing means
BOUVEL INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $442.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
84
Positions
$442.30M
Total AUM (reported)
5.26M
Total Shares
Allocation by class
COM$231.05M52.2%
CL A$20.79M4.7%
COM NEW$18.40M4.2%
ACTIVE BD ETF$15.05M3.4%
SHS CREAT UNIT$14.42M3.3%
EATO VANC BD ETF$14.25M3.2%
US MULTI-SECTOR$11.35M2.6%
Portfolio Concentration
Top 3$53.99M12.2%
4–10$85.11M19.2%
11–25$127.56M28.8%
Rest$175.64M39.7%
Top 3 weight
12.2%
Top 10 weight
31.4%
Voting Authority Distribution
Total shares with voting rights: 5.26M
Sole
Full voting authority
5.26M
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)
Sole84
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings84
Rows:
MARVELL TECHNOLOGY INC
SOLEShares71.58K
TypeSH
Market value$21.32M
4.82%
Sole
71.58K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares126.14K
TypeSH
Market value$17.61M
3.98%
Sole
126.14K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares163.26K
TypeSH
Market value$15.05M
3.40%
Sole
163.26K
Shared
0.00
None
0.00
CAPITAL GROUP DIVIDEND VALUE
SOLEShares292.61K
TypeSH
Market value$14.42M
3.26%
Sole
292.61K
Shared
0.00
None
0.00
MORGAN STANLEY ETF TRUST
SOLEShares280.96K
TypeSH
Market value$14.25M
3.22%
Sole
280.96K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares63.28K
TypeSH
Market value$12.66M
2.86%
Sole
63.28K
Shared
0.00
None
0.00
CAPITAL GRP FIXED INCM ETF T
SOLEShares415.15K
TypeSH
Market value$11.35M
2.57%
Sole
415.15K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares204.07K
TypeSH
Market value$11.03M
2.49%
Sole
204.07K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares41.68K
TypeSH
Market value$10.85M
2.45%
Sole
41.68K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares30.97K
TypeSH
Market value$10.56M
2.39%
Sole
30.97K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares26.43K
TypeSH
Market value$9.98M
2.26%
Sole
26.43K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares41.73K
TypeSH
Market value$9.95M
2.25%
Sole
41.73K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares37.71K
TypeSH
Market value$9.49M
2.15%
Sole
37.71K
Shared
0.00
None
0.00
VICOR CORP
SOLEShares24.52K
TypeSH
Market value$9.31M
2.11%
Sole
24.52K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares24.64K
TypeSH
Market value$9.21M
2.08%
Sole
24.64K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares18.01K
TypeSH
Market value$8.72M
1.97%
Sole
18.01K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares24.03K
TypeSH
Market value$8.59M
1.94%
Sole
24.03K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares169.98K
TypeSH
Market value$8.54M
1.93%
Sole
169.98K
Shared
0.00
None
0.00
MASTEC INC
SOLEShares20.31K
TypeSH
Market value$8.45M
1.91%
Sole
20.31K
Shared
0.00
None
0.00
PGIM ETF TR
SOLEShares166.03K
TypeSH
Market value$8.23M
1.86%
Sole
166.03K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares6.83K
TypeSH
Market value$8.19M
1.85%
Sole
6.83K
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares65.51K
TypeSH
Market value$7.52M
1.70%
Sole
65.51K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares8.62K
TypeSH
Market value$7.40M
1.67%
Sole
8.62K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares19.67K
TypeSH
Market value$7.34M
1.66%
Sole
19.67K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares105.49K
TypeSH
Market value$6.65M
1.50%
Sole
105.49K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MARVELL TECHNOLOGY INCSOLE | COM | 71.58K | SH | $21.32M 4.82% | 71.58K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 126.14K | SH | $17.61M 3.98% | 126.14K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 163.26K | SH | $15.05M 3.40% | 163.26K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 292.61K | SH | $14.42M 3.26% | 292.61K | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | EATO VANC BD ETF | 280.96K | SH | $14.25M 3.22% | 280.96K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 63.28K | SH | $12.66M 2.86% | 63.28K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 415.15K | SH | $11.35M 2.57% | 415.15K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1000 ETF | 204.07K | SH | $11.03M 2.49% | 204.07K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 41.68K | SH | $10.85M 2.45% | 41.68K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 30.97K | SH | $10.56M 2.39% | 30.97K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 26.43K | SH | $9.98M 2.26% | 26.43K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 41.73K | SH | $9.95M 2.25% | 41.73K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 37.71K | SH | $9.49M 2.15% | 37.71K | 0.00 | 0.00 |
VICOR CORPSOLE | COM | 24.52K | SH | $9.31M 2.11% | 24.52K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 24.64K | SH | $9.21M 2.08% | 24.64K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 18.01K | SH | $8.72M 1.97% | 18.01K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 24.03K | SH | $8.59M 1.94% | 24.03K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 169.98K | SH | $8.54M 1.93% | 169.98K | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 20.31K | SH | $8.45M 1.91% | 20.31K | 0.00 | 0.00 |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 166.03K | SH | $8.23M 1.86% | 166.03K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 6.83K | SH | $8.19M 1.85% | 6.83K | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 65.51K | SH | $7.52M 1.70% | 65.51K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 8.62K | SH | $7.40M 1.67% | 8.62K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 19.67K | SH | $7.34M 1.66% | 19.67K | 0.00 | 0.00 |
ISHARES TRSOLE | US INFRASTRUC | 105.49K | SH | $6.65M 1.50% | 105.49K | 0.00 | 0.00 |
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