Filed: 10/13/2026ACC: 0001839122-26-000009
📋 What this filing means
BOUVEL INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 85 equity positions with a total reported market value of $433.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
85
Positions
$433.42M
Total AUM (reported)
5.39M
Total Shares
Allocation by class
COM$213.15M49.2%
CL A$24.25M5.6%
COM NEW$16.77M3.9%
PGIM ULTRA SH BD$16.06M3.7%
ACTIVE BD ETF$14.60M3.4%
EATO VANC BD ETF$12.03M2.8%
SHS$12.03M2.8%
Portfolio Concentration
Top 3$49.27M11.4%
4–10$82.43M19.0%
11–25$125.28M28.9%
Rest$176.45M40.7%
Top 3 weight
11.4%
Top 10 weight
30.4%
Voting Authority Distribution
Total shares with voting rights: 5.39M
Sole
Full voting authority
5.39M
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)
Sole85
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings85
Rows:
MARVELL TECHNOLOGY INC
SOLEShares70.42K
TypeSH
Market value$18.61M
4.29%
Sole
70.42K
Shared
0.00
None
0.00
PGIM ETF TR
SOLEShares324.77K
TypeSH
Market value$16.06M
3.71%
Sole
324.77K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares167.87K
TypeSH
Market value$14.60M
3.37%
Sole
167.87K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares62.28K
TypeSH
Market value$14.22M
3.28%
Sole
62.28K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares30.51K
TypeSH
Market value$12.12M
2.80%
Sole
30.51K
Shared
0.00
None
0.00
MORGAN STANLEY ETF TRUST
SOLEShares249.64K
TypeSH
Market value$12.03M
2.78%
Sole
249.64K
Shared
0.00
None
0.00
CAPITAL GROUP DIVIDEND VALUE
SOLEShares235.81K
TypeSH
Market value$11.52M
2.66%
Sole
235.81K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares41.08K
TypeSH
Market value$11.25M
2.60%
Sole
41.08K
Shared
0.00
None
0.00
CAPITAL GRP FIXED INCM ETF T
SOLEShares420.81K
TypeSH
Market value$11.04M
2.55%
Sole
420.81K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares208.07K
TypeSH
Market value$10.24M
2.36%
Sole
208.07K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares41.07K
TypeSH
Market value$10.23M
2.36%
Sole
41.07K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares19.34K
TypeSH
Market value$9.92M
2.29%
Sole
19.34K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares37.09K
TypeSH
Market value$9.70M
2.24%
Sole
37.09K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares176.42K
TypeSH
Market value$9.60M
2.22%
Sole
176.42K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares78.70K
TypeSH
Market value$9.46M
2.18%
Sole
78.70K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares25.97K
TypeSH
Market value$9.12M
2.10%
Sole
25.97K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares24.95K
TypeSH
Market value$8.47M
1.95%
Sole
24.95K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares23.64K
TypeSH
Market value$8.14M
1.88%
Sole
23.64K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares6.78K
TypeSH
Market value$7.85M
1.81%
Sole
6.78K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares7.95K
TypeSH
Market value$7.72M
1.78%
Sole
7.95K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares24.24K
TypeSH
Market value$7.57M
1.75%
Sole
24.24K
Shared
0.00
None
0.00
VICOR CORP
SOLEShares24.34K
TypeSH
Market value$7.03M
1.62%
Sole
24.34K
Shared
0.00
None
0.00
APPLE INC
SOLEShares20.94K
TypeSH
Market value$6.97M
1.61%
Sole
20.94K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares9.38K
TypeSH
Market value$6.80M
1.57%
Sole
9.38K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares25.22K
TypeSH
Market value$6.68M
1.54%
Sole
25.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MARVELL TECHNOLOGY INCSOLE | COM | 70.42K | SH | $18.61M 4.29% | 70.42K | 0.00 | 0.00 |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 324.77K | SH | $16.06M 3.71% | 324.77K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 167.87K | SH | $14.60M 3.37% | 167.87K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 62.28K | SH | $14.22M 3.28% | 62.28K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 30.51K | SH | $12.12M 2.80% | 30.51K | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | EATO VANC BD ETF | 249.64K | SH | $12.03M 2.78% | 249.64K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 235.81K | SH | $11.52M 2.66% | 235.81K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 41.08K | SH | $11.25M 2.60% | 41.08K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 420.81K | SH | $11.04M 2.55% | 420.81K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 208.07K | SH | $10.24M 2.36% | 208.07K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 41.07K | SH | $10.23M 2.36% | 41.07K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 19.34K | SH | $9.92M 2.29% | 19.34K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 37.09K | SH | $9.70M 2.24% | 37.09K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1000 ETF | 176.42K | SH | $9.60M 2.22% | 176.42K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 78.70K | SH | $9.46M 2.18% | 78.70K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 25.97K | SH | $9.12M 2.10% | 25.97K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 24.95K | SH | $8.47M 1.95% | 24.95K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 23.64K | SH | $8.14M 1.88% | 23.64K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 6.78K | SH | $7.85M 1.81% | 6.78K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 7.95K | SH | $7.72M 1.78% | 7.95K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 24.24K | SH | $7.57M 1.75% | 24.24K | 0.00 | 0.00 |
VICOR CORPSOLE | COM | 24.34K | SH | $7.03M 1.62% | 24.34K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 20.94K | SH | $6.97M 1.61% | 20.94K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 9.38K | SH | $6.80M 1.57% | 9.38K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 25.22K | SH | $6.68M 1.54% | 25.22K | 0.00 | 0.00 |
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