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Latest Bouvel Investment Partners, LLC Stock Portfolio

$433Million | No. of Holdings #85

Bouvel Investment Partners, LLC Performance

2026 Q3-3.70%
YTD+12.29%
2025+15.11%

About Bouvel Investment Partners, LLC and 13F Hedge Fund Stock Holdings

Bouvel Investment Partners, LLC is a hedge fund based in Phoenixville, PA. On 2026-10-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Bouvel Investment Partners, LLC reported an equity portfolio of $433.4 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Bouvel Investment Partners, LLC are MRVL, PAB, BOND. The fund has invested 4.3% of it's portfolio in MARVELL TECHNOLOGY INC and 3.7% of portfolio in PGIM ETF TR. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), HONEYWELL AEROSPACE INC and ISHARES TR (AOA) stocks. They significantly reduced their stock positions in ISHARES TR (BGRN), INTEL CORP (INTC) and TERADYNE INC (TER). Bouvel Investment Partners, LLC opened new stock positions in L3HARRIS TECHNOLOGIES INC (LHX), SPOTIFY TECHNOLOGY S A (SPOT) and VERTEX PHARMACEUTICALS INC (VRTX). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), EOS ENERGY ENTERPRISES INC (EOSE) and RED CAT HLDGS INC (RCAT).
Bouvel Investment Partners, LLC Equity Portfolio Value
Last Reported on: 13 Oct, 2026
$433Million
  as of Oct 13, 2026

Bouvel Investment Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Bouvel Investment Partners, LLC made a return of -3.7% in the last quarter. In trailing 12 months, it's portfolio return was 12.72%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
l3harris technologies inc5,783,120
spotify technology s a5,730,610
vertex pharmaceuticals inc5,699,680
bwx technologies inc2,335,710
karman hldgs inc1,841,000
rocket lab corp1,682,420
wisdomtree tr1,047,810
janus detroit str tr1,046,400
New stocks bought by Bouvel Investment Partners, LLC

Additions

Ticker% Inc.
ishares tr134
eos energy enterprises inc133
red cat hldgs inc117
pgim etf tr95.6
amphenol corp94.47
amprius technologies inc88.99
kratos defense & sec solutio38.76
vanguard malvern fds22.41
Additions to existing portfolio by Bouvel Investment Partners, LLC

Reductions

Ticker% Reduced
ishares tr-51.6
intel corp-37.6
teradyne inc-27.57
aehr test sys-21.22
capital group dividend value-19.41
mastec inc-17.99
invesco exchange traded fd t-13.55
morgan stanley etf trust-11.15
Bouvel Investment Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
indie semiconductor inc-1,349,000
symbotic inc-2,066,940
boston scientific corp-1,957,010
enphase energy inc-1,681,450
oklo inc-1,542,790
honeywell intl inc-3,027,800
honeywell aerospace inc-2,989,660
ishares tr-2,398,780
Bouvel Investment Partners, LLC got rid off the above stocks

Sector Distribution

Bouvel Investment Partners, LLC has about 37.5% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Utilities
Sector%
Technology37.5
Others31.7
Industrials12.9
Healthcare8.2
Communication Services5.9
Consumer Cyclical2.4
Utilities1.5

Market Cap. Distribution

Bouvel Investment Partners, LLC has about 60.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED33
LARGE-CAP31
MEGA-CAP29.4
MID-CAP5
SMALL-CAP1.6

Stocks belong to which Index?

About 49.8% of the stocks held by Bouvel Investment Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others50.2
S&P 50043
RUSSELL 20006.8
Top 5 Winners (%)%
grail inc
105.2 %
NTRA
natera inc
52.2 %
tempus ai inc
41.4 %
MSFT
microsoft corp
37.2 %
CRWD
crowdstrike hldgs inc
36.9 %
Top 5 Winners ($)$
MSFT
microsoft corp
2.7 M
SNOW
snowflake inc
2.1 M
CRWD
crowdstrike hldgs inc
2.0 M
NVDA
nvidia corporation
1.8 M
PANW
palo alto networks inc
1.7 M
Top 5 Losers (%)%
APH
amphenol corp
-45.3 %
MTZ
mastec inc
-44.3 %
EOSE
eos energy enterprises inc
-39.6 %
TTMI
ttm technologies inc
-32.4 %
JOBY
joby aviation inc
-32.1 %
Top 5 Losers ($)$
APH
amphenol corp
-4.5 M
MTZ
mastec inc
-3.7 M
MRVL
marvell technology inc
-2.4 M
VICR
vicor corp
-2.2 M
INTC
intel corp
-2.0 M

Bouvel Investment Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Bouvel Investment Partners, LLC

Bouvel Investment Partners, LLC has 85 stocks in it's portfolio. About 30.4% of the portfolio is in top 10 stocks. APH proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Bouvel Investment Partners, LLC last quarter.

$433.42MTotal Value
94.00Positions
13 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Bouvel Investment Partners, LLC, last reported on 13 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Bouvel Investment Partners, LLC's holding in Ishares Tr over time
0.74%40,729
$3.22M
0.74%
increased 0.61 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Bouvel Investment Partners, LLC's holding in Ishares Tr over time
0.59%33,922
$2.56M
0.59%
increased 7.78 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Bouvel Investment Partners, LLC's holding in Ishares Inc over time
0.43%54,631
$1.86M
0.43%
increased 2.21 percentadded
ALCC
Oklo Inc

Oklo Inc

ALCC
Bouvel Investment Partners, LLC's holding in Oklo Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AOA
Ishares Tr

Ishares Tr

AOA
Bouvel Investment Partners, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Bouvel Investment Partners, LLC's holding in J P Morgan Exchange Traded F over time
0.6%56,124
$2.62M
0.6%
increased 1.54 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Bouvel Investment Partners, LLC's holding in J P Morgan Exchange Traded F over time
0.24%20,766
$1.05M
0.24%
new position
BGRN
Ishares Tr

Ishares Tr

BGRN
Bouvel Investment Partners, LLC's holding in Ishares Tr over time
0.65%51,054
$2.81M
0.65%
decreased 51.6 percentreduced
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
Bouvel Investment Partners, LLC's holding in Pimco Etf Tr over time
3.37%167,865
$14.60M
3.37%
increased 2.82 percentadded