Grufity logo
Grufity logo

Latest Bouvel Investment Partners, LLC Stock Portfolio

$442Million | No. of Holdings #84

Bouvel Investment Partners, LLC Performance

2026 Q2+20.55%
YTD+16.61%
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 2026-07-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Bouvel Investment Partners, LLC reported an equity portfolio of $442.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Bouvel Investment Partners, LLC are MRVL, INTC, BOND. The fund has invested 4.8% of it's portfolio in MARVELL TECHNOLOGY INC and 4% of portfolio in INTEL CORP. <br><br> The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F (BBAX), ISHARES TR (IJR) and HONEYWELL INTL INC (HON) stocks. They significantly reduced their stock positions in ISHARES TR (AOA), AEHR TEST SYS (AEHR) and PIMCO ETF TR (BOND). Bouvel Investment Partners, LLC opened new stock positions in ABBVIE INC (ABBV), VANGUARD MALVERN FDS (VTIP) and ISHARES TR (BGRN). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), IONQ INC (IONQ) and JOBY AVIATION INC (JOBY).
Bouvel Investment Partners, LLC Equity Portfolio Value
Last Reported on: 17 Jul, 2026
$442Million
  as of Jul 17, 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 20.55% in the last quarter. In trailing 12 months, it's portfolio return was 25.49%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
abbvie inc9,489,850
vanguard malvern fds8,538,150
ishares tr6,649,840
ttm technologies inc4,698,690
pdf solutions inc4,484,690
axon enterprise inc3,304,800
ishares tr3,098,820
natera inc3,050,560
New stocks bought by Bouvel Investment Partners, LLC

Additions

Ticker% Inc.
ishares tr298
ionq inc156
joby aviation inc98.23
pgim etf tr89.36
capital grp fixed incm etf t83.7
aerovironment inc72.58
plug pwr inc40.72
ishares tr12.26
Additions to existing portfolio by Bouvel Investment Partners, LLC

Reductions

Ticker% Reduced
ishares tr-61.78
aehr test sys-31.98
pimco etf tr-31.58
broadcom inc-27.06
intel corp-26.97
vertiv holdings co-25.97
solstice advanced matls inc-23.75
teradyne inc-22.98
Bouvel Investment Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
j p morgan exchange traded f-8,333,940
nuscale pwr corp-1,402,300
super micro computer inc-1,985,480
ishares tr-6,285,890
quantum computing inc-496,235
adaptive biotechnologies cor-608,145
pimco etf tr-3,777,710
mercury sys inc-2,387,880
Bouvel Investment Partners, LLC got rid off the above stocks

Sector Distribution

Bouvel Investment Partners, LLC has about 40.6% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Utilities
Sector%
Technology40.6
Others29.9
Industrials14.4
Healthcare6.8
Communication Services4.3
Consumer Cyclical2.2
Utilities1.7

Market Cap. Distribution

Bouvel Investment Partners, LLC has about 61.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
  • SMALL-CAP
Category%
LARGE-CAP34.1
UNALLOCATED30.1
MEGA-CAP27.5
MID-CAP5.6
SMALL-CAP2.7

Stocks belong to which Index?

About 52.4% 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%
Others47.6
S&P 50044
RUSSELL 20008.4
Top 5 Winners (%)%
MRVL
marvell technology inc
198.7 %
INTC
intel corp
187.2 %
VICR
vicor corp
134.8 %
AEHR
aehr test sys
133.6 %
DDOG
datadog inc
120.1 %
Top 5 Winners ($)$
MRVL
marvell technology inc
14.4 M
INTC
intel corp
14.3 M
DDOG
datadog inc
6.0 M
PANW
palo alto networks inc
5.6 M
VICR
vicor corp
5.4 M
Top 5 Losers (%)%
IJR
ishares tr
-60.4 %
BSX
boston scientific corp
-31.7 %
KTOS
kratos defense & sec solutio
-29.3 %
NFLX
netflix inc.
-25.6 %
SYM
symbotic inc
-15.5 %
Top 5 Losers ($)$
IJR
ishares tr
-7.2 M
NFLX
netflix inc.
-1.7 M
BSX
boston scientific corp
-0.9 M
ISRG
intuitive surgical inc
-0.9 M
KTOS
kratos defense & sec solutio
-0.8 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 84 stocks in it's portfolio. About 31.4% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. MRVL was the most profitable stock for Bouvel Investment Partners, LLC last quarter.

$442.30MTotal Value
96.00Positions
17 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Bouvel Investment Partners, LLC, last reported on 17 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Bouvel Investment Partners, LLC's holding in Ishares Tr over time
0.7%40,481
$3.10M
0.7%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Bouvel Investment Partners, LLC's holding in Ishares Tr over time
0.54%31,473
$2.39M
0.54%
increased 3.18 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Bouvel Investment Partners, LLC's holding in Ishares Inc over time
0.39%53,449
$1.72M
0.39%
new position
ALCC
Oklo Inc

Oklo Inc

ALCC
Bouvel Investment Partners, LLC's holding in Oklo Inc over time
0.35%29,482
$1.54M
0.35%
increased 0.45 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Bouvel Investment Partners, LLC's holding in Ishares Tr over time
0.54%8,254
$2.40M
0.54%
decreased 61.78 percentreduced
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%55,274
$2.67M
0.6%
increased 10.83 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%0.00
$0.00
0%
decreased 100 percentsold off
BGRN
Ishares Tr

Ishares Tr

BGRN
Bouvel Investment Partners, LLC's holding in Ishares Tr over time
1.5%105,486
$6.65M
1.5%
new position
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
Bouvel Investment Partners, LLC's holding in Pimco Etf Tr over time
3.4%163,263
$15.05M
3.4%
decreased 31.58 percentreduced