Latest Bouvel Investment Partners, LLC Stock Portfolio

Bouvel Investment Partners, LLC Performance:

2026 Q1: -3.27%YTD: -3.27%2025: 15.11%

Performance for 2026 Q1 is -3.27%, and YTD is -3.27%, and 2025 is 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 2026-04-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Bouvel Investment Partners, LLC reported an equity portfolio of $344.6 Millions as of 31 Mar, 2026.

The top stock holdings of Bouvel Investment Partners, LLC are BOND, , CGDV. The fund has invested 6.4% of it's portfolio in PIMCO ETF TR and 3.8% of portfolio in MORGAN STANLEY ETF TRUST.

The fund managers got completely rid off INTUIT (INTU), KKR & CO INC (KKR) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in KRATOS DEFENSE & SEC SOLUTIO (KTOS), SOLSTICE ADVANCED MATLS INC and ISHARES TR (AOA). Bouvel Investment Partners, LLC opened new stock positions in ENTERGY CORP NEW (ETR), NETFLIX INC. (NFLX) and APPLE INC (AAPL). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCHANGE TRADED FD T (CSD), EPAM SYS INC (EPAM) and DATADOG INC (DDOG).

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

Our best estimate is that Bouvel Investment Partners, LLC made a return of -3.27% in the last quarter. In trailing 12 months, it's portfolio return was 13.34%.

Performance
S&P 500

New Buys

Ticker	$ Bought
entergy corp new	7,471,040
netflix inc.	6,679,440
apple inc	5,495,820
pgim etf tr	4,340,310
vanguard index fds	1,664,790
aerovironment inc	1,409,120
enphase energy inc	1,292,760
ionq inc	821,396

New stocks bought by Bouvel Investment Partners, LLC

Additions

Ticker	% Inc.
invesco exchange traded fd t	149
epam sys inc	71.17
datadog inc	64.14
nuscale pwr corp	59.58
honeywell intl inc	48.76
crowdstrike hldgs inc	44.08
ishares tr	40.06
ishares tr	38.33

Additions to existing portfolio by Bouvel Investment Partners, LLC

Reductions

Ticker	% Reduced
kratos defense & sec solutio	-35.31
solstice advanced matls inc	-6.79
ishares tr	-4.2
ishares tr	-4.2
capital grp fixed incm etf t	-2.58
capital group dividend value	-2.2
ishares tr	-2.15
morgan stanley etf trust	-2.01

Bouvel Investment Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
strata critical medical inc	-1,172,060
uber technologies inc	-4,465,530
kkr & co inc	-6,358,190
paypal hldgs inc	-1,368,720
salesforce inc	-5,272,900
marsh & mclennan cos inc	-2,532,530
twilio inc	-1,722,100
intuit	-6,474,820

Bouvel Investment Partners, LLC got rid off the above stocks

Sector Distribution

Bouvel Investment Partners, LLC has about 34.1% of it's holdings in Technology sector.

Sector	%
Technology	34.1
Others	33.5
Industrials	16.8
Communication Services	5.6
Healthcare	5.3
Consumer Cyclical	2.6
Utilities	2.2

Market Cap. Distribution

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

Category	%
UNALLOCATED	33.5
LARGE-CAP	31.6
MEGA-CAP	28.8
MID-CAP	4.9
SMALL-CAP	1.2

Stocks belong to which Index?

About 51.8% of the stocks held by Bouvel Investment Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	48.2
S&P 500	46.5
RUSSELL 2000	5.3

Top 5 Winners (%)		%
LITE	lumentum hldgs inc	88.3 %
AEHR	aehr test sys	66.2 %
	solstice advanced matls inc	54.8 %
VRT	vertiv holdings co	53.3 %
TER	teradyne inc	51.8 %

Top 5 Winners ($)		$
LITE	lumentum hldgs inc	3.5 M
TER	teradyne inc	2.4 M
MTZ	mastec inc	2.1 M
VRT	vertiv holdings co	1.5 M
VICR	vicor corp	1.3 M

Top 5 Losers (%)		%
EOSE	eos energy enterprises inc	-56.1 %
QBTS	d-wave quantum inc	-44.4 %
	grail inc	-38.8 %
JOBY	joby aviation inc	-37.1 %
BSX	boston scientific corp	-34.1 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-2.3 M
SNOW	snowflake inc	-1.8 M
ISRG	intuitive surgical inc	-1.5 M
BSX	boston scientific corp	-1.5 M
QBTS	d-wave quantum inc	-1.4 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 78 stocks in it's portfolio. About 32.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. LITE was the most profitable stock for Bouvel Investment Partners, LLC last quarter.

Last Reported on: 10 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.59	21,655	5,495,820	new

ACWF	ishares tr	0.62	30,503	2,140,700	added	11.44

ADPT	adaptive biotechnologies cor	0.18	43,815	608,145	added	3.05

AEHR	aehr test sys	0.77	71,824	2,663,230	added	33.51

ALCC	oklo inc	0.42	29,350	1,455,470	added	4.98

AMZN	amazon com inc	2.56	42,336	8,817,320	added	0.65

AOA	ishares tr	1.56	21,594	5,373,450	reduced	-4.2

APH	amphenol corp	1.21	32,957	4,164,120	added	1.11

AVAV	aerovironment inc	0.41	7,698	1,409,120	new

AVGO	broadcom inc	3.25	36,234	11,214,800	added	0.62

BA	boeing co	1.57	27,161	5,405,850	added	1.00

BBAX	j p morgan exchange traded f	2.42	147,035	8,333,940	added	0.99

BBAX	j p morgan exchange traded f	0.69	49,874	2,384,980	reduced	-0.58

BLDE	strata critical medical inc	0.00	0.00	0.00	sold off	-100

BOND	pimco etf tr	6.39	238,621	22,019,900	added	0.33

BOND	pimco etf tr	1.10	37,563	3,777,710	reduced	-0.88

BSX	boston scientific corp	0.85	46,562	2,921,770	added	0.91

CGCP	capital grp fixed incm etf t	1.79	225,998	6,153,930	reduced	-2.58

CGDV	capital group dividend value	3.39	274,502	11,677,300	reduced	-2.2

COIN	coinbase global inc	0.00	0.00	0.00	sold off	-100