Sponsored

The Analysis of Bouvel Investment Partners, LLC's Holdings & P&L

Currently, Bouvel Investment Partners, LLC holds 84 types of securities in its portfolio with a total value $442.3M. In the most recent quarter, they have increased their positions in N/A (+37.7K shares, valued at $9.5M), VTIP (+170.0K shares, valued at $8.5M), IFRA (+105.5K shares, valued at $6.6M); decreased their positions in BOND (-75.4K shares, valued at $6.9M), INTC (-46.6K shares, valued at $6.5M), IWY (-13.3K shares, valued at $3.9M); initiated new positions in N/A (+37.7K shares, valued at $9.5M), VTIP (+170.0K shares, valued at $8.5M), IFRA (+105.5K shares, valued at $6.6M).

1M P&L

-12.2M-3.69%

3M P&L

-12.1M-3.66%

HY P&L

+16.6M+5.51%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A123.9M

35.2%

2Semiconductors54.7M

15.5%

3Aerospace & Defense20.4M

5.8%

Top Industries by Stock Count

1N/A24 stocks

35.8%

2Electrical Equipment & Parts4 stocks

6.0%

3Aerospace & Defense4 stocks

6.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MRVL MARVELL TECHNOLOGY INC71.6K shares-2.01%2026-06-302026-07-17

INTC INTEL CORP126.1K shares-26.97%2026-06-302026-07-17

BOND PIMCO ETF TR163.3K shares-31.58%2026-06-302026-07-17

CGDV CAPITAL GROUP DIVIDEND VALUE292.6K shares6.60%2026-06-302026-07-17

EVTR MORGAN STANLEY ETF TRUST281.0K shares7.62%2026-06-302026-07-17

NVDA NVIDIA CORPORATION63.3K shares-0.34%2026-06-302026-07-17

CGMS CAPITAL GRP FIXED INCM ETF T415.1K shares83.70%2026-06-302026-07-17

PRF INVESCO EXCHANGE TRADED FD T204.1K shares2.91%2026-06-302026-07-17

Sponsored

DATADOG INC DATADOG INC41.7K shares-0.81%2026-06-302026-07-17

PANW PALO ALTO NETWORKS INC31.0K shares-1.18%2026-06-302026-07-17

BROADCOM INC BROADCOM INC26.4K shares-27.06%2026-06-302026-07-17

AMZN AMAZON COM INC41.7K shares-1.44%2026-06-302026-07-17

ABBVIE INC ABBVIE INC37.7K sharesnew addition2026-06-302026-07-17

VICR VICOR CORP24.5K shares-1.66%2026-06-302026-07-17

GE GE AEROSPACE24.6K shares-1.28%2026-06-302026-07-17

TER TERADYNE INC18.0K shares-22.98%2026-06-302026-07-17

Sponsored

GOOGL ALPHABET INC24.0K shares-1.30%2026-06-302026-07-17

VTIP VANGUARD MALVERN FDS170.0K sharesnew addition2026-06-302026-07-17

MTZ MASTEC INC20.3K shares0.19%2026-06-302026-07-17

PULS PGIM ETF TR166.0K shares89.36%2026-06-302026-07-17

LLY ELI LILLY & CO6.8K shares-0.93%2026-06-302026-07-17

ETR ENTERGY CORP NEW65.5K shares-1.47%2026-06-302026-07-17

LUMENTUM HLDGS INC LUMENTUM HLDGS INC8.6K shares-19.11%2026-06-302026-07-17

MSFT MICROSOFT CORP19.7K shares-1.35%2026-06-302026-07-17

Sponsored

IFRA ISHARES TR105.5K sharesnew addition2026-06-302026-07-17

IBM INTERNATIONAL BUSINESS MACHS23.4K shares-0.49%2026-06-302026-07-17

SNOWFLAKE INC SNOWFLAKE INC25.3K shares-1.38%2026-06-302026-07-17

ETN EATON CORP PLC14.9K shares-1.48%2026-06-302026-07-17

AAPL APPLE INC21.3K shares-1.51%2026-06-302026-07-17

BA BOEING CO26.8K shares-1.17%2026-06-302026-07-17

APH AMPHENOL CORP32.9K shares-0.10%2026-06-302026-07-17

ISRG INTUITIVE SURGICAL INC14.4K shares-1.01%2026-06-302026-07-17

Sponsored

QUANTA SVCS INC QUANTA SVCS INC7.8K shares-0.13%2026-06-302026-07-17

RTX CORPORATION RTX CORPORATION28.9K shares-0.80%2026-06-302026-07-17

META PLATFORMS INC META PLATFORMS INC9.5K shares-1.53%2026-06-302026-07-17

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC7.0K shares0.27%2026-06-302026-07-17

NETFLIX INC. NETFLIX INC.68.9K shares-0.85%2026-06-302026-07-17

IWF ISHARES TR38.3K shares298.70%2026-06-302026-07-17

TTM TECHNOLOGIES INC TTM TECHNOLOGIES INC25.1K sharesnew addition2026-06-302026-07-17

AEHR AEHR TEST SYS48.9K shares-31.98%2026-06-302026-07-17

Sponsored

PDFS PDF SOLUTIONS INC63.4K sharesnew addition2026-06-302026-07-17

VRT VERTIV HOLDINGS CO13.1K shares-25.97%2026-06-302026-07-17

IVW ISHARES TR29.8K shares-4.33%2026-06-302026-07-17

FSLR FIRST SOLAR INC16.9K shares0.10%2026-06-302026-07-17

IONQ INC IONQ INC73.1K shares156.55%2026-06-302026-07-17

AXON AXON ENTERPRISE INC5.9K sharesnew addition2026-06-302026-07-17

MPWR MONOLITHIC PWR SYS INC2.3K shares1.49%2026-06-302026-07-17

EFV ISHARES TR40.5K sharesnew addition2026-06-302026-07-17

Sponsored

FVAL FIDELITY COVINGTON TRUST39.3K shares-4.37%2026-06-302026-07-17

NTRA NATERA INC11.2K sharesnew addition2026-06-302026-07-17

HONEYWELL INTL INC HONEYWELL INTL INC13.5K sharesnew addition2026-06-302026-07-17

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC13.5K sharesnew addition2026-06-302026-07-17

QBTS D-WAVE QUANTUM INC124.2K shares0.23%2026-06-302026-07-17

SGOV ISHARES TR26.8K sharesnew addition2026-06-302026-07-17

JPIB J P MORGAN EXCHANGE TRADED F55.3K shares10.83%2026-06-302026-07-17

ITOT ISHARES TR16.2K shares12.26%2026-06-302026-07-17

Sponsored

IWY ISHARES TR8.3K shares-61.78%2026-06-302026-07-17

DGRO ISHARES TR31.5K shares3.18%2026-06-302026-07-17

TEMPUS AI INC TEMPUS AI INC40.9K shares0.01%2026-06-302026-07-17

JOBY JOBY AVIATION INC249.6K shares98.23%2026-06-302026-07-17

AEROVIRONMENT INC AEROVIRONMENT INC13.3K shares72.58%2026-06-302026-07-17

VBK VANGUARD INDEX FDS5.8K shares5.92%2026-06-302026-07-17

SYM SYMBOTIC INC46.0K shares0.12%2026-06-302026-07-17

KTOS KRATOS DEFENSE & SEC SOLUTIO40.9K shares0.15%2026-06-302026-07-17

Sponsored

BSX BOSTON SCIENTIFIC CORP45.9K shares-1.52%2026-06-302026-07-17

TOST TOAST INC69.6K sharesnew addition2026-06-302026-07-17

CRSP CRISPR THERAPEUTICS AG32.5K shares-0.16%2026-06-302026-07-17

DVYE ISHARES INC53.4K sharesnew addition2026-06-302026-07-17

ENPH ENPHASE ENERGY INC34.1K shares-0.13%2026-06-302026-07-17

OKLO OKLO INC29.5K shares0.45%2026-06-302026-07-17

PLUG PLUG PWR INC517.6K shares40.72%2026-06-302026-07-17

AMPX AMPRIUS TECHNOLOGIES INC99.3K sharesnew addition2026-06-302026-07-17

Sponsored

INDI INDIE SEMICONDUCTOR INC300.4K shares0.51%2026-06-302026-07-17

GRAL GRAIL INC16.2K shares0.55%2026-06-302026-07-17

VOT VANGUARD INDEX FDS2.7K shares-2.55%2026-06-302026-07-17

RCAT RED CAT HLDGS INC76.0K sharesnew addition2026-06-302026-07-17

IXUS ISHARES TR7.3K sharesnew addition2026-06-302026-07-17

EOSE EOS ENERGY ENTERPRISES INC115.9K shares2.06%2026-06-302026-07-17

DVY ISHARES TR4.0K shares11.53%2026-06-302026-07-17

IEMG ISHARES INC4.6K shares1.04%2026-06-302026-07-17

Sponsored

SOLS SOLSTICE ADVANCED MATLS INC3.1K shares-23.75%2026-06-302026-07-17

ISHARES TR ISHARES TR2.5K shares1.11%2026-06-302026-07-17

VYMI VANGUARD WHITEHALL FDS2.1K sharesnew addition2026-06-302026-07-17

CERS CERUS CORP20.0K sharesnew addition2026-06-302026-07-17

MRVL

MARVELL TECHNOLOGY INC

-2.01%

Shares71.6K

Event2026-06-30

Filed2026-07-17

INTC

INTEL CORP

-26.97%

Shares126.1K

Event2026-06-30

Filed2026-07-17

BOND

PIMCO ETF TR

-31.58%

Shares163.3K

Event2026-06-30

Filed2026-07-17

CGDV

CAPITAL GROUP DIVIDEND VALUE

6.60%

Shares292.6K

Event2026-06-30

Filed2026-07-17

EVTR

MORGAN STANLEY ETF TRUST

7.62%

Shares281.0K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION

-0.34%

Shares63.3K

Event2026-06-30

Filed2026-07-17

CGMS

CAPITAL GRP FIXED INCM ETF T

83.70%

Shares415.1K

Event2026-06-30

Filed2026-07-17

PRF

INVESCO EXCHANGE TRADED FD T

2.91%

Shares204.1K

Event2026-06-30

Filed2026-07-17

DATADOG INC

-0.81%

Shares41.7K

Event2026-06-30

Filed2026-07-17

PANW

PALO ALTO NETWORKS INC

-1.18%

Shares31.0K

Event2026-06-30

Filed2026-07-17

BROADCOM INC

-27.06%

Shares26.4K

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC

-1.44%

Shares41.7K

Event2026-06-30

Filed2026-07-17

ABBVIE INC

New

Shares37.7K

Event2026-06-30

Filed2026-07-17

VICR

VICOR CORP

-1.66%

Shares24.5K

Event2026-06-30

Filed2026-07-17

GE AEROSPACE

-1.28%

Shares24.6K

Event2026-06-30

Filed2026-07-17

TER

TERADYNE INC

-22.98%

Shares18.0K

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC

-1.30%

Shares24.0K

Event2026-06-30

Filed2026-07-17

VTIP

VANGUARD MALVERN FDS

New

Shares170.0K

Event2026-06-30

Filed2026-07-17

MTZ

MASTEC INC

0.19%

Shares20.3K

Event2026-06-30

Filed2026-07-17

PULS

PGIM ETF TR

89.36%

Shares166.0K

Event2026-06-30

Filed2026-07-17

LLY

ELI LILLY & CO

-0.93%

Shares6.8K

Event2026-06-30

Filed2026-07-17

ETR

ENTERGY CORP NEW

-1.47%

Shares65.5K

Event2026-06-30

Filed2026-07-17

LUMENTUM HLDGS INC

-19.11%

Shares8.6K

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP

-1.35%

Shares19.7K

Event2026-06-30

Filed2026-07-17

IFRA

ISHARES TR

New

Shares105.5K

Event2026-06-30

Filed2026-07-17

IBM

INTERNATIONAL BUSINESS MACHS

-0.49%

Shares23.4K

Event2026-06-30

Filed2026-07-17

SNOWFLAKE INC

-1.38%

Shares25.3K

Event2026-06-30

Filed2026-07-17

ETN

EATON CORP PLC

-1.48%

Shares14.9K

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

-1.51%

Shares21.3K

Event2026-06-30

Filed2026-07-17

BOEING CO

-1.17%

Shares26.8K

Event2026-06-30

Filed2026-07-17

APH

AMPHENOL CORP

-0.10%

Shares32.9K

Event2026-06-30

Filed2026-07-17

ISRG

INTUITIVE SURGICAL INC

-1.01%

Shares14.4K

Event2026-06-30

Filed2026-07-17

QUANTA SVCS INC

-0.13%

Shares7.8K

Event2026-06-30

Filed2026-07-17

RTX CORPORATION

-0.80%

Shares28.9K

Event2026-06-30

Filed2026-07-17

META PLATFORMS INC

-1.53%

Shares9.5K

Event2026-06-30

Filed2026-07-17

CROWDSTRIKE HLDGS INC

0.27%

Shares7.0K

Event2026-06-30

Filed2026-07-17

NETFLIX INC.

-0.85%

Shares68.9K

Event2026-06-30

Filed2026-07-17

IWF

ISHARES TR

298.70%

Shares38.3K

Event2026-06-30

Filed2026-07-17

TTM TECHNOLOGIES INC

New

Shares25.1K

Event2026-06-30

Filed2026-07-17

AEHR

AEHR TEST SYS

-31.98%

Shares48.9K

Event2026-06-30

Filed2026-07-17

PDFS

PDF SOLUTIONS INC

New

Shares63.4K

Event2026-06-30

Filed2026-07-17

VRT

VERTIV HOLDINGS CO

-25.97%

Shares13.1K

Event2026-06-30

Filed2026-07-17

IVW

ISHARES TR

-4.33%

Shares29.8K

Event2026-06-30

Filed2026-07-17

FSLR

FIRST SOLAR INC

0.10%

Shares16.9K

Event2026-06-30

Filed2026-07-17

IONQ INC

156.55%

Shares73.1K

Event2026-06-30

Filed2026-07-17

AXON

AXON ENTERPRISE INC

New

Shares5.9K

Event2026-06-30

Filed2026-07-17

MPWR

MONOLITHIC PWR SYS INC

1.49%

Shares2.3K

Event2026-06-30

Filed2026-07-17

EFV

ISHARES TR

New

Shares40.5K

Event2026-06-30

Filed2026-07-17

FVAL

FIDELITY COVINGTON TRUST

-4.37%

Shares39.3K

Event2026-06-30

Filed2026-07-17

NTRA

NATERA INC

New

Shares11.2K

Event2026-06-30

Filed2026-07-17

HONEYWELL INTL INC

New

Shares13.5K

Event2026-06-30

Filed2026-07-17

HONEYWELL AEROSPACE INC

New

Shares13.5K

Event2026-06-30

Filed2026-07-17

QBTS

D-WAVE QUANTUM INC

0.23%

Shares124.2K

Event2026-06-30

Filed2026-07-17

SGOV

ISHARES TR

New

Shares26.8K

Event2026-06-30

Filed2026-07-17

JPIB

J P MORGAN EXCHANGE TRADED F

10.83%

Shares55.3K

Event2026-06-30

Filed2026-07-17

ITOT

ISHARES TR

12.26%

Shares16.2K

Event2026-06-30

Filed2026-07-17

IWY

ISHARES TR

-61.78%

Shares8.3K

Event2026-06-30

Filed2026-07-17

DGRO

ISHARES TR

3.18%

Shares31.5K

Event2026-06-30

Filed2026-07-17

TEMPUS AI INC

0.01%

Shares40.9K

Event2026-06-30

Filed2026-07-17

JOBY

JOBY AVIATION INC

98.23%

Shares249.6K

Event2026-06-30

Filed2026-07-17

AEROVIRONMENT INC

72.58%

Shares13.3K

Event2026-06-30

Filed2026-07-17

VBK

VANGUARD INDEX FDS

5.92%

Shares5.8K

Event2026-06-30

Filed2026-07-17

SYM

SYMBOTIC INC

0.12%

Shares46.0K

Event2026-06-30

Filed2026-07-17

KTOS

KRATOS DEFENSE & SEC SOLUTIO

0.15%

Shares40.9K

Event2026-06-30

Filed2026-07-17

BSX

BOSTON SCIENTIFIC CORP

-1.52%

Shares45.9K

Event2026-06-30

Filed2026-07-17

TOST

TOAST INC

New

Shares69.6K

Event2026-06-30

Filed2026-07-17

CRSP

CRISPR THERAPEUTICS AG

-0.16%

Shares32.5K

Event2026-06-30

Filed2026-07-17

DVYE

ISHARES INC

New

Shares53.4K

Event2026-06-30

Filed2026-07-17

ENPH

ENPHASE ENERGY INC

-0.13%

Shares34.1K

Event2026-06-30

Filed2026-07-17

OKLO

OKLO INC

0.45%

Shares29.5K

Event2026-06-30

Filed2026-07-17

PLUG

PLUG PWR INC

40.72%

Shares517.6K

Event2026-06-30

Filed2026-07-17

AMPX

AMPRIUS TECHNOLOGIES INC

New

Shares99.3K

Event2026-06-30

Filed2026-07-17

INDI

INDIE SEMICONDUCTOR INC

0.51%

Shares300.4K

Event2026-06-30

Filed2026-07-17

GRAL

GRAIL INC

0.55%

Shares16.2K

Event2026-06-30

Filed2026-07-17

VOT

VANGUARD INDEX FDS

-2.55%

Shares2.7K

Event2026-06-30

Filed2026-07-17

RCAT

RED CAT HLDGS INC

New

Shares76.0K

Event2026-06-30

Filed2026-07-17

IXUS

ISHARES TR

New

Shares7.3K

Event2026-06-30

Filed2026-07-17

EOSE

EOS ENERGY ENTERPRISES INC

2.06%

Shares115.9K

Event2026-06-30

Filed2026-07-17

DVY

ISHARES TR

11.53%

Shares4.0K

Event2026-06-30

Filed2026-07-17

IEMG

ISHARES INC

1.04%

Shares4.6K

Event2026-06-30

Filed2026-07-17

SOLS

SOLSTICE ADVANCED MATLS INC

-23.75%

Shares3.1K

Event2026-06-30

Filed2026-07-17

ISHARES TR

1.11%

Shares2.5K

Event2026-06-30

Filed2026-07-17

VYMI

VANGUARD WHITEHALL FDS

New

Shares2.1K

Event2026-06-30

Filed2026-07-17

CERS

CERUS CORP

New

Shares20.0K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available