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

Currently, Bouvel Investment Partners, LLC holds 78 types of securities in its portfolio with a total value $344.6M. In the most recent quarter, they have increased their positions in ETR (+66.5K shares, valued at $7.5M), NFLX (+69.5K shares, valued at $6.7M), N/A (+118.7K shares, valued at $5.6M); decreased their positions in KTOS (-22.3K shares, valued at $1.6M), EVTR (-5.4K shares, valued at $271.6K), CGDV (-6.2K shares, valued at $263.2K); initiated new positions in ETR (+66.5K shares, valued at $7.5M), NFLX (+69.5K shares, valued at $6.7M), AAPL (+21.7K shares, valued at $5.5M).

1M P&L

+11.7M+3.42%

3M P&L

+31.2M+9.66%

HY P&L

+35.9M+11.26%

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/A101.7M

34.5%

2Semiconductors21.1M

7.2%

3Software - Infrastructure18.9M

6.4%

Top Industries by Stock Count

1N/A20 stocks

28.6%

2Aerospace & Defense5 stocks

7.1%

3Software - Infrastructure4 stocks

5.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BOND PIMCO ETF TR238.6K shares0.33%2026-03-312026-04-10

EVTR MORGAN STANLEY ETF TRUST261.1K shares-2.01%2026-03-312026-04-10

CGDV CAPITAL GROUP DIVIDEND VALUE274.5K shares-2.20%2026-03-312026-04-10

BROADCOM INC BROADCOM INC36.2K shares0.62%2026-03-312026-04-10

NVDA NVIDIA CORPORATION63.5K shares0.18%2026-03-312026-04-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T198.3K shares149.15%2026-03-312026-04-10

AMZN AMAZON COM INC42.3K shares0.65%2026-03-312026-04-10

JEPI J P MORGAN EXCHANGE TRADED F147.0K shares0.99%2026-03-312026-04-10

Sponsored

INTC INTEL CORP172.7K shares0.86%2026-03-312026-04-10

LITE LUMENTUM HLDGS INC10.7K shares2.88%2026-03-312026-04-10

ETR ENTERGY CORP NEW66.5K sharesnew addition2026-03-312026-04-10

MSFT MICROSOFT CORP19.9K shares0.60%2026-03-312026-04-10

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC73.1K shares0.71%2026-03-312026-04-10

GE AEROSPACE GE AEROSPACE25.0K shares0.57%2026-03-312026-04-10

ALPHABET INC ALPHABET INC24.3K shares0.69%2026-03-312026-04-10

TER TERADYNE INC23.4K shares3.61%2026-03-312026-04-10

Sponsored

ISRG INTUITIVE SURGICAL INC14.6K shares0.63%2026-03-312026-04-10

NFLX NETFLIX INC.69.5K sharesnew addition2026-03-312026-04-10

MTZ MASTEC INC20.3K shares3.65%2026-03-312026-04-10

LLY ELI LILLY & CO6.9K shares1.04%2026-03-312026-04-10

SHY ISHARES TR76.1K shares-2.15%2026-03-312026-04-10

HON HONEYWELL INTL INC27.5K shares48.76%2026-03-312026-04-10

CGMS CAPITAL GRP FIXED INCM ETF T226.0K shares-2.58%2026-03-312026-04-10

IBM INTERNATIONAL BUSINESS MACHS23.5K shares1.06%2026-03-312026-04-10

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RTX RTX CORPORATION29.1K shares0.70%2026-03-312026-04-10

META META PLATFORMS INC9.7K shares0.69%2026-03-312026-04-10

AAPL APPLE INC21.7K sharesnew addition2026-03-312026-04-10

BA BOEING CO27.2K shares1.00%2026-03-312026-04-10

EATON CORP PLC EATON CORP PLC15.1K shares0.58%2026-03-312026-04-10

IWY ISHARES TR21.6K shares-4.20%2026-03-312026-04-10

PANW PALO ALTO NETWORKS INC31.3K shares0.61%2026-03-312026-04-10

DDOG DATADOG INC42.0K shares64.14%2026-03-312026-04-10

Sponsored

VRT VERTIV HOLDINGS CO17.7K shares3.40%2026-03-312026-04-10

PULS PGIM ETF TR87.7K sharesnew addition2026-03-312026-04-10

PWR QUANTA SVCS INC7.8K shares2.95%2026-03-312026-04-10

APH AMPHENOL CORP33.0K shares1.11%2026-03-312026-04-10

IWF ISHARES TR9.6K shares-4.20%2026-03-312026-04-10

VICR VICOR CORP24.9K shares3.12%2026-03-312026-04-10

SNOW SNOWFLAKE INC25.6K shares0.69%2026-03-312026-04-10

PLTR PALANTIR TECHNOLOGIES INC26.1K shares-0.35%2026-03-312026-04-10

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MINT PIMCO ETF TR37.6K shares-0.88%2026-03-312026-04-10

IVW ISHARES TR31.2K shares-1.98%2026-03-312026-04-10

FSLR FIRST SOLAR INC16.9K shares3.25%2026-03-312026-04-10

BSX BOSTON SCIENTIFIC CORP46.6K shares0.91%2026-03-312026-04-10

KTOS KRATOS DEFENSE & SEC SOLUTIO40.8K shares-35.31%2026-03-312026-04-10

FVAL FIDELITY COVINGTON TRUST41.1K shares-1.98%2026-03-312026-04-10

CRWD CROWDSTRIKE HLDGS INC6.9K shares44.08%2026-03-312026-04-10

AEHR AEHR TEST SYS71.8K shares33.51%2026-03-312026-04-10

Sponsored

SYM SYMBOTIC INC45.9K shares3.71%2026-03-312026-04-10

MPWR MONOLITHIC PWR SYS INC2.2K shares3.31%2026-03-312026-04-10

MRCY MERCURY SYS INC32.8K shares4.69%2026-03-312026-04-10

JPIB J P MORGAN EXCHANGE TRADED F49.9K shares-0.58%2026-03-312026-04-10

DGRO ISHARES TR30.5K shares11.44%2026-03-312026-04-10

ITOT ISHARES TR14.4K shares38.33%2026-03-312026-04-10

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC87.2K shares4.26%2026-03-312026-04-10

TEM TEMPUS AI INC40.9K shares3.07%2026-03-312026-04-10

Sponsored

QBTS D-WAVE QUANTUM INC123.9K shares3.37%2026-03-312026-04-10

TYL TYLER TECHNOLOGIES INC5.2K shares3.32%2026-03-312026-04-10

VBK VANGUARD INDEX FDS5.5K sharesnew addition2026-03-312026-04-10

CRSP CRISPR THERAPEUTICS AG32.5K shares2.94%2026-03-312026-04-10

OKLO OKLO INC29.4K shares4.98%2026-03-312026-04-10

AVAV AEROVIRONMENT INC7.7K sharesnew addition2026-03-312026-04-10

SMR NUSCALE PWR CORP129.4K shares59.58%2026-03-312026-04-10

ENPH ENPHASE ENERGY INC34.2K sharesnew addition2026-03-312026-04-10

Sponsored

EPAM EPAM SYS INC9.3K shares71.17%2026-03-312026-04-10

JOBY JOBY AVIATION INC125.9K shares3.13%2026-03-312026-04-10

INDI INDIE SEMICONDUCTOR INC298.9K shares3.26%2026-03-312026-04-10

GRAL GRAIL INC16.1K shares7.08%2026-03-312026-04-10

PLUG PLUG PWR INC367.8K shares6.12%2026-03-312026-04-10

IONQ IONQ INC28.5K sharesnew addition2026-03-312026-04-10

VOT VANGUARD INDEX FDS2.7K shares-1.37%2026-03-312026-04-10

ADPT ADAPTIVE BIOTECHNOLOGIES COR43.8K shares3.05%2026-03-312026-04-10

Sponsored

EOSE EOS ENERGY ENTERPRISES INC113.5K shares4.89%2026-03-312026-04-10

DVY ISHARES TR3.6K shares40.06%2026-03-312026-04-10

QUBT QUANTUM COMPUTING INC72.4K shares3.85%2026-03-312026-04-10

IEMG ISHARES INC4.5K shares0.00%2026-03-312026-04-10

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC4.1K shares-6.79%2026-03-312026-04-10

IEFA ISHARES TR2.4K shares0.00%2026-03-312026-04-10

BOND

PIMCO ETF TR

0.33%

Shares238.6K

Event2026-03-31

Filed2026-04-10

EVTR

MORGAN STANLEY ETF TRUST

-2.01%

Shares261.1K

Event2026-03-31

Filed2026-04-10

CGDV

CAPITAL GROUP DIVIDEND VALUE

-2.20%

Shares274.5K

Event2026-03-31

Filed2026-04-10

BROADCOM INC

0.62%

Shares36.2K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

0.18%

Shares63.5K

Event2026-03-31

Filed2026-04-10

INVESCO EXCHANGE TRADED FD T

149.15%

Shares198.3K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

0.65%

Shares42.3K

Event2026-03-31

Filed2026-04-10

JEPI

J P MORGAN EXCHANGE TRADED F

0.99%

Shares147.0K

Event2026-03-31

Filed2026-04-10

INTC

INTEL CORP

0.86%

Shares172.7K

Event2026-03-31

Filed2026-04-10

LITE

LUMENTUM HLDGS INC

2.88%

Shares10.7K

Event2026-03-31

Filed2026-04-10

ETR

ENTERGY CORP NEW

New

Shares66.5K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

0.60%

Shares19.9K

Event2026-03-31

Filed2026-04-10

MARVELL TECHNOLOGY INC

0.71%

Shares73.1K

Event2026-03-31

Filed2026-04-10

GE AEROSPACE

0.57%

Shares25.0K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

0.69%

Shares24.3K

Event2026-03-31

Filed2026-04-10

TER

TERADYNE INC

3.61%

Shares23.4K

Event2026-03-31

Filed2026-04-10

ISRG

INTUITIVE SURGICAL INC

0.63%

Shares14.6K

Event2026-03-31

Filed2026-04-10

NFLX

NETFLIX INC.

New

Shares69.5K

Event2026-03-31

Filed2026-04-10

MTZ

MASTEC INC

3.65%

Shares20.3K

Event2026-03-31

Filed2026-04-10

LLY

ELI LILLY & CO

1.04%

Shares6.9K

Event2026-03-31

Filed2026-04-10

SHY

ISHARES TR

-2.15%

Shares76.1K

Event2026-03-31

Filed2026-04-10

HON

HONEYWELL INTL INC

48.76%

Shares27.5K

Event2026-03-31

Filed2026-04-10

CGMS

CAPITAL GRP FIXED INCM ETF T

-2.58%

Shares226.0K

Event2026-03-31

Filed2026-04-10

IBM

INTERNATIONAL BUSINESS MACHS

1.06%

Shares23.5K

Event2026-03-31

Filed2026-04-10

RTX

RTX CORPORATION

0.70%

Shares29.1K

Event2026-03-31

Filed2026-04-10