Bouvel Investment Partners, LLC
84 holdingsFiling period: 2026-06-30Current AUM: $414.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MRVL | Marvell Technology Inc | 71.6K | $21.3M | $18.0M | 4.34% | -1,472 | 2026-06-30 |
| 2 | INTC | Intel Corp | 126.1K | $17.6M | $12.0M | 2.91% | -46,590 | 2026-06-30 |
| 3 | BOND | PIMCO ETF TR | 163.3K | $15.1M | $14.5M | 3.49% | -75,358 | 2026-06-30 |
| 4 | CGDV | Capital Group Dividend Value | 292.6K | $14.4M | $14.5M | 3.49% | +18.1K | 2026-06-30 |
| 5 | EVTR | Morgan Stanley ETF Trust | 281.0K | $14.2M | $13.8M | 3.33% | +19.9K | 2026-06-30 |
| 6 | NVDA | NVIDIA Corporation | 63.3K | $12.7M | $13.6M | 3.29% | -216 | 2026-06-30 |
| 7 | CGMS | Capital Grp Fixed Incm ETF T | 415.1K | $11.3M | $11.0M | 2.66% | +189.2K | 2026-06-30 |
| 8 | PRF | Invesco Exchange Traded FD T | 204.1K | $11.0M | $11.5M | 2.77% | +5.8K | 2026-06-30 |
| 9 | DDOG | Datadog Inc | 41.7K | $10.9M | $11.6M | 2.80% | -341 | 2026-06-30 |
| 10 | PANW | Palo Alto Networks Inc | 31.0K | $10.6M | $12.2M | 2.95% | -369 | 2026-06-30 |
| 11 | AVGO | Broadcom Inc | 26.4K | $10.0M | $9.3M | 2.24% | -9,804 | 2026-06-30 |
| 12 | AMZN | Amazon.com Inc | 41.7K | $9.9M | $10.6M | 2.56% | -609 | 2026-06-30 |
| 13 | ABBV | Abbvie Inc | 37.7K | $9.5M | $10.8M | 2.60% | -- | 2026-06-30 |
| 14 | VICR | Vicor Corp | 24.5K | $9.3M | $5.3M | 1.28% | -413 | 2026-06-30 |
| 15 | GE | GE Aerospace | 24.6K | $9.2M | $7.4M | 1.79% | -320 | 2026-06-30 |
| 16 | TER | Teradyne Inc | 18.0K | $8.7M | $5.6M | 1.36% | -5,375 | 2026-06-30 |
| 17 | GOOGL | Alphabet Inc | 24.0K | $8.6M | $7.8M | 1.88% | -317 | 2026-06-30 |
| 18 | VTIP | Vanguard Malvern Fds | 170.0K | $8.5M | $8.3M | 2.00% | -- | 2026-06-30 |
| 19 | MTZ | Mastec Inc | 20.3K | $8.4M | $3.7M | 0.89% | +39 | 2026-06-30 |
| 20 | PULS | Pgim ETF TR | 166.0K | $8.2M | $8.2M | 1.99% | +78.4K | 2026-06-30 |
| 21 | LLY | Eli Lilly & Co | 6.8K | $8.2M | $8.8M | 2.12% | -64 | 2026-06-30 |
| 22 | ETR | Entergy Corp New | 65.5K | $7.5M | $7.1M | 1.70% | -979 | 2026-06-30 |
| 23 | LITE | Lumentum Hldgs Inc | 8.6K | $7.4M | $7.9M | 1.90% | -2,037 | 2026-06-30 |
| 24 | MSFT | Microsoft Corp | 19.7K | $7.3M | $10.4M | 2.52% | -270 | 2026-06-30 |
| 25 | IFRA | iShares TR | 105.5K | $6.6M | $6.1M | 1.47% | -- | 2026-06-30 |
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