Bouvel Investment Partners, LLC
78 holdingsFiling period: 2026-03-31Current AUM: $398.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BOND | PIMCO ETF TR | 238.6K | $22.0M | $21.6M | 5.42% | +779 | 2026-03-31 |
| 2 | EVTR | MORGAN STANLEY ETF TRUST | 261.1K | $13.2M | $13.0M | 3.27% | -5,352 | 2026-03-31 |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 274.5K | $11.7M | $13.6M | 3.41% | -6,186 | 2026-03-31 |
| 4 | AVGO | BROADCOM INC | 36.2K | $11.2M | $14.1M | 3.54% | +224 | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 63.5K | $11.1M | $12.7M | 3.20% | +117 | 2026-03-31 |
| 6 | PRF | INVESCO EXCHANGE TRADED FD T | 198.3K | $9.4M | $10.9M | 2.73% | +118.7K | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 42.3K | $8.8M | $11.5M | 2.89% | +275 | 2026-03-31 |
| 8 | JEPI | J P MORGAN EXCHANGE TRADED F | 147.0K | $8.3M | $8.4M | 2.12% | +1.4K | 2026-03-31 |
| 9 | INTC | INTEL CORP | 172.7K | $7.6M | $15.6M | 3.91% | +1.5K | 2026-03-31 |
| 10 | LITE | LUMENTUM HLDGS INC | 10.7K | $7.5M | $7.6M | 1.91% | +298 | 2026-03-31 |
| 11 | ETR | ENTERGY CORP NEW | 66.5K | $7.5M | $7.2M | 1.80% | -- | 2026-03-31 |
| 12 | MSFT | MICROSOFT CORP | 19.9K | $7.4M | $9.3M | 2.33% | +118 | 2026-03-31 |
| 13 | MRVL | MARVELL TECHNOLOGY INC | 73.1K | $7.2M | $13.7M | 3.44% | +514 | 2026-03-31 |
| 14 | GE | GE AEROSPACE | 25.0K | $7.1M | $9.0M | 2.26% | +141 | 2026-03-31 |
| 15 | GOOGL | ALPHABET INC | 24.3K | $7.0M | $8.7M | 2.18% | +168 | 2026-03-31 |
| 16 | TER | TERADYNE INC | 23.4K | $6.9M | $8.6M | 2.16% | +814 | 2026-03-31 |
| 17 | ISRG | INTUITIVE SURGICAL INC | 14.6K | $6.7M | $5.2M | 1.29% | +92 | 2026-03-31 |
| 18 | NFLX | NETFLIX INC. | 69.5K | $6.7M | $5.0M | 1.25% | -- | 2026-03-31 |
| 19 | MTZ | MASTEC INC | 20.3K | $6.5M | $5.3M | 1.34% | +714 | 2026-03-31 |
| 20 | LLY | ELI LILLY & CO | 6.9K | $6.3M | $7.9M | 1.99% | +71 | 2026-03-31 |
| 21 | SHY | ISHARES TR | 76.1K | $6.3M | $6.2M | 1.57% | -1,676 | 2026-03-31 |
| 22 | HON | HONEYWELL INTL INC | 27.5K | $6.2M | $3.3M | 0.84% | +9.0K | 2026-03-31 |
| 23 | CGMS | CAPITAL GRP FIXED INCM ETF T | 226.0K | $6.2M | $6.1M | 1.53% | -5,978 | 2026-03-31 |
| 24 | IBM | INTERNATIONAL BUSINESS MACHS | 23.5K | $5.7M | $5.3M | 1.32% | +247 | 2026-03-31 |
| 25 | RTX | RTX CORPORATION | 29.1K | $5.6M | $6.3M | 1.57% | +203 | 2026-03-31 |
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