Bouvel Investment Partners, LLC
CIK 1839122
13F filing for Q2 2026・No. 4,229
- Holdings
- US$442.3M
- Quarter change
- +US$97.66M
- Entries
- 84
- Net bought (estimate)
- +US$8.93M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 18
- Sold out 12
- Cut 38
- Added 28
- Corporate actions 2
- Unchanged 0
Largest holdings
84 stocks worth US$442.3M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MRVLMARVELL TECHNOLOGY INCCOM | Cut | 71,585 | US$21.32M | 4.82% |
| INTCINTEL CORPCOM | Cut | 126,137 | US$17.61M | 3.98% |
| PIMCO ETF TRACTIVE BD ETF | Cut | 163,263 | US$15.05M | 3.40% |
| CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | Added | 292,611 | US$14.42M | 3.26% |
| MORGAN STANLEY ETF TRUSTEATO VANC BD ETF | Added | 280,957 | US$14.25M | 3.22% |
| NVDANvidiaCOM | Cut | 63,279 | US$12.66M | 2.86% |
| CAPITAL GRP FIXED INCM ETF TUS MULTI-SECTOR | Added | 415,149 | US$11.35M | 2.57% |
| INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF | Added | 204,067 | US$11.03M | 2.49% |
| DDOGDATADOG INCCL A COM | Cut | 41,678 | US$10.85M | 2.45% |
| PANWPALO ALTO NETWORKS INCCOM | Cut | 30,966 | US$10.56M | 2.39% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.