Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bouvel Investment Partners, LLC (CIK 1839122) reported $344.6M across 77 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BOND ($22.0M, 6.39%), EVTR ($13.2M, 3.84%), CGDV ($11.7M, 3.39%), AVGO ($11.2M, 3.25%), NVDA ($11.1M, 3.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BOND | PIMCO ETF TR | $22.0M | 6.39% | 238,621 | Added |
| 2 | EVTR | MORGAN STANLEY ETF TRUST | $13.2M | 3.84% | 261,072 | Trimmed |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $11.7M | 3.39% | 274,502 | Trimmed |
| 4 | AVGO | BROADCOM INC | $11.2M | 3.25% | 36,234 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $11.1M | 3.21% | 63,495 | Added |
| 6 | PRF | INVESCO EXCHANGE TRADED FD T | $9.4M | 2.73% | 198,295 | Added |
| 7 | AMZN | AMAZON COM INC | $8.8M | 2.56% | 42,336 | Added |
| 8 | JEPI | J P MORGAN EXCHANGE TRADED F | $8.3M | 2.42% | 147,035 | Added |
| 9 | INTC | INTEL CORP | $7.6M | 2.21% | 172,727 | Added |
| 10 | ETR | ENTERGY CORP NEW | $7.5M | 2.17% | 66,492 | New |
| 11 | LITE | LUMENTUM HLDGS INC | $7.5M | 2.17% | 10,658 | Added |
| 12 | MSFT | MICROSOFT CORP | $7.4M | 2.14% | 19,944 | Added |
| 13 | MRVL | MARVELL TECHNOLOGY INC | $7.2M | 2.10% | 73,057 | Added |
| 14 | GE | GE AEROSPACE | $7.1M | 2.06% | 24,964 | Added |
| 15 | GOOGL | ALPHABET INC | $7.0M | 2.03% | 24,349 | Added |
| 16 | TER | TERADYNE INC | $6.9M | 2.01% | 23,389 | Added |
| 17 | ISRG | INTUITIVE SURGICAL INC | $6.7M | 1.95% | 14,597 | Added |
| 18 | NFLX | NETFLIX INC. | $6.7M | 1.94% | 69,469 | New |
| 19 | MTZ | MASTEC INC | $6.5M | 1.89% | 20,269 | Added |
| 20 | LLY | ELI LILLY & CO | $6.3M | 1.84% | 6,889 | Added |
| 21 | SHY | ISHARES TR | $6.3M | 1.82% | 76,128 | Trimmed |
| 22 | HON | HONEYWELL INTL INC | $6.2M | 1.81% | 27,528 | Added |
| 23 | CGMS | CAPITAL GRP FIXED INCM ETF T | $6.2M | 1.79% | 225,998 | Trimmed |
| 24 | IBM | INTERNATIONAL BUSINESS MACHS | $5.7M | 1.65% | 23,486 | Added |
| 25 | RTX | RTX CORPORATION | $5.6M | 1.63% | 29,123 | Added |
Source: SEC Form 13F filings · as of 2026-03-31