Arkolith/Funds/Bouvel Investment Partners, LLC

Bouvel Investment Partners, LLC

CIK 1839122
Holdings as of Jun 30, 2026·disclosed Jul 17, 2026·~17-day 13F lag·13F-HR
Active Filer

Bouvel Investment Partners, LLC holds a diversified book of 84 stocks worth $442.3M as of Q2 2026 (disclosed Jul 17, 2026, a ~45-day 13F lag). This quarter they opened Abbvie Inc and trimmed Marvell Technology Inc. Their largest long position is Marvell Technology Inc at 5% of the equity book. Cloning the disclosed picks since 2024 would be +32% (+17.5%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Bouvel Investment Partners, LLC's latest
holdings, largest changes, and filing provenance.
Opened
59
new positions
Added to
29
existing
Trimmed
37
reduced
Sold out
12
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+32.0%
+17.5%/yr · since Nov '24
Their reported book
+27.2%
held from quarter-end
S&P 500
+30.5%
same window
$8K$10K$12K$13K$15KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Bouvel Investment Partners, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.8 points over this window.

Growth of $10,000 cloning Bouvel Investment Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
31%
Top 20 holdings
52%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

71% mapped to company sectors

Information Technology
46%
ETF / fund or unclassified
29%
Industrials
10%
Health Care
7%
Communication Services
3%
Consumer Discretionary
2%
Utilities
2%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

84 positions
#SecurityValueShares% PortLast moveHistory
1Marvell Technology Inc
COM
$21.3M71.6K
4.8%
−2.0%
Reduced · −1K sh
2Intel Corp
COM
$17.6M126.1K
4.0%
−27%
Reduced · −47K sh
3Pimco ETF TR
ACTIVE BD ETF
$15.1M163.3K
3.4%
−32%
Reduced · −75K sh
4Capital Group Dividend Value
SHS CREAT UNIT
$14.4M292.6K
3.3%
+6.6%
Added · +18K sh
5Morgan Stanley ETF Trust
EATO VANC BD ETF
$14.2M281.0K
3.2%
+7.6%
Added · +20K sh
6Nvidia Corporation
COM
$12.7M63.3K
2.9%
−0.3%
Reduced · −216 sh
7Capital Grp Fixed Incm ETF T
US MULTI-SECTOR
$11.3M415.1K
2.6%
+84%
Added · +189K sh
8Invesco Exchange Traded FD T
RAFI US 1000 ETF
$11.0M204.1K
2.5%
+2.9%
Added · +6K sh
9Datadog Inc
CL A COM
$10.9M41.7K
2.5%
−0.8%
Reduced · −341 sh
10Palo Alto Networks Inc
COM
$10.6M31.0K
2.4%
−1.2%
Reduced · −369 sh
11Broadcom Inc
COM
$10.0M26.4K
2.3%
−27%
Reduced · −10K sh
12Amazon Com Inc
COM
$9.9M41.7K
2.2%
−1.4%
Reduced · −609 sh
13Abbvie Inc
COM
$9.5M37.7K
2.1%
New
New position
14Vicor Corp
COM
$9.3M24.5K
2.1%
−1.6%
Reduced · −413 sh
15Ge Aerospace
COM NEW
$9.2M24.6K
2.1%
−1.3%
Reduced · −320 sh
16Teradyne Inc
COM
$8.7M18.0K
2.0%
−23%
Reduced · −5K sh
17Alphabet Inc
CAP STK CL A
$8.6M24.0K
1.9%
−1.3%
Reduced · −317 sh
18Vanguard Malvern FDS
STRM INFPROIDX
$8.5M170.0K
1.9%
New
New position
19Mastec Inc
COM
$8.4M20.3K
1.9%
+0.2%
Added · +39 sh
20Pgim ETF TR
PGIM ULTRA SH BD
$8.2M166.0K
1.9%
+89%
Added · +78K sh
21Eli Lilly & Co
COM
$8.2M6.8K
1.9%
−0.9%
Reduced · −64 sh
22Entergy Corp New
COM
$7.5M65.5K
1.7%
−1.5%
Reduced · −979 sh
23Lumentum Hldgs Inc
COM
$7.4M8.6K
1.7%
−19%
Reduced · −2K sh
24Microsoft Corp
COM
$7.3M19.7K
1.7%
−1.4%
Reduced · −270 sh
25Ishares TR
US INFRASTRUC
$6.6M105.5K
1.5%
New
New position
26International Business Machs
COM
$6.6M23.4K
1.5%
−0.5%
Reduced · −115 sh
27Snowflake Inc
COM SHS
$6.4M25.3K
1.5%
−1.4%
Reduced · −354 sh
28Eaton Corp PLC
SHS
$6.3M14.9K
1.4%
−1.5%
Reduced · −223 sh
29Apple Inc
COM
$6.2M21.3K
1.4%
−1.5%
Reduced · −328 sh
30Boeing Co
COM
$5.8M26.8K
1.3%
−1.2%
Reduced · −319 sh
31Amphenol Corp
CL A
$5.8M32.9K
1.3%
−0.1%
Reduced · −33 sh
32Intuitive Surgical Inc
COM NEW
$5.7M14.4K
1.3%
−1.0%
Reduced · −148 sh
33Quanta Svcs Inc
COM
$5.6M7.8K
1.3%
−0.1%
Reduced · −10 sh
34RTX Corporation
COM
$5.5M28.9K
1.2%
−0.8%
Reduced · −234 sh
35Meta Platforms Inc
CL A
$5.4M9.5K
1.2%
−1.5%
Reduced · −148 sh
36Crowdstrike Hldgs Inc
CL A
$5.3M7.0K
1.2%
+0.3%
Added · +19 sh
37Netflix Inc.
COM
$4.9M68.9K
1.1%
−0.8%
Reduced · −591 sh
38Ishares TR
RUS 1000 GRW ETF
$4.8M38.3K
1.1%
+299%
Added · +29K sh
39TTM Technologies Inc
COM
$4.7M25.1K
1.1%
New
New position
40Aehr Test Sys
COM
$4.7M48.9K
1.1%
−32%
Reduced · −23K sh
41PDF Solutions Inc
COM
$4.5M63.4K
1.0%
New
New position
42Vertiv Holdings Co
COM CL A
$4.4M13.1K
1.0%
−26%
Reduced · −5K sh
43Ishares TR
S&P 500 GRWT ETF
$4.1M29.8K
0.9%
−4.3%
Reduced · −1K sh
44First Solar Inc
COM
$4.0M16.9K
0.9%
+0.1%
Added · +17 sh
45Ionq Inc
COM
$3.9M73.1K
0.9%
+157%
Added · +45K sh
46Axon Enterprise Inc
COM
$3.3M5.9K
0.7%
New
New position
47Monolithic PWR Sys Inc
COM
$3.1M2.3K
0.7%
+1.5%
Added · +33 sh
48Ishares TR
EAFE VALUE ETF
$3.1M40.5K
0.7%
New
New position
49Fidelity Covington Trust
VLU FACTOR ETF
$3.1M39.3K
0.7%
−4.4%
Reduced · −2K sh
50Natera Inc
COM
$3.1M11.2K
0.7%
New
New position
Showing 50 of 84 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 17, 202684$442.3M13F-HR
Q1 2026Mar 31, 2026Apr 10, 202678$344.6M13F-HR
Q4 2025Dec 31, 2025Jan 23, 202680$346.9M13F-HR
Q3 2025Sep 30, 2025Oct 22, 202578$326.7M13F-HR
Q2 2025Jun 30, 2025Jul 11, 202573$295.6M13F-HR
Q1 2025Mar 31, 2025Apr 17, 202577$265.9M13F-HR
Q4 2024Dec 31, 2024Jan 15, 202578$277.5M13F-HR
Q3 2024Sep 30, 2024Nov 5, 202477$265.9M13F-HR/A

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.