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.
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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
71% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Marvell Technology Inc COM | $21.3M | 71.6K | 4.8% | ▼−2.0% Reduced · −1K sh | |
| 2 | Intel Corp COM | $17.6M | 126.1K | 4.0% | ▼−27% Reduced · −47K sh | |
| 3 | Pimco ETF TR ACTIVE BD ETF | $15.1M | 163.3K | 3.4% | ▼−32% Reduced · −75K sh | |
| 4 | Capital Group Dividend Value SHS CREAT UNIT | $14.4M | 292.6K | 3.3% | ▲+6.6% Added · +18K sh | |
| 5 | Morgan Stanley ETF Trust EATO VANC BD ETF | $14.2M | 281.0K | 3.2% | ▲+7.6% Added · +20K sh | |
| 6 | Nvidia Corporation COM | $12.7M | 63.3K | 2.9% | ▼−0.3% Reduced · −216 sh | |
| 7 | Capital Grp Fixed Incm ETF T US MULTI-SECTOR | $11.3M | 415.1K | 2.6% | ▲+84% Added · +189K sh | |
| 8 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $11.0M | 204.1K | 2.5% | ▲+2.9% Added · +6K sh | |
| 9 | Datadog Inc CL A COM | $10.9M | 41.7K | 2.5% | ▼−0.8% Reduced · −341 sh | |
| 10 | Palo Alto Networks Inc COM | $10.6M | 31.0K | 2.4% | ▼−1.2% Reduced · −369 sh | |
| 11 | Broadcom Inc COM | $10.0M | 26.4K | 2.3% | ▼−27% Reduced · −10K sh | |
| 12 | Amazon Com Inc COM | $9.9M | 41.7K | 2.2% | ▼−1.4% Reduced · −609 sh | |
| 13 | Abbvie Inc COM | $9.5M | 37.7K | 2.1% | ▲New New position | |
| 14 | Vicor Corp COM | $9.3M | 24.5K | 2.1% | ▼−1.6% Reduced · −413 sh | |
| 15 | Ge Aerospace COM NEW | $9.2M | 24.6K | 2.1% | ▼−1.3% Reduced · −320 sh | |
| 16 | Teradyne Inc COM | $8.7M | 18.0K | 2.0% | ▼−23% Reduced · −5K sh | |
| 17 | Alphabet Inc CAP STK CL A | $8.6M | 24.0K | 1.9% | ▼−1.3% Reduced · −317 sh | |
| 18 | Vanguard Malvern FDS STRM INFPROIDX | $8.5M | 170.0K | 1.9% | ▲New New position | |
| 19 | Mastec Inc COM | $8.4M | 20.3K | 1.9% | ▲+0.2% Added · +39 sh | |
| 20 | Pgim ETF TR PGIM ULTRA SH BD | $8.2M | 166.0K | 1.9% | ▲+89% Added · +78K sh | |
| 21 | Eli Lilly & Co COM | $8.2M | 6.8K | 1.9% | ▼−0.9% Reduced · −64 sh | |
| 22 | Entergy Corp New COM | $7.5M | 65.5K | 1.7% | ▼−1.5% Reduced · −979 sh | |
| 23 | Lumentum Hldgs Inc COM | $7.4M | 8.6K | 1.7% | ▼−19% Reduced · −2K sh | |
| 24 | Microsoft Corp COM | $7.3M | 19.7K | 1.7% | ▼−1.4% Reduced · −270 sh | |
| 25 | Ishares TR US INFRASTRUC | $6.6M | 105.5K | 1.5% | ▲New New position | |
| 26 | International Business Machs COM | $6.6M | 23.4K | 1.5% | ▼−0.5% Reduced · −115 sh | |
| 27 | Snowflake Inc COM SHS | $6.4M | 25.3K | 1.5% | ▼−1.4% Reduced · −354 sh | |
| 28 | Eaton Corp PLC SHS | $6.3M | 14.9K | 1.4% | ▼−1.5% Reduced · −223 sh | |
| 29 | Apple Inc COM | $6.2M | 21.3K | 1.4% | ▼−1.5% Reduced · −328 sh | |
| 30 | Boeing Co COM | $5.8M | 26.8K | 1.3% | ▼−1.2% Reduced · −319 sh | |
| 31 | Amphenol Corp CL A | $5.8M | 32.9K | 1.3% | ▼−0.1% Reduced · −33 sh | |
| 32 | Intuitive Surgical Inc COM NEW | $5.7M | 14.4K | 1.3% | ▼−1.0% Reduced · −148 sh | |
| 33 | Quanta Svcs Inc COM | $5.6M | 7.8K | 1.3% | ▼−0.1% Reduced · −10 sh | |
| 34 | RTX Corporation COM | $5.5M | 28.9K | 1.2% | ▼−0.8% Reduced · −234 sh | |
| 35 | Meta Platforms Inc CL A | $5.4M | 9.5K | 1.2% | ▼−1.5% Reduced · −148 sh | |
| 36 | Crowdstrike Hldgs Inc CL A | $5.3M | 7.0K | 1.2% | ▲+0.3% Added · +19 sh | |
| 37 | Netflix Inc. COM | $4.9M | 68.9K | 1.1% | ▼−0.8% Reduced · −591 sh | |
| 38 | Ishares TR RUS 1000 GRW ETF | $4.8M | 38.3K | 1.1% | ▲+299% Added · +29K sh | |
| 39 | TTM Technologies Inc COM | $4.7M | 25.1K | 1.1% | ▲New New position | |
| 40 | Aehr Test Sys COM | $4.7M | 48.9K | 1.1% | ▼−32% Reduced · −23K sh | |
| 41 | PDF Solutions Inc COM | $4.5M | 63.4K | 1.0% | ▲New New position | |
| 42 | Vertiv Holdings Co COM CL A | $4.4M | 13.1K | 1.0% | ▼−26% Reduced · −5K sh | |
| 43 | Ishares TR S&P 500 GRWT ETF | $4.1M | 29.8K | 0.9% | ▼−4.3% Reduced · −1K sh | |
| 44 | First Solar Inc COM | $4.0M | 16.9K | 0.9% | ▲+0.1% Added · +17 sh | |
| 45 | Ionq Inc COM | $3.9M | 73.1K | 0.9% | ▲+157% Added · +45K sh | |
| 46 | Axon Enterprise Inc COM | $3.3M | 5.9K | 0.7% | ▲New New position | |
| 47 | Monolithic PWR Sys Inc COM | $3.1M | 2.3K | 0.7% | ▲+1.5% Added · +33 sh | |
| 48 | Ishares TR EAFE VALUE ETF | $3.1M | 40.5K | 0.7% | ▲New New position | |
| 49 | Fidelity Covington Trust VLU FACTOR ETF | $3.1M | 39.3K | 0.7% | ▼−4.4% Reduced · −2K sh | |
| 50 | Natera Inc COM | $3.1M | 11.2K | 0.7% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 17, 2026 | 84 | $442.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 78 | $344.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 80 | $346.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 78 | $326.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 73 | $295.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 77 | $265.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 78 | $277.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 77 | $265.9M | 13F-HR/A |
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.