Bouvel Investment Partners, LLC holds a diversified book of 84 stocks worth $442.3M as of Q2 2026 (disclosed Jul 17, 2026, a ~17-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.
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
Other tracked managers holding the same core names as Bouvel Investment Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Integrated Wealth Concepts LLC | 80 / 80 | $2.3B |
| Global Retirement Partners, LLC | 79 / 80 | $1.2B |
| MORGAN STANLEY | 78 / 80 | $404.6B |
| JPMORGAN CHASE & CO | 78 / 80 | $385.2B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $109.3B |
| ROYAL BANK OF CANADA | 78 / 80 | $104.8B |
| PNC FINANCIAL SERVICES GROUP, INC. | 78 / 80 | $72.3B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $56.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Bouvel Investment Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1839122/holdings"
Use Arkolith to show Bouvel Investment Partners, LLC's latest holdings, largest changes, and filing provenance.
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, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.