Bouvel Investment Partners, LLC

Q1 2026 13F-HR Holdings

Location
Phoenixville, PA
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
78
Total value ($000)
$344,642
Net value change ($000)
-2,239 (-0.6%)
New positions
8
Sold out positions
10
Turnover %
18.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ETR 7,471 NEW
NFLX 6,679 NEW
PRF 5,691 152.4%
AAPL 5,496 NEW
PULS 4,340 NEW
LITE 3,671 96.1%
HON 2,612 72.4%
TER 2,564 58.7%
MTZ 2,270 53.4%
VBK 1,665 NEW
Top Reduces (Value $000, Stocks/ETFs)
INTU -6,475 -100.0%
KKR -6,358 -100.0%
CRM -5,273 -100.0%
UBER -4,466 -100.0%
MRSH -2,533 -100.0%
MSFT -2,206 -23.0%
KTOS -1,912 -39.9%
COIN -1,743 -100.0%
TWLO -1,722 -100.0%
SNOW -1,718 -30.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type