Bouvel Investment Partners, LLC

Q2 2026 13F-HR Holdings

Location
Phoenixville, PA
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$442,300
Net value change ($000)
+97,658 (28.3%)
New positions
18
Sold out positions
12
Turnover %
22.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MRVL 14,088 194.7%
INTC 9,991 131.1%
ABBV 9,490 NEW
VTIP 8,538 NEW
IFRA 6,650 NEW
DDOG 5,891 118.8%
PANW 5,536 110.2%
VICR 5,299 132.0%
CGMS 5,192 84.4%
TTMI 4,699 NEW
Top Reduces (Value $000, Stocks/ETFs)
JEPI -8,334 -100.0%
BOND -6,966 -31.6%
SHY -6,286 -100.0%
HON -6,222 -100.0%
PLTR -3,820 -100.0%
MINT -3,778 -100.0%
IWY -2,974 -55.4%
MRCY -2,388 -100.0%
SMCI -1,985 -100.0%
TYL -1,777 -100.0%
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