Bouvel Investment Partners, LLC

Q3 2026 13F-HR Holdings

Location
Phoenixville, PA
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
85
Total value ($000)
$433,419
Net value change ($000)
-8,881 (-2.0%)
New positions
10
Sold out positions
9
Turnover %
10.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
PULS 7,836 95.2%
LHX 5,783 NEW
SPOT 5,731 NEW
VRTX 5,700 NEW
SGOV 3,625 134.4%
MSFT 2,580 35.2%
BWXT 2,336 NEW
SNOW 2,039 31.7%
KRMN 1,841 NEW
VTIP 1,703 19.9%
Top Reduces (Value $000, Stocks/ETFs)
INTC -8,150 -46.3%
MTZ -4,891 -57.9%
IFRA -3,840 -57.7%
TER -3,485 -40.0%
HON -3,028 -100.0%
HONEYWELL AEROSPACE INC -2,990 -100.0%
CGDV -2,900 -20.1%
MRVL -2,717 -12.7%
IWY -2,399 -100.0%
VICR -2,280 -24.5%
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