Bouvel Investment Partners, LLC
All 13F Filings
- Location
- Phoenixville, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 442,300
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 84 | 442,300 | 13F-HR | Bouvel Investment Partners, LLC |
| Q1 2026 | 4/10/2026 | 78 | 344,642 | 13F-HR | Bouvel Investment Partners, LLC |
| Q4 2025 | 1/23/2026 | 80 | 346,881 | 13F-HR | Bouvel Investment Partners, LLC |
| Q3 2025 | 10/22/2025 | 78 | 326,668 | 13F-HR | Bouvel Investment Partners, LLC |
| Q2 2025 | 7/11/2025 | 73 | 295,628 | 13F-HR | Bouvel Investment Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 332.6 K | 75.2% | 87.38 K | 0 | 87.38 K |
| ETFs | 109.7 K | 24.8% | 10.28 K | 0 | 10.28 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
442,300
Holdings
84
QoQ value change ($000)
97,658
(28.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.