StockDriftsStockDriftsTop 50 Bouvel Investment Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC | 4.82% | 71.6K | $21.3M | -2.01%(-1.47K) | $61.40(+281.98%) | 2026-06-30 | |
| INTC | INTEL CORP | 3.98% | 126.1K | $17.6M | -26.97%(-46.59K) | $28.20(+266.71%) | 2026-06-30 | |
| BOND | PIMCO ETF TR | 3.4% | 163.3K | $15.1M | -31.58%(-75.36K) | $91.99(-1.52%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 3.26% | 292.6K | $14.4M | +6.60%(+18.11K) | $38.32(+32.75%) | 2026-06-30 | |
| EVTR | MORGAN STANLEY ETF TRUST | 3.22% | 281.0K | $14.2M | +7.62%(+19.89K) | $49.99(+0.18%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.86% | 63.3K | $12.7M | -0.34%(-216) | $29.79(+658.76%) | 2026-06-30 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 2.57% | 415.1K | $11.3M | +83.70%(+189.15K) | $26.53(+2.43%) | 2026-06-30 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 2.49% | 204.1K | $11.0M | +2.91%(+5.77K) | $39.59(+42.67%) | 2026-06-30 | |
| DDOG | DATADOG INC | 2.45% | 41.7K | $10.9M | -0.81%(-341) | $126.52(+101.91%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.39% | 31.0K | $10.6M | -1.18%(-369) | $125.99(+200.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.94% | +85.82% | +9.46% | +57.17% |
| Top 20 Holdings Unweighted | +24.77% | +94.21% | +10.56% | +65.16% |
Bouvel Investment Partners, LLC reports $442.30M in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are MRVL (4.8%), INTC (4.0%) and BOND (3.4%). The top 20 holdings account for 51.9% of reported assets. Its disclosed equity book has returned +85.82% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bouvel Investment Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1839122). View Bouvel Investment Partners, LLC’s 13F filings on SEC