StockDriftsStockDriftsTop 50 Bouvel Investment Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC | 4.29% | 70.4K | $18.6M | -1.62%(-1.16K) | $61.40(+286.13%) | 2026-09-30 | |
| PULS | PGIM ETF TR | 3.71% | 324.8K | $16.1M | +95.60%(+158.73K) | $49.54(+0.06%) | 2026-09-30 | |
| BOND | PIMCO ETF TR | 3.37% | 167.9K | $14.6M | +2.82%(+4.60K) | $91.92(-4.70%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.28% | 62.3K | $14.2M | -1.58%(-1.00K) | $29.79(+628.64%) | 2026-09-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.8% | 30.5K | $12.1M | -1.46%(-452) | $125.99(+175.39%) | 2026-09-30 | |
| EVTR | MORGAN STANLEY ETF TRUST | 2.78% | 249.6K | $12.0M | -11.15%(-31.32K) | $49.99(-2.64%) | 2026-09-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.66% | 235.8K | $11.5M | -19.41%(-56.80K) | $38.32(+27.96%) | 2026-09-30 | |
| DDOG | DATADOG INC | 2.6% | 41.1K | $11.3M | -1.43%(-595) | $126.52(+105.78%) | 2026-09-30 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 2.55% | 420.8K | $11.0M | +1.36%(+5.66K) | $26.54(-0.78%) | 2026-09-30 | |
| VTIP | VANGUARD MALVERN FDS | 2.36% | 208.1K | $10.2M | +22.41%(+38.09K) | $50.02(-2.76%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.10% | +82.02% | +8.02% | +47.05% |
| Top 20 Holdings Unweighted | +23.95% | +90.42% | +8.98% | +53.72% |
Bouvel Investment Partners LLC reports $433.42M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are MRVL (4.3%), PULS (3.7%) and BOND (3.4%). The top 20 holdings account for 51.21% of reported assets. Its disclosed equity book has returned +82.02% on a three-year cumulative basis. Figures reflect the Q3 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