Bouvel Investment Partners, LLC: 13F holdings

CIK 18391222026Q2

Positions84
Reported value$442.3m
Filed2026-07-17

Top 10 holdings

SecuritySharesValueWeight
MRVL MARVELL TECHNOLOGY INC71,585$21.3m4.8%
INTC INTEL CORP126,137$17.6m4.0%
BOND PIMCO ETF TR163,263$15.1m3.4%
CGDV CAPITAL GROUP DIVIDEND VALUE292,611$14.4m3.3%
MORGAN STANLEY ETF TRUST280,957$14.2m3.2%
NVDA NVIDIA CORPORATION63,279$12.7m2.9%
CAPITAL GRP FIXED INCM ETF T415,149$11.3m2.6%
PRF INVESCO EXCHANGE TRADED FD T204,067$11.0m2.5%
DDOG DATADOG INC41,678$10.9m2.5%
PANW PALO ALTO NETWORKS INC30,966$10.6m2.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1839122")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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