Institutional Fund
Bouvel Investment Partners, LLC
Phoenixville, PACIK 18391225 filings on record
Portfolio Value
$344.64M
Q1 2026
Holdings
78
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-0.6%
from $346.88M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Pimco ETF Tr6.4%
- Morgan Stanley ETF Trust3.8%
- Capital Group Dividend Value3.4%
- Broadcom Inc3.3%
- Nvidia Corporation3.2%
- Invesco Exchange Traded Fd T2.7%
- Other77.2%
Portfolio Holdings
78 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pimco ETF Tr | 238.6K | $22.02M | 6.4% | +779 | Added |
| 2 | Morgan Stanley ETF Trust | 261.1K | $13.25M | 3.8% | −5.4K | Reduced |
| 3 | Capital Group Dividend Value | 274.5K | $11.68M | 3.4% | −6.2K | Reduced |
| 4 | Broadcom Inc | 36.2K | $11.21M | 3.3% | +224 | Added |
| 5 | Nvidia Corporation | 63.5K | $11.07M | 3.2% | +117 | Added |
| 6 | Invesco Exchange Traded Fd T | 198.3K | $9.42M | 2.7% | +118.7K | Added |
| 7 | Amazon Com Inc | 42.3K | $8.82M | 2.6% | +275 | Added |
| 8 | J P Morgan Exchange Traded F | 147.0K | $8.33M | 2.4% | +1.4K | Added |
| 9 | Intel Corp | 172.7K | $7.62M | 2.2% | +1.5K | Added |
| 10 | Lumentum Hldgs Inc | 10.7K | $7.49M | 2.2% | +298 | Added |
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