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13F holdings · Q3 2026

Bouvel Investment Partners

Phoenixville, PA · files as Bouvel Investment Partners, LLC
Holdings as of Sep 30, 2026Filed Oct 13, 2026Next filing due Feb 15, 2027CIK 1839122

Bouvel Investment Partners reported 85 stocks worth $433M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are MRVL (4.3%), PULS (3.7%) and BOND (3.4%). Compared with Q2 2026, the fund opened new positions in LHX, SPOT and VRTX, added to PULS, BOND and CGMS, trimmed MRVL, NVDA and PANW and sold out of HON, HONA and IWY.

Reported value$433M−2.0% vs last quarter
Stocks held8510 new · 9 sold out
Top 5 weight17.4%spread out
Turnover21%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
MRVL
Marvell Technology Inc
$18.6M4.3%70K−1,161 (−2%)8 of 8
2
PULS
Pgim ETF TR
$16.1M3.7%325K+159K (+96%)3 of 8
3
BOND
Pimco ETF TR
$14.6M3.4%168K+4,602 (+3%)8 of 8
4
NVDA
Nvidia Corporation
$14.2M3.3%62K−1,002 (−2%)8 of 8
5
PANW
Palo Alto Networks Inc
$12.1M2.8%31K−452 (−1%)8 of 8
6
EVTR
Eaton Vance Total Return Bond ETF
$12M2.8%250K−31K (−11%)8 of 8
7
CGDV
Capital Group Dividend
$11.5M2.7%236K−57K (−19%)6 of 8
8
DDOG
Datadog Inc
$11.3M2.6%41K−595 (−1%)6 of 8
9
CGMS
Capital Group U S Multi
$11M2.5%421K+5,662 (+1%)8 of 8
10
VTIP
Vanguard Shrt Inf Prot
$10.2M2.4%208K+38K (+22%)2 of 8
🔒 75 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
HON
Honeywell Intl Inc Com
$3M14K
HONA
Honeywell Aerospace Inc Com
$3M14K
IWY
Ishares TR
$2.4M8,254
SYM
Symbotic Inc
$2.1M46K
BSX
Boston Scientific Corp
$2M46K

🔒 Free account: see all 9.

Reported value

last 8 quarters
$277MQ4 '24
$266MQ1 '25
$296MQ2 '25
$327MQ3 '25
$347MQ4 '25
$345MQ1 '26
$442MQ2 '26
$433MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 13, 202613F-HRQ3 2026SEC filing ↗

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Bouvel Investment Partners 13F FAQ

What does Bouvel Investment Partners own?

Bouvel Investment Partners reported 85 stocks worth $433M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are MRVL (4.3%), PULS (3.7%) and BOND (3.4%). The table above lists every position in the filing (the top 10 without an account).

What did Bouvel Investment Partners buy and sell in Q3 2026?

Compared with Q2 2026: 10 new positions, 27 added to, 36 trimmed and 9 sold out. New positions include LHX, SPOT and VRTX. It sold all of HON, HONA and IWY.

When will Bouvel Investment Partners file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Bouvel Investment Partners's portfolio worth?

The Q3 2026 filing reports $433M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.