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Portfolio (Quarterly) Guide ↗

Bouvel Investment Partners, LLC

· CIK 0001839122
13F Portfolio $442M AUM 84 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 21 Added 31 Reduced 12 Exited
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CGDV CAPITAL GROUP DIVIDEND VALUE 292,611.0 $14.4M 3.26% +18K +6.6% $49.28 +1.7%
2 EVTR MORGAN STANLEY ETF TRUST 280,957.0 $14.2M 3.22% +20K +7.6% $50.71 -0.6%
3 CGMS CAPITAL GRP FIXED INCM ETF T 415,149.0 $11.3M 2.56% +189K +83.7% $27.33 -0.3%
4 PRF INVESCO EXCHANGE TRADED FD T 204,067.0 $11.0M 2.49% +6K +2.9% $54.03 +3.9%
5 PULS PGIM ETF TR 166,035.0 $8.2M 1.86% +78K +89.4% $49.55 +0.3%
6 IWF ISHARES TR 38,295.0 $4.8M 1.07% +29K +298.7% $124.17 -1.9%
7 IONQ IONQ INC Technology 73,095.0 $3.9M 0.88% +45K +156.6% $53.26 -21.0%
8 MPWR MONOLITHIC PWR SYS INC Technology 2,250.0 $3.1M 0.70% +33.0 +1.5% $1382.36 -5.7%
9 JPIB J P MORGAN EXCHANGE TRADED F 55,274.0 $2.7M 0.60% +5K +10.8% $48.35 -0.6%
10 ITOT ISHARES TR 16,214.0 $2.7M 0.60% +2K +12.3% $164.27 +2.2%
11 DGRO ISHARES TR 31,473.0 $2.4M 0.54% +970.0 +3.2% $75.79 +5.3%
12 JOBY JOBY AVIATION INC Industrials 249,616.0 $2.2M 0.50% +124K +98.2% $8.92 -19.1%
13 AVAV AEROVIRONMENT INC Industrials 13,285.0 $2.2M 0.50% +6K +72.6% $165.07 -10.7%
14 VBK VANGUARD INDEX FDS 5,834.0 $2.1M 0.48% +326.0 +5.9% $365.70 -2.6%
15 PLUG PLUG PWR INC Industrials 517,561.0 $1.4M 0.32% +150K +40.7% $2.71 -16.2%
16 INDI INDIE SEMICONDUCTOR INC Technology 300,445.0 $1.3M 0.30% +2K +0.5% $4.49 -11.8%
17 GRAL GRAIL INC Healthcare 16,215.0 $1.1M 0.25% +88.0 +0.6% $68.27 +20.9%
18 EOSE EOS ENERGY ENTERPRISES INC Industrials 115,858.0 $681K 0.15% +2K +2.1% $5.88 -39.8%
19 DVY ISHARES TR 3,966.0 $620K 0.14% +410.0 +11.5% $156.30 +5.0%
20 IEMG ISHARES INC 4,572.0 $379K 0.09% +47.0 +1.0% $82.84 -1.1%
Page 1 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 57.1%
Industrials 19.9%
Healthcare 11.1%
Communication Services 6.2%
Consumer Cyclical 3.3%
Energy 1.9%
Utilities 0.5%
Basic Materials 0.1%