Portfolio (Quarterly) Guide ↗

Bouvel Investment Partners, LLC

· CIK 0001839122

13F Portfolio $345M AUM 78 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 8 New 52 Added 13 Reduced 10 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	EVTR	MORGAN STANLEY ETF TRUST	—	261,072.0	$13.2M	3.84%	-5K	-2.0%	$50.75	+0.7%
2	CGDV	CAPITAL GROUP DIVIDEND VALUE	—	274,502.0	$11.7M	3.39%	-6K	-2.2%	$42.54	+15.0%
3	SHY	ISHARES TR	—	76,128.0	$6.3M	1.82%	-2K	-2.1%	$82.57	-0.5%
4	CGMS	CAPITAL GRP FIXED INCM ETF T	—	225,998.0	$6.2M	1.79%	-6K	-2.6%	$27.23	+1.0%
5	IWY	ISHARES TR	—	21,594.0	$5.4M	1.56%	-946.0	-4.2%	$248.84	+12.3%
6	IWF	ISHARES TR	—	9,605.0	$4.1M	1.19%	-421.0	-4.2%	$426.40	-72.0%
7	MINT	PIMCO ETF TR	—	37,563.0	$3.8M	1.10%	-335.0	-0.9%	$100.57	+0.2%
8	IVW	ISHARES TR	—	31,193.0	$3.5M	1.02%	-631.0	-2.0%	$113.11	+18.5%
9	KTOS	KRATOS DEFENSE & SEC SOLUTIO	Industrials	40,819.0	$2.9M	0.83%	-22K	-35.3%	$70.51	-30.7%
10	FVAL	FIDELITY COVINGTON TRUST	—	41,147.0	$2.9M	0.83%	-833.0	-2.0%	$69.40	+12.0%
11	JPIB	J P MORGAN EXCHANGE TRADED F	—	49,874.0	$2.4M	0.69%	-289.0	-0.6%	$47.82	+1.3%
12	VOT	VANGUARD INDEX FDS	—	2,743.0	$706K	0.20%	-38.0	-1.4%	$257.35	+16.8%
13	SOLS	SOLSTICE ADVANCED MATLS INC	Basic Materials	4,131.0	$315K	0.09%	-301.0	-6.8%	$76.16	+9.3%

① 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 49.9%

Industrials 25.0%

Healthcare 9.2%

Communication Services 8.5%

Consumer Cyclical 3.9%

Energy 2.0%

Utilities 1.3%

Basic Materials 0.1%