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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 5 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 3,150.0 $279K 0.06% -981.0 -23.8% $88.60 -37.3%
82 IEFA ISHARES TR 2,464.0 $238K 0.05% +27.0 +1.1% $96.58 +5.0%
83 VYMI VANGUARD WHITEHALL FDS 2,076.0 $204K 0.05% NEW $98.20 +7.9%
84 CERS CERUS CORP Healthcare 20,000.0 $58K 0.01% NEW $2.92 -6.8%
Page 5 of 5  ·  84 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%