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BIP

Bouvel Investment Partners Portfolio holdings

AUM $442M
1-Year Est. Return 70.77%
This Fund
S&P 500
This Quarter Est. Return
+1.34%
1 Year Est. Return
+70.77%
3 Year Est. Return
+187.45%
5 Year Est. Return
+196.74%
10 Year Est. Return
–
AUM
$345M
AUM Growth
-$2.24M
Cap. Flow
+$9.54M
Cap. Flow %
2.77%
Top 10 Hldgs %
32.19%
Holding
88
New
8
Increased
54
Reduced
14
Closed
10

Top Buys

Rank Stock Value
1
ETR icon
Entergy
ETR
+$6.69M
2
NFLX icon
Netflix
NFLX
+$6.12M
3
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$5.77M
4
AAPL icon
Apple
AAPL
+$5.64M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$4.36M

Top Sells

Rank Stock Value
1
INTU icon
Intuit
INTU
+$6.47M
2
KKR icon
KKR & Co
KKR
+$6.36M
3
CRM icon
Salesforce
CRM
+$5.27M
4
UBER icon
Uber
UBER
+$4.47M
5
MRSH
Marsh
MRSH
+$2.53M

Sector Composition

Rank Sector Weight
1 Technology 34.09%
2 Industrials 16.8%
3 Healthcare 6.04%
4 Communication Services 5.58%
5 Utilities 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
26
Meta Platforms (Facebook)
META
$1.54T
$5.53M 1.61%
9,674
+66
+0.7% +$42.3K
AAPL icon
27
Apple
AAPL
$4.48T
$5.5M 1.59%
+21,655
New +$5.64M
BA icon
28
Boeing
BA
$187B
$5.41M 1.57%
27,161
+269
+1% +$61.3K
ETN icon
29
Eaton
ETN
$174B
$5.4M 1.57%
15,109
+87
+0.6% +$31K
IWY icon
30
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$5.37M 1.56%
21,594
-946
-4% -$251K
PANW icon
31
Palo Alto Networks
PANW
$308B
$5.02M 1.46%
31,335
+189
+0.6% +$31.8K
DDOG icon
32
Datadog
DDOG
$89.4B
$4.96M 1.44%
42,019
+16,420
+64% +$2.03M
VRT icon
33
Vertiv
VRT
$105B
$4.43M 1.29%
17,679
+581
+3% +$129K
PULS icon
34
PGIM Ultra Short Bond ETF
PULS
$18.4B
$4.34M 1.26%
+87,683
New +$4.36M
PWR icon
35
Quanta Services
PWR
$99.9B
$4.26M 1.24%
7,760
+222
+3% +$114K
APH icon
36
Amphenol
APH
$209B
$4.16M 1.21%
32,957
+363
+1% +$51.1K
IWF icon
37
iShares Russell 1000 Growth ETF
IWF
$128B
$4.1M 1.19%
38,420
-1,684
-4% -$191K
VICR icon
38
Vicor
VICR
$9.9B
$4.02M 1.17%
24,938
+755
+3% +$125K
SNOW icon
39
Snowflake
SNOW
$115B
$3.87M 1.12%
25,629
+176
+0.7% +$32.6K
PLTR icon
40
Palantir
PLTR
$429B
$3.82M 1.11%
26,115
-93
-0.4% -$14.2K
MINT icon
41
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$3.78M 1.1%
37,563
-335
-0.9% -$33.7K
IVW icon
42
iShares S&P 500 Growth ETF
IVW
$77.6B
$3.53M 1.02%
31,193
-631
-2% -$75.9K
FSLR icon
43
First Solar
FSLR
$25.3B
$3.32M 0.96%
16,852
+530
+3% +$117K
BSX icon
44
Boston Scientific
BSX
$73.1B
$2.92M 0.85%
46,562
+420
+0.9% +$33.6K
KTOS icon
45
Kratos Defense & Security Solutions
KTOS
$11.6B
$2.88M 0.84%
40,819
-22,285
-35% -$2.14M
FVAL icon
46
Fidelity Value Factor ETF
FVAL
$1.38B
$2.86M 0.83%
41,147
-833
-2% -$60.3K
CRWD icon
47
CrowdStrike
CRWD
$228B
$2.71M 0.79%
27,768
+8,496
+44% +$900K
AEHR icon
48
Aehr Test Systems
AEHR
$3.36B
$2.66M 0.77%
71,824
+18,028
+34% +$577K
SYM icon
49
Symbotic
SYM
$5.27B
$2.44M 0.71%
45,926
+1,644
+4% +$94.1K
MPWR icon
50
Monolithic Power Systems
MPWR
$68B
$2.42M 0.7%
2,217
+71
+3% +$77.6K
1
2
3 4

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Bouvel Investment Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Bouvel Investment Partners held 88 positions worth $345M, down 0.65% from $347M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Bouvel Investment Partners's Q1 2026 filing shows 8 new, 54 increased, 14 reduced and 10 closed positions. Its largest new stake was Entergy: 66,492 shares worth $7.47M. The largest sale was Intuit, an estimated $6.47M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 37% a quarter earlier, followed by Industrials and Healthcare.

  • Bouvel Investment Partners's largest Q1 2026 buy was Entergy: 66,492 shares worth $7.47M.
  • Bouvel Investment Partners added most to Invesco FTSE RAFI US 1000 ETF in Q1 2026, an estimated $5.77M increase.
  • Bouvel Investment Partners's biggest Q1 2026 reduction was Kratos Defense & Security Solutions, cutting an estimated $2.14M.
  • Bouvel Investment Partners fully exited Intuit in Q1 2026, selling an estimated $6.47M.
  • Bouvel Investment Partners's ten largest holdings make up 32% of its $345M portfolio in Q1 2026.
  • Bouvel Investment Partners opened 8 new positions and closed 10 in Q1 2026.
  • Bouvel Investment Partners's portfolio value fell 0.65% quarter-over-quarter to $345M.

Based on Bouvel Investment Partners's 13F filing for Q1 2026, filed 10 Apr 2026.