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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
+44.03%
1 Year Est. Return
+70.77%
3 Year Est. Return
+187.45%
5 Year Est. Return
+196.74%
10 Year Est. Return
–
AUM
$442M
AUM Growth
+$97.7M
Cap. Flow
+$3.97M
Cap. Flow %
0.9%
Top 10 Hldgs %
31.45%
Holding
95
New
17
Increased
28
Reduced
39
Closed
11

Top Buys

Rank Stock Value
1
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$8.54M
2
ABBV icon
AbbVie
ABBV
+$8.11M
3
IFRA icon
iShares US Infrastructure ETF
IFRA
+$6.43M
4
CGMS icon
Capital Group US Multi-Sector Income ETF
CGMS
+$5.2M
5
TTMI icon
TTM Technologies
TTMI
+$4.05M

Top Sells

Rank Stock Value
1
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$8.33M
2
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$6.94M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.29M
4
INTC icon
Intel
INTC
+$4.71M
5
AVGO icon
Broadcom
AVGO
+$3.93M

Sector Composition

Rank Sector Weight
1 Technology 40.44%
2 Industrials 15.23%
3 Healthcare 7.63%
4 Communication Services 4.27%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HON icon
51
Honeywell
HON
$77B
$3.03M 0.68%
13,523
-14,005
-51% -$3.12M
HONA
52
Honeywell Aerospace
HONA
$64.7B
$2.99M 0.68%
+13,523
New +$2.98M
QBTS icon
53
D-Wave Quantum
QBTS
$6B
$2.98M 0.67%
124,207
+291
+0.2% +$6.38K
SGOV icon
54
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.6B
$2.7M 0.61%
+26,801
New +$2.69M
JPIB icon
55
JPMorgan International Bond Opportunities ETF
JPIB
$2.07B
$2.67M 0.6%
55,274
+5,400
+11% +$260K
ITOT icon
56
iShares Core S&P Total US Stock Market ETF
ITOT
$93.2B
$2.66M 0.6%
16,214
+1,771
+12% +$281K
IWY icon
57
iShares Russell Top 200 Growth ETF
IWY
$16B
$2.4M 0.54%
8,254
-13,340
-62% -$3.77M
DGRO icon
58
iShares Core Dividend Growth ETF
DGRO
$42.6B
$2.39M 0.54%
31,473
+970
+3% +$71.6K
TEM
59
Tempus AI
TEM
$7.69B
$2.37M 0.54%
40,944
+4
+0% +$201
JOBY icon
60
Joby Aviation
JOBY
$6.82B
$2.23M 0.5%
249,616
+123,691
+98% +$1.2M
AVAV icon
61
AeroVironment
AVAV
$7.57B
$2.19M 0.5%
13,285
+5,587
+73% +$1,000K
VBK icon
62
Vanguard Small-Cap Growth ETF
VBK
$23.2B
$2.13M 0.48%
5,834
+326
+6% +$111K
SYM icon
63
Symbotic
SYM
$5.11B
$2.07M 0.47%
45,983
+57
+0.1% +$2.9K
KTOS icon
64
Kratos Defense & Security Solutions
KTOS
$8.88B
$2.04M 0.46%
40,882
+63
+0.2% +$3.81K
BSX icon
65
Boston Scientific
BSX
$65.8B
$1.96M 0.44%
45,853
-709
-2% -$38.5K
TOST icon
66
Toast
TOST
$16.8B
$1.94M 0.44%
+69,623
New +$1.82M
CRSP icon
67
CRISPR Therapeutics
CRSP
$4.58B
$1.77M 0.4%
32,466
-53
-0.2% -$2.79K
DVYE icon
68
iShares Emerging Markets Dividend ETF
DVYE
$1.22B
$1.72M 0.39%
+53,449
New +$1.84M
ENPH icon
69
Enphase Energy
ENPH
$4.84B
$1.68M 0.38%
34,148
-43
-0.1% -$1.96K
OKLO
70
Oklo
OKLO
$7B
$1.54M 0.35%
29,482
+132
+0.4% +$8.24K
PLUG icon
71
Plug Power
PLUG
$2.92B
$1.4M 0.32%
517,561
+149,779
+41% +$471K
AMPX icon
72
Amprius Technologies
AMPX
$1.31B
$1.38M 0.31%
+99,308
New +$1.78M
INDI icon
73
indie Semiconductor
INDI
$733M
$1.35M 0.31%
300,445
+1,518
+0.5% +$6.06K
GRAL
74
GRAIL Inc
GRAL
$2.91B
$1.11M 0.25%
16,215
+88
+0.5% +$5.18K
VOT icon
75
Vanguard Mid-Cap Growth ETF
VOT
$19B
$819K 0.19%
2,673
-70
-3% -$20.2K
1 2
3
4

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Bouvel Investment Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Bouvel Investment Partners held 95 positions worth $442M, up 28% from $345M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Bouvel Investment Partners's Q2 2026 filing shows 17 new, 28 increased, 39 reduced and 11 closed positions. Its largest new stake was Vanguard Short-Term Inflation-Protected Securities Index Fund: 169,981 shares worth $8.54M. The largest sale was JPMorgan Equity Premium Income ETF, an estimated $8.33M.

By sector, the portfolio is most concentrated in Technology at 40% of assets, up from 34% a quarter earlier, followed by Industrials and Healthcare.

  • Bouvel Investment Partners's largest Q2 2026 buy was Vanguard Short-Term Inflation-Protected Securities Index Fund: 169,981 shares worth $8.54M.
  • Bouvel Investment Partners added most to Capital Group US Multi-Sector Income ETF in Q2 2026, an estimated $5.2M increase.
  • Bouvel Investment Partners's biggest Q2 2026 reduction was PIMCO Active Bond Exchange-Traded Fund, cutting an estimated $6.94M.
  • Bouvel Investment Partners fully exited JPMorgan Equity Premium Income ETF in Q2 2026, selling an estimated $8.33M.
  • Bouvel Investment Partners's ten largest holdings make up 31% of its $442M portfolio in Q2 2026.
  • Bouvel Investment Partners opened 17 new positions and closed 11 in Q2 2026.
  • Bouvel Investment Partners's portfolio value rose 28% quarter-over-quarter to $442M.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.