☆Bouvel Investment Partners, LLC
Quality Q
0.102
AUM ($M)
442
Positions
84
Turnover
0.24
Top-10 wt
31%
Herfindahl
0.020
History (qtrs)
6
Excess Return
—
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Holdings · 96 positions · portfolio value $442M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | TRIM | — | 4.8% | +2.7% | 21.3 | 71,585 | -1,472 | 5 | — |
| ☆INTC funds › | INTEL CORP | TRIM | — | 4.0% | +1.8% | 17.6 | 126,137 | -46,590 | 4 | — |
| ☆BOND funds › | PIMCO ETF TR | TRIM | — | 3.4% | -3.0% | 15.1 | 163,263 | -75,358 | 5 | — |
| ☆CGDV funds › | CAPITAL GROUP DIVIDEND VALUE | ADD | — | 3.3% | -0.1% | 14.4 | 292,611 | +18,109 | 5 | — |
| ☆EVTR funds › | MORGAN STANLEY ETF TRUST | ADD | — | 3.2% | -0.6% | 14.2 | 280,957 | +19,885 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 2.9% | -0.4% | 12.7 | 63,279 | -216 | 5 | — |
| ☆CGMS funds › | CAPITAL GRP FIXED INCM ETF T | ADD | — | 2.6% | +0.8% | 11.3 | 415,149 | +189,151 | 5 | — |
| ☆PRF funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 2.5% | -0.2% | 11.0 | 204,067 | +5,772 | 5 | — |
| ☆DDOG funds › | DATADOG INC | TRIM | — | 2.5% | +1.0% | 10.9 | 41,678 | -341 | 3 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | TRIM | — | 2.4% | +0.9% | 10.6 | 30,966 | -369 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 2.3% | -1.0% | 10.0 | 26,430 | -9,804 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 2.2% | -0.3% | 9.9 | 41,727 | -609 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | NEW | — | 2.1% | +2.1% | 9.5 | 37,712 | +37,712 | 1 | — |
| ☆VICR funds › | VICOR CORP | TRIM | — | 2.1% | +0.9% | 9.3 | 24,525 | -413 | 5 | — |
| ☆GE funds › | GE AEROSPACE | TRIM | — | 2.1% | +0.0% | 9.2 | 24,644 | -320 | 5 | — |
| ☆TER funds › | TERADYNE INC | TRIM | — | 2.0% | -0.0% | 8.7 | 18,014 | -5,375 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 1.9% | -0.1% | 8.6 | 24,032 | -317 | 5 | — |
| ☆VTIP funds › | VANGUARD MALVERN FDS | NEW | — | 1.9% | +1.9% | 8.5 | 169,981 | +169,981 | 1 | — |
| ☆MTZ funds › | MASTEC INC | ADD | — | 1.9% | +0.0% | 8.4 | 20,308 | +39 | 5 | — |
| ☆PULS funds › | PGIM ETF TR | ADD | — | 1.9% | +0.6% | 8.2 | 166,035 | +78,352 | 2 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 1.9% | +0.0% | 8.2 | 6,825 | -64 | 5 | — |
| ☆ETR funds › | ENTERGY CORP NEW | TRIM | — | 1.7% | -0.5% | 7.5 | 65,513 | -979 | 2 | — |
| ☆LITE funds › | LUMENTUM HLDGS INC | TRIM | — | 1.7% | -0.5% | 7.4 | 8,621 | -2,037 | 4 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 1.7% | -0.5% | 7.3 | 19,674 | -270 | 5 | — |
| ☆IFRA funds › | ISHARES TR | NEW | — | 1.5% | +1.5% | 6.6 | 105,486 | +105,486 | 1 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 1.5% | -0.2% | 6.6 | 23,371 | -115 | 3 | — |
| ☆SNOW funds › | SNOWFLAKE INC | TRIM | — | 1.5% | +0.3% | 6.4 | 25,275 | -354 | 4 | — |
| ☆ETN funds › | EATON CORP PLC | TRIM | — | 1.4% | -0.1% | 6.3 | 14,886 | -223 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 1.4% | -0.2% | 6.2 | 21,327 | -328 | 2 | — |
| ☆BA funds › | BOEING CO | TRIM | — | 1.3% | -0.3% | 5.8 | 26,842 | -319 | 3 | — |
| ☆APH funds › | AMPHENOL CORP | TRIM | — | 1.3% | +0.1% | 5.8 | 32,924 | -33 | 3 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | TRIM | — | 1.3% | -0.7% | 5.7 | 14,449 | -148 | 5 | — |
| ☆PWR funds › | QUANTA SVCS INC | TRIM | — | 1.3% | +0.0% | 5.6 | 7,750 | -10 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | TRIM | — | 1.2% | -0.4% | 5.5 | 28,889 | -234 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 1.2% | -0.4% | 5.4 | 9,526 | -148 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | ADD | — | 1.2% | +0.4% | 5.3 | 6,961 | +19 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | TRIM | — | 1.1% | -0.8% | 4.9 | 68,878 | -591 | 2 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 1.1% | -0.1% | 4.8 | 38,295 | +28,690 | 4 | — |
| ☆TTMI funds › | TTM TECHNOLOGIES INC | NEW | — | 1.1% | +1.1% | 4.7 | 25,124 | +25,124 | 1 | — |
| ☆AEHR funds › | AEHR TEST SYS | TRIM | — | 1.1% | +0.3% | 4.7 | 48,852 | -22,972 | 5 | — |
| ☆PDFS funds › | PDF SOLUTIONS INC | NEW | — | 1.0% | +1.0% | 4.5 | 63,352 | +63,352 | 1 | — |
| ☆VRT funds › | VERTIV HOLDINGS CO | TRIM | — | 1.0% | -0.3% | 4.4 | 13,088 | -4,591 | 5 | — |
| ☆IVW funds › | ISHARES TR | TRIM | — | 0.9% | -0.1% | 4.1 | 29,842 | -1,351 | 5 | — |
| ☆FSLR funds › | FIRST SOLAR INC | ADD | — | 0.9% | -0.1% | 4.0 | 16,869 | +17 | 5 | — |
| ☆IONQ funds › | IONQ INC | ADD | — | 0.9% | +0.6% | 3.9 | 73,095 | +44,604 | 2 | — |
| ☆AXON funds › | AXON ENTERPRISE INC | NEW | — | 0.7% | +0.7% | 3.3 | 5,895 | +5,895 | 1 | — |
| ☆MPWR funds › | MONOLITHIC PWR SYS INC | ADD | — | 0.7% | -0.0% | 3.1 | 2,250 | +33 | 5 | — |
| ☆EFV funds › | ISHARES TR | NEW | — | 0.7% | +0.7% | 3.1 | 40,481 | +40,481 | 1 | — |
| ☆FVAL funds › | FIDELITY COVINGTON TRUST | TRIM | — | 0.7% | -0.1% | 3.1 | 39,349 | -1,798 | 5 | — |
| ☆NTRA funds › | NATERA INC | NEW | — | 0.7% | +0.7% | 3.1 | 11,238 | +11,238 | 1 | — |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 0.7% | +0.7% | 3.0 | 13,523 | +13,523 | 1 | — |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.7% | +0.7% | 3.0 | 13,523 | +13,523 | 1 | — |
| ☆QBTS funds › | D-WAVE QUANTUM INC | ADD | — | 0.7% | +0.2% | 3.0 | 124,207 | +291 | 5 | — |
| ☆SGOV funds › | ISHARES TR | NEW | — | 0.6% | +0.6% | 2.7 | 26,801 | +26,801 | 1 | — |
| ☆JPIB funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.6% | -0.1% | 2.7 | 55,274 | +5,400 | 5 | — |
| ☆ITOT funds › | ISHARES TR | ADD | — | 0.6% | +0.0% | 2.7 | 16,214 | +1,771 | 5 | — |
| ☆IWY funds › | ISHARES TR | TRIM | — | 0.5% | -1.0% | 2.4 | 8,254 | -13,340 | 5 | — |
| ☆DGRO funds › | ISHARES TR | ADD | — | 0.5% | -0.1% | 2.4 | 31,473 | +970 | 5 | — |
| ☆TEM funds › | TEMPUS AI INC | ADD | — | 0.5% | -0.0% | 2.4 | 40,944 | +4 | 5 | — |
| ☆JOBY funds › | JOBY AVIATION INC | ADD | — | 0.5% | +0.2% | 2.2 | 249,616 | +123,691 | 5 | — |
| ☆AVAV funds › | AEROVIRONMENT INC | ADD | — | 0.5% | +0.1% | 2.2 | 13,285 | +5,587 | 2 | — |
| ☆VBK funds › | VANGUARD INDEX FDS | ADD | — | 0.5% | -0.0% | 2.1 | 5,834 | +326 | 2 | — |
| ☆SYM funds › | SYMBOTIC INC | ADD | — | 0.5% | -0.2% | 2.1 | 45,983 | +57 | 5 | — |
| ☆KTOS funds › | KRATOS DEFENSE & SEC SOLUTIO | ADD | — | 0.5% | -0.4% | 2.0 | 40,882 | +63 | 5 | — |
| ☆BSX funds › | BOSTON SCIENTIFIC CORP | TRIM | — | 0.4% | -0.4% | 2.0 | 45,853 | -709 | 5 | — |
| ☆TOST funds › | TOAST INC | NEW | — | 0.4% | +0.4% | 1.9 | 69,623 | +69,623 | 1 | — |
| ☆CRSP funds › | CRISPR THERAPEUTICS AG | TRIM | — | 0.4% | -0.0% | 1.8 | 32,466 | -53 | 5 | — |
| ☆DVYE funds › | ISHARES INC | NEW | — | 0.4% | +0.4% | 1.7 | 53,449 | +53,449 | 1 | — |
| ☆ENPH funds › | ENPHASE ENERGY INC | TRIM | — | 0.4% | +0.0% | 1.7 | 34,148 | -43 | 2 | — |
| ☆OKLO funds › | OKLO INC | ADD | — | 0.3% | -0.1% | 1.5 | 29,482 | +132 | 5 | — |
| ☆PLUG funds › | PLUG PWR INC | ADD | — | 0.3% | +0.1% | 1.4 | 517,561 | +149,779 | 4 | — |
| ☆AMPX funds › | AMPRIUS TECHNOLOGIES INC | NEW | — | 0.3% | +0.3% | 1.4 | 99,308 | +99,308 | 1 | — |
| ☆INDI funds › | INDIE SEMICONDUCTOR INC | ADD | — | 0.3% | +0.0% | 1.3 | 300,445 | +1,518 | 5 | — |
| ☆GRAL funds › | GRAIL INC | ADD | — | 0.3% | +0.0% | 1.1 | 16,215 | +88 | 3 | — |
| ☆VOT funds › | VANGUARD INDEX FDS | TRIM | — | 0.2% | -0.0% | 0.8 | 2,673 | -70 | 5 | — |
| ☆RCAT funds › | RED CAT HLDGS INC | NEW | — | 0.2% | +0.2% | 0.8 | 75,979 | +75,979 | 1 | — |
| ☆IXUS funds › | ISHARES TR | NEW | — | 0.2% | +0.2% | 0.7 | 7,326 | +7,326 | 1 | — |
| ☆EOSE funds › | EOS ENERGY ENTERPRISES INC | ADD | — | 0.2% | -0.0% | 0.7 | 115,858 | +2,337 | 4 | — |
| ☆DVY funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.6 | 3,966 | +410 | 5 | — |
| ☆IEMG funds › | ISHARES INC | ADD | — | 0.1% | -0.0% | 0.4 | 4,572 | +47 | 3 | — |
| ☆SOLS funds › | SOLSTICE ADVANCED MATLS INC | TRIM | — | 0.1% | -0.0% | 0.3 | 3,150 | -981 | 3 | — |
| ☆IEFA funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.2 | 2,464 | +27 | 3 | — |
| ☆VYMI funds › | VANGUARD WHITEHALL FDS | NEW | — | 0.0% | +0.0% | 0.2 | 2,076 | +2,076 | 1 | — |
| ☆CERS funds › | CERUS CORP | NEW | — | 0.0% | +0.0% | 0.1 | 20,000 | +20,000 | 1 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -1.8% | 0.0 | 0 | -27,528 | 0 | — |
| ☆JEPI funds › | J P MORGAN EXCHANGE TRADED F | EXIT | — | 0.0% | -2.4% | 0.0 | 0 | -147,035 | 0 | — |
| ☆MRCY funds › | MERCURY SYS INC | EXIT | — | 0.0% | -0.7% | 0.0 | 0 | -32,751 | 0 | — |
| ☆MINT funds › | PIMCO ETF TR | EXIT | — | 0.0% | -1.1% | 0.0 | 0 | -37,563 | 0 | — |
| ☆EPAM funds › | EPAM SYS INC | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -9,305 | 0 | — |
| ☆SMR funds › | NUSCALE PWR CORP | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -129,363 | 0 | — |
| ☆QUBT funds › | QUANTUM COMPUTING INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -72,443 | 0 | — |
| ☆TYL funds › | TYLER TECHNOLOGIES INC | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -5,192 | 0 | — |
| ☆SMCI funds › | SUPER MICRO COMPUTER INC | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -87,197 | 0 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | EXIT | — | 0.0% | -1.1% | 0.0 | 0 | -26,115 | 0 | — |
| ☆ADPT funds › | ADAPTIVE BIOTECHNOLOGIES COR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -43,815 | 0 | — |
| ☆SHY funds › | ISHARES TR | EXIT | — | 0.0% | -1.8% | 0.0 | 0 | -76,128 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 442 | 84 | 0.24 | 31% | 0.020 | 0.102 | — | in |
| 2026Q1 | 345 | 78 | 0.17 | 32% | 0.021 | 0.168 | — | in |
| 2025Q4 | 347 | 80 | 0.13 | 33% | 0.021 | 0.189 | — | in |
| 2025Q3 | 327 | 78 | 0.12 | 32% | 0.020 | 0.190 | — | in |
| 2025Q2 | 296 | 73 | 0.33 | 35% | 0.022 | 0.053 | — | entered |
| 2025Q1 | 266 | 77 | 0.00 | 33% | 0.020 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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