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Bouvel Investment Partners, LLC - Portfolio Stock Holdings

Bouvel Investment Partners, LLC disclosed 88 stock positions in a recent SEC 13F filing. $342,391,374 of stock holdings were filed, with the largest holdings including BOND, EVTR, and CGDV. This filing represented positions held on March 31, 2026, and was filed on April 10, 2026.

We estimate the fund has a total AUM of $374,449,027 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

88

Est. Stock Holding Value:

$342,391,374

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Bouvel Investment Partners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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