Stock Taper

BOUVEL INVESTMENT PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Monolithic Power Systems, Inc.MPWR2.25K$3.11M
Solstice Advanced Materials Inc.SOLS3.15K$279.09K
Axon Enterprise, Inc.AXON5.89K$3.3M
Eli Lilly and CompanyLLY6.83K$8.19M
CrowdStrike Holdings, Inc.CRWD6.96K$5.31M
Quanta Services, Inc.PWR7.75K$5.58M
Lumentum Holdings Inc.LITE8.62K$7.4M
Meta Platforms, Inc.META9.53K$5.37M
Natera, Inc.NTRA11.24K$3.05M
Vertiv Holdings CoVRT13.09K$4.38M
AeroVironment, Inc.AVAV13.29K$2.19M
Honeywell International Inc.HON13.52K$3.03M
Intuitive Surgical, Inc.ISRG14.45K$5.75M
Eaton Corporation plcETN14.89K$6.34M
GRAIL Inc.GRAL16.21K$1.11M
First Solar, Inc.FSLR16.87K$3.98M
Teradyne, Inc.TER18.01K$8.72M
Microsoft CorporationMSFT19.67K$7.34M
Cerus CorporationCERS20K$58.4K
MasTec, Inc.MTZ20.31K$8.45M