HARRELL INVESTMENT PARTNERS, LLC

CIK: 0001802882SEC EDGAR →

Portfolio Value

$424.0B

Holdings

127

As of

Q4 2025

New Positions

127

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

BROADCOM INC

91,685$31.7B
7.48%
2

APPLE INC

107,203$29.1B
6.87%
3

NVIDIA CORPORATION

138,014$25.7B
6.07%
4

MICROSOFT CORP

39,308$19.0B
4.48%
5

JPMORGAN CHASE & CO.

50,982$16.4B
3.87%
6

ALPHABET INC

42,579$13.3B
3.14%
7

WALMART INC

113,952$12.7B
2.99%
8

MOTOROLA SOLUTIONS INC

27,352$10.5B
2.47%
9

AMAZON COM INC

43,527$10.0B
2.37%
10

EATON CORP PLC

28,704$9.1B
2.16%

Quarterly Changes

Top Buys

AVGONEW
$31.7B
AAPLNEW
$29.1B
NVDANEW
$25.7B
MSFTNEW
$19.0B
JPMNEW
$16.4B

Top Sells

No sells this quarter

New Positions (127)

$31.7B · 92K shares
$29.1B · 107K shares
$25.7B · 138K shares
$19.0B · 39K shares
$16.4B · 51K shares
$13.3B · 43K shares
$12.7B · 114K shares
$10.5B · 27K shares
$10.0B · 44K shares
$9.1B · 29K shares
$9.0B · 33K shares
$8.0B · 39K shares
$7.8B · 12K shares
$7.0B · 15K shares
$6.8B · 30K shares
$6.7B · 20K shares
$6.6B · 24K shares
$6.6B · 20K shares
$6.3B · 18K shares
$6.2B · 20K shares
$6.0B · 42K shares
$5.7B · 48K shares
$5.3B · 33K shares
$5.1B · 39K shares
$5.0B · 42K shares
$4.6B · 15K shares
$4.6B · 48K shares
$4.6B · 25K shares
$4.4B · 9K shares
$4.3B · 76K shares
$4.2B · 11K shares
$4.2B · 17K shares
$4.1B · 34K shares
$3.7B · 28K shares
$3.5B · 37K shares
$3.5B · 37K shares
$3.5B · 85K shares
$3.5B · 22K shares
$3.4B · 17K shares
$3.3B · 12K shares
$3.2B · 14K shares
$3.2B · 15K shares
$3.0B · 55K shares
$3.0B · 45K shares
$2.9B · 9K shares
$2.7B · 34K shares
$2.6B · 28K shares
$2.6B · 86K shares
$2.5B · 32K shares
$2.3B · 15K shares
$2.2B · 18K shares
$2.2B · 32K shares
$2.0B · 12K shares
$2.0B · 4K shares
$1.9B · 12K shares
$1.8B · 6K shares
$1.7B · 25K shares
$1.7B · 10K shares
$1.6B · 14K shares
$1.6B · 12K shares
$1.6B · 2K shares
$1.6B · 21K shares
$1.6B · 10K shares
$1.3B · 30K shares
$1.2B · 8K shares
$1.1B · 2K shares
$997.0M · 2K shares
$994.0M · 6K shares
$979.0M · 12K shares
$965.0M · 30K shares
$937.0M · 4K shares
$937.0M · 13K shares
$936.0M · 1K shares
$915.0M · 7K shares
$884.0M · 3K shares
$855.0M · 23K shares
$853.0M · 5K shares
$840.0M · 5K shares
$811.0M · 5K shares
$808.0M · 9K shares
$781.0M · 6K shares
$772.0M · 9K shares
$769.0M · 5K shares
$716.0M · 1K shares
$700.0M · 652 shares
$687.0M · 3K shares
$682.0M · 1K shares
$673.0M · 4K shares
$656.0M · 4K shares
$656.0M · 4K shares
$655.0M · 13K shares
$634.0M · 4K shares
$603.0M · 8K shares
$562.0M · 9K shares
$561.0M · 4K shares
$552.0M · 6K shares
$551.0M · 3K shares
$547.0M · 9K shares
$543.0M · 6K shares
$532.0M · 1K shares
$502.0M · 3K shares
$498.0M · 2K shares
$458.0M · 7K shares
$447.0M · 2K shares
$422.0M · 4K shares
$393.0M · 844 shares
$392.0M · 780 shares
$377.0M · 5K shares
$356.0M · 2K shares
$342.0M · 3K shares
$341.0M · 3K shares
$337.0M · 2K shares
$331.0M · 2K shares
$308.0M · 351 shares
$291.0M · 1K shares
$257.0M · 1K shares
$247.0M · 1K shares
$245.0M · 363 shares
$239.0M · 5K shares
$237.0M · 1K shares
$236.0M · 2K shares
$230.0M · 7K shares
$213.0M · 373 shares
$207.0M · 3K shares
$202.0M · 4K shares
$200.0M · 2K shares
$34.0M · 22K shares

Sector Breakdown

Sector# HoldingsValue%
Technology25$158.2B37.3%
Financial Services36$82.5B19.5%
Consumer Cyclical11$35.1B8.3%
Communication Services6$33.5B7.9%
Industrials11$32.8B7.7%
Healthcare14$30.8B7.3%
Consumer Defensive4$17.6B4.2%
Energy8$14.9B3.5%
Utilities4$6.2B1.5%
Real Estate1$4.3B1.0%
Basic Materials1$4.2B1.0%
Unknown6$3.9B0.9%