Harrell Investment Partners, LLC Portfolio Holdings

Harrell Investment Partners, LLC

  • $353 Billion
  • Q3 2024

Harrell Investment Partners, LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $353 Billion distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24B, Broadcom Inc. with a value of $16.7B, Microsoft Corp with a value of $15.8B, Jpmorgan Chase & CO with a value of $11.9B, and Eaton Corp PLC with a value of $11.6B.

Examining the 13F form we can see an increase of $9.42B in the current position value, from $344B to 353B.

Harrell Investment Partners, LLC is based out at Austin, TX

Below you can find more details about Harrell Investment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $353 Billion
Technology: $103 Billion
ETFs: $67.4 Billion
Financial Services: $38 Billion
Healthcare: $29 Billion
Industrials: $27.8 Billion
Consumer Cyclical: $26.8 Billion
Communication Services: $21.3 Billion
Energy: $18.4 Billion
Other: $21.5 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $353 Billion
  • Prior Value $344 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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