Harrell Investment Partners, LLC Portfolio Holdings

Harrell Investment Partners, LLC

  • $395 Billion
  • Q2 2025

Harrell Investment Partners, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $395 Billion distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $29.2B, Nvidia Corp with a value of $22.6B, Apple Inc. with a value of $22.5B, Microsoft Corp with a value of $19.5B, and Jpmorgan Chase & CO with a value of $16B.

Examining the 13F form we can see an increase of $57.4B in the current position value, from $337B to 395B.

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 $395 Billion
Technology: $139 Billion
Financial Services: $40.7 Billion
ETFs: $35.4 Billion
Consumer Cyclical: $34.4 Billion
Industrials: $33.1 Billion
Communication Services: $33.1 Billion
Healthcare: $27.3 Billion
Consumer Defensive: $16.5 Billion
Other: $30.4 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.52B
$5.76 Billion 1.46% of portfolio
39,068
Q3 2023 New
$6.25B
$271 Million 0.07% of portfolio
2,178
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $395 Billion
  • Prior Value $337 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 43 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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