Harrell Investment Partners, LLC Portfolio Holdings

Harrell Investment Partners, LLC

  • $337 Billion
  • Q1 2025

Harrell Investment Partners, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $337 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.4B, Broadcom Inc. with a value of $15.6B, Jpmorgan Chase & CO with a value of $13.1B, Microsoft Corp with a value of $13.1B, and Motorola Solutions, Inc. with a value of $11.1B.

Examining the 13F form we can see an decrease of $20.7B in the current position value, from $358B to 337B.

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 $337 Billion
Technology: $96.7 Billion
ETFs: $62.9 Billion
Financial Services: $37 Billion
Healthcare: $28.4 Billion
Consumer Cyclical: $25.2 Billion
Industrials: $24.2 Billion
Communication Services: $20.9 Billion
Consumer Defensive: $13 Billion
Other: $27 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $337 Billion
  • Prior Value $358 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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