Harrell Investment Partners, LLC Portfolio Holdings

Harrell Investment Partners, LLC

  • $358 Billion
  • Q4 2024

Harrell Investment Partners, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $358 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $25.9B, Broadcom Inc. with a value of $21B, Microsoft Corp with a value of $14.7B, Jpmorgan Chase & CO with a value of $12.7B, and Nvidia Corp with a value of $11.6B.

Examining the 13F form we can see an increase of $4.47B in the current position value, from $353B to 358B.

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 $358 Billion
Technology: $113 Billion
ETFs: $67.7 Billion
Financial Services: $34.3 Billion
Consumer Cyclical: $28.5 Billion
Healthcare: $27.5 Billion
Industrials: $25.6 Billion
Communication Services: $21.6 Billion
Consumer Defensive: $12.4 Billion
Other: $24.7 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 89
  • Current Value $358 Billion
  • Prior Value $353 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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