Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

HARRELL INVESTMENT PARTNERS, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

HARRELL INVESTMENT PARTNERS, LLC (CIK 1802882) reported $419.2M across 144 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVGO ($28.6M, 6.83%), AAPL ($26.7M, 6.36%), NVDA ($24.2M, 5.76%), JPM ($14.8M, 3.52%), MSFT ($14.5M, 3.47%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AVGOBROADCOM INC$28.6M6.83%92,532Added
2AAPLAPPLE INC$26.7M6.36%105,108Trimmed
3NVDANVIDIA CORPORATION$24.2M5.76%138,545Added
4JPMJPMORGAN CHASE & CO$14.8M3.52%50,146Trimmed
5MSFTMICROSOFT CORP$14.5M3.47%39,254Trimmed
6WMTWALMART INC$13.6M3.24%109,378Trimmed
7GOOGLALPHABET INC$12.2M2.91%42,459Trimmed
8MSIMOTOROLA SOLUTIONS INC$10.3M2.45%23,681Trimmed
9ETNEATON CORP PLC$9.9M2.37%27,753Trimmed
10ADIANALOG DEVICES INC$9.9M2.36%31,063Trimmed
11JNJJOHNSON & JOHNSON$9.7M2.32%39,776Added
12AMZNAMAZON COM INC$9.2M2.20%44,356Added
13CMECME GROUP INC$7.6M1.82%25,826Added
14MPCMARATHON PETE CORP$7.4M1.76%30,130Trimmed
15XOMEXXON MOBIL CORP$7.2M1.72%42,543Added
16METAMETA PLATFORMS INC$6.9M1.65%12,075Added
17ABBVABBVIE INC$6.9M1.65%31,826Added
18HDHOME DEPOT INC$6.8M1.61%20,540Added
19VTIVANGUARD INDEX FDS$6.7M1.59%20,828Added
20CBCHUBB LTD SWITZ$6.0M1.44%18,519Trimmed
21JCIJOHNSON CONTROLS INTERNATION$5.9M1.42%45,299Trimmed
22TSLATESLA INC$5.7M1.37%15,449Trimmed
23CMICUMMINS INC$5.4M1.30%10,092Added
24VVISA INC$5.4M1.28%17,757Trimmed
25DRIDARDEN RESTAURANTS INC$5.3M1.26%26,888Added

Source: SEC Form 13F filings · as of 2026-03-31