Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $28.6M | 6.83% | 92,532 | Added |
| 2 | AAPL | APPLE INC | $26.7M | 6.36% | 105,108 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $24.2M | 5.76% | 138,545 | Added |
| 4 | JPM | JPMORGAN CHASE & CO | $14.8M | 3.52% | 50,146 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $14.5M | 3.47% | 39,254 | Trimmed |
| 6 | WMT | WALMART INC | $13.6M | 3.24% | 109,378 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $12.2M | 2.91% | 42,459 | Trimmed |
| 8 | MSI | MOTOROLA SOLUTIONS INC | $10.3M | 2.45% | 23,681 | Trimmed |
| 9 | ETN | EATON CORP PLC | $9.9M | 2.37% | 27,753 | Trimmed |
| 10 | ADI | ANALOG DEVICES INC | $9.9M | 2.36% | 31,063 | Trimmed |
| 11 | JNJ | JOHNSON & JOHNSON | $9.7M | 2.32% | 39,776 | Added |
| 12 | AMZN | AMAZON COM INC | $9.2M | 2.20% | 44,356 | Added |
| 13 | CME | CME GROUP INC | $7.6M | 1.82% | 25,826 | Added |
| 14 | MPC | MARATHON PETE CORP | $7.4M | 1.76% | 30,130 | Trimmed |
| 15 | XOM | EXXON MOBIL CORP | $7.2M | 1.72% | 42,543 | Added |
| 16 | META | META PLATFORMS INC | $6.9M | 1.65% | 12,075 | Added |
| 17 | ABBV | ABBVIE INC | $6.9M | 1.65% | 31,826 | Added |
| 18 | HD | HOME DEPOT INC | $6.8M | 1.61% | 20,540 | Added |
| 19 | VTI | VANGUARD INDEX FDS | $6.7M | 1.59% | 20,828 | Added |
| 20 | CB | CHUBB LTD SWITZ | $6.0M | 1.44% | 18,519 | Trimmed |
| 21 | JCI | JOHNSON CONTROLS INTERNATION | $5.9M | 1.42% | 45,299 | Trimmed |
| 22 | TSLA | TESLA INC | $5.7M | 1.37% | 15,449 | Trimmed |
| 23 | CMI | CUMMINS INC | $5.4M | 1.30% | 10,092 | Added |
| 24 | V | VISA INC | $5.4M | 1.28% | 17,757 | Trimmed |
| 25 | DRI | DARDEN RESTAURANTS INC | $5.3M | 1.26% | 26,888 | Added |
Source: SEC Form 13F filings · as of 2026-03-31