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HARRELL INVESTMENT PARTNERS, LLC - Portfolio Stock Holdings

HARRELL INVESTMENT PARTNERS, LLC disclosed 153 stock positions in a recent SEC 13F filing. $461,327,332 of stock holdings were filed, with the largest holdings including AVGO, AAPL, and NVDA. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $662,415,477 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

153

Est. Stock Holding Value:

$461,327,332

Top Stock Holdings By Sector

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Portfolio Stock Holdings - HARRELL INVESTMENT PARTNERS, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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