HARRELL INVESTMENT PARTNERS, LLC

Est. AUM

$461.3M

13F long equity, this entity only

Positions

144

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BROADCOM INC	COM	$34.1M	90374	7.40%	SOLE
2	APPLE INC	COM	$30.0M	103658	6.50%	SOLE
3	NVIDIA CORPORATION	COM	$27.1M	135586	5.88%	SOLE
4	JPMORGAN CHASE & CO	COM	$15.8M	48355	3.43%	SOLE
5	ALPHABET INC	CAP STK CL A	$15.2M	42574	3.30%	SOLE
6	MICROSOFT CORP	COM	$14.8M	39649	3.21%	SOLE
7	ANALOG DEVICES INC	COM	$13.0M	32755	2.82%	SOLE
8	WALMART INC	COM	$12.5M	110729	2.72%	SOLE
9	EATON CORP PLC	SHS	$11.7M	27403	2.53%	SOLE
10	AMAZON COM INC	COM	$10.5M	44103	2.28%	SOLE
11	JOHNSON & JOHNSON	COM	$10.3M	40541	2.23%	SOLE
12	MOTOROLA SOLUTIONS INC	COM NEW	$9.8M	23540	2.12%	SOLE
13	ABBVIE INC	COM	$7.9M	31506	1.72%	SOLE
14	MARATHON PETE CORP	COM	$7.8M	30317	1.68%	SOLE
15	VANGUARD INDEX FDS	TOTAL STK MKT	$7.6M	20580	1.65%	SOLE
16	SELECT SECTOR SPDR TR	ST STR TECHN ETF	$7.5M	39403	1.63%	SOLE
17	CUMMINS INC	COM	$7.2M	10029	1.55%	SOLE
18	HOME DEPOT INC	COM	$7.0M	19990	1.53%	SOLE
19	META PLATFORMS INC	CL A	$6.9M	12177	1.49%	SOLE
20	TESLA INC	COM	$6.6M	15715	1.43%	SOLE
21	JOHNSON CONTROLS INTERNATION	SHS	$6.5M	44599	1.41%	SOLE
22	CHUBB LIMITED	COM	$6.3M	18631	1.38%	SOLE
23	VISA INC	COM CL A	$6.0M	17429	1.30%	SOLE
24	CME GROUP INC	COM	$5.8M	26479	1.27%	SOLE
25	EXXON MOBIL CORP	COM	$5.6M	41051	1.22%	SOLE
26	DARDEN RESTAURANTS INC	COM	$5.6M	27125	1.21%	SOLE
27	TRANE TECHNOLOGIES PLC	SHS	$5.3M	10740	1.14%	SOLE
28	ALPHABET INC	CAP STK CL C	$5.2M	14638	1.12%	SOLE
29	AIR PRODUCTS AND CHEMICALS I	COM	$4.7M	15988	1.02%	SOLE
30	LAM RESEARCH CORP	COM NEW	$4.6M	10660	1.00%	SOLE
31	REALTY INCOME CORP	COM	$4.4M	71690	0.96%	SOLE
32	VERIZON COMMUNICATIONS INC	COM	$4.2M	100255	0.92%	SOLE
33	ARISTA NETWORKS INC	COM SHS	$4.2M	24868	0.92%	SOLE
34	TEXAS INSTRS INC	COM	$3.9M	13035	0.84%	SOLE
35	UNION PAC CORP	COM	$3.7M	13424	0.79%	SOLE
36	NEXTERA ENERGY INC	COM	$3.5M	40309	0.77%	SOLE
37	SELECT SECTOR SPDR TR	ST STR SVC ETF	$3.4M	31598	0.73%	SOLE
38	WELLS FARGO & CO	COM	$3.4M	40921	0.73%	SOLE
39	BOEING CO	COM	$3.3M	15114	0.71%	SOLE
40	INTEL CORP	COM	$3.3M	23277	0.70%	SOLE
41	MONSTER BEVERAGE CORP NEW	COM	$3.2M	33190	0.69%	SOLE
42	SELECT SECTOR SPDR TR	ST STR CARE ETF	$3.1M	19832	0.68%	SOLE
43	ENTERGY CORP NEW	COM	$3.1M	27290	0.68%	SOLE
44	UNITEDHEALTH GROUP INC	COM	$3.0M	7270	0.66%	SOLE
45	MICRON TECHNOLOGY INC	COM	$3.0M	2558	0.64%	SOLE
46	SELECT SECTOR SPDR TR	ST STR FINL ETF	$2.9M	53306	0.62%	SOLE
47	ORACLE CORP	COM	$2.8M	18841	0.60%	SOLE
48	NETFLIX INC.	COM	$2.5M	34414	0.53%	SOLE
49	ENTERPRISE PRODS PARTNERS L	COM	$2.3M	62052	0.49%	SOLE
50	VERTEX PHARMACEUTICALS INC	COM	$2.2M	4415	0.48%	SOLE

1–50 of 144

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.