Harrell Investment Partners, LLC Top Holdings and 13F Report (2026) About Harrell Investment Partners, LLCInvestment ActivityHarrell Investment Partners, LLC has $461.33 million in total holdings as of June 30, 2026.Harrell Investment Partners, LLC owns shares of 144 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 2.45% of the portfolio was purchased this quarter.About 3.42% of the portfolio was sold this quarter.This quarter, Harrell Investment Partners, LLC has purchased 144 new stocks and bought additional shares in 68 stocks.Harrell Investment Partners, LLC sold shares of 55 stocks and completely divested from 9 stocks this quarter.Largest Holdings Broadcom $34,138,873Apple $29,994,361NVIDIA $27,129,325JPMorgan Chase & Co. $15,828,086Alphabet $15,214,635 Largest New Holdings this Quarter 29444U700 - Equinix $1,642,807 Holding817565104 - Service Corporation International $1,391,026 Holding464287192 - iShares U.S. Transportation ETF $448,918 Holding24703L202 - Dell Technologies $370,624 Holding806857108 - SLB $330,730 Holding Largest Purchases this Quarter Equinix 1,576 shares (about $1.64M)Service Corporation International 18,313 shares (about $1.39M)Verizon Communications 18,581 shares (about $786.72K)Analog Devices 1,692 shares (about $672.00K)iShares U.S. Transportation ETF 5,175 shares (about $448.92K) Largest Sales this Quarter Consumer Staples Select Sector SPDR Fund 15,344 shares (about $1.27M)Broadcom 2,158 shares (about $815.19K)Micron Technology 540 shares (about $623.32K)NVIDIA 2,959 shares (about $592.06K)JPMorgan Chase & Co. 1,791 shares (about $586.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHarrell Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$34,138,873$815,187 â–¼-2.3%90,3747.4%Computer and TechnologyAAPLApple$29,994,361$419,570 â–¼-1.4%103,6586.5%Computer and TechnologyNVDANVIDIA$27,129,325$592,065 â–¼-2.1%135,5865.9%Computer and TechnologyJPMJPMorgan Chase & Co.$15,828,086$586,250 â–¼-3.6%48,3553.4%FinanceGOOGLAlphabet$15,214,635$41,097 â–²0.3%42,5743.3%Computer and TechnologyMSFTMicrosoft$14,789,932$147,344 â–²1.0%39,6493.2%Computer and TechnologyADIAnalog Devices$13,009,159$672,004 â–²5.4%32,7552.8%Computer and TechnologyWALMART INC$12,541,151$153,014 â–²1.2%110,7292.7%COMETNEaton$11,676,756$149,139 â–¼-1.3%27,4032.5%IndustrialsAMZNAmazon.com$10,511,509$60,300 â–¼-0.6%44,1032.3%Retail/WholesaleJNJJohnson & Johnson$10,296,279$194,289 â–²1.9%40,5412.2%MedicalMSIMotorola Solutions$9,775,914$58,556 â–¼-0.6%23,5402.1%Computer and TechnologyABBVAbbVie$7,928,153$80,525 â–¼-1.0%31,5061.7%MedicalMPCMarathon Petroleum$7,751,057$47,810 â–²0.6%30,3171.7%EnergyVTIVanguard Total Stock Market ETF$7,615,364$91,769 â–¼-1.2%20,5801.7%ETFXLKTechnology Select Sector SPDR Fund$7,507,023$239,101 â–²3.3%39,4031.6%ETFCMICummins$7,152,690$44,932 â–¼-0.6%10,0291.6%Auto/Tires/TrucksHDHome Depot$7,050,119$193,975 â–¼-2.7%19,9901.5%Retail/WholesaleMETAMeta Platforms$6,859,252$57,456 â–²0.8%12,1771.5%Computer and TechnologyTSLATesla$6,609,660$111,878 â–²1.7%15,7151.4%Auto/Tires/TrucksJCIJohnson Controls International$6,516,398$102,278 â–¼-1.5%44,5991.4%ConstructionCBChubb$6,348,410$38,163 â–²0.6%18,6311.4%FinanceVVisa$5,979,710$112,533 â–¼-1.8%17,4291.3%Business ServicesCMECME Group$5,847,466$144,205 â–²2.5%26,4791.3%FinanceXOMExxonMobil$5,612,509$203,987 â–¼-3.5%41,0511.2%EnergyDRIDarden Restaurants$5,587,925$48,824 â–²0.9%27,1251.2%Retail/WholesaleTTTrane Technologies$5,275,186$64,344 â–¼-1.2%10,7401.1%ConstructionGOOGAlphabet$5,172,156$64,661 â–¼-1.2%14,6381.1%Computer and TechnologyAPDAir Products and Chemicals$4,687,442$121,672 â–¼-2.5%15,9881.0%Basic MaterialsLAM RESEARCH CORP$4,619,298$433,330 â–¼-8.6%10,6601.0%COM NEWORealty Income$4,441,928$38,849 â–²0.9%71,6901.0%FinanceVZVerizon Communications$4,244,804$786,721 â–²22.8%100,2550.9%Computer and TechnologyARISTA NETWORKS INC$4,224,576$576,233 â–¼-12.0%24,8680.9%COM SHSTXNTexas Instruments$3,885,228$120,119 â–²3.2%13,0350.8%Computer and TechnologyUNPUnion Pacific$3,651,224$23,663 â–¼-0.6%13,4240.8%TransportationNEENextEra Energy$3,537,916$401,108 â–²12.8%40,3090.8%UtilitiesXLCCommunication Services Select Sector SPDR Fund$3,385,130$19,284 â–²0.6%31,5980.7%ETFWFCWells Fargo & Company$3,381,695$109,911 â–²3.4%40,9210.7%FinanceBABoeing$3,271,700$83,124 â–²2.6%15,1140.7%AerospaceINTCIntel$3,250,211$13,963 â–²0.4%23,2770.7%Computer and TechnologyMNSTMonster Beverage$3,190,223$42,197 â–²1.3%33,1900.7%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$3,146,597$71,874 â–¼-2.2%19,8320.7%ETFETREntergy$3,134,574$204,339 â–²7.0%27,2900.7%UtilitiesUNHUnitedHealth Group$3,021,674$471,331 â–¼-13.5%7,2700.7%MedicalMUMicron Technology$2,952,674$623,317 â–¼-17.4%2,5580.6%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$2,857,737$21,337 â–²0.8%53,3060.6%ETFORCLOracle$2,761,104$170,142 â–²6.6%18,8410.6%Computer and TechnologyNFLXNetflix$2,457,165$196,850 â–¼-7.4%34,4140.5%Consumer DiscretionaryEPDEnterprise Products Partners$2,281,017$295,843 â–²14.9%62,0520.5%EnergyVRTXVertex Pharmaceuticals$2,193,071$32,784 â–²1.5%4,4150.5%MedicalKOCocaCola$2,096,017$21,293 â–²1.0%25,7910.5%Consumer StaplesVEUVanguard FTSE All-World ex-US ETF$1,866,928$23,115 â–²1.3%22,2920.4%ETFTJXTJX Companies$1,784,735$42,573 â–¼-2.3%11,7800.4%Retail/WholesaleIEURiShares Core MSCI Europe ETF$1,761,042$103,812 â–²6.3%23,4270.4%ETFCVXChevron$1,759,275$1,989 â–¼-0.1%10,6130.4%EnergySHOPIFY INC$1,726,516$55,834 â–²3.3%15,1210.4%CL A SUB VTG SHSPGProcter & Gamble$1,714,066$88,130 â–²5.4%11,6890.4%Consumer StaplesCRMSalesforce$1,709,107$92,427 â–¼-5.1%10,9100.4%Computer and TechnologyCOPConocoPhillips$1,667,506$128,494 â–²8.3%16,0400.4%EnergyEQIXEquinix$1,642,807$1,642,807 â–²New Holding1,5760.4%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$1,629,157$34,363 â–¼-2.1%13,8910.4%FinanceAMATApplied Materials$1,610,121$325,350 â–¼-16.8%2,2270.3%Computer and TechnologyIGMiShares Expanded Tech Sector ETF$1,573,558$1,799 â–²0.1%9,6200.3%ETFMSMorgan Stanley$1,497,407$50,171 â–²3.5%7,1630.3%FinanceDISWalt Disney$1,414,292$28,779 â–²2.1%14,6940.3%Consumer DiscretionarySCIService Corporation International$1,391,026$1,391,026 â–²New Holding18,3130.3%Consumer StaplesFISFidelity National Information Services$1,378,011$316,441 â–¼-18.7%35,4430.3%Business ServicesEXPDExpeditors International of Washington$1,307,257$19,558 â–²1.5%8,0210.3%TransportationREGNRegeneron Pharmaceuticals$1,302,540$16,835 â–²1.3%2,0890.3%MedicalLAMRLamar Advertising$1,228,749$116,511 â–²10.5%7,8780.3%FinanceADSKAutodesk$1,212,403$20,803 â–²1.7%6,2360.3%Computer and TechnologySBUXStarbucks$1,210,208$23,094 â–²1.9%11,8430.3%Retail/WholesaleNXPINXP Semiconductors$1,192,105$19,953 â–¼-1.6%4,2420.3%Computer and TechnologySPGSimon Property Group$1,137,114$111,385 â–²10.9%5,0840.2%FinanceORIOld Republic International$1,109,885$153,697 â–²16.1%27,1230.2%FinanceZTSZoetis$1,086,128$20,623 â–¼-1.9%15,1150.2%MedicalSNASnap-On$1,060,539$113,859 â–²12.0%2,6360.2%Consumer DiscretionaryXLUUtilities Select Sector SPDR Fund$1,050,537$18,136 â–¼-1.7%23,1700.2%ETFNVSNovartis$1,018,435$1,254 â–²0.1%6,4980.2%MedicalDEDeere & Company$1,000,414$16,494 â–²1.7%1,5770.2%IndustrialsCVSCVS Health$987,112$86,794 â–¼-8.1%9,5420.2%MedicalIVViShares Core S&P 500 ETF$978,0090.0%1,3060.2%ETFPEGPublic Service Enterprise Group$975,386$66,552 â–²7.3%12,0180.2%UtilitiesQCOMQualcomm$922,244$12,750 â–²1.4%4,9910.2%Computer and TechnologyDKSDICK'S Sporting Goods$916,420$10,434 â–¼-1.1%4,0400.2%Retail/WholesaleUNILEVER PLC$895,691$171,587 â–²23.7%14,8980.2%SPON ADR NEWPMPhilip Morris International$892,781$362 â–¼0.0%4,9350.2%Consumer StaplesTMOThermo Fisher Scientific$871,982$12,536 â–²1.5%1,7390.2%MedicalSEICSEI Investments$851,377$21,664 â–²2.6%9,7070.2%FinanceIJRiShares Core S&P Small-Cap ETF$849,415$20,913 â–¼-2.4%5,7270.2%ETFISRGIntuitive Surgical$773,488$14,316 â–²1.9%1,9450.2%MedicalVFHVanguard Financials ETF$770,5180.0%5,8550.2%ETFNVONovo Nordisk A/S$769,034$53,644 â–²7.5%16,0420.2%MedicalWSOWatsco$767,692$72,101 â–²10.4%1,8420.2%ConstructionIBBiShares Biotechnology ETF$752,662$12,173 â–¼-1.6%3,9570.2%FinanceILMNIllumina$747,805$4,923 â–²0.7%4,2530.2%MedicalSPYSPDR S&P 500 ETF Trust$738,556$46,300 â–¼-5.9%9890.2%FinanceSPGIS&P Global$738,200$35,831 â–¼-4.6%1,8130.2%FinancePAYXPaychex$708,242$5,211 â–¼-0.7%7,2030.2%Computer and TechnologyLLYEli Lilly and Company$701,016$111,634 â–¼-13.7%5840.2%MedicalShowing largest 100 holdings. 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