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%TechnologyAAPLApple$29,994,361$419,570 â–¼-1.4%103,6586.5%TechnologyNVDANVIDIA$27,129,325$592,065 â–¼-2.1%135,5865.9%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%Communication ServicesMSFTMicrosoft$14,789,932$147,344 â–²1.0%39,6493.2%TechnologyADIAnalog Devices$13,009,159$672,004 â–²5.4%32,7552.8%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%Consumer DiscretionaryJNJJohnson & Johnson$10,296,279$194,289 â–²1.9%40,5412.2%HealthcareMSIMotorola Solutions$9,775,914$58,556 â–¼-0.6%23,5402.1%TechnologyABBVAbbVie$7,928,153$80,525 â–¼-1.0%31,5061.7%HealthcareMPCMarathon 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%IndustrialsHDHome Depot$7,050,119$193,975 â–¼-2.7%19,9901.5%Consumer DiscretionaryMETAMeta Platforms$6,859,252$57,456 â–²0.8%12,1771.5%Communication ServicesTSLATesla$6,609,660$111,878 â–²1.7%15,7151.4%Consumer DiscretionaryJCIJohnson Controls International$6,516,398$102,278 â–¼-1.5%44,5991.4%IndustrialsCBChubb$6,348,410$38,163 â–²0.6%18,6311.4%FinanceVVisa$5,979,710$112,533 â–¼-1.8%17,4291.3%FinanceCMECME 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%Consumer DiscretionaryTTTrane Technologies$5,275,186$64,344 â–¼-1.2%10,7401.1%IndustrialsGOOGAlphabet$5,172,156$64,661 â–¼-1.2%14,6381.1%Communication ServicesAPDAir Products and Chemicals$4,687,442$121,672 â–¼-2.5%15,9881.0%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%Real EstateVZVerizon Communications$4,244,804$786,721 â–²22.8%100,2550.9%Communication ServicesARISTA 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%TechnologyUNPUnion Pacific$3,651,224$23,663 â–¼-0.6%13,4240.8%IndustrialsNEENextEra 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%IndustrialsINTCIntel$3,250,211$13,963 â–²0.4%23,2770.7%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%HealthcareMUMicron Technology$2,952,674$623,317 â–¼-17.4%2,5580.6%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%TechnologyNFLXNetflix$2,457,165$196,850 â–¼-7.4%34,4140.5%Communication ServicesEPDEnterprise 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%HealthcareKOCocaCola$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%Consumer DiscretionaryIEURiShares 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%TechnologyCOPConocoPhillips$1,667,506$128,494 â–²8.3%16,0400.4%EnergyEQIXEquinix$1,642,807$1,642,807 â–²New Holding1,5760.4%Real EstateXLYConsumer Discretionary Select Sector SPDR Fund$1,629,157$34,363 â–¼-2.1%13,8910.4%ETFAMATApplied Materials$1,610,121$325,350 â–¼-16.8%2,2270.3%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%Communication ServicesSCIService Corporation International$1,391,026$1,391,026 â–²New Holding18,3130.3%Consumer DiscretionaryFISFidelity National Information Services$1,378,011$316,441 â–¼-18.7%35,4430.3%FinanceEXPDExpeditors International of Washington$1,307,257$19,558 â–²1.5%8,0210.3%IndustrialsREGNRegeneron Pharmaceuticals$1,302,540$16,835 â–²1.3%2,0890.3%HealthcareLAMRLamar Advertising$1,228,749$116,511 â–²10.5%7,8780.3%Real EstateADSKAutodesk$1,212,403$20,803 â–²1.7%6,2360.3%TechnologySBUXStarbucks$1,210,208$23,094 â–²1.9%11,8430.3%Consumer DiscretionaryNXPINXP Semiconductors$1,192,105$19,953 â–¼-1.6%4,2420.3%TechnologySPGSimon Property Group$1,137,114$111,385 â–²10.9%5,0840.2%Real EstateORIOld 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%HealthcareSNASnap-On$1,060,539$113,859 â–²12.0%2,6360.2%IndustrialsXLUUtilities 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%HealthcareDEDeere & 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%HealthcareIVViShares 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%TechnologyDKSDICK'S Sporting Goods$916,420$10,434 â–¼-1.1%4,0400.2%Consumer DiscretionaryUNILEVER 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%HealthcareSEICSEI 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%HealthcareVFHVanguard Financials ETF$770,5180.0%5,8550.2%ETFNVONovo Nordisk A/S$769,034$53,644 â–²7.5%16,0420.2%HealthcareWSOWatsco$767,692$72,101 â–²10.4%1,8420.2%IndustrialsIBBiShares Biotechnology ETF$752,662$12,173 â–¼-1.6%3,9570.2%ETFILMNIllumina$747,805$4,923 â–²0.7%4,2530.2%HealthcareSPYSPDR S&P 500 ETF Trust$738,556$46,300 â–¼-5.9%9890.2%ETFSPGIS&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%IndustrialsLLYEli Lilly and Company$701,016$111,634 â–¼-13.7%5840.2%HealthcareShowing largest 100 holdings. 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