Harrell Investment Partners, LLC Top Holdings and 13F Report (2026) About Harrell Investment Partners, LLCInvestment ActivityHarrell Investment Partners, LLC has $419.18 million in total holdings as of March 31, 2026.Harrell Investment Partners, LLC owns shares of 144 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 5.94% of the portfolio was purchased this quarter.About 5.15% of the portfolio was sold this quarter.This quarter, Harrell Investment Partners, LLC has purchased 127 new stocks and bought additional shares in 47 stocks.Harrell Investment Partners, LLC sold shares of 61 stocks and completely divested from 4 stocks this quarter.Largest Holdings Broadcom $28,639,474Apple $26,675,328NVIDIA $24,162,293JPMorgan Chase & Co. $14,750,965Microsoft $14,530,675 Largest New Holdings this Quarter 98978V103 - Zoetis $1,820,670 Holding46434V738 - iShares Core MSCI Europe ETF $1,549,207 Holding512816109 - Lamar Advertising $903,159 Holding828806109 - Simon Property Group $855,388 Holding833034101 - Snap-On $854,476 Holding Largest Purchases this Quarter Zoetis 15,402 shares (about $1.82M)iShares Core MSCI Europe ETF 22,046 shares (about $1.55M)Enterprise Products Partners 23,898 shares (about $904.31K)Lamar Advertising 7,131 shares (about $903.16K)Morgan Stanley 5,473 shares (about $900.69K) Largest Sales this Quarter Motorola Solutions 3,671 shares (about $1.59M)Analog Devices 2,199 shares (about $699.59K)Marathon Petroleum 2,710 shares (about $661.73K)WALMART INC 4,574 shares (about $568.45K)Apple 2,095 shares (about $531.69K) 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$28,639,474$262,154 ▲0.9%92,5326.8%Computer and TechnologyAAPLApple$26,675,328$531,689 ▼-2.0%105,1086.4%Computer and TechnologyNVDANVIDIA$24,162,293$92,607 ▲0.4%138,5455.8%Computer and TechnologyJPMJPMorgan Chase & Co.$14,750,965$245,918 ▼-1.6%50,1463.5%FinanceMSFTMicrosoft$14,530,675$19,989 ▼-0.1%39,2543.5%Computer and TechnologyWALMART INC$13,593,440$568,454 ▼-4.0%109,3783.2%COMGOOGLAlphabet$12,209,517$34,507 ▼-0.3%42,4592.9%Computer and TechnologyMSIMotorola Solutions$10,277,058$1,593,137 ▼-13.4%23,6812.5%Computer and TechnologyETNEaton$9,926,309$340,141 ▼-3.3%27,7532.4%IndustrialsADIAnalog Devices$9,882,363$699,588 ▼-6.6%31,0632.4%Computer and TechnologyJNJJohnson & Johnson$9,722,818$247,617 ▲2.6%39,7762.3%MedicalAMZNAmazon.com$9,238,024$172,656 ▲1.9%44,3562.2%Retail/WholesaleCMECME Group$7,627,795$472,270 ▲6.6%25,8261.8%FinanceMPCMarathon Petroleum$7,357,133$661,727 ▼-8.3%30,1301.8%EnergyXOMExxonMobil$7,217,930$133,015 ▲1.9%42,5431.7%EnergyABBVAbbVie$6,921,803$467,601 ▲7.2%31,8261.7%MedicalMETAMeta Platforms$6,908,441$108,704 ▲1.6%12,0751.6%Computer and TechnologyHDHome Depot$6,755,242$327,896 ▲5.1%20,5401.6%Retail/WholesaleVTIVanguard Total Stock Market ETF$6,681,706$359,300 ▲5.7%20,8281.6%ETFCBChubb$6,035,765$439,996 ▼-6.8%18,5191.4%FinanceJCIJohnson Controls International$5,931,856$313,623 ▼-5.0%45,2991.4%ConstructionTSLATesla$5,743,105$11,896 ▼-0.2%15,4491.4%Auto/Tires/TrucksCMICummins$5,429,952$773,171 ▲16.6%10,0921.3%Auto/Tires/TrucksVVisa$5,366,992$21,460 ▼-0.4%17,7571.3%Business ServicesDRIDarden Restaurants$5,271,146$413,646 ▲8.5%26,8881.3%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$5,069,824$458,102 ▼-8.3%38,1481.2%ETFAPDAir Products and Chemicals$4,764,973$189,693 ▼-3.8%16,4031.1%Basic MaterialsTTTrane Technologies$4,530,434$2,917 ▲0.1%10,8711.1%ConstructionORealty Income$4,347,606$310,181 ▼-6.7%71,0631.0%FinanceGOOGAlphabet$4,251,683$48,481 ▲1.2%14,8211.0%Computer and TechnologyVZVerizon Communications$4,100,017$179,565 ▼-4.2%81,6741.0%Computer and TechnologyNFLXNetflix$3,573,998$16,922 ▼-0.5%37,1710.9%Consumer DiscretionaryXLCCommunication Services Select Sector SPDR Fund$3,483,025$338,347 ▼-8.9%31,4180.8%ETFARISTA NETWORKS INC$3,469,7630.0%28,2600.8%COM SHSNEENextEra Energy$3,319,402$184,458 ▲5.9%35,7390.8%UtilitiesUNPUnion Pacific$3,278,064$129,803 ▼-3.8%13,5110.8%TransportationWFCWells Fargo & Company$3,151,848$170,525 ▲5.7%39,5910.8%FinanceXLVHealth Care Select Sector SPDR Fund$2,973,932$302,598 ▼-9.2%20,2850.7%ETFBABoeing$2,931,687$8,359 ▼-0.3%14,7300.7%AerospaceETREntergy$2,866,407$271,910 ▼-8.7%25,5110.7%UtilitiesXLFFinancial Select Sector SPDR Fund$2,612,089$114,144 ▼-4.2%52,9080.6%ETFORCLOracle$2,600,856$70,317 ▲2.8%17,6800.6%Computer and TechnologyCMCSAComcast$2,510,762$54,549 ▲2.2%87,4530.6%Consumer DiscretionaryLAM RESEARCH CORP$2,491,2760.0%11,6600.6%COM NEWTXNTexas Instruments$2,452,313$552,702 ▲29.1%12,6320.6%Computer and TechnologyMNSTMonster Beverage$2,373,137$48,476 ▲2.1%32,7510.6%Consumer StaplesUNHUnitedHealth Group$2,274,060$96,331 ▼-4.1%8,4040.5%MedicalCVXChevron$2,198,309$77,174 ▲3.6%10,6250.5%EnergyCRMSalesforce$2,146,676$148,774 ▼-6.5%11,5000.5%Computer and TechnologyFISFidelity National Information Services$2,044,447$88,801 ▼-4.2%43,5820.5%Business ServicesEPDEnterprise Products Partners$2,043,523$904,305 ▲79.4%54,0040.5%EnergyBBYBest Buy$2,039,457$40,639 ▼-2.0%31,7670.5%Retail/WholesaleCOPConocoPhillips$1,954,171$813,930 ▲71.4%14,8040.5%EnergyVRTXVertex Pharmaceuticals$1,942,010$12,503 ▼-0.6%4,3490.5%MedicalKOCocaCola$1,941,489$64,719 ▲3.4%25,5290.5%Consumer StaplesTJXTJX Companies$1,926,171$6,069 ▼-0.3%12,0610.5%Retail/WholesaleZTSZoetis$1,820,670$1,820,670 ▲New Holding15,4020.4%MedicalSHOPIFY INC$1,735,648$11,625 ▲0.7%14,6320.4%CL A SUB VTG SHSXLPConsumer Staples Select Sector SPDR Fund$1,661,245$28,201 ▼-1.7%20,2640.4%ETFVEUVanguard FTSE All-World ex-US ETF$1,653,423$696,637 ▲72.8%22,0160.4%ETFPGProcter & Gamble$1,601,551$825,764 ▲106.4%11,0880.4%Consumer StaplesREGNRegeneron Pharmaceuticals$1,593,010$12,361 ▼-0.8%2,0620.4%MedicalIEURiShares Core MSCI Europe ETF$1,549,207$1,549,207 ▲New Holding22,0460.4%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,545,733$456,397 ▼-22.8%14,1840.4%FinanceADSKAutodesk$1,467,283$5,027 ▲0.3%6,1290.4%Computer and TechnologyDISWalt Disney$1,387,433$6,554 ▲0.5%14,3950.3%Consumer DiscretionaryMSMorgan Stanley$1,139,318$900,692 ▲377.4%6,9230.3%FinanceIGMiShares Expanded Tech Sector ETF$1,138,761$337,397 ▼-22.9%9,6090.3%ETFEXPDExpeditors International of Washington$1,131,683$5,729 ▼-0.5%7,9010.3%TransportationXLUUtilities Select Sector SPDR Fund$1,081,649$280,485 ▼-20.6%23,5700.3%ETFMUMicron Technology$1,046,6280.0%3,0980.2%Computer and TechnologySBUXStarbucks$1,040,744$896 ▼-0.1%11,6170.2%Retail/WholesaleINTCIntel$1,022,8150.0%23,1770.2%Computer and TechnologyNVSNovartis$991,403$22,914 ▼-2.3%6,4900.2%MedicalORIOld Republic International$932,328$755,654 ▲427.7%23,3670.2%FinanceAMATApplied Materials$914,9720.0%2,6770.2%Computer and TechnologyPEGPublic Service Enterprise Group$906,510$697,652 ▲334.0%11,1980.2%UtilitiesLAMRLamar Advertising$903,159$903,159 ▲New Holding7,1310.2%FinanceISRGIntuitive Surgical$880,030$15,213 ▲1.8%1,9090.2%MedicalDEDeere & Company$873,917$47,894 ▲5.8%1,5510.2%IndustrialsSPGSimon Property Group$855,388$855,388 ▲New Holding4,5860.2%FinanceSNASnap-On$854,476$854,476 ▲New Holding2,3530.2%Consumer DiscretionaryIVViShares Core S&P 500 ETF$852,943$39,839 ▼-4.5%1,3060.2%ETFNXPINXP Semiconductors$848,984$1,378 ▼-0.2%4,3130.2%Computer and TechnologyTMOThermo Fisher Scientific$842,574$3,441 ▼-0.4%1,7140.2%MedicalPMPhilip Morris International$816,311$448,748 ▲122.1%4,9370.2%Consumer StaplesDKSDICK'S Sporting Goods$810,219$810,219 ▲New Holding4,0860.2%Retail/WholesaleSPGIS&P Global$808,771$375,243 ▲86.6%1,9010.2%FinanceICEIntercontinental Exchange$772,586$56,780 ▼-6.8%4,9120.2%FinanceSHELShell$763,7160.0%8,2120.2%EnergyCVSCVS Health$745,563$745,563 ▲New Holding10,3810.2%MedicalSEICSEI Investments$742,340$3,296 ▲0.4%9,4600.2%FinanceIJRiShares Core S&P Small-Cap ETF$729,443$292,995 ▲67.1%5,8680.2%ETFVFHVanguard Financials ETF$707,3430.0%5,8550.2%ETFUNILEVER PLC$686,147$686,147 ▲New Holding12,0440.2%SPON ADR NEWSPYSPDR S&P 500 ETF Trust$683,4230.0%1,0510.2%FinanceIBBiShares Biotechnology ETF$678,994$316,447 ▼-31.8%4,0210.2%FinancePAYXPaychex$668,423$668,423 ▲New Holding7,2560.2%Computer and TechnologyYUMYum! Brands$648,759$2,798 ▼-0.4%4,1730.2%Retail/WholesaleQCOMQualcomm$633,868$1,159 ▲0.2%4,9220.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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