HARRELL INVESTMENT PARTNERS, LLC 13F Holdings

CIK 0001802882 · AUSTIN, TX

As of Sep 30, 2025, HARRELL INVESTMENT PARTNERS, LLC reported 123 positions worth $423.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BROADCOM INCAVGOTechnology95,133$31.4M7.41%
NVIDIA CORPNVDATechnology148,610$27.7M6.55%
APPLE INCAAPLTechnology106,772$27.2M6.42%
MICROSOFT CORPMSFTTechnology38,847$20.1M4.75%
JPMORGAN CHASE & COJPMFinancial Services52,645 6.6M3.92%
MOTOROLA SOLUTIONS INCMSITechnology27,045 2.4M2.92%
WALMART INCWMTConsumer Defensive115,707 1.9M2.82%
EATON CORP PLCETNIndustrials29,134 0.9M2.58%
ALPHABET INCGOOGLEquity42,116 0.2M2.42%
AMAZON.COM INCAMZNEquity43,277$9.5M2.24%
META PLATFORMS INCMETACommunication Services11,550$8.5M2.00%
HOME DEPOT INCHDConsumer Cyclical20,019$8.1M1.92%
ANALOG DEVICES INCADITechnology31,251$7.7M1.81%
JOHNSON & JOHNSONJNJHealthcare39,958$7.4M1.75%
ABBVIE INCABBVEquity30,427$7.0M1.66%
TESLA INCTSLAConsumer Cyclical15,329$6.8M1.61%
CME GROUP INCCMEFinancial Services24,157$6.5M1.54%
VANGUARD TOTAL STOCK MKT ETFVTI—19,824$6.5M1.54%
MARATHON PETROLEUM CORPMPCEnergy33,294$6.4M1.52%
VISA INC-CLASS A SHARESVFinancial Services17,871$6.1M1.44%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—21,122$6.0M1.41%
CHUBB LTDCBFinancial Services20,443$5.8M1.36%
JOHNSON CONTROLS INTERNATIONAL PLCJCIBasic Materials48,918$5.4M1.27%
SILICON LABORATORIES INCSLABTechnology39,068$5.1M1.21%
ORACLE CORPORCLTechnology17,836$5.0M1.18%