HARRELL INVESTMENT PARTNERS, LLC
Sector Allocation
- Technology44.0%$204.3M
- Financials10.0%$46.4M
- Other8.3%$38.6M
- Industrials7.3%$33.8M
- Consumer Discretionary7.0%$32.7M
- Healthcare7.0%$32.5M
- Energy5.8%$27.0M
- Consumer Staples4.3%$20.2M
- Communication Services1.8%$8.5M
- Real Estate1.8%$8.2M
AUM History
13fpro.ai/research/fund/harrell-investment-partners-llc-1802882
Conviction and streaks
Concentrating · top 10 = 41.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$34.6MAVGO
$31.5MNVDA
$30.0MMSFT
$19.7MJPM
$16.0MGOOGL
$14.5MADI
$13.2MMPC
$12.0MWMT
$11.6METN
$11.5MAMZN
$11.0MJNJ
$10.6MMSI
$10.5MMETA
$8.8MABBV
$8.1M- SELECT$7.7M
- VANGUARD$7.6M
XOM.R34088
$6.7MJCI
$6.7MCME
$6.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/harrell-investment-partners-llc-1802882
HARRELL INVESTMENT PARTNERS, LLC 13F holdings — Q3 2026
$464.8M portfolio (+0.8% QoQ) · 139 holdings · Q3 2026 13F · top 10 are 42% of the stock portfolio
$34.6M
7.4% of stocks
+0.2%This quarter+0.6%Since filed4+ qtrsHeld$31.5M
6.8% of stocks
-0.9%This quarter-4.4%Since filed4+ qtrsHeld$30.0M
6.4% of stocks
-3%This quarter-0.6%Since filed4+ qtrsHeld$19.7M
4.2% of stocks
-3%This quarter-1.3%Since filed4+ qtrsHeld$16.0M
3.5% of stocks
+0.2%This quarter-0.4%Since filed4+ qtrsHeld$14.5M
3.1% of stocks
-1%This quarter-8.9%Since filed4+ qtrsHeld$13.2M
2.8% of stocks
+2%This quarter+1.0%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$12.0M
2.6% of stocks
-0.0%This quarter-1.3%Since filed4+ qtrsHeld$11.6M
2.5% of stocks
+1%This quarter+2.0%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$11.5M
2.5% of stocks
-3%This quarter-7.6%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
All holdings — HARRELL INVESTMENT PARTNERS, LLC (Q3 2026)
139 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AMAZON COM INC | Consumer Discretionary | $11.0M | 2.4% | 44K | -0.2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | JOHNSON & JOHNSON | Healthcare | $10.6M | 2.3% | 40K | -0.9% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Motorola Solutions, Inc. | Technology | $10.5M | 2.3% | 24K | +0.1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Meta Platforms, Inc. | Technology | $8.8M | 1.9% | 12K | -0.6% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | AbbVie Inc. | Healthcare | $8.1M | 1.8% | 31K | -1% | 4+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $7.7M | 1.7% | 39K | +0.1% | — | — | 13F |
| 17 | — | VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund | — | $7.6M | 1.6% | 20K | -2% | — | — | 13F |
| 18 | EXXON MOBIL CORP | Energy | $6.7M | 1.4% | 41K | +0.1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Johnson Controls International plc | Industrials | $6.7M | 1.4% | 45K | +0.7% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | CME GROUP INC. | Financials | $6.6M | 1.4% | 25K | -5% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | VISA INC. | Financials | $6.2M | 1.3% | 17K | -0.6% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Chubb Ltd | Financials | $6.1M | 1.3% | 19K | +0.1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Tesla, Inc. | Consumer Discretionary | $5.6M | 1.2% | 16K | +0.7% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | HOME DEPOT, INC. | Consumer Discretionary | $5.6M | 1.2% | 20K | -2% | 4+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | DARDEN RESTAURANTS INC | Consumer Discretionary | $5.2M | 1.1% | 27K | -0.9% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $GOOG | Alphabet Inc. | Technology | $5.0M | 1.1% | 15K | +0.2% | |||
| 27 | $CMI | CUMMINS INC | Industrials | $5.0M | 1.1% | 9,658 | -4% | |||
| 28 | $TT | Trane Technologies plc | Technology | $4.8M | 1.0% | 11K | -0.6% | |||
| 29 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $4.6M | 1.0% | 101K | +0.4% | |||
| 30 | $APD | Air Products & Chemicals, Inc. | Materials | $4.4M | 0.9% | 16K | -0.5% | |||
| 31 | $ANET | Arista Networks, Inc. | Technology | $4.3M | 0.9% | 21K | -15% | |||
| 32 | $O | REALTY INCOME CORP | Real Estate | $3.9M | 0.8% | 73K | +1% | |||
| 33 | $TXN | TEXAS INSTRUMENTS INC | Technology | $3.5M | 0.8% | 13K | -3% | |||
| 34 | $UNP | UNION PACIFIC CORP | Industrials | $3.4M | 0.7% | 13K | -6% | |||
| 35 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $3.4M | 0.7% | 20K | +2% | |||
| 36 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $3.3M | 0.7% | 41K | +0.7% | |||
| 37 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $3.2M | 0.7% | 29K | -8% | |||
| 38 | $LRCX | LAM RESEARCH CORP | Technology | $3.2M | 0.7% | 9,806 | -8% | |||
| 39 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $3.1M | 0.7% | 8,440 | +16% | |||
| 40 | $NEE | NEXTERA ENERGY INC | Utilities | $3.1M | 0.7% | 41K | +1% | |||
| 41 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $2.8M | 0.6% | 53K | -0.0% | |||
| 42 | $INTC | INTEL CORP | Technology | $2.8M | 0.6% | 23K | +0.1% | |||
| 43 | $BA | BOEING CO | Industrials | $2.8M | 0.6% | 15K | -0.6% | |||
| 44 | $MNST | Monster Beverage Corp | Consumer Staples | $2.7M | 0.6% | 66K | +99% | |||
| 45 | $ETR | ENTERGY CORP /DE/ | Utilities | $2.7M | 0.6% | 28K | +1% | |||
| 46 | $ORCL | ORACLE CORP | Technology | $2.6M | 0.6% | 19K | -1% | |||
| 47 | $MU | MICRON TECHNOLOGY INC | Technology | $2.5M | 0.5% | 2,324 | -9% | |||
| 48 | $NFLX | NETFLIX INC | Communication Services | $2.3M | 0.5% | 33K | -3% | |||
| 49 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $2.3M | 0.5% | 4,377 | -0.9% | |||
| 50 | $CRM | Salesforce, Inc. | Technology | $2.2M | 0.5% | 9,748 | -11% | |||
| 51 | $KO | COCA COLA CO | Consumer Staples | $2.2M | 0.5% | 26K | +0.1% | |||
| 52 | $SHOP | SHOPIFY INC. | Technology | $2.2M | 0.5% | 15K | -1.0% | |||
| 53 | $CVX | CHEVRON CORP | Energy | $2.2M | 0.5% | 11K | +0.2% | |||
| 54 | — | ISHARES TR - CORE MSCI EURO | — | $2.1M | 0.5% | 28K | +20% | |||
| 55 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $1.9M | 0.4% | 53K | -15% | |||
| 56 | $COP | CONOCOPHILLIPS | Energy | $1.9M | 0.4% | 15K | -6% | |||
| 57 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $1.9M | 0.4% | 23K | +1% | |||
| 58 | $EQIX | EQUINIX INC | Real Estate | $1.7M | 0.4% | 1,647 | +5% | |||
| 59 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $1.6M | 0.3% | 2,077 | -0.6% | |||
| 60 | — | ISHARES TR - EXPND TEC SC ETF | — | $1.6M | 0.3% | 9,176 | -5% | |||
| 61 | $DIS | Walt Disney Co | Communication Services | $1.5M | 0.3% | 15K | -0.4% | |||
| 62 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $1.5M | 0.3% | 14K | +0.7% | |||
| 63 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $1.5M | 0.3% | 8,007 | -0.2% | |||
| 64 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.5M | 0.3% | 11K | -5% | |||
| 65 | $SCI | SERVICE CORP INTERNATIONAL | Consumer Discretionary | $1.4M | 0.3% | 19K | +3% | |||
| 66 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.4M | 0.3% | 9,784 | -16% | |||
| 67 | $ADSK | Autodesk, Inc. | Technology | $1.3M | 0.3% | 6,103 | -2% | |||
| 68 | $MS | MORGAN STANLEY | Financials | $1.2M | 0.3% | 6,374 | -11% | |||
| 69 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.2M | 0.3% | 1,734 | -0.3% | |||
| 70 | $FIS | Fidelity National Information Services, Inc. | Financials | $1.2M | 0.3% | 35K | -1% | |||
| 71 | $ILMN | ILLUMINA, INC. | Healthcare | $1.2M | 0.3% | 4,213 | -0.9% | |||
| 72 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.1M | 0.3% | 2,231 | +0.2% | |||
| 73 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $1.1M | 0.2% | 12K | -0.9% | |||
| 74 | $DE | DEERE & CO | Industrials | $1.1M | 0.2% | 1,570 | -0.4% | |||
| 75 | $PM | Philip Morris International Inc. | Consumer Staples | $1.1M | 0.2% | 5,518 | +12% | |||
| 76 | $LAMR | LAMAR ADVERTISING CO/NEW | Real Estate | $1.0M | 0.2% | 7,211 | -8% | |||
| 77 | $NXPI | NXP Semiconductors N.V. | Technology | $1.0M | 0.2% | 4,243 | +0.0% | |||
| 78 | $SEIC | SEI INVESTMENTS CO | Financials | $984K | 0.2% | 9,585 | -1% | |||
| 79 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $973K | 0.2% | 25K | +6% | |||
| 80 | $NVS | NOVARTIS AG | Healthcare | $921K | 0.2% | 6,459 | -0.6% | |||
| 81 | $ORI | OLD REPUBLIC INTERNATIONAL CORP | Financials | $916K | 0.2% | 25K | -10% | |||
| 82 | — | ISHARES TR - CORE S&P500 ETF | — | $896K | 0.2% | 1,171 | -10% | |||
| 83 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $893K | 0.2% | 4,446 | -13% | |||
| 84 | $SNA | Snap-on Inc | Industrials | $883K | 0.2% | 2,431 | -8% | |||
| 85 | $UL | UNILEVER PLC | Consumer Staples | $850K | 0.2% | 14K | -6% | |||
| 86 | — | ISHARES TR - ISHARES BIOTECH | — | $841K | 0.2% | 3,995 | +1.0% | |||
| 87 | $CVS | CVS HEALTH Corp | Healthcare | $816K | 0.2% | 9,523 | -0.2% | |||
| 88 | $SHEL | Shell plc | Energy | $781K | 0.2% | 8,212 | — | |||
| 89 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $777K | 0.2% | 1,911 | -2% | |||
| 90 | $SPY | SPDR S&P 500 ETF TRUST | — | $758K | 0.2% | 994 | +0.5% | |||
| 91 | $ICE | Intercontinental Exchange, Inc. | Financials | $745K | 0.2% | 4,903 | +0.1% | |||
| 92 | — | ISHARES TR - CORE S&P SCP ETF | — | $739K | 0.2% | 5,430 | -5% | |||
| 93 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $738K | 0.2% | 11K | -9% | |||
| 94 | $PSX | Phillips 66 | Energy | $730K | 0.2% | 2,861 | +0.1% | |||
| 95 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $713K | 0.1% | 1,166 | +0.7% | |||
| 96 | — | VANGUARD WORLD FD - FINANCIALS ETF | — | $697K | 0.1% | 5,355 | -9% | |||
| 97 | $PAYX | PAYCHEX INC | Technology | $693K | 0.1% | 7,038 | -2% | |||
| 98 | $SPGI | S&P Global Inc. | Financials | $685K | 0.1% | 1,737 | -4% | |||
| 99 | $LLY | ELI LILLY & Co | Healthcare | $681K | 0.1% | 589 | +0.9% | |||
| 100 | $RJF | RAYMOND JAMES FINANCIAL INC | Financials | $661K | 0.1% | 4,183 | +0.0% | |||
| 101 | $XYZ | Block, Inc. | Technology | $644K | 0.1% | 8,755 | -0.1% | |||
| 102 | $ARES | Ares Management Corp | Financials | $614K | 0.1% | 5,289 | -5% | |||
| 103 | $RHP | Ryman Hospitality Properties, Inc. | Real Estate | $614K | 0.1% | 5,139 | -5% | |||
| 104 | $NVO | NOVO NORDISK A S | Healthcare | $603K | 0.1% | 16K | -0.9% | |||
| 105 | $YUM | YUM BRANDS INC | Consumer Discretionary | $573K | 0.1% | 4,202 | -0.8% | |||
| 106 | $SLB | SLB LIMITED/NV | Energy | $524K | 0.1% | 11K | +51% | |||
| 107 | $WM | WASTE MANAGEMENT INC | Utilities | $508K | 0.1% | 2,493 | -0.6% | |||
| 108 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $498K | 0.1% | 2,265 | New | |||
| 109 | $CSCO | CISCO SYSTEMS, INC. | Technology | $484K | 0.1% | 4,499 | +0.0% | |||
| 110 | $WSO | WATSCO INC | Consumer Discretionary | $482K | 0.1% | 1,591 | -14% | |||
| 111 | $UGI | UGI CORP /PA/ | Utilities | $481K | 0.1% | 13K | -12% | |||
| 112 | $DELL | Dell Technologies Inc. | Technology | $463K | 0.1% | 860 | +0.1% | |||
| 113 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $445K | 0.1% | 9,147 | +81% | |||
| 114 | $MRK | Merck & Co., Inc. | Healthcare | $438K | 0.1% | 3,011 | -0.6% | |||
| 115 | — | ISHARES TR - US TRSPRTION | — | $434K | 0.1% | 5,533 | +7% | |||
| 116 | $FDS | FACTSET RESEARCH SYSTEMS INC | Technology | $427K | 0.1% | 1,583 | +1% | |||
| 117 | $WDAY | Workday, Inc. | Technology | $420K | 0.1% | 2,205 | -3% | |||
| 118 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $398K | 0.1% | 4,938 | +0.4% | |||
| 119 | $VST | Vistra Corp. | Utilities | $374K | 0.1% | 2,705 | +0.2% | |||
| 120 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | — | $367K | 0.1% | 3,169 | -4% | |||
| 121 | $GS | GOLDMAN SACHS GROUP INC | Financials | $321K | 0.1% | 356 | +0.6% | |||
| 122 | $ET | Energy Transfer LP | Energy | $314K | 0.1% | 16K | -28% | |||
| 123 | $CAT | CATERPILLAR INC | Industrials | $282K | 0.1% | 348 | -7% | |||
| 124 | $STT | STATE STREET CORP | Financials | $272K | 0.1% | 1,557 | — | |||
| 125 | $NKE | NIKE, Inc. | Consumer Discretionary | $268K | 0.1% | 7,576 | -1% | |||
| 126 | $DOV | DOVER Corp | Industrials | $264K | 0.1% | 1,674 | — | |||
| 127 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $262K | 0.1% | 194 | — | |||
| 128 | $GLW | CORNING INC /NY | Materials | $253K | 0.1% | 1,647 | +3% | |||
| 129 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $253K | 0.1% | 1,674 | New | |||
| 130 | $PLTR | Palantir Technologies Inc. | Technology | $251K | 0.1% | 1,341 | New | |||
| 131 | $ALL | ALLSTATE CORP | Financials | $250K | 0.1% | 1,129 | -7% | |||
| 132 | — | ISHARES TR - S&P 500 VAL ETF | — | $241K | 0.1% | 1,056 | +0.2% | |||
| 133 | $RTX | RTX Corp | Industrials | $231K | 0.1% | 1,243 | +0.2% | |||
| 134 | $ELF | e.l.f. Beauty, Inc. | Consumer Staples | $220K | 0.1% | 2,178 | New | |||
| 135 | $HUM | HUMANA INC | Healthcare | $215K | 0.1% | 563 | — | |||
| 136 | $BLK | BlackRock, Inc. | Financials | $211K | 0.1% | 200 | New | |||
| 137 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $211K | 0.1% | 542 | +0.2% | |||
| 138 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $205K | 0.0% | 412 | -28% | |||
| 139 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $202K | 0.0% | 1,251 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 51 added to, 77 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
$IBMINTERNATIONAL BUSINESS MACHINES CORP$498K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$253Kfirst bought this quarter
$PLTRPalantir Technologies Inc.$251K
first bought this quarter
$ELFe.l.f. Beauty, Inc.$220K
first bought this quarter
$BLKBlackRock, Inc.$211K
first bought this quarter
$BRBROADRIDGE FINANCIAL SOLUTIONS, INC.$202K
first bought this quarter
Added to (51)
$MNSTMonster Beverage Corp+99%
now $2.7M · held 4+ qtrs
$UNHUNITEDHEALTH GROUP INC+16%
now $3.1M · held 4+ qtrs
- ISHARES TR - CORE MSCI EURO+20%
now $2.1M
- SELECT SECTOR SPDR TR - ST STR MATER ETF+81%
now $445K
now $13.2M · held 4+ qtrs, 2 adds in a row
$SLBSLB LIMITED/NV+51%
now $524K · held 2 qtrs, 2 adds in a row
+45 more in the Excel export
Trimmed (77)
now $30.0M · held 4+ qtrs, 2 trims in a row
$ANETArista Networks, Inc.-15%
now $4.3M · held 4+ qtrs, 2 trims in a row
now $19.7M · held 4+ qtrs
now $6.6M · held 4+ qtrs
$EPDENTERPRISE PRODUCTS PARTNERS L.P.-15%
now $1.9M · held 4+ qtrs
now $11.5M · held 4+ qtrs, 3 trims in a row
+71 more in the Excel export
Holdings by quarter
Every 13F HARRELL INVESTMENT PARTNERS, LLC has filed, 27 earlier quarters. Pick one to see what it held then.
Is it too late to follow HARRELL INVESTMENT PARTNERS?
Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of HARRELL INVESTMENT PARTNERS's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-1.9%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter
Top 10 weight
42%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
HARRELL INVESTMENT PARTNERS, LLC disclosed 139 positions worth $464.8M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 7.4% of the equity portfolio, followed by $AVGO and $NVDA. During the quarter the fund opened 6 new positions and exited 11 — including a new stake in $IBM and a full exit from $ZTS. The portfolio is most concentrated in Technology (44.0% of disclosed assets). All figures are sourced directly from HARRELL INVESTMENT PARTNERS, LLC’s Form 13F-HR filing with the SEC under CIK 1802882.
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AI-Powered Hedge Fund Analysis: HARRELL INVESTMENT PARTNERS, LLC
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Every holding in HARRELL INVESTMENT PARTNERS, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.