StockDriftsStockDriftsTop 50 Harrell Investment Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 7.4% | 90.4K | $34.1M | -2.33%(-2.16K) | $73.04(+439.07%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.5% | 103.7K | $30.0M | -1.38%(-1.45K) | $90.18(+238.64%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.88% | 135.6K | $27.1M | -2.14%(-2.96K) | $63.60(+255.47%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.43% | 48.4K | $15.8M | -3.57%(-1.79K) | $134.91(+170.35%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.3% | 42.6K | $15.2M | +0.27%(+115) | $84.18(+309.49%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.21% | 39.6K | $14.8M | +1.01%(+395) | $223.19(+117.78%) | 2026-06-30 | |
| ADI | ANALOG DEVICES INC | 2.82% | 32.8K | $13.0M | +5.45%(+1.69K) | $239.79(+63.88%) | 2026-06-30 | |
| WMT | WALMART INC | 2.72% | 110.7K | $12.5M | +1.24%(+1.35K) | $50.42(+127.92%) | 2026-06-30 | |
| ETN | EATON CORP PLC | 2.53% | 27.4K | $11.7M | -1.26%(-350) | $155.10(+194.93%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.28% | 44.1K | $10.5M | -0.57%(-253) | $131.58(+99.53%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.76% | +80.53% | +12.02% | +76.43% |
| Top 20 Holdings Unweighted | +20.87% | +76.60% | +11.20% | +70.05% |
Harrell Investment Partners LLC reports $461.33M in US-listed equity holdings across 144 positions in its most recent 13F filing. Its largest disclosed positions are AVGO (7.4%), AAPL (6.5%) and NVDA (5.9%). The top 20 holdings account for 57.1% of reported assets. Its disclosed equity book has returned +80.53% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Harrell Investment Partners LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Harrell Investment Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802882). View Harrell Investment Partners LLC’s 13F filings on SEC