DOSSIER · 13F-HR · Q3 2026

HARRELL INVESTMENT PARTNERS, LLC

$465M in tracked AUM across 139 positions as of Q3 2026.

HI
CIK 0001802882 · last filed Sep 30, 2026
Total AUM
$465M
as of Q3 2026
Holdings
139
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

HARRELL INVESTMENT PARTNERS, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$35M104K7.4%
02
AVGO
BROADCOM INC
$31M90K6.8%
03
NVDA
NVIDIA CORPORATION
$30M131K6.4%
04
MSFT
MICROSOFT CORP
$20M38K4.2%
05
JPM
JPMORGAN CHASE & CO
$16M48K3.4%
06
GOOGL
ALPHABET INC
$14M42K3.1%
07
ADI
ANALOG DEVICES INC
$13M33K2.8%
08
MPC
MARATHON PETE CORP
$12M30K2.6%
09
WMT
WALMART INC
$12M112K2.5%
10
G29183103
EATON CORP PLC
$11M27K2.5%

Filing history

2026Q3Sep 30
$465M▲ 0.8%
139 positionsView →
2026Q2Jun 30
$461M▲ 10.1%
144 positionsView →
2026Q1Mar 31
$419M▼ 1.1%
144 positionsView →
2025Q4Dec 31
$424M▲ 0.2%
127 positionsView →
2025Q3Sep 30
$423M▲ 7.3%
123 positionsLocked
2025Q2Jun 30
$395M▲ 17.0%
124 positionsLocked
2025Q1Mar 31
$337M▼ 5.8%
97 positionsLocked
2024Q4Dec 31
$358M▲ 1.3%
89 positionsLocked
2024Q3Sep 30
$353M▲ 2.7%
91 positionsLocked
2024Q2Jun 30
$344M▲ 1.9%
92 positionsLocked
2024Q1Mar 31
$337M▲ 4.9%
89 positionsLocked
2023Q4Dec 31
$322M▲ 9.5%
95 positionsLocked
Showing 12 of 28