Harrell Investment Partners, LLC Top Holdings and 13F Report (2025) About Harrell Investment Partners, LLCInvestment ActivityHarrell Investment Partners, LLC has $337.17 million in total holdings as of March 31, 2025.Harrell Investment Partners, LLC owns shares of 97 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 5.13% of the portfolio was purchased this quarter.About 5.67% of the portfolio was sold this quarter.This quarter, Harrell Investment Partners, LLC has purchased 89 new stocks and bought additional shares in 39 stocks.Harrell Investment Partners, LLC sold shares of 36 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $23,371,345Broadcom $15,644,733JPMorgan Chase & Co. $13,140,980Microsoft $13,096,754Motorola Solutions $11,073,670 Largest New Holdings this Quarter 231021106 - Cummins $2,646,640 Holding718172109 - Philip Morris International $844,305 Holding025537101 - American Electric Power $783,856 Holding00206R102 - AT&T $770,400 Holding743315103 - Progressive $731,354 Holding Largest Purchases this Quarter Cummins 8,444 shares (about $2.65M)iShares Expanded Tech-Software Sector ETF 25,543 shares (about $2.27M)Vanguard Total Stock Market ETF 3,136 shares (about $861.89K)Philip Morris International 5,319 shares (about $844.31K)American Electric Power 7,174 shares (about $783.86K) Largest Sales this Quarter Chipotle Mexican Grill 27,934 shares (about $1.40M)Advanced Micro Devices 12,434 shares (about $1.28M)Health Care Select Sector SPDR Fund 7,007 shares (about $1.02M)Diamondback Energy 5,952 shares (about $951.71K)Vanguard FTSE Pacific ETF 13,020 shares (about $943.43K) 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 PortfolioSectorAAPLApple$23,371,345$435,151 ▲1.9%105,2156.9%Computer and TechnologyAVGOBroadcom$15,644,733$475,671 ▲3.1%93,4404.6%Computer and TechnologyJPMJPMorgan Chase & Co.$13,140,980$97,630 ▲0.7%53,5713.9%FinanceMSFTMicrosoft$13,096,754$40,167 ▲0.3%34,8883.9%Computer and TechnologyMSIMotorola Solutions$11,073,670$533,697 ▲5.1%25,2933.3%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$10,599,290$510,215 ▲5.1%51,3333.1%ETFXLVHealth Care Select Sector SPDR Fund$10,301,497$1,023,097 ▼-9.0%70,5533.1%ETFXLFFinancial Select Sector SPDR Fund$10,227,857$91,152 ▼-0.9%205,3373.0%ETFNVDANVIDIA$9,376,578$9,537 ▼-0.1%86,5162.8%Computer and TechnologyWMTWalmart$9,198,139$319,030 ▲3.6%104,7742.7%Retail/WholesaleHDHome Depot$7,624,036$65,968 ▲0.9%20,8032.3%Retail/WholesaleETNEaton$7,515,246$887,792 ▼-10.6%27,6472.2%IndustrialsUNHUnitedHealth Group$7,126,634$55,517 ▼-0.8%13,6072.1%MedicalGOOGLAlphabet$6,607,722$376,082 ▼-5.4%42,7302.0%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$6,318,601$149,049 ▲2.4%77,3671.9%ETFXLCCommunication Services Select Sector SPDR Fund$6,096,001$9,259 ▼-0.2%63,2041.8%ETFAMZNAmazon.com$6,032,574$200,724 ▼-3.2%31,7071.8%Retail/WholesaleJNJJohnson & Johnson$5,884,979$66,999 ▲1.2%35,4861.7%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$5,876,843$317,913 ▲5.7%29,7621.7%FinanceCBChubb$5,738,645$146,161 ▼-2.5%19,0031.7%FinanceCMECME Group$5,680,181$123,892 ▲2.2%21,4111.7%FinanceTTTrane Technologies$5,675,676$492,233 ▼-8.0%16,8461.7%ConstructionMRKMerck & Co., Inc.$5,339,535$110,584 ▲2.1%59,4871.6%MedicalVTIVanguard Total Stock Market ETF$5,337,371$861,895 ▲19.3%19,4201.6%ETFMETAMeta Platforms$5,247,024$278,950 ▲5.6%9,1041.6%Computer and TechnologyVVisa$5,123,282$424,049 ▼-7.6%14,6191.5%Business ServicesAPDAir Products and Chemicals$4,882,761$126,227 ▲2.7%16,5561.4%Basic MaterialsDRIDarden Restaurants$4,785,380$72,093 ▲1.5%23,0331.4%Retail/WholesaleIGViShares Expanded Tech-Software Sector ETF$4,766,749$2,273,071 ▲91.2%53,5651.4%ETFMPCMarathon Petroleum$4,692,335$197,991 ▲4.4%32,2081.4%EnergySLABSilicon Laboratories$4,397,8850.0%39,0681.3%Computer and TechnologyORealty Income$4,125,133$256,867 ▲6.6%71,1111.2%FinanceMDTMedtronic$4,021,914$47,446 ▼-1.2%44,7581.2%MedicalVZVerizon Communications$3,848,156$13,789 ▼-0.4%84,8361.1%Computer and TechnologyADIAnalog Devices$3,781,937$162,345 ▲4.5%18,7531.1%Computer and TechnologyJCIJohnson Controls International$3,724,896$31,243 ▲0.8%46,4971.1%ConstructionCMCSAComcast$3,523,369$53,210 ▲1.5%95,4841.0%Consumer DiscretionaryXOMExxon Mobil$3,408,074$22,478 ▲0.7%28,6561.0%EnergyUNPUnion Pacific$3,336,080$73,232 ▲2.2%14,1221.0%TransportationCRMSalesforce$3,271,536$245,010 ▼-7.0%12,1911.0%Computer and TechnologyFISFidelity National Information Services$3,244,966$85,881 ▼-2.6%43,4521.0%Business ServicesTJXTJX Companies$3,029,394$311,319 ▼-9.3%24,8720.9%Retail/WholesaleFIFiserv$2,836,131$324,401 ▼-10.3%12,8430.8%Business ServicesCMICummins$2,646,640$2,646,640 ▲New Holding8,4440.8%Auto/Tires/TrucksPEGPublic Service Enterprise Group$2,527,451$17,777 ▲0.7%30,7100.7%UtilitiesBBYBest Buy$2,515,109$34,965 ▲1.4%34,1680.7%Retail/WholesaleSPGIS&P Global$2,510,905$330,757 ▼-11.6%4,9420.7%Business ServicesNXPINXP Semiconductors$2,477,480$230,357 ▼-8.5%13,0350.7%Computer and TechnologyCVXChevron$2,315,219$764,825 ▲49.3%13,8400.7%EnergyNEENextEra Energy$2,216,932$225,784 ▼-9.2%31,2730.7%UtilitiesKOCoca-Cola$2,029,496$293,570 ▲16.9%28,3370.6%Consumer StaplesIQVIQVIA$1,623,899$624,983 ▼-27.8%9,2110.5%MedicalALLAllstate$1,622,852$201,070 ▼-11.0%7,8370.5%FinanceSTESTERIS$1,553,663$266,310 ▼-14.6%6,8550.5%MedicalTXNTexas Instruments$1,428,3160.0%7,9480.4%Computer and TechnologyEWEdwards Lifesciences$1,253,614$421,181 ▲50.6%17,2960.4%MedicalLHXL3Harris Technologies$1,252,402$519,968 ▼-29.3%5,9830.4%AerospaceARISTA NETWORKS INC$1,026,4550.0%13,2480.3%COM SHSVPLVanguard FTSE Pacific ETF$958,506$943,434 ▼-49.6%13,2280.3%ETFICEIntercontinental Exchange$887,301$2,415 ▲0.3%5,1440.3%FinanceGOOGAlphabet$880,016$4,062 ▼-0.5%5,6330.3%Computer and TechnologyPMPhilip Morris International$844,305$844,305 ▲New Holding5,3190.3%Consumer StaplesVEUVanguard FTSE All-World ex-US ETF$838,183$891,259 ▼-51.5%13,8180.2%ETFIVViShares Core S&P 500 ETF$786,037$54,500 ▼-6.5%1,3990.2%ETFAEPAmerican Electric Power$783,856$783,856 ▲New Holding7,1740.2%UtilitiesTAT&T$770,400$770,400 ▲New Holding27,2420.2%Computer and TechnologyPGRProgressive$731,354$731,354 ▲New Holding2,5840.2%FinanceAMDAdvanced Micro Devices$718,255$1,277,469 ▼-64.0%6,9910.2%Computer and TechnologyPGProcter & Gamble$698,5520.0%4,0990.2%Consumer StaplesCMGChipotle Mexican Grill$689,584$1,402,566 ▼-67.0%13,7340.2%Retail/WholesaleSHELShell$664,906$9,013 ▲1.4%9,0740.2%EnergyLLYEli Lilly and Company$593,256$152,032 ▲34.5%7180.2%MedicalSPYSPDR S&P 500 ETF Trust$587,8460.0%1,0510.2%FinanceFANGDiamondback Energy$584,583$951,706 ▼-61.9%3,6560.2%EnergyRJFRaymond James$576,924$1,806 ▲0.3%4,1530.2%FinanceTSLATesla$550,673$357,614 ▲185.2%2,1250.2%Auto/Tires/TrucksINTCIntel$509,847$10,946 ▼-2.1%22,4500.2%Computer and TechnologyAIGAmerican International Group$483,560$483,560 ▲New Holding5,5620.1%FinanceBRK.BBerkshire Hathaway$431,3900.0%8100.1%FinancePALANTIR TECHNOLOGIES INC$369,925$137,741 ▲59.3%4,3830.1%CL ALAM RESEARCH CORP$363,5000.0%5,0000.1%COM NEWSTELStellarone$355,1540.0%12,8400.1%FinanceCOPConocoPhillips$346,146$4,201 ▲1.2%3,2960.1%EnergyABBVAbbVie$321,8230.0%1,5360.1%MedicalCDNSCadence Design Systems$320,201$493,908 ▼-60.7%1,2590.1%Computer and TechnologyAPHAmphenol$292,100$292,100 ▲New Holding4,4530.1%Computer and TechnologyTRGPTarga Resources$259,289$6,618 ▲2.6%1,2930.1%EnergyDXCMDexCom$246,732$116,298 ▼-32.0%3,6130.1%MedicalELEstée Lauder Companies$246,507$432,295 ▼-63.7%3,7350.1%Consumer StaplesAMATApplied Materials$239,4480.0%1,6500.1%Computer and TechnologyHCAHCA Healthcare$227,071$227,071 ▲New Holding6570.1%MedicalSNPSSynopsys$223,002$569,942 ▼-71.9%5200.1%Computer and TechnologyIVEiShares S&P 500 Value ETF$215,933$14,294 ▲7.1%1,1330.1%ETFABTAbbott Laboratories$215,585$215,585 ▲New Holding1,6250.1%MedicalPSXPhillips 66$201,025$201,025 ▲New Holding1,6280.1%EnergyVACASA INC$163,746$163,746 ▲New Holding30,4360.0%CL A NEWLPROOpen Lending$61,835$61,835 ▲New Holding22,4040.0%FinanceIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$0$3,890,814 ▼-100.0%00.0%ETFIEURiShares Core MSCI Europe ETF$0$338,967 ▼-100.0%00.0%ETFRSPInvesco S&P 500 Equal Weight ETF$0$332,419 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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