Harrell Investment Partners, LLC Top Holdings and 13F Report (2025) About Harrell Investment Partners, LLCInvestment ActivityHarrell Investment Partners, LLC has $357.87 million in total holdings as of December 31, 2024.Harrell Investment Partners, LLC owns shares of 89 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 7.80% of the portfolio was purchased this quarter.About 8.55% of the portfolio was sold this quarter.This quarter, Harrell Investment Partners, LLC has purchased 91 new stocks and bought additional shares in 31 stocks.Harrell Investment Partners, LLC sold shares of 39 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $25,857,323Broadcom $21,004,441Microsoft $14,660,153JPMorgan Chase & Co. $12,745,989NVIDIA $11,630,022 Largest New Holdings this Quarter Fidelity National Information Services $3,602,531 HoldingRealty Income $3,561,516 HoldingiShares Expanded Tech-Software Sector ETF $2,805,563 HoldingChipotle Mexican Grill $2,512,580 HoldingARISTA NETWORKS INC $1,464,301 Holding Largest Purchases this Quarter Fidelity National Information Services 44,602 shares (about $3.60M)Realty Income 66,683 shares (about $3.56M)UnitedHealth Group 7,007 shares (about $3.54M)iShares Expanded Tech-Software Sector ETF 28,022 shares (about $2.81M)Health Care Select Sector SPDR Fund 18,831 shares (about $2.59M) Largest Sales this Quarter Intercontinental Exchange 19,022 shares (about $2.83M)Chubb 8,315 shares (about $2.30M)Marathon Petroleum 14,446 shares (about $2.02M)Broadcom 6,424 shares (about $1.49M)Eaton 4,210 shares (about $1.40M) 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$25,857,323$60,101 ▲0.2%103,2567.2%Computer and TechnologyAVGOBroadcom$21,004,441$1,489,338 ▼-6.6%90,5995.9%Computer and TechnologyMSFTMicrosoft$14,660,153$841,733 ▼-5.4%34,7814.1%Computer and TechnologyJPMJPMorgan Chase & Co.$12,745,989$750,046 ▼-5.6%53,1733.6%FinanceNVDANVIDIA$11,630,022$36,527 ▲0.3%86,6043.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$11,361,357$232,519 ▲2.1%48,8623.2%ETFMSIMotorola Solutions$11,127,508$122,951 ▼-1.1%24,0743.1%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$10,669,980$2,590,593 ▲32.1%77,5603.0%ETFETNEaton$10,259,058$1,397,167 ▼-12.0%30,9132.9%Industrial ProductsXLFFinancial Select Sector SPDR Fund$10,012,375$1,967,658 ▲24.5%207,1672.8%ETFWMTWalmart$9,137,961$143,023 ▲1.6%101,1402.6%Retail/WholesaleGOOGLAlphabet$8,549,228$49,408 ▼-0.6%45,1622.4%Computer and TechnologyHDHome Depot$8,022,079$811,816 ▼-9.2%20,6232.2%Retail/WholesaleAMZNAmazon.com$7,187,655$474,541 ▼-6.2%32,7622.0%Retail/WholesaleUNHUnitedHealth Group$6,936,825$3,544,544 ▲104.5%13,7131.9%MedicalTTTrane Technologies$6,761,560$134,810 ▲2.0%18,3071.9%ConstructionXLYConsumer Discretionary Select Sector SPDR Fund$6,315,858$416,839 ▼-6.2%28,1521.8%FinanceXLCCommunication Services Select Sector SPDR Fund$6,128,036$37,852 ▼-0.6%63,3001.7%ETFXLPConsumer Staples Select Sector SPDR Fund$5,938,389$674,635 ▲12.8%75,5421.7%ETFMRKMerck & Co., Inc.$5,795,207$26,163 ▼-0.4%58,2551.6%MedicalCBChubb$5,384,390$2,297,491 ▼-29.9%19,4871.5%FinanceJNJJohnson & Johnson$5,073,525$157,635 ▼-3.0%35,0821.4%MedicalMETAMeta Platforms$5,047,387$4,099 ▼-0.1%8,6201.4%Computer and TechnologyVVisa$5,002,660$55,308 ▲1.1%15,8291.4%Business ServicesCMECME Group$4,863,908$31,352 ▼-0.6%20,9441.4%FinanceSLABSilicon Laboratories$4,853,0270.0%39,0681.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$4,719,248$66,946 ▲1.4%16,2841.3%ETFAPDAir Products and Chemicals$4,677,704$89,911 ▼-1.9%16,1281.3%Basic MaterialsCRMSalesforce$4,381,111$44,466 ▲1.0%13,1041.2%Computer and TechnologyMPCMarathon Petroleum$4,303,387$2,015,194 ▼-31.9%30,8491.2%Oils/EnergyDRIDarden Restaurants$4,235,224$155,325 ▼-3.5%22,6861.2%Retail/WholesaleIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$3,890,814$305,057 ▼-7.3%27,0011.1%ETFADIAnalog Devices$3,813,314$96,671 ▲2.6%17,9481.1%Computer and TechnologyJCIJohnson Controls International$3,639,245$339,480 ▲10.3%46,1071.0%ConstructionMDTMedtronic$3,617,418$43,534 ▼-1.2%45,2861.0%MedicalFISFidelity National Information Services$3,602,531$3,602,531 ▲New Holding44,6021.0%Business ServicesORealty Income$3,561,516$3,561,516 ▲New Holding66,6831.0%FinanceCMCSAComcast$3,529,391$60,648 ▼-1.7%94,0421.0%Consumer DiscretionaryVZVerizon Communications$3,404,760$45,509 ▼-1.3%85,1401.0%Computer and TechnologyTJXTJX Companies$3,313,543$292,357 ▼-8.1%27,4280.9%Retail/WholesaleUNPUnion Pacific$3,149,791$71,835 ▼-2.2%13,8120.9%TransportationXOMExxon Mobil$3,062,224$5,271 ▲0.2%28,4670.9%Oils/EnergyNXPINXP Semiconductors$2,961,185$78,774 ▲2.7%14,2470.8%Computer and TechnologyFIFiserv$2,939,982$3,081 ▲0.1%14,3120.8%Business ServicesBBYBest Buy$2,890,882$14,157 ▼-0.5%33,6930.8%Retail/WholesaleIGViShares Expanded Tech-Software Sector ETF$2,805,563$2,805,563 ▲New Holding28,0220.8%ETFSPGIS&P Global$2,785,378$256,974 ▲10.2%5,5930.8%Business ServicesPEGPublic Service Enterprise Group$2,576,440$99,276 ▲4.0%30,4940.7%UtilitiesCMGChipotle Mexican Grill$2,512,580$2,512,580 ▲New Holding41,6680.7%Retail/WholesaleIQVIQVIA$2,506,596$4,520 ▼-0.2%12,7560.7%MedicalNEENextEra Energy$2,470,314$292,067 ▲13.4%34,4580.7%UtilitiesAMDAdvanced Micro Devices$2,346,346$150,746 ▲6.9%19,4250.7%Computer and TechnologyVPLVanguard FTSE Pacific ETF$1,864,688$41,630 ▼-2.2%26,2480.5%ETFLHXL3Harris Technologies$1,780,461$30,070 ▼-1.7%8,4670.5%AerospaceALLAllstate$1,698,089$47,041 ▲2.8%8,8080.5%FinanceSTESTERIS$1,650,736$7,195 ▼-0.4%8,0300.5%MedicalVEUVanguard FTSE All-World ex-US ETF$1,636,814$612,506 ▼-27.2%28,5110.5%ETFFANGDiamondback Energy$1,574,154$9,175 ▼-0.6%9,6080.4%Oils/EnergyKOCoca-Cola$1,509,0580.0%24,2380.4%Consumer StaplesTXNTexas Instruments$1,490,237$187 ▲0.0%7,9480.4%Computer and TechnologyARISTA NETWORKS INC$1,464,301$1,464,301 ▲New Holding13,2480.4%COM SHSCVXChevron$1,342,373$30,561 ▼-2.2%9,2680.4%Oils/EnergyGOOGAlphabet$1,077,665$10,093 ▲0.9%5,6590.3%Computer and TechnologyCDNSCadence Design Systems$961,772$961,772 ▲New Holding3,2010.3%Computer and TechnologySNPSSynopsys$897,431$897,431 ▲New Holding1,8490.3%Computer and TechnologyIVViShares Core S&P 500 ETF$880,905$19,432 ▼-2.2%1,4960.2%ETFEWEdwards Lifesciences$850,208$916,315 ▼-51.9%11,4850.2%MedicalELEstée Lauder Companies$771,169$264,229 ▲52.1%10,2850.2%Consumer StaplesICEIntercontinental Exchange$764,389$2,834,348 ▼-78.8%5,1300.2%FinancePGProcter & Gamble$687,197$16,765 ▲2.5%4,0990.2%Consumer StaplesRJFRaymond James$643,124$32,622 ▼-4.8%4,1400.2%FinanceSPYSPDR S&P 500 ETF Trust$615,8940.0%1,0510.2%FinanceSHELShell$560,804$2,631 ▲0.5%8,9510.2%Oils/EnergyINTCIntel$459,793$9,183 ▲2.0%22,9320.1%Computer and TechnologyDXCMDexCom$413,425$634,447 ▼-60.5%5,3160.1%MedicalLLYEli Lilly and Company$412,354$46,332 ▲12.7%5340.1%MedicalBRK.BBerkshire Hathaway$367,1570.0%8100.1%FinanceSTELStellarone$364,0140.0%12,8400.1%FinanceLAM RESEARCH CORP$361,150$361,150 ▲New Holding5,0000.1%COM NEWIEURiShares Core MSCI Europe ETF$338,967$26,182 ▲8.4%6,2790.1%ETFRSPInvesco S&P 500 Equal Weight ETF$332,419$12,617 ▲3.9%1,8970.1%ETFCOPConocoPhillips$322,8980.0%3,2560.1%Oils/EnergyTSLATesla$300,861$37,153 ▼-11.0%7450.1%Auto/Tires/TrucksELFe.l.f. Beauty$273,4480.0%2,1780.1%Consumer StaplesABBVAbbVie$272,9470.0%1,5360.1%MedicalAMATApplied Materials$268,3400.0%1,6500.1%Computer and TechnologyTRGPTarga Resources$224,854$224,854 ▲New Holding1,2600.1%Oils/EnergyPALANTIR TECHNOLOGIES INC$208,058$208,058 ▲New Holding2,7510.1%CL AIVEiShares S&P 500 Value ETF$201,877$3,816 ▼-1.9%1,0580.1%ETFXLUUtilities Select Sector SPDR Fund$0$3,981,798 ▼-100.0%00.0%ETFDVNDevon Energy$0$3,473,141 ▼-100.0%00.0%Oils/EnergyXLREReal Estate Select Sector SPDR Fund$0$2,860,110 ▼-100.0%00.0%ETFANETArista Networks$0$1,271,212 ▼-100.0%00.0%Computer and TechnologyVTVVanguard Value ETF$0$370,284 ▼-100.0%00.0%ETFIDXXIDEXX Laboratories$0$297,069 ▼-100.0%00.0%MedicalBABoeing$0$245,607 ▼-100.0%00.0%AerospacePSXPhillips 66$0$214,001 ▼-100.0%00.0%Oils/EnergyHONHoneywell International$0$209,811 ▼-100.0%00.0%Multi-Sector ConglomeratesVTVanguard Total World Stock ETF$0$200,378 ▼-100.0%00.0%ETFLPROOpen Lending$0$137,112 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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