HARRELL INVESTMENT PARTNERS, LLC
•CIK: 1802882•Filing: Q4 2025
**HARRELL INVESTMENT PARTNERS, LLC** manages $424M across a diversified portfolio of 127 positions. The fund exhibits significant concentration in mega-cap technology and financial names, with top holdings including AVGO at $31.7M and AAPL at $29.1M. Further notable allocations include NVDA ($25.7M), MSFT ($19.0M), and JPM ($16.4M). This structure suggests a core focus on established, market-leading growth and cyclical value plays.
Total AUM
$424.0M
QoQ Performance
+0.2%
Positions
114
Top 10 Concentration
41.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AVGO
AAPL
NVDA
AVGO7.5%
AAPL6.9%
NVDA6.1%
MSFT4.5%
JPM3.9%
GOOGL3.1%
WMT3.0%
MSI2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology34.2%
Other31.0%
Consumer8.9%
Financial8.6%
Healthcare5.7%
Industrial3.1%
Energy3.0%
Communication1.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑43 increased
↓62 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022