HARRELL INVESTMENT PARTNERS, LLC - Portfolio overview

HARRELL INVESTMENT PARTNERS, LLC has 149 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. AVGO - BROADCOM INC, 6.66%
  2. AAPL - APPLE INC, 6.20%
  3. NVDA - NVIDIA CORPORATION, 5.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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