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Home > Institutional Investor > Harrell Investment Partners, Llc > Profile

Instuitional Investor - Harrell Investment Partners, Llc

Fund Profile
Filing Period:
Fund Name: Harrell Investment Partners, Llc
Portfolio Value $394,604,208
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 105,902 $29,191,761 7.4%
2.
Nvidia Corp
 NVDA 142,992 $22,591,255 5.73%
3.
Apple Inc.
 AAPL 109,815 $22,530,655 5.71%
4.
Microsoft Corp
 MSFT 39,293 $19,544,762 4.95%
5.
Jpmorgan Chase & Co
 JPM 55,277 $16,025,437 4.06%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)