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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 $357,866,419
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 103,256 $25,857,323 7.22%
2.
Broadcom Inc.
 AVGO 90,599 $21,004,441 5.86%
3.
Microsoft Corp
 MSFT 34,781 $14,660,153 4.09%
4.
Jpmorgan Chase & Co
 JPM 53,173 $12,745,989 3.56%
5.
Nvidia Corp
 NVDA 86,604 $11,630,022 3.24%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)