Harrell Investment Partners, LLC holds a diversified book of 144 stocks worth $461.3M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Equinix Inc and trimmed Broadcom Inc. Their largest long position is Broadcom Inc at 7% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1802882/holdings"
Use Arkolith to show HARRELL INVESTMENT PARTNERS, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
92% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc COM | $34.1M | 90.4K | 7.4% | ▼−2.3% Reduced · −2K sh | |
| 2 | Apple Inc COM | $30.0M | 103.7K | 6.5% | ▼−1.4% Reduced · −1K sh | |
| 3 | Nvidia Corporation COM | $27.1M | 135.6K | 5.9% | ▼−2.1% Reduced · −3K sh | |
| 4 | JPMorgan Chase & Co COM | $15.8M | 48.4K | 3.4% | ▼−3.6% Reduced · −2K sh | |
| 5 | Alphabet Inc CAP STK CL A | $15.2M | 42.6K | 3.3% | ▲+0.3% Added · +115 sh | |
| 6 | Microsoft Corp COM | $14.8M | 39.6K | 3.2% | ▲+1.0% Added · +395 sh | |
| 7 | Analog Devices Inc COM | $13.0M | 32.8K | 2.8% | ▲+5.4% Added · +2K sh | |
| 8 | Walmart Inc COM | $12.5M | 110.7K | 2.7% | ▲+1.2% Added · +1K sh | |
| 9 | Eaton Corp PLC SHS | $11.7M | 27.4K | 2.5% | ▼−1.3% Reduced · −350 sh | |
| 10 | Amazon Com Inc COM | $10.5M | 44.1K | 2.3% | ▼−0.6% Reduced · −253 sh | |
| 11 | Johnson & Johnson COM | $10.3M | 40.5K | 2.2% | ▲+1.9% Added · +765 sh | |
| 12 | Motorola Solutions Inc COM NEW | $9.8M | 23.5K | 2.1% | ▼−0.6% Reduced · −141 sh | |
| 13 | Abbvie Inc COM | $7.9M | 31.5K | 1.7% | ▼−1.0% Reduced · −320 sh | |
| 14 | Marathon Pete Corp COM | $7.8M | 30.3K | 1.7% | ▲+0.6% Added · +187 sh | |
| 15 | Vanguard Index FDS TOTAL STK MKT | $7.6M | 20.6K | 1.7% | ▼−1.2% Reduced · −248 sh | |
| 16 | Select Sector SPDR TR ST STR TECHN ETF | $7.5M | 39.4K | 1.6% | ▲+3.3% Added · +1K sh | |
| 17 | Cummins Inc COM | $7.2M | 10.0K | 1.6% | ▼−0.6% Reduced · −63 sh | |
| 18 | Home Depot Inc COM | $7.1M | 20.0K | 1.5% | ▼−2.7% Reduced · −550 sh | |
| 19 | Meta Platforms Inc CL A | $6.9M | 12.2K | 1.5% | ▲+0.8% Added · +102 sh | |
| 20 | Tesla Inc COM | $6.6M | 15.7K | 1.4% | ▲+1.7% Added · +266 sh | |
| 21 | Johnson Controls Internation SHS | $6.5M | 44.6K | 1.4% | ▼−1.5% Reduced · −700 sh | |
| 22 | Chubb Limited COM | $6.3M | 18.6K | 1.4% | ▲+0.6% Added · +112 sh | |
| 23 | Visa Inc COM CL A | $6.0M | 17.4K | 1.3% | ▼−1.8% Reduced · −328 sh | |
| 24 | Cme Group Inc COM | $5.8M | 26.5K | 1.3% | ▲+2.5% Added · +653 sh | |
| 25 | Exxon Mobil Corp COM | $5.6M | 41.1K | 1.2% | ▼−3.5% Reduced · −1K sh | |
| 26 | Darden Restaurants Inc COM | $5.6M | 27.1K | 1.2% | ▲+0.9% Added · +237 sh | |
| 27 | Trane Technologies PLC SHS | $5.3M | 10.7K | 1.1% | ▼−1.2% Reduced · −131 sh | |
| 28 | Alphabet Inc CAP STK CL C | $5.2M | 14.6K | 1.1% | ▼−1.2% Reduced · −183 sh | |
| 29 | Air Products And Chemicals I COM | $4.7M | 16.0K | 1.0% | ▼−2.5% Reduced · −415 sh | |
| 30 | Lam Research Corp COM NEW | $4.6M | 10.7K | 1.0% | ▼−8.6% Reduced · −1K sh | |
| 31 | Realty Income Corp COM | $4.4M | 71.7K | 1.0% | ▲+0.9% Added · +627 sh | |
| 32 | Verizon Communications Inc COM | $4.2M | 100.3K | 0.9% | ▲+23% Added · +19K sh | |
| 33 | Arista Networks Inc COM SHS | $4.2M | 24.9K | 0.9% | ▼−12% Reduced · −3K sh | |
| 34 | Texas Instrs Inc COM | $3.9M | 13.0K | 0.8% | ▲+3.2% Added · +403 sh | |
| 35 | Union Pac Corp COM | $3.7M | 13.4K | 0.8% | ▼−0.6% Reduced · −87 sh | |
| 36 | NextEra Energy Inc COM | $3.5M | 40.3K | 0.8% | ▲+13% Added · +5K sh | |
| 37 | Select Sector SPDR TR ST STR SVC ETF | $3.4M | 31.6K | 0.7% | ▲+0.6% Added · +180 sh | |
| 38 | Wells Fargo & Co COM | $3.4M | 40.9K | 0.7% | ▲+3.4% Added · +1K sh | |
| 39 | Boeing Co COM | $3.3M | 15.1K | 0.7% | ▲+2.6% Added · +384 sh | |
| 40 | Intel Corp COM | $3.3M | 23.3K | 0.7% | ▲+0.4% Added · +100 sh | |
| 41 | Monster Beverage Corp New COM | $3.2M | 33.2K | 0.7% | ▲+1.3% Added · +439 sh | |
| 42 | Select Sector SPDR TR ST STR CARE ETF | $3.1M | 19.8K | 0.7% | ▼−2.2% Reduced · −453 sh | |
| 43 | Entergy Corp New COM | $3.1M | 27.3K | 0.7% | ▲+7.0% Added · +2K sh | |
| 44 | Unitedhealth Group Inc COM | $3.0M | 7.3K | 0.7% | ▼−13% Reduced · −1K sh | |
| 45 | Micron Technology Inc COM | $3.0M | 2.6K | 0.6% | ▼−17% Reduced · −540 sh | |
| 46 | Select Sector SPDR TR ST STR FINL ETF | $2.9M | 53.3K | 0.6% | ▲+0.8% Added · +398 sh | |
| 47 | Oracle Corp COM | $2.8M | 18.8K | 0.6% | ▲+6.6% Added · +1K sh | |
| 48 | Netflix Inc. COM | $2.5M | 34.4K | 0.5% | ▼−7.4% Reduced · −3K sh | |
| 49 | Enterprise Prods Partners L COM | $2.3M | 62.1K | 0.5% | ▲+15% Added · +8K sh | |
| 50 | Vertex Pharmaceuticals Inc COM | $2.2M | 4.4K | 0.5% | ▲+1.5% Added · +66 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 144 | $461.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 144 | $419.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 127 | $424.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 123 | $423.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 124 | $394.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 97 | $337.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 89 | $357.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 11, 2024 | 91 | $353.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.