Long-term investor
Harrell Investment Partners, LLC @harrellinvestmentpartner
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802882).
Record
- Tracked since 2025-06-30 (448 days), 80 trades recorded
- Returns: week n/a · month n/a · 90 days +9.2% · 6 months n/a · 1 year +16.4% · all +16.4%
- Max drawdown n/a · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVGO · 7.4% · long · since 2025-06-30
- AAPL · 6.5% · long · since 2025-06-30
- NVDA · 5.9% · long · since 2025-06-30
- JPM · 3.4% · long · since 2025-06-30
- GOOGL · 3.3% · long · since 2025-06-30
- MSFT · 3.2% · long · since 2025-06-30
- ADI · 2.8% · long · since 2025-06-30
- WMT · 2.7% · long · since 2025-06-30
- ETN · 2.5% · long · since 2025-06-30
- AMZN · 2.3% · long · since 2025-06-30
- JNJ · 2.2% · long · since 2025-06-30
- MSI · 2.1% · long · since 2025-06-30