HARRELL INVESTMENT PARTNERS, LLC

All 13F Filings

Location
Austin, TX
Most recent 13F
Q2 2026
Holdings value ($000)
461,328
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/9/2026 144 461,328 13F-HR HARRELL INVESTMENT PARTNERS, LLC
Q1 2026 4/22/2026 144 419,177 13F-HR HARRELL INVESTMENT PARTNERS, LLC
Q4 2025 1/15/2026 127 424,029 13F-HR HARRELL INVESTMENT PARTNERS, LLC
Q3 2025 10/23/2025 123 423,372 13F-HR HARRELL INVESTMENT PARTNERS, LLC
Q2 2025 7/15/2025 124 394,604 13F-HR HARRELL INVESTMENT PARTNERS, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 422.5 K 91.6% 37.56 K 0 37.56 K
ETFs 38.87 K 8.4% 4.591 K 0 4.591 K
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Fund Snapshot

Q2 2026
Latest filed
7/9/2026
Total value ($000)
461,328
Holdings
144
QoQ value change ($000)
42,151 (10.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.