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Dilda Dalvi

Harrell Investment Partners, Llc

Assets Managed
$461.328M
Holdings
144
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
10.06%(2Q avg: 4.46%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Harrell Investment Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 144 positions.

Assets under management

The assets under management (AUM) of Harrell Investment Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 461.328M in assets, with a quarterly growth rate of 10.06% and a 2-quarter average growth rate of 4.46%. The portfolio is managed by Dilda Dalvi, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVGO
Broadcom Inc
Recent Activity
Decreased -2.33%
7.41%
$34.139M
90,374 shares@ $377.76 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.37%
6.51%
$29.994M
103,658 shares@ $289.36 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.13%
5.89%
$27.129M
135,586 shares@ $200.09 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -3.57%
3.44%
$15.828M
48,355 shares@ $327.34 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.28%
3.3%
$15.215M
42,574 shares@ $357.37 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.01%
3.21%
$14.79M
39,649 shares@ $373.03 avg price
ADI
Analog Devices Inc
Recent Activity
Increased 5.45%
2.82%
$13.009M
32,755 shares@ $397.17 avg price
WMT
Walmart Inc
Recent Activity
Increased 1.24%
2.72%
$12.541M
110,729 shares@ $113.26 avg price
ETN
Eaton Corp Plc
Recent Activity
Decreased -1.26%
2.54%
$11.677M
27,403 shares@ $426.12 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.57%
2.28%
$10.512M
44,103 shares@ $238.34 avg price

1-10 of 144