HARRELL INVESTMENT PARTNERS, LLC has filed its Form 13F-HR report for the third quarter of 2026, disclosing a portfolio of 139 equity securities held as of September 30, 2026. The filing lists Dilda Dalvi, Chief Compliance Officer, as the authorized signatory for the report.
The portfolio is diversified across various sectors, with a significant allocation to large-cap technology and consumer staples companies. Notable positions include Apple Inc., which is held in 10,384,575 shares, and NVIDIA Corporation, held in 13,114,200 shares. Other major holdings include Microsoft Corporation (19,712,036 shares), Alphabet Inc. Class A (8,779,504 shares), and Amazon.com Inc. (44,027 shares).
The filing also details significant positions in consumer discretionary and healthcare sectors. Darden Restaurants Inc. is held in 5,194,867 shares, while Walmart Inc. is held in 11,197,100 shares. In the healthcare space, UnitedHealth Group Inc. is held in 3,098,242 shares, and Eli Lilly & Co. is held in 681,193 shares.
Additionally, the portfolio includes substantial positions in energy and industrial companies. ExxonMobil Holdings Corp. is held in 6,690,254 shares, and Marathon Pete Corp. is held in 11,987,061 shares. The filing provides a comprehensive list of all 139 holdings, including specific share counts for each security.
