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| Happy Holidays!! thanks for using AUM13F!! |
| Harrell Investment Partners LLC
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| CRD # | 299166 |
| SEC # | 801-114354 |
| CIK # | 0001802882 |
| AUM | $598.6 M (2025-02-12) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 512-759-8000 |
| Address | 3814 Medical Parkway Austin, TX 78756 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 29.2 | ||
| Nvidia Corp | 22.6 | ||
| Apple Inc | 22.5 | ||
| Microsoft Corp | 19.5 | ||
| J P Morgan Chase & Co | 16.0 | ||
| Motorola Inc | 11.7 | ||
| Wal Mart Stores Inc | 11.4 | ||
| Eaton Corp Ltd | 10.7 | ||
| Amazon Com Inc | 9.5 | ||
| Facebook Inc | 8.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 46.7 |
| (b) Individuals (high net worth individuals) | 71 | 549.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 769 | 598.6 |
| By Discretionary | ||
| Discretionary | 748 | 572.1 |
| Non-Discretionary | 21 | 26.6 |
| Total | 769 | 598.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 598.6 | |
| Total | 769 | 598.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802882] |
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