HARRELL INVESTMENT PARTNERS, LLC
RIA/Wealth
HARRELL INVESTMENT PARTNERS, LLC is a RIA/Wealth based in Austin, TX led by Anna Victoria Bodine, reporting $598.6M in AUM as of Q3 2025 with 38% Technology concentration.
COOAnna Victoria Bodine
- Portfolio Value
- $423.4M
- Positions
- 123
- Top Holding
- AVGO at 7.41%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in HARRELL INVESTMENT PARTNERS, LLC's portfolio (42% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $31.4M | 7.41% | -$3.6M Sold | 0.00% 95.1K shares | |
Semiconductors Technology | $27.7M | 6.55% | +$1.0M Bought | 0.00% 148.6K shares | |
Consumer Electronics Technology | $27.2M | 6.42% | -$774.8K Sold | 0.00% 106.8K shares | |
Software - Infrastructure Technology | $20.1M | 4.75% | -$231.0K Sold | 0.00% 38.8K shares | |
Banks - Diversified Financial Services | $16.6M | 3.92% | -$830.2K Sold | 0.00% 52.6K shares | |
Communication Equipment Technology | $12.4M | 2.92% | -$391.0K Sold | 0.02% 27.0K shares | |
Discount Stores Consumer Defensive | $11.9M | 2.82% | -$124.3K Sold | 0.00% 115.7K shares | |
Industrial - Machinery Industrials | $10.9M | 2.58% | -$297.1K Sold | 0.01% 29.1K shares | |
Internet Content & Information Communication Services | $10.2M | 2.42% | -$155.3K Sold | 0.00% 42.1K shares | |
Specialty Retail Consumer Cyclical | $9.5M | 2.24% | +$23.9K Bought | 0.00% 43.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in HARRELL INVESTMENT PARTNERS, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+50.76% | |
+35.75% | |
+30.76% | |
+24.11% | |
+14.11% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for HARRELL INVESTMENT PARTNERS, LLC
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