SANDERS MORRIS HARRIS LLC
Top Portfolio Positions
258 positions ·
$570,384,642 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
66,421 | $38,336,872 | 6.72% | |
| AAPL |
Apple Inc.
Technology
|
134,159 | $34,048,212 | 5.97% | |
| NVDA |
Nvidia Corp
Technology
|
180,782 | $31,528,380 | 5.53% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
802,160 | $30,353,734 | 5.32% | |
| CSWC |
Capital Southwest Corp
Financial Services
|
1,111,173 | $24,579,146 | 4.31% | |
| MSIF |
Msc Income Fund, Inc.
Financial Services
|
1,806,422 | $22,002,219 | 3.86% | |
| SPY |
Spdr S&P 500 ETF Trust
|
25,838 | $16,803,484 | 2.95% | |
| XOM |
Exxon Mobil Corp
Energy
|
92,061 | $15,619,069 | 2.74% | |
| BX |
Blackstone Inc.
Financial Services
|
132,944 | $15,287,230 | 2.68% | |
| MAIN |
Main Street Capital CORP
Financial Services
|
237,255 | $12,565,024 | 2.20% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CSWC
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,579,146 | 1,111,173 | Shares | Sole | 2026-04-09 | |
| 2025-09-30 | $29,917,749 | 1,368,607 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $30,643,071 | 1,390,339 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $31,985,988 | 1,433,064 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $17,774,222 | 814,584 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $16,088,587 | 636,164 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $16,735,926 | 641,469 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $16,079,381 | 644,206 | Shares | Sole | 2024-04-11 | |
| 2023-09-30 | $15,324,428 | 669,189 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $13,805,952 | 700,099 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $12,856,522 | 723,089 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $12,276,329 | 717,914 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $12,131,394 | 716,139 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $13,174,702 | 715,239 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $17,504,648 | 737,659 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $18,742,819 | 741,409 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $18,754,164 | 744,804 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $17,486,545 | 752,757 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $18,249,136 | 823,517 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $15,366,476 | 865,717 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $11,817,005 | 841,068 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $11,890,829 | 882,109 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $9,386,691 | 821,952 | Shares | Sole | 2020-04-10 | |
| No 13F history on record for this holder in this stock. | ||||||