SANDERS MORRIS HARRIS LLC
Top Portfolio Positions
258 positions ·
$568,159,598 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 | 6.75% | |
| AAPL |
Apple Inc.
Technology
|
134,159 | $34,048,212 | 5.99% | |
| NVDA |
Nvidia Corp
Technology
|
180,782 | $31,528,380 | 5.55% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
802,160 | $30,353,734 | 5.34% | |
| CSWC |
Capital Southwest Corp
Financial Services
|
1,111,173 | $24,579,146 | 4.33% | |
| MSIF |
Msc Income Fund, Inc.
Financial Services
|
1,806,422 | $22,002,219 | 3.87% | |
| SPY |
Spdr S&P 500 ETF Trust
|
25,838 | $16,803,484 | 2.96% | |
| XOM |
Exxon Mobil Corp
Energy
|
92,061 | $15,619,069 | 2.75% | |
| BX |
Blackstone Inc.
Financial Services
|
132,944 | $15,287,230 | 2.69% | |
| MAIN |
Main Street Capital CORP
Financial Services
|
237,255 | $12,565,024 | 2.21% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EP
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $73,567 | 24,854 | Shares | Sole | 2026-04-09 | |
| 2025-09-30 | $112,340 | 24,854 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $131,229 | 24,854 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $156,083 | 24,854 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $188,890 | 24,854 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $122,755 | 23,382 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $67,080 | 13,000 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $51,100 | 10,000 | Shares | Sole | 2024-04-11 | |
| 2023-09-30 | $96,300 | 10,000 | Shares | Sole | 2023-10-13 | |
| No 13F history on record for this holder in this stock. | ||||||