SANDERS MORRIS HARRIS LLC

CIK
1053994
City
Houston
State / Country
TX

Top Portfolio Positions

256 positions · $569,633,855 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
QQQ
Invesco Qqq Trust, Series 1
66,421 $38,336,872 6.73%
AAPL
Apple Inc.
Technology
134,159 $34,048,212 5.98%
NVDA
Nvidia Corp
Technology
180,782 $31,528,380 5.53%
EPD
Enterprise Products Partners L.P.
Energy
802,160 $30,353,734 5.33%
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 2.21%

Portfolio Trend

27 quarters · across all stocks

Holdings in EPD

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2026-03-31 $30,353,734 802,160
2025-09-30 $22,102,261 706,820
2025-06-30 $22,794,520 735,070
2025-03-31 $28,763,188 842,507
2024-12-31 $26,713,545 851,835
2024-09-30 $20,545,954 705,804
2024-06-30 $15,967,458 550,982
2024-03-31 $16,016,551 548,888
2023-12-31 $232,301 8,816
2023-09-30 $15,392,696 562,393
2023-06-30 $15,075,388 572,121
2023-03-31 $14,841,606 573,035
2022-12-31 $14,390,667 596,628
2022-09-30 $13,896,794 584,390
2022-06-30 $14,235,832 584,154
2022-03-31 $14,903,132 577,417
2021-12-31 $12,442,997 566,621
2021-09-30 $11,400,471 526,824
2021-06-30 $12,920,336 535,447
2021-03-31 $16,205,552 735,947
2020-12-31 $14,487,333 739,527
2020-09-30 $11,705,205 741,305
2020-06-30 $13,055,617 718,526
2020-03-31 $10,592,825 740,757