SANDERS MORRIS HARRIS LLC

CIK

1053994

City

Houston

State / Country

Stock

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%

27 quarters · across all stocks

Compact Export CSV

23 of 23 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$873,936	61,200	0.0%	Shares	Sole	2026-04-09
2025-12-31	$757,656	61,200	0.0%	Shares	Sole	2026-01-08
2025-09-30	$757,044	61,200	0.0%	Shares	Sole	2025-10-07
2025-06-30	$778,464	61,200	0.0%	Shares	Sole	2025-07-30
2025-03-31	$785,196	61,200	0.0%	Shares	Sole	2025-04-09
2024-12-31	$777,852	61,200	0.0%	Shares	Sole	2025-01-15
2024-09-30	$673,200	61,200	0.0%	Shares	Sole	2024-10-09
2024-06-30	$632,196	61,200	0.0%	Shares	Sole	2024-07-12
2024-03-31	$612,612	61,200	0.0%	Shares	Sole	2024-04-11
2023-09-30	$514,692	61,200	0.0%	Shares	Sole	2023-10-13
2023-06-30	$498,168	61,200	0.0%	Shares	Sole	2023-07-11
2023-03-31	$528,768	61,200	0.0%	Shares	Sole	2023-04-07
2022-09-30	$495,720	61,200	0.0%	Shares	Sole	2022-10-07
2022-06-30	$512,856	61,200	0.0%	Shares	Sole	2022-07-11
2022-03-31	$564,264	61,200	0.0%	Shares	Sole	2022-04-11
2021-12-31	$476,748	61,200	0.0%	Shares	Sole	2022-02-02
2021-09-30	$489,600	61,200	0.0%	Shares	Sole	2021-10-13
2021-06-30	$544,068	61,200	0.0%	Shares	Sole	2021-07-13
2021-03-31	$438,804	61,200	0.0%	Shares	Sole	2021-04-19
2020-12-31	$351,900	61,200	+32.5%	Shares	Sole	2021-01-26
2020-09-30	$184,338	46,200	0.0%	Shares	Sole	2020-10-16
2020-06-30	$243,936	46,200	0.0%	Shares	Sole	2020-07-09
2020-03-31	$167,706	46,200	—	Shares	Sole	2020-04-10
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