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 SERA
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $639,348 | 314,950 | Shares | Sole | 2026-04-09 | |
| 2025-09-30 | $806,616 | 263,600 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $730,172 | 263,600 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $346,656 | 94,200 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $737,484 | 90,600 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $265,980 | 34,100 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $206,016 | 34,800 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $173,810 | 19,100 | Shares | Sole | 2024-04-11 | |
| 2023-09-30 | $827,895 | 445,105 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,196,651 | 363,172 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,671,572 | 436,442 | Shares | Sole | 2023-04-07 | |
| 2022-09-30 | $2,223,316 | 1,389,573 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,989,029 | 1,212,823 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,390,493 | 630,737 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $3,945,303 | 574,280 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $6,357,519 | 572,234 | Shares | Sole | 2021-10-13 | |
| No 13F history on record for this holder in this stock. | ||||||