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 T

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2026-03-31 $4,305,101 148,503
2025-09-30 $1,376,982 48,760
2025-06-30 $357,669 12,359
2025-03-31 $1,475,084 52,160
2024-12-31 $1,233,223 54,160
2024-09-30 $1,225,620 55,710
2024-06-30 $1,064,618 55,710
2024-03-31 $987,835 56,127
2023-12-31 $659,470 39,301
2023-09-30 $849,035 56,527
2023-06-30 $967,000 60,627
2023-03-31 $506,775 26,326
2022-12-31 $1,273,953 69,199
2022-09-30 $1,057,585 68,943
2022-06-30 $1,447,623 69,066
2022-03-31 $1,232,362 69,050
2021-12-31 $1,230,504 66,227
2021-09-30 $4,915,533 240,954
2021-06-30 $1,512,148 69,565
2021-03-31 $4,178,944 182,786
2020-12-31 $4,686,543 215,750
2020-09-30 $5,302,636 246,254
2020-06-30 $5,977,153 261,785
2020-03-31 $6,377,812 289,682