Portfolio (Quarterly)
Guide ↗
SANDERS MORRIS HARRIS LLC
· CIK 0001053994| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CHTR | CHARTER COMMUNICATIONS INC | Communication Services | 15,415 | $3.3M | 0.53% | SOLD |
| 22 | LOW | LOWES COS INC | Consumer Cyclical | 13,558 | $3.2M | 0.51% | SOLD |
| 23 | META | META PLATFORMS INC | Communication Services | 5,517 | $3.2M | 0.50% | SOLD |
| 24 | — | BOEING CO | — | 47,083 | $3.1M | 0.48% | SOLD |
| 25 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 7,599 | $3.0M | 0.47% | SOLD |
| 26 | MCK | MCKESSON CORP | Healthcare | 3,370 | $2.9M | 0.46% | SOLD |
| 27 | NOW | SERVICENOW INC | Technology | 27,657 | $2.9M | 0.46% | SOLD |
| 28 | V | VISA INC | Financial Services | 9,402 | $2.8M | 0.45% | SOLD |
| 29 | WDAY | WORKDAY INC | Technology | 21,650 | $2.8M | 0.45% | SOLD |
| 30 | DT | DYNATRACE INC | Technology | 75,251 | $2.8M | 0.44% | SOLD |
| 31 | IWN | ISHARES TR | — | 14,200 | $2.7M | 0.43% | SOLD |
| 32 | KLAC | KLA CORP | Technology | 1,750 | $2.6M | 0.41% | SOLD |
| 33 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 10,417 | $2.5M | 0.40% | SOLD |
| 34 | COP | CONOCOPHILLIPS | Energy | 18,848 | $2.5M | 0.39% | SOLD |
| 35 | APOS | APOLLO GLOBAL MGMT INC | — | 21,912 | $2.4M | 0.39% | SOLD |
| 36 | IVV | ISHARES TR | — | 3,685 | $2.4M | 0.38% | SOLD |
| 37 | BP | BP PLC | Energy | 49,707 | $2.3M | 0.37% | SOLD |
| 38 | VCIT | VANGUARD SCOTTSDALE FDS | — | 28,069 | $2.3M | 0.37% | SOLD |
| 39 | GOOGL | ALPHABET INC | Communication Services | 8,067 | $2.3M | 0.37% | SOLD |
| 40 | — | WHIRLPOOL CORP | — | 56,000 | $2.3M | 0.36% | SOLD |
Sector Allocation
Financial Services
36.3%
Technology
19.9%
Energy
10.2%
Consumer Defensive
9.9%
Industrials
7.3%
Healthcare
6.4%
Consumer Cyclical
5.1%
Communication Services
2.7%
Utilities
1.0%
Real Estate
0.7%