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Portfolio (Quarterly) Guide ↗

SANDERS MORRIS HARRIS LLC

· CIK 0001053994
13F Portfolio $172M AUM 75 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 3 Added 41 Reduced 228 Exited
Page 3 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 EA SERIES TRUST 81,776 $2.3M 0.36% SOLD
42 GE GE AEROSPACE Industrials 7,977 $2.3M 0.36% SOLD
43 MA MASTERCARD INCORPORATED Financial Services 4,496 $2.2M 0.36% SOLD
44 OXY OCCIDENTAL PETE CORP Energy 32,570 $2.1M 0.34% SOLD
45 MSI MOTOROLA SOLUTIONS INC Technology 4,735 $2.1M 0.33% SOLD
46 KKR KKR & CO INC 21,553 $2.0M 0.32% SOLD
47 SCHD SCHWAB STRATEGIC TR 64,205 $2.0M 0.31% SOLD
48 ET ENERGY TRANSFER L P Energy 99,068 $1.9M 0.30% SOLD
49 INTU INTUIT Technology 4,271 $1.8M 0.29% SOLD
50 DHI D R HORTON INC Consumer Cyclical 13,295 $1.8M 0.29% SOLD
51 PHM PULTE GROUP INC Consumer Cyclical 15,446 $1.8M 0.29% SOLD
52 RTX RTX CORPORATION Industrials 9,370 $1.8M 0.29% SOLD
53 HCA HCA HEALTHCARE INC Healthcare 3,778 $1.8M 0.28% SOLD
54 TEAM ATLASSIAN CORPORATION Technology 25,900 $1.8M 0.28% SOLD
55 VRT VERTIV HOLDINGS CO Industrials 7,000 $1.8M 0.28% SOLD
56 IWM ISHARES TR 12,000 $1.7M 0.28% SOLD
57 GSK GSK PLC Healthcare 28,800 $1.6M 0.25% SOLD
58 ECL ECOLAB INC Basic Materials 5,752 $1.5M 0.24% SOLD
59 AMGN AMGEN INC Healthcare 4,292 $1.5M 0.24% SOLD
60 CYTK CYTOKINETICS INC Healthcare 21,505 $1.4M 0.23% SOLD
Page 3 of 12  ·  228 positions
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%