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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 7 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 SERA SERA PROGNOSTICS INC Healthcare 314,950 $639K 0.10% SOLD
122 HPE HEWLETT PACKARD ENTERPRISE C Technology 26,000 $619K 0.10% SOLD
123 DELL DELL TECHNOLOGIES INC Technology 3,700 $607K 0.10% SOLD
124 PEP PEPSICO INC Consumer Defensive 3,845 $597K 0.10% SOLD
125 L LOEWS CORP Financial Services 5,494 $586K 0.09% SOLD
126 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 2,677 $560K 0.09% SOLD
127 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,900 $556K 0.09% SOLD
128 SATS ECHOSTAR CORP Technology 4,674 $547K 0.09% SOLD
129 PLTR PALANTIR TECHNOLOGIES INC Technology 3,700 $541K 0.09% SOLD
130 SYNERGY CHC CORP 415,452 $536K 0.09% SOLD
131 RBLX ROBLOX CORP Technology 9,469 $536K 0.09% SOLD
132 CSCO CISCO SYS INC Technology 6,838 $531K 0.08% SOLD
133 UHS UNIVERSAL HLTH SVCS INC Healthcare 2,890 $517K 0.08% SOLD
134 CL COLGATE PALMOLIVE CO Consumer Defensive 5,975 $509K 0.08% SOLD
135 PYPL PAYPAL HLDGS INC Financial Services 11,046 $500K 0.08% SOLD
136 BA BOEING CO Industrials 2,475 $493K 0.08% SOLD
137 UNP UNION PAC CORP Industrials 2,000 $485K 0.08% SOLD
138 IAU ISHARES GOLD TR Financial Services 5,498 $485K 0.08% SOLD
139 INCY INCYTE CORP Healthcare 5,000 $471K 0.07% SOLD
140 SBUX STARBUCKS CORP Consumer Cyclical 5,203 $466K 0.07% SOLD
Page 7 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%