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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 8 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,008 $461K 0.07% SOLD
142 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,250 $457K 0.07% SOLD
143 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,896 $457K 0.07% SOLD
144 PDEC INNOVATOR ETFS TRUST 10,500 $446K 0.07% SOLD
145 MPLX MPLX LP Energy 7,484 $427K 0.07% SOLD
146 VIAV VIAVI SOLUTIONS INC Technology 12,500 $416K 0.07% SOLD
147 CNQ CANADIAN NAT RES LTD MED TER Energy 8,500 $414K 0.07% SOLD
148 MDT MEDTRONIC PLC Healthcare 4,744 $411K 0.07% SOLD
149 CVS CVS HEALTH CORP Healthcare 5,674 $408K 0.07% SOLD
150 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 3,500 $402K 0.06% SOLD
151 GEL GENESIS ENERGY L P Energy 22,500 $401K 0.06% SOLD
152 HON HONEYWELL INTL INC Industrials 1,768 $400K 0.06% SOLD
153 FNV FRANCO NEV CORP Basic Materials 1,610 $398K 0.06% SOLD
154 USB US BANCORP Financial Services 7,560 $393K 0.06% SOLD
155 INV INNVENTURE INC Financial Services 100,000 $391K 0.06% SOLD
156 VGLT VANGUARD SCOTTSDALE FDS 6,900 $382K 0.06% SOLD
157 TGT TARGET CORP Consumer Defensive 3,092 $375K 0.06% SOLD
158 GVI ISHARES TR 3,500 $373K 0.06% SOLD
159 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 1,500 $370K 0.06% SOLD
160 RTAI COLLABORATIVE INVESTMNT SER 17,846 $370K 0.06% SOLD
Page 8 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%