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Portfolio (Quarterly) Guide ↗

SANDERS MORRIS HARRIS LLC

· CIK 0001053994
13F Portfolio $631M AUM 297 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 271 New 12 Added 2 Reduced 9 Exited
Page 4 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MA MASTERCARD INCORPORATED Financial Services 4,496.0 $2.2M 0.36% NEW $499.66 -1.3%
62 OXY OCCIDENTAL PETE CORP Energy 32,570.0 $2.1M 0.34% NEW $65.00 -11.6%
63 MSI MOTOROLA SOLUTIONS INC Technology 4,735.0 $2.1M 0.33% NEW $433.97 -5.4%
64 CFR CULLEN FROST BANKERS INC Financial Services 14,652.0 $2.0M 0.32% NEW $137.08 +1.8%
65 KKR KKR & CO INC Financial Services 21,553.0 $2.0M 0.32% NEW $92.50 +2.7%
66 SCHD SCHWAB STRATEGIC TR 64,205.0 $2.0M 0.31% NEW $30.68 +6.5%
67 ET ENERGY TRANSFER L P Energy 99,068.0 $1.9M 0.30% NEW $19.30 +1.6%
68 WMT WALMART INC Consumer Defensive 15,357.0 $1.9M 0.30% NEW $124.28 -4.6%
69 TSLA TESLA INC Consumer Cyclical 4,970.0 $1.8M 0.29% NEW $371.75 +16.6%
70 INTU INTUIT Technology 4,271.0 $1.8M 0.29% NEW $432.38 -29.6%
71 DHI D R HORTON INC Consumer Cyclical 13,295.0 $1.8M 0.29% NEW $137.22 +6.1%
72 PHM PULTE GROUP INC Consumer Cyclical 15,446.0 $1.8M 0.29% NEW $117.61 +0.2%
73 RTX RTX CORPORATION Industrials 9,370.0 $1.8M 0.29% NEW $192.90 -7.2%
74 HCA HCA HEALTHCARE INC Healthcare 3,778.0 $1.8M 0.28% NEW $473.24 -17.1%
75 CRM SALESFORCE INC Technology 9,557.0 $1.8M 0.28% NEW $186.67 -4.1%
76 TEAM ATLASSIAN CORPORATION Technology 25,900.0 $1.8M 0.28% NEW $68.25 +24.4%
77 VRT VERTIV HOLDINGS CO Industrials 7,000.0 $1.8M 0.28% NEW $250.58 +29.3%
78 GEV GE VERNOVA INC Utilities 1,992.0 $1.7M 0.28% NEW $872.90 +22.6%
79 IWM ISHARES TR 12,000.0 $1.7M 0.28% NEW $144.67 +100.8%
80 JNJ JOHNSON & JOHNSON Healthcare 6,868.0 $1.7M 0.27% NEW $244.44 -5.8%
Page 4 of 14  ·  271 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Financial Services 27.3%
Energy 13.0%
Healthcare 7.9%
Industrials 6.3%
Communication Services 5.3%
Consumer Cyclical 4.6%
Consumer Defensive 4.4%
Basic Materials 0.9%
Utilities 0.6%