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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 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BLK BLACKROCK INC Financial Services 806.0 $775K 0.45% -319.0 -28.4% $961.56 +21.1%
22 JNJ JOHNSON & JOHNSON Healthcare 2,868.0 $728K 0.42% -4K -58.2% $253.97 +5.5%
23 FRMI FERMI INC Utilities 63,000.0 $577K 0.34% -31K -33.0% $9.16 -45.4%
24 SNOW SNOWFLAKE INC Technology 2,087.0 $531K 0.31% -913.0 -30.4% $254.50 +28.9%
25 WM WASTE MGMT INC DEL Industrials 2,271.0 $506K 0.29% -271.0 -10.7% $222.88 -1.4%
26 OKE ONEOK INC NEW Energy 5,779.0 $502K 0.29% -4K -41.0% $86.94 +9.0%
27 ABBV ABBVIE INC Healthcare 1,908.0 $480K 0.28% -19K -90.8% $251.64 +1.5%
28 BAC BANK OF AMER CORP Financial Services 8,006.0 $456K 0.27% -750.0 -8.6% $56.98 +9.4%
29 PFE PFIZER INC Healthcare 17,749.0 $427K 0.25% -7K -28.7% $24.08 +16.1%
30 GEV GE VERNOVA INC Utilities 324.0 $381K 0.22% -2K -83.7% $1174.86 -22.4%
31 VZ VERIZON COMMUNICATIONS INC Communication Services 8,075.0 $342K 0.20% -12K -60.2% $42.34 +18.3%
32 PG PROCTER & GAMBLE CO Consumer Defensive 2,295.0 $337K 0.20% -5K -70.1% $146.64 -2.0%
33 NSC NORFOLK SOUTHN CORP Industrials 1,030.0 $324K 0.19% -81.0 -7.3% $314.59 +10.8%
34 CRM SALESFORCE INC Technology 2,047.0 $321K 0.19% -8K -78.6% $156.66 +63.4%
35 NEE NEXTERA ENERGY INC Utilities 3,570.0 $313K 0.18% -2K -34.0% $87.77 -6.8%
36 MU MICRON TECHNOLOGY INC Technology 270.0 $312K 0.18% -980.0 -78.4% $1154.29 -19.2%
37 SEB SEABOARD CORP DEL Industrials 63.0 $281K 0.16% -27.0 -30.0% $4464.33 -12.3%
38 TXN TEXAS INSTRS INC Technology 777.0 $232K 0.13% -6K -87.8% $298.07 -13.2%
39 TRGP TARGA RES CORP Energy 800.0 $215K 0.12% -3K -81.0% $268.14 +7.3%
40 KMI KINDER MORGAN INC DEL Energy 6,629.0 $212K 0.12% -35K -84.1% $31.97 -1.3%
Page 2 of 3  ·  41 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
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%