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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
Q2 2026 Q1 2026 · All 271 New 12 Added 2 Reduced
Page 11 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MDT MEDTRONIC PLC Healthcare 4,744.0 $411K 0.07% NEW $86.65 +4.9%
202 CVS CVS HEALTH CORP Healthcare 5,674.0 $408K 0.07% NEW $71.82 +30.0%
203 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 3,500.0 $402K 0.06% $114.73 -12.6%
204 GEL GENESIS ENERGY L P Energy 22,500.0 $401K 0.06% +2K +9.8% $17.83 -8.1%
205 HON HONEYWELL INTL INC Industrials 1,768.0 $400K 0.06% NEW $226.03 -5.4%
206 FNV FRANCO NEV CORP Basic Materials 1,610.0 $398K 0.06% NEW $247.05 +6.5%
207 USB US BANCORP Financial Services 7,560.0 $393K 0.06% NEW $52.01 +18.9%
208 INV INNVENTURE INC Financial Services 100,000.0 $391K 0.06% NEW $3.91 -66.6%
209 VGLT VANGUARD SCOTTSDALE FDS 6,900.0 $382K 0.06% $55.36 -4.5%
210 HRL HORMEL FOODS CORP Consumer Defensive 16,850.0 $382K 0.06% NEW $22.65 -4.4%
211 TGT TARGET CORP Consumer Defensive 3,092.0 $375K 0.06% NEW $121.20 +34.3%
212 GVI ISHARES TR 3,500.0 $373K 0.06% NEW $106.68 -1.4%
213 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 1,500.0 $370K 0.06% $246.87 -16.5%
214 RTAI COLLABORATIVE INVESTMNT SER 17,846.0 $370K 0.06% NEW $20.74 +0.7%
215 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 6,000.0 $368K 0.06% NEW $61.35 +4.5%
216 HLN HALEON PLC Healthcare 36,000.0 $360K 0.06% NEW $10.01 +0.9%
217 DOX AMDOCS LTD Technology 5,500.0 $359K 0.06% NEW $65.26 -4.3%
218 KRE SPDR SERIES TRUST 5,433.0 $354K 0.06% NEW $65.15 +13.1%
219 FLEX FLEXTRONICS INTL LTD Technology 5,100.0 $334K 0.05% $65.46 +67.2%
220 TRP TC ENERGY CORP Energy 5,300.0 $331K 0.05% $62.43 -0.6%
Page 11 of 15  ·  297 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 32.0%
Financial Services 28.7%
Healthcare 8.6%
Energy 7.9%
Industrials 6.8%
Consumer Cyclical 5.0%
Consumer Defensive 4.8%
Communication Services 4.5%
Basic Materials 0.9%
Utilities 0.6%