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Portfolio (Quarterly) Guide ↗

SANDERS MORRIS HARRIS LLC

· CIK 0001053994
13F Portfolio $65M AUM 35 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 35 New
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ARM ARM HOLDINGS PLC Technology 3,667.0 $404K 0.62% NEW $110.27 +187.6%
22 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 3,500.0 $395K 0.61% NEW $112.83 -10.0%
23 VGLT VANGUARD SCOTTSDALE FDS 6,900.0 $387K 0.60% NEW $56.05 -2.9%
24 AKRE PROFESIONALLY MANAGED PORTFO 5,372.0 $357K 0.55% NEW $66.49 -18.4%
25 FLEX FLEX LTD Technology 5,100.0 $323K 0.50% NEW $63.33 +121.9%
26 GEL GENESIS ENERGY L P Energy 20,500.0 $320K 0.49% NEW $15.59 +2.1%
27 BTI BRITISH AMERN TOB PLC Consumer Defensive 5,223.0 $299K 0.46% NEW $57.27 +13.2%
28 TRP TC ENERGY CORP Energy 5,300.0 $296K 0.46% NEW $55.88 +24.2%
29 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 3,785.0 $259K 0.40% NEW $68.40 -13.2%
30 MPLX MPLX LP Energy 4,380.0 $236K 0.36% NEW $53.93 +5.1%
31 CAMBRIA ETF TR 8,840.0 $223K 0.34% NEW $25.24
32 PFF ISHARES TR 7,017.0 $218K 0.34% NEW $31.06 +0.8%
33 NVT NVENT ELECTRIC PLC Industrials 2,000.0 $208K 0.32% NEW $104.18 +62.2%
34 PPT PUTNAM PREMIER INCOME TR Financial Services 15,490.0 $55K 0.09% NEW $3.56 -3.1%
35 VERDE CLEAN FUELS INC 107,403.0 $9K 0.01% NEW $0.08
Page 2 of 2  ·  35 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 80.4%
Consumer Cyclical 5.7%
Energy 5.6%
Industrials 3.2%
Technology 3.1%
Basic Materials 1.5%
Consumer Defensive 0.6%