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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 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABBV ABBVIE INC Healthcare 1,908.0 $480K 0.28% -19K -90.8% $251.64 +1.5%
42 BAC BANK OF AMER CORP Financial Services 8,006.0 $456K 0.27% -750.0 -8.6% $56.98 +9.4%
43 PFE PFIZER INC Healthcare 17,749.0 $427K 0.25% -7K -28.7% $24.08 +16.1%
44 HRL HORMEL FOODS CORP Consumer Defensive 16,850.0 $418K 0.24% $24.82 -13.2%
45 GEV GE VERNOVA INC Utilities 324.0 $381K 0.22% -2K -83.7% $1174.86 -22.4%
46 VZ VERIZON COMMUNICATIONS INC Communication Services 8,075.0 $342K 0.20% -12K -60.2% $42.34 +18.3%
47 PG PROCTER & GAMBLE CO Consumer Defensive 2,295.0 $337K 0.20% -5K -70.1% $146.64 -2.0%
48 NSC NORFOLK SOUTHN CORP Industrials 1,030.0 $324K 0.19% -81.0 -7.3% $314.59 +10.8%
49 CRM SALESFORCE INC Technology 2,047.0 $321K 0.19% -8K -78.6% $156.66 +63.4%
50 NEE NEXTERA ENERGY INC Utilities 3,570.0 $313K 0.18% -2K -34.0% $87.77 -6.8%
51 MU MICRON TECHNOLOGY INC Technology 270.0 $312K 0.18% -980.0 -78.4% $1154.29 -19.2%
52 UBER UBER TECHNOLOGIES INC Technology 4,230.0 $305K 0.18% $72.16 +9.2%
53 PLD PROLOGIS INC. Real Estate 2,100.0 $284K 0.17% $135.47 +3.9%
54 SEB SEABOARD CORP DEL Industrials 63.0 $281K 0.16% -27.0 -30.0% $4464.33 -12.3%
55 CAVA CAVA GROUP INC Consumer Cyclical 3,000.0 $235K 0.14% $78.48 -14.7%
56 LNT ALLIANT ENERGY CORP Utilities 3,050.0 $233K 0.14% $76.29 -10.8%
57 TXN TEXAS INSTRS INC Technology 777.0 $232K 0.13% -6K -87.8% $298.07 -13.2%
58 PSA PUBLIC STORAGE Real Estate 725.0 $231K 0.13% NEW $318.31 -1.5%
59 WASH WASHINGTON TR BANCORP INC Financial Services 6,115.0 $223K 0.13% $36.48 +8.2%
60 TRGP TARGA RES CORP Energy 800.0 $215K 0.12% -3K -81.0% $268.14 +7.3%
Page 3 of 4  ·  75 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%