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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 8 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MCD MCDONALDS CORP Consumer Cyclical 2,500.0 $777K 0.12% NEW $310.79 -10.1%
142 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 21,100.0 $766K 0.12% NEW $36.32 +1.3%
143 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 10,250.0 $757K 0.12% NEW $73.90 +2.1%
144 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 6,018.0 $755K 0.12% -13K -68.6% $125.46 +3.2%
145 SYK STRYKER CORPORATION Healthcare 2,266.0 $745K 0.12% NEW $328.59 -4.7%
146 ABT ABBOTT LABORATORIES Healthcare 7,060.0 $725K 0.12% NEW $102.67 -15.6%
147 DECK DECKERS OUTDOOR CORP Consumer Cyclical 7,202.0 $721K 0.11% NEW $100.09 +11.3%
148 UNH UNITEDHEALTH GROUP INC Healthcare 2,640.0 $714K 0.11% NEW $270.59 +39.3%
149 WBD WARNER BROS DISCOVERY INC Communication Services 25,982.0 $713K 0.11% NEW $27.46 -1.7%
150 QQQM INVESCO EXCH TRADED FD TR II 2,958.0 $703K 0.11% NEW $237.62 +26.5%
151 MRK MERCK & CO INC Healthcare 5,827.0 $701K 0.11% NEW $120.29 -0.4%
152 PFE PFIZER INC Healthcare 24,893.0 $699K 0.11% NEW $28.08 -7.9%
153 BERKSHIRE HATHAWAY INC DEL 1,452.0 $696K 0.11% NEW $479.20
154 FIX COMFORT SYS USA INC Industrials 500.0 $689K 0.11% NEW $1378.99 +36.6%
155 INTC INTEL CORP Technology 15,610.0 $689K 0.11% NEW $44.13 +179.9%
156 EXPAND ENERGY CORPORATION 6,255.0 $687K 0.11% +700.0 +12.6% $109.78
157 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 3,600.0 $681K 0.11% NEW $189.05 +25.6%
158 ETN EATON CORP PLC Industrials 1,900.0 $680K 0.11% +100.0 +5.6% $357.67 +12.7%
159 LFUS LITTELFUSE INC Technology 2,000.0 $679K 0.11% NEW $339.35 +40.5%
160 VOO VANGUARD INDEX FDS 1,120.0 $669K 0.11% NEW $597.55 +15.5%
Page 8 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 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%