SANDERS MORRIS HARRIS LLC — 13F Holdings & Portfolio

CIK 1053994 · latest 13F-HR filed 2026-04-09

SANDERS MORRIS HARRIS LLC manages $630.8M in 13F-reported U.S. long-equity assets across 297 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are QQQ (6.08%), AAPL (5.40%), NVDA (5.00%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 271 new positions, exited 9, added to 13, and trimmed 5.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$630.8M

Long-equity book

Holdings

297

Distinct positions

Period

2026-03-31

Filed 2026-04-09

Q/Q Activity

+271 / −9 / ↑13 / ↓5

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • STATE STR SPDR S&P 500 ETF T$16.4M +3963.8%
  • STATE STR SPDR S&P MIDCAP 40$3.4M +546.5%
  • BRITISH AMERN TOB PLC$912.6K +305.1%
  • J P MORGAN EXCHANGE TRADED F$326.0K +55.8%
  • MULTISENSOR AI HOLDINGS INC$231.1K +34.6%
Show all 13

Top Trims

  • ALIBABA GROUP HLDG LTD-$2.1M -73.9%
  • ISHARES BITCOIN TRUST ETF-$124.7K -21.4%
  • CANADIAN NAT RES LTD MED TER-$97.3K -19.0%
  • PROFESIONALLY MANAGED PORTFO-$73.3K -20.5%
  • GRUPO AEROPORTUNARIO DEL PAC-$38.2K -9.4%
Show all 5

New Positions

  • APPLE INC$34.0M
  • NVIDIA CORPORATION$31.5M
  • ENTERPRISE PRODS PARTNERS L$30.4M
  • CAPITAL SOUTHWEST CORP$24.6M
  • MSC INCOME FUND INC$22.0M
Show all 271

Exited Positions

  • JBS N.V.$2.5M
  • SLB LIMITED$1.5M
  • VANECK ETF TRUST$867.3K
  • VNET GROUP INC$825.5K
  • VOLATILITY SHS TR$744.7K
Show all 9
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 INVESCO QQQ TR QQQ 46090E103 $38.3M 6.08% 66,421 SH
2 APPLE INC AAPL 037833100 $34.0M 5.40% 134,159 SH
3 NVIDIA CORPORATION NVDA 67066G104 $31.5M 5.00% 180,782 SH
4 ENTERPRISE PRODS PARTNERS L EPD 293792107 $30.4M 4.81% 802,160 SH
5 CAPITAL SOUTHWEST CORP CSWC 140501107 $24.6M 3.90% 1,111,173 SH
6 MSC INCOME FUND INC MSIF 55374X208 $22.0M 3.49% 1,806,422 SH
7 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $16.8M 2.66% 25,838 SH
8 EXXON MOBIL CORP XOM 30231G102 $15.6M 2.48% 92,061 SH
9 BLACKSTONE INC BX 09260D107 $15.3M 2.42% 132,944 SH
10 MAIN STR CAP CORP MAIN 56035L104 $12.6M 1.99% 237,255 SH
11 MICROSOFT CORP MSFT 594918104 $10.5M 1.66% 28,307 SH
12 BROADCOM INC AVGO 11135F101 $9.8M 1.56% 39,698 SH
13 LAM RESEARCH CORP LRCX 512807306 $9.1M 1.44% 42,420 SH
14 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $8.5M 1.35% 44,457 SH
15 PHILIP MORRIS INTL INC PM 718172109 $8.4M 1.33% 50,863 SH
16 CINTAS CORP CTAS 172908105 $8.3M 1.31% 48,969 SH
17 VOX ROYALTY CORP VOXR 92919F103 $7.3M 1.16% 1,400,903 SH
18 ADVANCED MICRO DEVICES INC AMD 007903107 $7.2M 1.14% 35,272 SH
19 ELI LILLY & CO LLY 532457108 $7.0M 1.11% 7,602 SH
20 NEXTERA ENERGY INC NEEPV 65339F655 $6.9M 1.10% 138,300 SH
21 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $6.5M 1.02% 9 SH
22 VANGUARD STAR FDS VXUS 921909768 $6.0M 0.95% 77,692 SH
23 ALPHABET INC GOOG 02079K107 $5.6M 0.89% 19,667 SH
24 JPMORGAN CHASE & CO JPM 46625H100 $5.5M 0.87% 18,641 SH
25 ALPS ETF TR AMLP 00162Q452 $5.1M 0.82% 97,756 SH
26 GOLDMAN SACHS GROUP INC GS 38141G104 $4.9M 0.77% 10,753 SH
27 ALTRIA GROUP INC MO 02209S103 $4.5M 0.72% 68,798 SH
28 ABBVIE INC ABBV 00287Y109 $4.5M 0.72% 20,829 SH
29 ORACLE CORP ORCL 68389X105 $4.4M 0.69% 29,660 SH
30 AT&T INC T 00206R102 $4.3M 0.68% 148,503 SH
31 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $4.0M 0.63% 9,450 SH
32 DATADOG INC DDOG 23804L103 $3.8M 0.61% 32,364 SH
33 LUMENTUM HLDGS INC LITE 55024U109 $3.7M 0.59% 5,305 SH
34 CIENA CORP CIEN 171779309 $3.6M 0.57% 9,329 SH
35 AMAZON COM INC AMZN 023135106 $3.5M 0.56% 17,010 SH
36 TXO PARTNERS LP TXO 87313P103 $3.5M 0.56% 279,134 SH
37 PERMIAN RESOURCES CORP PR 71424F105 $3.5M 0.55% 161,933 SH
38 ROCKET LAB CORP RKLB 773121108 $3.3M 0.53% 51,871 SH
39 CHARTER COMMUNICATIONS INC CHTR 16119P108 $3.3M 0.53% 15,415 SH
40 LOWES COS INC LOW 548661107 $3.2M 0.51% 13,558 SH
41 HOME DEPOT INC HD 437076102 $3.2M 0.51% 9,710 SH
42 META PLATFORMS INC META 30303M102 $3.2M 0.50% 5,517 SH
43 BOEING CO BAPA 097023204 $3.1M 0.48% 47,083 SH
44 CROWDSTRIKE HLDGS INC CRWD 22788C105 $3.0M 0.47% 7,599 SH
45 MCKESSON CORP MCK 58155Q103 $2.9M 0.46% 3,370 SH
46 SERVICENOW INC NOW 81762P102 $2.9M 0.46% 27,657 SH
47 VISA INC V 92826C839 $2.8M 0.45% 9,402 SH
48 WORKDAY INC WDAY 98138H101 $2.8M 0.45% 21,650 SH
49 SHIMMICK CORPORATION SHIM 82455M109 $2.8M 0.44% 758,397 SH
50 DYNATRACE INC DT 268150109 $2.8M 0.44% 75,251 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-09 $630.8M 297 0001053994-26-000002
2025-12-31 2026-01-08 $64.7M 35 0001053994-26-000001