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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 5 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VRT VERTIV HOLDINGS CO Industrials 7,000.0 $1.8M 0.28% NEW $250.58 +30.6%
82 GEV GE VERNOVA INC Utilities 1,992.0 $1.7M 0.28% NEW $872.90 +23.3%
83 IWM ISHARES TR 12,000.0 $1.7M 0.28% NEW $144.67 +100.1%
84 JNJ JOHNSON & JOHNSON Healthcare 6,868.0 $1.7M 0.27% NEW $244.44 -5.7%
85 GSK GSK PLC Healthcare 28,800.0 $1.6M 0.25% NEW $55.19 -6.6%
86 ECL ECOLAB INC Basic Materials 5,752.0 $1.5M 0.24% NEW $266.02 -4.6%
87 AMGN AMGEN INC Healthcare 4,292.0 $1.5M 0.24% NEW $351.85 -4.4%
88 CYTK CYTOKINETICS INC Healthcare 21,505.0 $1.4M 0.23% NEW $65.91 +15.4%
89 FIGS FIGS INC Consumer Cyclical 95,000.0 $1.4M 0.22% NEW $14.77 -13.2%
90 KMI KINDER MORGAN INC DEL Energy 41,722.0 $1.4M 0.22% NEW $33.53 -1.1%
91 DIS DISNEY WALT CO Communication Services 14,282.0 $1.4M 0.22% NEW $96.38 +6.7%
92 SCHH SCHWAB STRATEGIC TR 63,401.0 $1.4M 0.22% NEW $21.49 +10.8%
93 FDX FEDEX CORP Industrials 3,760.0 $1.3M 0.21% NEW $356.18 +12.6%
94 ARGX ARGENX SE Healthcare 1,830.0 $1.3M 0.21% NEW $730.25 +10.7%
95 MDLZ MONDELEZ INTL INC Consumer Defensive 23,054.0 $1.3M 0.21% NEW $57.64 +6.9%
96 KO COCA COLA CO Consumer Defensive 16,628.0 $1.3M 0.20% NEW $76.05 +5.6%
97 CAT CATERPILLAR INC Industrials 1,775.0 $1.3M 0.20% NEW $708.46 +27.9%
98 GOVT ISHARES TR 54,639.0 $1.3M 0.20% NEW $22.91 -1.0%
99 XENE XENON PHARMACEUTICALS INC Healthcare 21,500.0 $1.3M 0.20% NEW $58.15 -6.7%
100 TXN TEXAS INSTRS INC Technology 6,382.0 $1.2M 0.20% NEW $194.14 +66.2%
Page 5 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%