SANDERS MORRIS HARRIS LLC
Sector Allocation
- Other28.4%$214.5M
- Technology27.9%$210.9M
- Financials10.9%$82.1M
- Energy9.0%$68.0M
- Healthcare5.8%$44.0M
- Consumer Discretionary4.7%$35.7M
- Industrials4.2%$31.4M
- Consumer Staples4.1%$30.7M
- Materials1.8%$13.8M
- Communication Services1.7%$12.9M
AUM History
13fpro.ai/research/fund/sanders-morris-harris-llc-1053994
Conviction and streaks
Diversifying · top 10 = 35.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$40.4MAAPL
$35.6MMSIF
$35.5MQQQ
$32.8MEPD
$28.1M- ISHARES$22.2M
AMD
$21.6MIVZ
$18.9MCSWC
$15.4MMDY
$15.1MLRCX
$13.9MXOM.R34088
$12.9M- VANGUARD$11.6M
MAIN
$11.0MBX
$11.0M- ALPS$10.3M
- ISHARES$10.0M
PM
$9.9MCTAS
$9.6MLLY
$9.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sanders-morris-harris-llc-1053994
SANDERS MORRIS HARRIS LLC 13F holdings — Q3 2026
$755.1M portfolio (+338.0% QoQ) · 325 holdings · Q3 2026 13F · top 10 are 35% of the stock portfolio
$40.4M
5.3% of stocks
+566%This quarter-2.4%Since filed3 qtrsHeld$35.6M
4.7% of stocks
+84%This quarter+0.3%Since filed3 qtrsHeld$35.5M
4.7% of stocks
+28%This quarter-1.3%Since filed3 qtrsHeldAIQuality49.0#1,708Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$32.8M
4.3% of stocks
NewThis quarter-2.3%Since filedNew this quarterHeld$28.1M
3.7% of stocks
NewThis quarter+3.4%Since filedNew this quarterHeld- 6
ISHARES TR - 20 YR TR BD ETF
$22.2M
2.9% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $21.6M
2.9% of stocks
+746%This quarter-6.9%Since filed3 qtrsHeld$18.9M
2.5% of stocks
NewThis quarter+2.1%Since filedNew this quarterHeld$15.4M
2.0% of stocks
-12%This quarter-4.3%Since filed3 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$15.1M
2.0% of stocks
NewThis quarter+0.8%Since filedNew this quarterHeld
All holdings — SANDERS MORRIS HARRIS LLC (Q3 2026)
325 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | LAM RESEARCH CORP | Technology | $13.9M | 1.9% | 42K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | EXXON MOBIL CORP | Energy | $12.9M | 1.7% | 80K | +0.1% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $11.6M | 1.5% | 134K | New | — | — | 13F |
| 14 | Main Street Capital CORP | Other | $11.0M | 1.4% | 199K | -0.3% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Blackstone Inc. | Financials | $11.0M | 1.4% | 93K | -23% | 3 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | ALPS ETF TR - ALERIAN MLPetf/fund | — | $10.3M | 1.4% | 194K | New | — | — | 13F |
| 17 | — | ISHARES TR - RUS 2000 VAL ETFetf/fund | — | $10.0M | 1.3% | 48K | New | — | — | 13F |
| 18 | Philip Morris International Inc. | Consumer Staples | $9.9M | 1.3% | 52K | +43% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | CINTAS CORP | Consumer Discretionary | $9.6M | 1.3% | 49K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ELI LILLY & Co | Healthcare | $9.2M | 1.2% | 7,821 | +26% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | GOLDMAN SACHS GROUP INC | Financials | $9.1M | 1.2% | 10K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Broadcom Inc. | Technology | $9.1M | 1.2% | 26K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Invesco Ltd.etf/fund | Financials | $7.8M | 1.0% | 25K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | MICROSOFT CORP | Technology | $7.1M | 0.9% | 14K | +184% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORPetf/fund | — | $6.8M | 0.9% | 87K | New | — | — | 13F |
| 26 | $JPM | JPMORGAN CHASE & CO | Financials | $6.8M | 0.9% | 20K | +105% | |||
| 27 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $6.7M | 0.9% | 9 | New | |||
| 28 | $GOOG | Alphabet Inc. | Technology | $6.7M | 0.9% | 20K | New | |||
| 29 | $VOXR | VOX ROYALTY CORP. | Materials | $6.6M | 0.9% | 1.21M | New | |||
| 30 | $PSUS | Pershing Square USA, Ltd. | Other | $6.0M | 0.8% | 161K | New | |||
| 31 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $5.8M | 0.8% | 176K | New | |||
| 32 | $ABBV | AbbVie Inc. | Healthcare | $5.4M | 0.7% | 20K | +972% | |||
| 33 | $ALAB | Astera Labs, Inc. | Technology | $4.8M | 0.6% | 14K | New | |||
| 34 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $4.8M | 0.6% | 69K | +20% | |||
| 35 | $TEAM | Atlassian Corp | Technology | $4.6M | 0.6% | 26K | New | |||
| 36 | $TLN | Talen Energy Corp | Utilities | $4.6M | 0.6% | 15K | New | |||
| 37 | $SPY | SPDR S&P 500 ETF TRUST | — | $4.4M | 0.6% | 5,801 | New | |||
| 38 | $META | Meta Platforms, Inc. | Technology | $4.4M | 0.6% | 6,042 | New | |||
| 39 | $TXO | TXO Partners, L.P. | Energy | $4.3M | 0.6% | 310K | New | |||
| 40 | $AMZN | AMAZON COM INC | Consumer Discretionary | $4.2M | 0.6% | 17K | +361% | |||
| 41 | $GOOGL | Alphabet Inc. | Technology | $4.1M | 0.5% | 12K | New | |||
| 42 | $ORCL | ORACLE CORP | Technology | $4.0M | 0.5% | 29K | +409% | |||
| 43 | — | NEXTERA ENERGY INC - UNIT 02/15/2029 | — | $3.8M | 0.5% | 88K | New | |||
| 44 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3.8M | 0.5% | 13K | +218% | |||
| 45 | — | WHIRLPOOL CORP - 8.5 DEP SR A CNV | — | $3.7M | 0.5% | 129K | New | |||
| 46 | — | SCHWAB STRATEGIC TR - US REIT ETF | — | $3.6M | 0.5% | 161K | New | |||
| 47 | $T | AT&T INC. | Communication Services | $3.5M | 0.5% | 139K | +58% | |||
| 48 | $RKLB | Rocket Lab Corp | Industrials | $3.5M | 0.5% | 47K | +7% | |||
| 49 | $CIEN | CIENA CORP | Technology | $3.4M | 0.5% | 9,719 | New | |||
| 50 | $KLAC | KLA CORP | Technology | $3.4M | 0.5% | 18K | New | |||
| 51 | $V | VISA INC. | Financials | $3.4M | 0.5% | 9,402 | New | |||
| 52 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $3.3M | 0.4% | 22K | New | |||
| 53 | $NRG | NRG ENERGY, INC. | Utilities | $3.1M | 0.4% | 33K | New | |||
| 54 | $TSLA | Tesla, Inc. | Consumer Discretionary | $3.1M | 0.4% | 8,491 | +11% | |||
| 55 | $LITE | Lumentum Holdings Inc. | Technology | $3.1M | 0.4% | 3,178 | New | |||
| 56 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $3.1M | 0.4% | 17K | New | |||
| 57 | $MCK | MCKESSON CORP | Consumer Staples | $2.9M | 0.4% | 3,370 | New | |||
| 58 | $NKE | NIKE, Inc. | Consumer Discretionary | $2.9M | 0.4% | 81K | New | |||
| 59 | $BA | BOEING CO | Industrials | $2.8M | 0.4% | 47K | New | |||
| 60 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.8M | 0.4% | 12K | New | |||
| 61 | $ET | Energy Transfer LP | Energy | $2.7M | 0.4% | 134K | New | |||
| 62 | $GE | GENERAL ELECTRIC CO | Industrials | $2.7M | 0.3% | 8,497 | New | |||
| 63 | $COP | CONOCOPHILLIPS | Energy | $2.6M | 0.3% | 21K | New | |||
| 64 | — | EA SERIES TRUST - TOWLE SML CAP VL | — | $2.6M | 0.3% | 83K | New | |||
| 65 | — | ISHARES TR - CORE S&P500 ETF | — | $2.6M | 0.3% | 3,394 | New | |||
| 66 | $CVX | CHEVRON CORP | Energy | $2.5M | 0.3% | 12K | +6% | |||
| 67 | $MA | Mastercard Inc | Financials | $2.4M | 0.3% | 4,261 | New | |||
| 68 | $CFR | CULLEN/FROST BANKERS, INC. | Financials | $2.3M | 0.3% | 15K | — | |||
| 69 | $DDOG | Datadog, Inc. | Technology | $2.3M | 0.3% | 8,411 | New | |||
| 70 | $DHI | HORTON D R INC /DE/ | Industrials | $2.2M | 0.3% | 16K | New | |||
| 71 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.2M | 0.3% | 8,197 | +186% | |||
| 72 | $MSI | Motorola Solutions, Inc. | Technology | $2.1M | 0.3% | 4,735 | New | |||
| 73 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $2.1M | 0.3% | 16K | New | |||
| 74 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $2.1M | 0.3% | 38K | New | |||
| 75 | $BP | BP PLC | Energy | $2.1M | 0.3% | 47K | New | |||
| 76 | $DELL | Dell Technologies Inc. | Technology | $2.0M | 0.3% | 3,700 | New | |||
| 77 | $INTC | INTEL CORP | Technology | $2.0M | 0.3% | 17K | New | |||
| 78 | $RTX | RTX Corp | Industrials | $2.0M | 0.3% | 11K | New | |||
| 79 | $PHM | PULTEGROUP INC/MI/ | Industrials | $1.9M | 0.3% | 17K | New | |||
| 80 | $GEV | GE Vernova Inc. | Industrials | $1.9M | 0.3% | 1,992 | +515% | |||
| 81 | $TWLO | TWILIO INC | Technology | $1.9M | 0.3% | 6,477 | New | |||
| 82 | $PR | Permian Resources Corp | Energy | $1.9M | 0.3% | 87K | New | |||
| 83 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.8M | 0.2% | 6,471 | +733% | |||
| 84 | $AMGN | AMGEN INC | Healthcare | $1.8M | 0.2% | 4,292 | New | |||
| 85 | $KO | COCA COLA CO | Consumer Staples | $1.8M | 0.2% | 20K | +22% | |||
| 86 | $ARGX | ARGENX SE | Healthcare | $1.8M | 0.2% | 1,830 | New | |||
| 87 | $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | Communication Services | $1.7M | 0.2% | 15K | New | |||
| 88 | $CRM | Salesforce, Inc. | Technology | $1.7M | 0.2% | 7,367 | +260% | |||
| 89 | $VRT | Vertiv Holdings Co | Technology | $1.7M | 0.2% | 7,003 | New | |||
| 90 | $HPE | Hewlett Packard Enterprise Co | Technology | $1.7M | 0.2% | 26K | New | |||
| 91 | $CAT | CATERPILLAR INC | Industrials | $1.6M | 0.2% | 1,975 | +11% | |||
| 92 | $HCA | HCA Healthcare, Inc. | Healthcare | $1.6M | 0.2% | 3,778 | New | |||
| 93 | $ECL | ECOLAB INC. | Materials | $1.6M | 0.2% | 5,752 | New | |||
| 94 | $DIS | Walt Disney Co | Communication Services | $1.6M | 0.2% | 15K | New | |||
| 95 | $CYTK | CYTOKINETICS INC | Healthcare | $1.5M | 0.2% | 24K | New | |||
| 96 | — | NORTHERN LTS FD TR III - COUN QUA EQU ETF | — | $1.5M | 0.2% | 30K | New | |||
| 97 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $1.5M | 0.2% | 25K | New | |||
| 98 | $WMT | Walmart Inc. | Consumer Staples | $1.4M | 0.2% | 13K | +6% | |||
| 99 | $GSK | GSK plc | Healthcare | $1.4M | 0.2% | 29K | New | |||
| 100 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.4M | 0.2% | 9,329 | +306% | |||
| 101 | $U | Unity Software Inc. | Technology | $1.3M | 0.2% | 33K | New | |||
| 102 | $INR | INFINITY NATURAL RESOURCES, INC. | Energy | $1.3M | 0.2% | 105K | New | |||
| 103 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $1.3M | 0.2% | 15K | New | |||
| 104 | $NUE | NUCOR CORP | Materials | $1.3M | 0.2% | 5,566 | New | |||
| 105 | $KMI | KINDER MORGAN, INC. | Energy | $1.3M | 0.2% | 42K | +529% | |||
| 106 | $MU | MICRON TECHNOLOGY INC | Technology | $1.3M | 0.2% | 1,170 | +333% | |||
| 107 | $HBAN | HUNTINGTON BANCSHARES INC /MD/ | Financials | $1.2M | 0.2% | 79K | — | |||
| 108 | $FDX | FEDEX CORP | Industrials | $1.2M | 0.2% | 4,260 | New | |||
| 109 | $RSVR | Reservoir Media, Inc. | Communication Services | $1.2M | 0.2% | 127K | -30% | |||
| 110 | $INTU | INTUIT INC. | Technology | $1.2M | 0.2% | 4,271 | New | |||
| 111 | $MRK | Merck & Co., Inc. | Healthcare | $1.2M | 0.1% | 7,874 | +399% | |||
| 112 | $SHIM | Shimmick Corp | Industrials | $1.2M | 0.1% | 366K | -0.6% | |||
| 113 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.1M | 0.1% | 1,700 | New | |||
| 114 | $ONC | BeOne Medicines Ltd. | Healthcare | $1.1M | 0.1% | 3,100 | New | |||
| 115 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $1.1M | 0.1% | 21K | New | |||
| 116 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.1M | 0.1% | 3,400 | New | |||
| 117 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $1.1M | 0.1% | 20K | New | |||
| 118 | $SLB | SLB LIMITED/NV | Energy | $1.1M | 0.1% | 21K | New | |||
| 119 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.1M | 0.1% | 10K | New | |||
| 120 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.1M | 0.1% | 4,080 | New | |||
| 121 | $GENK | GEN Restaurant Group, Inc. | Consumer Discretionary | $1.1M | 0.1% | 609K | New | |||
| 122 | $CSX | CSX CORP | Industrials | $1.0M | 0.1% | 23K | New | |||
| 123 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $1.0M | 0.1% | 4,623 | New | |||
| 124 | $NBIS | Nebius Group N.V. | Technology | $1.0M | 0.1% | 4,335 | New | |||
| 125 | $ASTS | AST SpaceMobile, Inc. | Communication Services | $1.0M | 0.1% | 17K | New | |||
| 126 | $RMD | RESMED INC | Healthcare | $1.0M | 0.1% | 4,600 | New | |||
| 127 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $1.0M | 0.1% | 4,860 | New | |||
| 128 | $MRVL | Marvell Technology, Inc. | Technology | $1.0M | 0.1% | 3,815 | New | |||
| 129 | $WDAY | Workday, Inc. | Technology | $1000K | 0.1% | 5,250 | New | |||
| 130 | $AZN | ASTRAZENECA PLC | Healthcare | $995K | 0.1% | 6,094 | New | |||
| 131 | $BLK | BlackRock, Inc. | Financials | $989K | 0.1% | 912 | +13% | |||
| 132 | $AXP | AMERICAN EXPRESS CO | Financials | $987K | 0.1% | 3,246 | New | |||
| 133 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $968K | 0.1% | 21K | +159% | |||
| 134 | $CI | Cigna Group | Healthcare | $950K | 0.1% | 3,493 | New | |||
| 135 | $PCT | PureCycle Technologies, Inc. | Materials | $948K | 0.1% | 215K | New | |||
| 136 | $CBRS | Cerebras Systems Inc. | Technology | $931K | 0.1% | 5,241 | New | |||
| 137 | $KNSL | Kinsale Capital Group, Inc. | Financials | $920K | 0.1% | 2,850 | New | |||
| 138 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $913K | 0.1% | 15K | New | |||
| 139 | $ABT | ABBOTT LABORATORIES | Healthcare | $898K | 0.1% | 9,031 | New | |||
| 140 | $BATRA | Atlanta Braves Holdings, Inc. | Communication Services | $897K | 0.1% | 17K | New | |||
| 141 | $KR | KROGER CO | Consumer Staples | $879K | 0.1% | 15K | New | |||
| 142 | $ETN | Eaton Corp plc | Industrials | $866K | 0.1% | 1,969 | New | |||
| 143 | $PWR | QUANTA SERVICES, INC. | Industrials | $857K | 0.1% | 1,320 | New | |||
| 144 | $MUSA | Murphy USA Inc. | Consumer Discretionary | $857K | 0.1% | 1,700 | New | |||
| 145 | $WM | WASTE MANAGEMENT INC | Utilities | $852K | 0.1% | 4,121 | +81% | |||
| 146 | $LFUS | LITTELFUSE INC /DE | Technology | $847K | 0.1% | 2,000 | New | |||
| 147 | $LIN | LINDE PLC | Materials | $847K | 0.1% | 1,802 | New | |||
| 148 | $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | Other | $846K | 0.1% | 61K | New | |||
| 149 | $ADBE | ADOBE INC. | Technology | $841K | 0.1% | 3,505 | New | |||
| 150 | $AN | AUTONATION, INC. | Consumer Discretionary | $835K | 0.1% | 5,000 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 254 new, 41 added to, 12 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (254)
$QQQINVESCO QQQ TRUST, SERIES 1$32.8M
first bought this quarter
$EPDENTERPRISE PRODUCTS PARTNERS L.P.$28.1M
first bought this quarter
- ISHARES TR - 20 YR TR BD ETF$22.2M
first bought this quarter
$IVZInvesco Ltd.$18.9M
first bought this quarter
$MDYSPDR S&P MIDCAP 400 ETF TRUST$15.1M
first bought this quarter
$LRCXLAM RESEARCH CORP$13.9M
first bought this quarter
+248 more in the Excel export
Added to (41)
$NVDANVIDIA CORP+566%
now $40.4M · held 3 qtrs
$AMDADVANCED MICRO DEVICES INC+746%
now $21.6M · held 3 qtrs
$AAPLApple Inc.+84%
now $35.6M · held 3 qtrs
$MSIFMSC INCOME FUND, INC.+28%
now $35.5M · held 3 qtrs, 3 adds in a row
$ABBVAbbVie Inc.+972%
now $5.4M · held 3 qtrs
$MSFTMICROSOFT CORP+184%
now $7.1M · held 3 qtrs
+35 more in the Excel export
Trimmed (12)
$BXBlackstone Inc.-23%
now $11.0M · held 3 qtrs, 2 trims in a row
$CSWCCAPITAL SOUTHWEST CORP-12%
now $15.4M · held 3 qtrs, 2 trims in a row
$SCHWSCHWAB CHARLES CORP-59%
now $416K
$RSVRReservoir Media, Inc.-30%
now $1.2M · held 3 qtrs, 2 trims in a row
$SNOWSnowflake Inc.-64%
now $252K
$MAINMain Street Capital CORP-0.3%
now $11.0M · held 3 qtrs
+6 more in the Excel export
Holdings by quarter
Every 13F SANDERS MORRIS HARRIS LLC has filed, 38 earlier quarters. Pick one to see what it held then.
Is it too late to follow SANDERS MORRIS HARRIS?
Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of SANDERS MORRIS HARRIS's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-1.9%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 8% over the last 4
Top 10 weight
35%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SANDERS MORRIS HARRIS LLC disclosed 325 positions worth $755.1M in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 5.3% of the equity portfolio, followed by $AAPL and $MSIF. During the quarter the fund opened 254 new positions and exited 4 — including a new stake in $QQQ and a full exit from $HONA. The portfolio is most concentrated in Other (28.4% of disclosed assets). All figures are sourced directly from SANDERS MORRIS HARRIS LLC’s Form 13F-HR filing with the SEC under CIK 1053994.
Funds like this
managers whose biggest positions overlap SANDERS MORRIS HARRIS'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: SANDERS MORRIS HARRIS LLC
13F Pro is an AI hedge fund tracker and stock research platform. For SANDERS MORRIS HARRIS LLC (SEC CIK: 1053994), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in SANDERS MORRIS HARRIS LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.