Sanders Morris Harris Llc Portfolio Stock Holdings

Sanders Morris Harris Llc disclosed 75 stock positions valued at approximately $172.4 million in its latest SEC 13F filing. The largest holdings include CAPITAL SOUTHWEST CORP, APPLE INC, and BLACKSTONE INC. The filing reflects positions held as of June 30, 2026 and was filed on July 7, 2026.

Report Period
June 30, 2026
No. of Stocks
75
Portfolio Value
$172.4M
Holdings by Sector
Sanders Morris Harris Llc Portfolio Holdings in Q2 2026

71 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
CAPITAL SOUTHWEST CORPCSWCFinancial Services10.48%759,992-351,181-31.60%$18,065,007
APPLE INCAAPLTechnology9.67%57,601-76,558-57.07%$16,667,526
BLACKSTONE INCBXFinancial Services8.32%121,948-10,996-8.27%$14,349,673
EXXON MOBIL CORPXOMEnergy6.35%80,035-12,026-13.06%$10,942,379
MAIN STR CAP CORPMAINFinancial Services6.00%199,559-37,696-15.89%$10,353,133
ELI LILLY & COLLYHealthcare4.31%6,198-1,404-18.47%$7,434,068
PHILIP MORRIS INTL INCPMConsumer Defensive3.81%36,300-14,563-28.63%$6,567,033
NVIDIA CORPORATIONNVDATechnology3.09%26,583-154,199-85.30%$5,318,993
ALTRIA GROUP INCMOConsumer Defensive2.42%57,955-10,843-15.76%$4,169,863
TESLA INCTSLAConsumer Cyclical1.87%7,684+2,714+54.61%$3,231,890
JPMORGAN CHASE & COJPMFinancial Services1.86%9,780-8,861-47.54%$3,201,288
ADVANCED MICRO DEVICES INCAMDTechnology1.40%4,167-31,105-88.19%$2,420,652
CULLEN FROST BANKERS INCCFRFinancial Services1.31%14,652--$2,264,027
CATERPILLAR INCCATIndustrials1.10%1,775--$1,890,198
CHEVRON CORPORATIONCVXEnergy1.09%11,300--$1,873,088
MICROSOFT CORPMSFTTechnology1.06%4,888-23,419-82.73%$1,823,351
AT&T INCTCommunication Services1.06%87,984-60,519-40.75%$1,821,269
RESERVOIR MEDIA INCRSVRCommunication Services1.04%181,435-84,633-31.81%$1,794,392
SHIMMICK CORPORATIONSHIMIndustrials0.98%368,300-390,097-51.44%$1,683,131
HOME DEPOT INCHDConsumer Cyclical0.84%4,107-5,603-57.70%$1,448,457
WALMART INCWMTConsumer Defensive0.83%12,626-2,731-17.78%$1,430,021
HUNTINGTON BANCSHARES INCHBANFinancial Services0.81%78,863--$1,398,241
COCA COLA COKOConsumer Defensive0.78%16,565-63-0.38%$1,346,238
COMFORT SYS USA INCFIXIndustrials0.58%500--$991,402
SCHWAB CHARLES CORPSCHWFinancial Services0.55%10,250+5,500+115.79%$945,768
AUTONATION INCANConsumer Cyclical0.54%5,000--$928,950
AMAZON COM INCAMZNConsumer Cyclical0.51%3,670-13,340-78.42%$874,707
ORACLE CORPORCLTechnology0.49%5,750-23,910-80.61%$842,663
BLACKROCK INCBLKOther0.45%806-319-28.36%$775,018
JOHNSON & JOHNSONJNJHealthcare0.42%2,868-4,000-58.24%$728,386
MCDONALDS CORPMCDConsumer Cyclical0.39%2,500--$675,775
AIR PRODUCTS AND CHEMICALS IAPDBasic Materials0.35%2,065--$605,417
SNOWFLAKE INCSNOWTechnology0.31%2,087-913-30.43%$531,142
HF SINCLAIR CORPDINOEnergy0.31%7,623+23+0.30%$530,910
WASTE MGMT INC DELWMIndustrials0.29%2,271-271-10.66%$506,160
ONEOK INC NEWOKEEnergy0.29%5,779-4,017-41.01%$502,426
ABBVIE INCABBVHealthcare0.28%1,908-18,921-90.84%$480,129
BANK OF AMER CORPBACFinancial Services0.26%8,006-750-8.57%$456,182
PFIZER INCPFEHealthcare0.25%17,749-7,144-28.70%$427,396
HORMEL FOODS CORPHRLConsumer Defensive0.24%16,850--$418,217
GE VERNOVA INCGEVUtilities0.22%324-1,668-83.73%$380,655
VERIZON COMMUNICATIONS INCVZCommunication Services0.20%8,075-12,195-60.16%$341,896
PROCTER & GAMBLE COPGConsumer Defensive0.20%2,295-5,389-70.13%$336,539
NORFOLK SOUTHN CORPNSCIndustrials0.19%1,030-81-7.29%$324,028
SALESFORCE INCCRMTechnology0.19%2,047-7,510-78.58%$320,683
NEXTERA ENERGY INCNEEUtilities0.18%3,570-1,840-34.01%$313,339
MICRON TECHNOLOGY INCMUTechnology0.18%270-980-78.40%$311,658
UBER TECHNOLOGIES INCUBERTechnology0.18%4,230--$305,237
PROLOGIS INC.PLDReal Estate0.17%2,100--$284,487
SEABOARD CORP DELSEBIndustrials0.16%63-27-30.00%$281,253
CAVA GROUP INCCAVAConsumer Cyclical0.14%3,000--$235,440
ALLIANT ENERGY CORPLNTUtilities0.13%3,050--$232,685
TEXAS INSTRS INCTXNTechnology0.13%777-5,605-87.83%$231,600
PUBLIC STORAGEPSAReal Estate0.13%725+725+100.00%$230,775
WASHINGTON TR BANCORP INCWASHFinancial Services0.13%6,115--$223,075
TARGA RES CORPTRGPEnergy0.12%800-3,400-80.95%$214,512
RAYONIER INCRYNReal Estate0.12%10,000+10,000+100.00%$212,800
KINDER MORGAN INC DELKMIEnergy0.12%6,629-35,093-84.11%$211,929
JEFFERIES FINANCIAL GROUP INJEFFinancial Services0.12%4,200+4,200+100.00%$209,916
BWX TECHNOLOGIES INCBWXTIndustrials0.12%1,050--$204,383
MERCK & CO INCMRKHealthcare0.12%1,578-4,249-72.92%$202,773
TIC SOLUTIONS INCTICOther0.12%25,000--$202,250
IMPERIAL OIL LTDIMOEnergy0.12%1,800--$201,636
KOSMOS ENERGY LTDKOSEnergy0.09%71,000--$149,810
ANGEL OAK MORTGAGE REIT INCAOMRReal Estate0.08%16,000--$145,280
IMMUNITYBIO INCIBRXHealthcare0.08%15,000--$131,325
DAWSON GEOPHYSICAL CO NEWDWSNEnergy0.07%20,000+20,000+100.00%$118,800
SEVEN HILLS REALTY TRUSTSEVNReal Estate0.07%14,000--$118,020
MISSION PRODUCE INCAVOConsumer Defensive0.07%10,000--$117,900
STELLUS CAP INVT CORPSCMFinancial Services0.07%13,948+13,948+100.00%$117,440
NEW MTN FIN CORPNMFCFinancial Services0.07%16,375--$117,409