Q3 2026 13F · SEC CIK 1053994

Sanders Morris Harris LLC

Investment managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $755.1M
Reported positions: 325
Top holdings a year, 3 yrs: +20.8%
Average holding period: 2 qtrs

Sanders Morris Harris LLC is an investment manager that reported 325 positions worth $755.1M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Nvidia Corporation (NVDA, 5.3%), Apple Inc (AAPL, 4.7%), Msc Income Fund Inc (MSIF, 4.7%). A portfolio copying its top holdings returned 20.8% a year over the last 3 years, against 20.4% for the S&P 500.

Sanders Morris Harris LLC holdings largest 50 of 325 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sanders Morris Harris LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	5.3%	3.1%	177,086	+566.2%	$40.4M
AAPLApple Inc	4.7%	9.7%	105,948	+83.9%	$35.6M
MSIFMsc Income Fund Inc	4.7%	15.2%	2,908,143	+28.5%	$35.5M
QQQInvesco Qqq Tr	4.3%	—	44,153	—	$32.8M
EPDEnterprise Prods Partners L	3.7%	—	763,555	—	$28.1M
TLTIshares Tr	2.9%	—	285,000	—	$22.2M
AMDAdvanced Micro Devices Inc	2.9%	1.4%	35,272	+746.5%	$21.6M
RSPInvesco Exchange Traded Fd T	2.5%	—	89,641	—	$18.9M
CSWCCapital Southwest Corporation	2.0%	10.5%	665,694	-12.4%	$15.4M
MDYState Str Spdr S&p Midcap 40	2.0%	—	22,988	—	$15.1M
LRCXLam Research Corp	1.8%	—	42,420	—	$13.9M
XOMExxonmobil Holdings Corp	1.7%	—	80,143	—	$12.9M
VXUSVanguard Star Fds	1.5%	—	134,296	—	$11.6M
MAINMain Str Cap Corp	1.5%	6.0%	198,923	-0.3%	$11.0M
BXBlackstone Inc	1.5%	8.3%	93,487	-23.3%	$11.0M
AMLPAlps ETF Tr	1.4%	—	193,900	—	$10.3M
IWNIshares Tr	1.3%	—	47,871	—	$10.0M
PMPhilip Morris Intl Inc	1.3%	3.8%	52,001	+43.3%	$9.9M
CTASCintas Corp	1.3%	—	48,969	—	$9.6M
LLYEli Lilly & Co	1.2%	4.3%	7,821	+26.2%	$9.2M
GSGoldman Sachs Group Inc	1.2%	—	10,144	—	$9.1M
AVGOBroadcom Inc	1.2%	—	25,969	—	$9.1M
QQQMInvesco Exch Traded Fd Tr II	1.0%	—	25,477	—	$7.8M
MSFTMicrosoft Corp	0.9%	1.1%	13,874	+183.8%	$7.1M
VCITVanguard Scottsdale Fds	0.9%	—	86,749	—	$6.8M
JPMJpmorgan Chase & Co	0.9%	1.9%	20,094	+105.5%	$6.8M
BRK-ABerkshire Hathaway Inc Del	0.9%	—	9	—	$6.7M
GOOGAlphabet Inc	0.9%	—	19,682	—	$6.7M
VOXRVox Royalty Corp	0.9%	—	1,207,097	—	$6.6M
71531T105Pershing Square USA Ltd Com Shs	0.8%	—	161,155	—	$6.0M
SCHDSchwab Strategic Tr	0.8%	—	175,751	—	$5.8M
ABBVAbbvie Inc	0.7%	0.3%	20,463	+972.5%	$5.4M
ALABAstera Labs Inc	0.6%	—	13,544	—	$4.8M
MOAltria Group Inc	0.6%	2.4%	69,438	+19.8%	$4.8M
TEAMAtlassian Corporation	0.6%	—	25,900	—	$4.6M
TLNTalen Energy Corp	0.6%	—	14,595	—	$4.6M
SPYState Str Spdr S&p 500 ETF T	0.6%	—	5,801	—	$4.4M
METAMeta Platforms Inc	0.6%	—	6,042	—	$4.4M
TXOTxo Partners LP	0.6%	—	309,790	—	$4.3M
AMZNAmazon Com Inc	0.6%	0.5%	16,924	+361.1%	$4.2M
GOOGLAlphabet Inc	0.5%	—	11,891	—	$4.1M
ORCLOracle Corp	0.5%	0.5%	29,249	+408.7%	$4.0M
65339F655NextEra Energy 7.375 15-Feb-2029 PEPS	0.5%	—	88,000	—	$3.8M
HDHome Depot Inc	0.5%	0.8%	13,073	+218.3%	$3.8M
963320205Whirlpool Corp	0.5%	—	128,998	—	$3.7M
SCHHSchwab Strategic Tr	0.5%	—	160,979	—	$3.6M
TAt&t Inc	0.5%	1.1%	138,902	+57.9%	$3.5M
RKLBRocket Lab Corp	0.5%	2.6%	47,078	+7.1%	$3.5M
CIENCiena Corp	0.5%	—	9,719	—	$3.4M
KLACKla Corp	0.5%	—	17,500	—	$3.4M

What Sanders Morris Harris LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

ABBV Abbvie Inc+972.5% shares
AMD Advanced Micro Devices Inc+746.5% shares
NVDA Nvidia Corporation+566.2% shares
ORCL Oracle Corp+408.7% shares
AMZN Amazon Com Inc+361.1% shares
HD Home Depot Inc+218.3% shares
MSFT Microsoft Corp+183.8% shares
JPM Jpmorgan Chase & Co+105.5% shares

Reduced

BX Blackstone Inc-23.3% shares
CSWC Capital Southwest Corporation-12.4% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.7% /yr; S&P 500 +20.1%
3 years: +20.8% /yr; S&P 500 +20.4%
5 years: +9.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$755.1M	325
Q2 2026	$172.4M	75
Q1 2026	$630.8M	297
Q4 2025	$64.7M	35
Q3 2025	$758.2M	308
Q2 2025	$418.7M	162
Q1 2025	$647.4M	288
Q4 2024	$669.9M	291
Q3 2024	$602.9M	287
Q2 2024	$609.0M	289
Q1 2024	$544.7M	276
Q4 2023	$203.4M	162

Questions about Sanders Morris Harris LLC's portfolio

What stocks does Sanders Morris Harris LLC own?

Sanders Morris Harris LLC's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 325 positions worth $755.1M. The largest are Nvidia Corporation (NVDA) at 5.3%, Apple Inc (AAPL) at 4.7%, Msc Income Fund Inc (MSIF) at 4.7%, Invesco Qqq Tr (QQQ) at 4.3% and Enterprise Prods Partners L (EPD) at 3.7%.

What did Sanders Morris Harris LLC buy last quarter?

In Q3 2026, Sanders Morris Harris LLC added Abbvie Inc (ABBV) (+972.5% shares), Advanced Micro Devices Inc (AMD) (+746.5% shares) and Nvidia Corporation (NVDA) (+566.2% shares), compared with its Q2 2026 filing.

What did Sanders Morris Harris LLC sell last quarter?

In Q3 2026, Sanders Morris Harris LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Tesla Inc (TSLA), cut from its top 50 Cullen Frost Bankers Inc (CFR), cut from its top 50 Caterpillar Inc (CAT), cut from its top 50 Chevron Corporation (CVX), Blackstone Inc (BX) (-23.3% shares) and Capital Southwest Corporation (CSWC) (-12.4% shares), compared with its Q2 2026 filing.

How has Sanders Morris Harris LLC's portfolio performed?

A portfolio copying Sanders Morris Harris LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.7% against +20.1%. Over 5 years: +9.3% a year against +11.6%.

When is Sanders Morris Harris LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Sanders Morris Harris LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.