Fund Holdings

SANDERS MORRIS HARRIS LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
APPLE INC(AAPL)0134,159+134,159034,048,1815.40%+34,048,181
NVIDIA CORPORATION(NVDA)0180,782+180,782031,528,3815.00%+31,528,381
ENTERPRISE PRODS PARTNERS L(EPD)0802,160+802,160030,353,7354.81%+30,353,735
CAPITAL SOUTHWEST CORP(CSWC)01,111,173+1,111,173024,579,1453.90%+24,579,145
MSC INCOME FUND INC01,806,422+1,806,422022,002,2213.49%+22,002,221
STATE STR SPDR S&P 500 ETF T(SPY)59925,838+25,239413,49516,803,4842.66%+16,389,989
EXXON MOBIL CORP(XOM)092,061+92,061015,619,0802.48%+15,619,080
BLACKSTONE INC(BX)0132,944+132,944015,287,2812.42%+15,287,281
MAIN STR CAP CORP(MAIN)0237,255+237,255012,565,0371.99%+12,565,037
MICROSOFT CORP(MSFT)028,307+28,307010,478,5281.66%+10,478,528
BROADCOM INC(AVGO)039,698+39,69809,810,8481.56%+9,810,848
LAM RESEARCH CORP(LRCX)042,420+42,42009,063,4571.44%+9,063,457
INVESCO EXCHANGE TRADED FD T044,457+44,45708,532,1871.35%+8,532,187
PHILIP MORRIS INTL INC(PM)050,863+50,86308,409,6881.33%+8,409,688
CINTAS CORP(CTAS)048,969+48,96908,282,6171.31%+8,282,617
ADVANCED MICRO DEVICES INC(AMD)035,272+35,27207,175,3831.14%+7,175,383
ELI LILLY & CO(LLY)07,602+7,60206,992,0911.11%+6,992,091
NEXTERA ENERGY INC(NEE)0138,300+138,30006,946,8091.10%+6,946,809
BERKSHIRE HATHAWAY INC DEL09+906,463,2601.02%+6,463,260
VANGUARD STAR FDS077,692+77,69205,990,8310.95%+5,990,831
ALPHABET INC(GOOG)019,667+19,66705,641,6760.89%+5,641,676
JPMORGAN CHASE & CO(JPM)018,641+18,64105,483,4370.87%+5,483,437
ALPS ETF TR097,756+97,75605,145,8760.82%+5,145,876
GOLDMAN SACHS GROUP INC(GS)010,753+10,75304,866,9810.77%+4,866,981
ALTRIA GROUP INC(MO)068,798+68,79804,539,9800.72%+4,539,980
ABBVIE INC(ABBV)020,829+20,82904,530,0990.72%+4,530,099
ORACLE CORP(ORCL)029,660+29,66004,363,2840.69%+4,363,284
AT&T INC(T)0148,503+148,50304,305,1020.68%+4,305,102
DATADOG INC(DDOG)032,364+32,36403,820,5710.61%+3,820,571
LUMENTUM HLDGS INC(LITE)05,305+5,30503,728,1420.59%+3,728,142
CIENA CORP(CIEN)09,329+9,32903,621,7980.57%+3,621,798
AMAZON COM INC(AMZN)017,010+17,01003,542,6730.56%+3,542,673
TXO PARTNERS LP0279,134+279,13403,511,5060.56%+3,511,506
PERMIAN RESOURCES CORP(PR)0161,933+161,93303,452,4120.55%+3,452,412
STATE STR SPDR S&P MIDCAP 40(MDY)1,0009,450+8,450615,3303,978,1020.63%+3,362,772
ROCKET LAB CORP(RKLB)051,871+51,87103,331,1550.53%+3,331,155
CHARTER COMMUNICATIONS INC(CHTR)015,415+15,41503,327,7900.53%+3,327,790
LOWES COS INC(LOW)013,558+13,55803,203,4840.51%+3,203,484
HOME DEPOT INC(HD)09,710+9,71003,193,5230.51%+3,193,523
META PLATFORMS INC(META)05,517+5,51703,156,4420.50%+3,156,442
BOEING CO047,083+47,08303,054,7450.48%+3,054,745
CROWDSTRIKE HLDGS INC(CRWD)07,599+7,59902,966,7260.47%+2,966,726
MCKESSON CORP(MCK)03,370+3,37002,916,2630.46%+2,916,263
SERVICENOW INC(NOW)027,657+27,65702,891,5390.46%+2,891,539
VISA INC(V)09,402+9,40202,841,6600.45%+2,841,660
WORKDAY INC(WDAY)021,650+21,65002,812,7680.45%+2,812,768
SHIMMICK CORPORATION0758,397+758,39702,783,3160.44%+2,783,316
DYNATRACE INC(DT)075,251+75,25102,782,7820.44%+2,782,782
ISHARES TR014,200+14,20002,692,1780.43%+2,692,178
RESERVOIR MEDIA INC0266,068+266,06802,604,8060.41%+2,604,806
KLA CORP(KLAC)01,750+1,75002,576,7180.41%+2,576,718
INTERNATIONAL BUSINESS MACHS(IBM)010,417+10,41702,524,9770.40%+2,524,977
CONOCOPHILLIPS(COP)018,848+18,84802,487,9360.39%+2,487,936
APOLLO GLOBAL MGMT INC(APO)021,912+21,91202,441,4350.39%+2,441,435
ISHARES TR03,685+3,68502,407,0790.38%+2,407,079
CHEVRON CORPORATION(CVX)011,300+11,30002,337,9700.37%+2,337,970
BP PLC(BP)049,707+49,70702,336,2290.37%+2,336,229
VANGUARD SCOTTSDALE FDS028,069+28,06902,322,7100.37%+2,322,710
ALPHABET INC(GOOG)08,067+8,06702,319,7460.37%+2,319,746
WHIRLPOOL CORP(WHR)056,000+56,00002,293,2000.36%+2,293,200
EA SERIES TRUST081,776+81,77602,267,9430.36%+2,267,943
GE AEROSPACE(GE)07,977+7,97702,263,6330.36%+2,263,633
MASTERCARD INCORPORATED(MA)04,496+4,49602,246,4710.36%+2,246,471
OCCIDENTAL PETE CORP(OXY)032,570+32,57002,117,0500.34%+2,117,050
MOTOROLA SOLUTIONS INC(MSI)04,735+4,73502,054,8480.33%+2,054,848
CULLEN FROST BANKERS INC(CFR)014,652+14,65202,008,4960.32%+2,008,496
KKR & CO INC(KKR)021,553+21,55301,993,6530.32%+1,993,653
SCHWAB STRATEGIC TR064,205+64,20501,969,8090.31%+1,969,809
ENERGY TRANSFER L P(ET)099,068+99,06801,912,0130.30%+1,912,013
WALMART INC(WMT)015,357+15,35701,908,5680.30%+1,908,568
TESLA INC(TSLA)04,970+4,97001,847,5990.29%+1,847,599
INTUIT(INTU)04,271+4,27101,846,6950.29%+1,846,695
D R HORTON INC(DHI)013,295+13,29501,824,3400.29%+1,824,340
PULTE GROUP INC(PHM)015,446+15,44601,816,6040.29%+1,816,604
RTX CORPORATION(RTX)09,370+9,37001,807,4730.29%+1,807,473
HCA HEALTHCARE INC(HCA)03,778+3,77801,787,9010.28%+1,787,901
SALESFORCE INC(CRM)09,557+9,55701,784,0050.28%+1,784,005
ATLASSIAN CORPORATION025,900+25,90001,767,6750.28%+1,767,675
VERTIV HOLDINGS CO(VRT)07,000+7,00001,754,0600.28%+1,754,060
GE VERNOVA INC(GEV)01,992+1,99201,738,8170.28%+1,738,817
ISHARES TR012,000+12,00001,736,0000.28%+1,736,000
JOHNSON & JOHNSON(JNJ)06,868+6,86801,678,8140.27%+1,678,814
GSK PLC(GSK)028,800+28,80001,589,4720.25%+1,589,472
ECOLAB INC(ECL)05,752+5,75201,530,1470.24%+1,530,147
AMGEN INC(AMGN)04,292+4,29201,510,1400.24%+1,510,140
CYTOKINETICS INC(CYTK)021,505+21,50501,417,3950.22%+1,417,395
FIGS INC(FIGS)095,000+95,00001,403,1500.22%+1,403,150
KINDER MORGAN INC DEL(KMI)041,722+41,72201,398,9380.22%+1,398,938
DISNEY WALT CO(DIS)014,282+14,28201,376,5000.22%+1,376,500
SCHWAB STRATEGIC TR063,401+63,40101,362,4880.22%+1,362,488
FEDEX CORP(FDX)03,760+3,76001,339,2370.21%+1,339,237
ARGENX SE(ARGX)01,830+1,83001,336,3580.21%+1,336,358
MONDELEZ INTL INC(MDLZ)023,054+23,05401,328,8320.21%+1,328,832
COCA COLA CO(KO)016,628+16,62801,264,5590.20%+1,264,559
CATERPILLAR INC(CAT)01,775+1,77501,257,5170.20%+1,257,517
ISHARES TR054,639+54,63901,251,7800.20%+1,251,780
XENON PHARMACEUTICALS INC(XENE)021,500+21,50001,250,2250.20%+1,250,225
TEXAS INSTRS INC(TXN)06,382+6,38201,239,0020.20%+1,239,002
HUNTINGTON BANCSHARES INC(HBAN)078,863+78,86301,234,2060.20%+1,234,206
ASTERA LABS INC(ALAB)011,208+11,20801,228,3970.19%+1,228,397
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