Fund Holdings

SANDERS MORRIS HARRIS LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
INVESCO QQQ TR221,060254,638+33,578121,945,332152,876,79120.16%+30,931,459
NVIDIA CORPORATION(NVDA)32,251186,855+154,6045,095,33534,863,4054.60%+29,768,070
SPDR S&P 500 ETF TR(SPY)67939,405+38,726419,52126,250,8223.46%+25,831,301
APPLE INC(AAPL)40,509113,868+73,3598,311,30128,994,1833.82%+20,682,882
BLACKSTONE INC(BX)519,435533,400+13,96577,697,02191,131,31512.02%+13,434,294
CINTAS CORP(CTAS)049,220+49,220010,102,8971.33%+10,102,897
BROADCOM INC(AVGO)020,713+20,71306,833,4260.90%+6,833,426
BERKSHIRE HATHAWAY INC DEL09+906,787,8000.90%+6,787,800
LAM RESEARCH CORP(LRCX)042,420+42,42005,680,0380.75%+5,680,038
ORACLE CORP(ORCL)1,02519,460+18,435224,0965,472,9300.72%+5,248,834
UNIQURE NV(QURE)087,054+87,05405,081,3420.67%+5,081,342
CORE SCIENTIFIC INC NEW(CORZ)10,700308,855+298,155182,6495,189,6650.68%+5,007,016
SALESFORCE INC(CRM)09,061+9,06104,635,9570.61%+4,635,957
GOLDMAN SACHS GROUP INC(GS)05,782+5,78204,604,4960.61%+4,604,496
ALPHABET INC(GOOG)1,54719,857+18,310274,4224,836,1730.64%+4,561,751
ADVANCED MICRO DEVICES INC(AMD)7,56734,222+26,6551,073,7575,536,7770.73%+4,463,020
SCHLUMBERGER LTD(SLB)204,400330,550+126,1506,908,72011,361,0041.50%+4,452,284
ABBVIE INC(ABBV)2,87321,512+18,639533,2864,980,8880.66%+4,447,602
MICROSOFT CORP(MSFT)4,27512,363+8,0882,126,4966,403,5180.84%+4,277,022
BOEING CO047,583+47,58303,310,3490.44%+3,310,349
NEXTERA ENERGY INC(NEE)069,865+69,86503,285,7510.43%+3,285,751
META PLATFORMS INC(META)1,0765,278+4,202794,1853,876,0580.51%+3,081,873
FRONTIER COMMUNICATIONS PARE081,777+81,77703,054,3710.40%+3,054,371
TARGET CORP(TGT)033,291+33,29102,986,2020.39%+2,986,202
INTUIT(INTU)04,271+4,27102,916,7090.38%+2,916,709
JBS N.V.(JBS)0194,825+194,82502,908,7370.38%+2,908,737
AMAZON COM INC(AMZN)3,64716,010+12,363800,1153,515,3160.46%+2,715,201
JPMORGAN CHASE & CO.(JPM)11,08918,730+7,6413,214,8125,908,0040.78%+2,693,192
COSTCO WHSL CORP NEW(COST)02,879+2,87902,664,8890.35%+2,664,889
MCKESSON CORP(MCK)03,370+3,37002,603,4600.34%+2,603,460
ASTERA LABS INC(ALAB)012,595+12,59502,466,1010.33%+2,466,101
89BIO INC0163,914+163,91402,409,5360.32%+2,409,536
MERUS N V024,870+24,87002,341,5110.31%+2,341,511
ISHARES TR7354,129+3,394456,3622,763,5390.36%+2,307,177
PHILIP MORRIS INTL INC(PM)1,53515,863+14,328279,5702,572,9790.34%+2,293,409
LENNAR CORP(LEN)017,500+17,50002,205,7000.29%+2,205,700
MOTOROLA SOLUTIONS INC(MSI)04,735+4,73502,165,2680.29%+2,165,268
HUBSPOT INC(HUBS)00002,105,1000.28%+2,105,100
GE AEROSPACE(GE)1,2997,973+6,674334,3502,398,4390.32%+2,064,089
INVESCO EXCHANGE TRADED FD T010,804+10,80402,049,5190.27%+2,049,519
ADOBE INC(ADBE)05,780+5,78002,038,8950.27%+2,038,895
MASTERCARD INCORPORATED(MA)1,1034,496+3,393619,8202,557,3700.34%+1,937,550
KLA CORP(KLAC)01,750+1,75001,887,5500.25%+1,887,550
PURECYCLE TECHNOLOGIES INC(PCT)0139,215+139,21501,830,6770.24%+1,830,677
TXO PARTNERS LP119,600230,522+110,9221,798,7843,590,0840.47%+1,791,300
CONOCOPHILLIPS(COP)018,848+18,84801,782,8320.24%+1,782,832
VISA INC(V)3,8639,102+5,2391,371,5583,107,2410.41%+1,735,683
BP PLC(BP)049,797+49,79701,716,0040.23%+1,716,004
DISNEY WALT CO(DIS)014,282+14,28201,635,2900.22%+1,635,290
HCA HEALTHCARE INC(HCA)03,781+3,78101,611,4620.21%+1,611,462
VOX ROYALTY CORP1,400,9031,400,90304,426,8536,023,8830.79%+1,597,030
ECOLAB INC(ECL)05,752+5,75201,575,2430.21%+1,575,243
RTX CORPORATION(RTX)09,370+9,37001,567,8820.21%+1,567,882
OCCIDENTAL PETE CORP(OXY)032,570+32,57001,538,9330.20%+1,538,933
ALNYLAM PHARMACEUTICALS INC(ALNY)03,150+3,15001,436,4000.19%+1,436,400
VNET GROUP INC(VNET)0132,000+132,00001,363,5600.18%+1,363,560
CIENA CORP(CIEN)09,329+9,32901,358,9550.18%+1,358,955
ARGENX SE(ARGX)01,830+1,83001,349,7350.18%+1,349,735
ROBLOX CORP(RBLX)09,469+9,46901,311,6460.17%+1,311,646
ISHARES TR011,100+11,10001,276,6110.17%+1,276,611
WORKDAY INC(WDAY)05,250+5,25001,263,8330.17%+1,263,833
RESMED INC(RMD)04,600+4,60001,259,1580.17%+1,259,158
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)04,860+4,86001,255,6300.17%+1,255,630
GE VERNOVA INC(GEV)01,992+1,99201,224,8810.16%+1,224,881
KINSALE CAP GROUP INC(KNSL)02,850+2,85001,211,9910.16%+1,211,991
AMGEN INC(AMGN)04,292+4,29201,211,2020.16%+1,211,202
MONDELEZ INTL INC(MDLZ)3,53023,054+19,524238,0631,440,1830.19%+1,202,120
DATADOG INC(DDOG)08,411+8,41101,197,7260.16%+1,197,726
CYTOKINETICS INC(CYTK)021,505+21,50501,181,9150.16%+1,181,915
AMERICAN EXPRESS CO(AXP)03,531+3,53101,172,8570.15%+1,172,857
GENERAL DYNAMICS CORP(GD)03,400+3,40001,159,4000.15%+1,159,400
CANADIAN PACIFIC KANSAS CITY(CP)015,354+15,35401,143,9330.15%+1,143,933
ELECTRONIC ARTS INC(EA)05,350+5,35001,079,0950.14%+1,079,095
VERTIV HOLDINGS CO(VRT)07,000+7,00001,056,0200.14%+1,056,020
SNOWFLAKE INC(SNOW)04,615+4,61501,040,9130.14%+1,040,913
LOWES COS INC(LOW)2,2006,024+3,824488,1141,513,8910.20%+1,025,777
AT&T INC(T)12,35948,760+36,401357,6701,376,9830.18%+1,019,313
LUMENTUM HLDGS INC(LITE)06,233+6,23301,014,1710.13%+1,014,171
KROGER CO(KR)015,000+15,00001,011,1500.13%+1,011,150
THE CIGNA GROUP(CI)03,493+3,49301,006,8570.13%+1,006,857
ABBOTT LABS07,275+7,2750974,4140.13%+974,414
ASTRAZENECA PLC(AZN)012,379+12,3790949,7170.13%+949,717
TEXAS INSTRS INC(TXN)1,1026,382+5,280228,7971,172,5650.15%+943,768
KINDER MORGAN INC DEL(KMI)8,47941,822+33,343249,2831,183,9810.16%+934,698
EXXON MOBIL CORP37,86544,458+6,5934,081,8385,012,6630.66%+930,825
BEONE MEDICINES LTD(ONC)02,700+2,7000919,8900.12%+919,890
NETEASE INC(NTES)05,925+5,9250900,5410.12%+900,541
FEDEX CORP(FDX)03,760+3,7600886,6460.12%+886,646
CRINETICS PHARMACEUTICALS IN(CRNX)021,100+21,1000878,8150.12%+878,815
ELI LILLY & CO(LLY)6,3237,606+1,2834,928,9685,803,3780.77%+874,410
XENON PHARMACEUTICALS INC(XENE)021,500+21,5000863,2250.11%+863,225
BRITISH AMERN TOB PLC(BTI)5,22320,723+15,500247,2051,099,9770.15%+852,772
JOHNSON & JOHNSON(JNJ)2,9456,945+4,000449,8491,287,7420.17%+837,893
STRYKER CORPORATION(SYK)02,266+2,2660837,6720.11%+837,672
SHIMMICK CORPORATION749,173809,667+60,4941,281,0852,113,2310.28%+832,146
THERMO FISHER SCIENTIFIC INC(TMO)01,700+1,7000824,5340.11%+824,534
PAYPAL HLDGS INC(PYPL)012,046+12,0460807,8050.11%+807,805
CSX CORP(CSX)022,500+22,5000798,9750.11%+798,975
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)02,677+2,6770795,4970.10%+795,497
PNC FINL SVCS GROUP INC(PNC)03,920+3,9200787,6460.10%+787,646
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