Sanders Morris Harris LLC Top Holdings and 13F Report (2025) About Sanders Morris Harris LLCInvestment ActivitySanders Morris Harris LLC has $172.41 million in total holdings as of September 30, 2025.Sanders Morris Harris LLC owns shares of 75 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 5.37% of the portfolio was purchased this quarter.About 289.13% of the portfolio was sold this quarter.This quarter, Sanders Morris Harris LLC has purchased 297 new stocks and bought additional shares in 4 stocks.Sanders Morris Harris LLC sold shares of 42 stocks and completely divested from 228 stocks this quarter.Largest Holdings MSC INCOME FUND INC $26,187,835Capital Southwest $18,065,007Apple $16,667,526Blackstone $14,349,673ExxonMobil $10,942,379 Largest New Holdings this Quarter 43849R105 - HONEYWELL AEROSPACE INC $1,436,799 Holding74460D109 - Public Storage $230,775 Holding754907103 - Rayonier $212,800 Holding47233W109 - Jefferies Financial Group $209,916 Holding239360100 - Dawson Geophysical $118,800 Holding Largest Purchases this Quarter MSC INCOME FUND INC 457,004 shares (about $5.29M)HONEYWELL AEROSPACE INC 6,499 shares (about $1.44M)Tesla 2,714 shares (about $1.14M)Charles Schwab 5,500 shares (about $507.49K)Public Storage 725 shares (about $230.78K) Largest Sales this Quarter NVIDIA 154,199 shares (about $30.85M)Apple 76,558 shares (about $22.15M)Advanced Micro Devices 31,105 shares (about $18.07M)Microsoft 23,419 shares (about $8.74M)Capital Southwest 351,181 shares (about $8.35M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSanders Morris Harris LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSC INCOME FUND INC$26,187,835$5,287,536 â–²25.3%2,263,42615.2%COMCSWCCapital Southwest$18,065,007$8,347,571 â–¼-31.6%759,99210.5%FinanceAAPLApple$16,667,526$22,152,957 â–¼-57.1%57,6019.7%TechnologyBXBlackstone$14,349,673$1,293,904 â–¼-8.3%121,9488.3%FinanceXOMExxonMobil$10,942,379$1,644,194 â–¼-13.1%80,0356.3%EnergyMAINMain Street Capital$10,353,133$1,955,671 â–¼-15.9%199,5596.0%FinanceLLYEli Lilly and Company$7,434,068$1,684,000 â–¼-18.5%6,1984.3%HealthcarePMPhilip Morris International$6,567,033$2,634,592 â–¼-28.6%36,3003.8%Consumer StaplesNVDANVIDIA$5,318,993$30,853,681 â–¼-85.3%26,5833.1%TechnologyROCKET LAB CORP$4,466,501$806,186 â–¼-15.3%43,9402.6%COMMOAltria Group$4,169,863$780,154 â–¼-15.8%57,9552.4%Consumer StaplesTSLATesla$3,231,890$1,141,508 â–²54.6%7,6841.9%Consumer DiscretionaryJPMJPMorgan Chase & Co.$3,201,288$2,900,472 â–¼-47.5%9,7801.9%FinanceAMDAdvanced Micro Devices$2,420,652$18,069,206 â–¼-88.2%4,1671.4%TechnologyCFRCullen/Frost Bankers$2,264,0270.0%14,6521.3%FinanceCATCaterpillar$1,890,1980.0%1,7751.1%IndustrialsCVXChevron$1,873,0880.0%11,3001.1%EnergyMSFTMicrosoft$1,823,351$8,735,895 â–¼-82.7%4,8881.1%TechnologyTAT&T$1,821,269$1,252,743 â–¼-40.8%87,9841.1%Communication ServicesRSVRReservoir Media$1,794,392$837,020 â–¼-31.8%181,4351.0%Communication ServicesSHIMMICK CORPORATION$1,683,131$1,782,743 â–¼-51.4%368,3001.0%COMHDHome Depot$1,448,457$1,976,066 â–¼-57.7%4,1070.8%Consumer DiscretionaryHONEYWELL AEROSPACE INC$1,436,799$1,436,799 â–²New Holding6,4990.8%COMWALMART INC$1,430,021$309,313 â–¼-17.8%12,6260.8%COMHBANHuntington Bancshares$1,398,2410.0%78,8630.8%FinanceKOCocaCola$1,346,238$5,120 â–¼-0.4%16,5650.8%Consumer StaplesFIXComfort Systems USA$991,4020.0%5000.6%IndustrialsSCHWCharles Schwab$945,768$507,485 â–²115.8%10,2500.5%FinanceANAutoNation$928,9500.0%5,0000.5%Consumer DiscretionaryAMZNAmazon.com$874,707$3,179,453 â–¼-78.4%3,6700.5%Consumer DiscretionaryORCLOracle$842,663$3,504,013 â–¼-80.6%5,7500.5%TechnologyBLACKROCK INC$775,018$306,738 â–¼-28.4%8060.4%COMJNJJohnson & Johnson$728,386$1,015,880 â–¼-58.2%2,8680.4%HealthcareMCDMcDonald's$675,7750.0%2,5000.4%Consumer DiscretionaryAPDAir Products and Chemicals$605,4170.0%2,0650.4%MaterialsFERMI INC$577,080$283,960 â–¼-33.0%63,0000.3%COMSNOWSnowflake$531,142$232,359 â–¼-30.4%2,0870.3%TechnologyDINOHF Sinclair$530,910$1,602 â–²0.3%7,6230.3%EnergyWMWaste Management$506,160$60,400 â–¼-10.7%2,2710.3%IndustrialsOKEONEOK$502,426$349,238 â–¼-41.0%5,7790.3%EnergyABBVAbbVie$480,129$4,761,279 â–¼-90.8%1,9080.3%HealthcareBACBank of America$456,182$42,735 â–¼-8.6%8,0060.3%FinancePFEPfizer$427,396$172,028 â–¼-28.7%17,7490.2%HealthcareHRLHormel Foods$418,2170.0%16,8500.2%Consumer StaplesGE VERNOVA INC$380,655$1,959,668 â–¼-83.7%3240.2%COMVZVerizon Communications$341,896$516,337 â–¼-60.2%8,0750.2%Communication ServicesPGProcter & Gamble$336,539$790,243 â–¼-70.1%2,2950.2%Consumer StaplesNSCNorfolk Southern$324,028$25,482 â–¼-7.3%1,0300.2%IndustrialsCRMSalesforce$320,683$1,176,517 â–¼-78.6%2,0470.2%TechnologyNEENextEra Energy$313,339$161,497 â–¼-34.0%3,5700.2%UtilitiesMUMicron Technology$311,658$1,131,203 â–¼-78.4%2700.2%TechnologyUBERUber Technologies$305,2370.0%4,2300.2%IndustrialsPLDPrologis$284,4870.0%2,1000.2%Real EstateSEBSeaboard$281,253$120,537 â–¼-30.0%630.2%Consumer StaplesCAVACAVA Group$235,4400.0%3,0000.1%Consumer DiscretionaryLNTAlliant Energy$232,6850.0%3,0500.1%UtilitiesTXNTexas Instruments$231,600$1,670,680 â–¼-87.8%7770.1%TechnologyPSAPublic Storage$230,775$230,775 â–²New Holding7250.1%Real EstateWASHWashington Trust Bancorp$223,0750.0%6,1150.1%FinanceTRGPTarga Resources$214,512$911,676 â–¼-81.0%8000.1%EnergyRYNRayonier$212,800$212,800 â–²New Holding10,0000.1%Real EstateKMIKinder Morgan$211,929$1,121,923 â–¼-84.1%6,6290.1%EnergyJEFJefferies Financial Group$209,916$209,916 â–²New Holding4,2000.1%FinanceBWXTBWX Technologies$204,3830.0%1,0500.1%IndustrialsMRKMerck & Co., Inc.$202,773$545,997 â–¼-72.9%1,5780.1%HealthcareTIC SOLUTIONS INC$202,2500.0%25,0000.1%COMIMOImperial Oil$201,6360.0%1,8000.1%EnergyKOSKosmos Energy$149,8100.0%71,0000.1%EnergyAOMRAngel Oak Mortgage REIT$145,2800.0%16,0000.1%FinanceIBRXImmunityBio$131,3250.0%15,0000.1%HealthcareDWSNDawson Geophysical$118,800$118,800 â–²New Holding20,0000.1%EnergySEVNSeven Hills Realty Trust$118,0200.0%14,0000.1%FinanceAVOMission Produce$117,9000.0%10,0000.1%Consumer StaplesSCMStellus Capital Investment$117,440$117,440 â–²New Holding13,9480.1%FinanceNMFCNew Mountain Finance$117,4090.0%16,3750.1%FinanceQQQInvesco QQQ$0$38,336,657 â–¼-100.0%00.0%ETFEPDEnterprise Products Partners$0$30,353,735 â–¼-100.0%00.0%EnergySPYSPDR S&P 500 ETF Trust$0$16,803,484 â–¼-100.0%00.0%ETFAVGOBroadcom$0$9,810,848 â–¼-100.0%00.0%TechnologyLAM RESEARCH CORP$0$9,063,457 â–¼-100.0%00.0%COM NEWRSPInvesco S&P 500 Equal Weight ETF$0$8,532,187 â–¼-100.0%00.0%ETFCTASCintas$0$8,282,617 â–¼-100.0%00.0%IndustrialsVOXRVox Royalty$0$7,340,732 â–¼-100.0%00.0%MaterialsNEXTERA ENERGY INC$0$6,946,809 â–¼-100.0%00.0%UNIT 02/15/2029BRK.ABerkshire Hathaway$0$6,463,260 â–¼-100.0%00.0%FinanceVXUSVanguard Total International Stock ETF$0$5,990,831 â–¼-100.0%00.0%ETFGOOGAlphabet$0$5,641,676 â–¼-100.0%00.0%Communication ServicesAMLPAlerian MLP ETF$0$5,145,876 â–¼-100.0%00.0%ETFGSThe Goldman Sachs Group$0$4,866,981 â–¼-100.0%00.0%FinanceMDYSPDR S&P MidCap 400 ETF Trust$0$3,978,102 â–¼-100.0%00.0%ETFDDOGDatadog$0$3,820,571 â–¼-100.0%00.0%TechnologyLITELumentum$0$3,728,142 â–¼-100.0%00.0%TechnologyCIENCiena$0$3,621,798 â–¼-100.0%00.0%TechnologyTXOTXO Partners$0$3,511,506 â–¼-100.0%00.0%EnergyPERMIAN RESOURCES CORP$0$3,452,412 â–¼-100.0%00.0%CLASS A COMCHTRCharter Communications$0$3,327,790 â–¼-100.0%00.0%Communication ServicesLOWLowe's Companies$0$3,203,484 â–¼-100.0%00.0%Consumer DiscretionaryMETAMeta Platforms$0$3,156,442 â–¼-100.0%00.0%Communication ServicesBOEING CO$0$3,054,745 â–¼-100.0%00.0%DEP CONV PFD ACRWDCrowdStrike$0$2,966,726 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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