1y return+20.0%S&P 500 +20.9%
3y return+71.6%S&P 500 +68.5%
5y return+50.0%S&P 500 +74.5%
10y return+142.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $242 against $357 in the S&P 500.2
Sanders Morris Harris LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MSIFMsc Income Fund Inc | $26.2M | 15.2% | +25.3% |
| CSWCCapital Southwest Corp | $18.1M | 10.5% | −31.6% |
| AAPLApple Inc | $16.7M | 9.7% | −57.1% |
| BXBlackstone Inc | $14.3M | 8.3% | −8.3% |
| Exxon Mobil CorpCUSIP 30231G102 | $10.9M | 6.3% | −13.1% |
| MAINMain Str Cap Corp | $10.4M | 6.0% | −15.9% |
| LLYEli Lilly & Co | $7.4M | 4.3% | −18.5% |
| PMPhilip Morris Intl Inc | $6.6M | 3.8% | −28.6% |
| NVDANvidia Corporation | $5.3M | 3.1% | −85.3% |
| RKLBRocket Lab Corp | $4.5M | 2.6% | −15.3% |
| MOAltria Group Inc | $4.2M | 2.4% | −15.8% |
| TSLATesla Inc | $3.2M | 1.9% | +54.6% |
| JPMJpmorgan Chase & Co | $3.2M | 1.9% | −47.5% |
| AMDAdvanced Micro Devices Inc | $2.4M | 1.4% | −88.2% |
| CFRCullen Frost Bankers Inc | $2.3M | 1.3% | |
| CATCaterpillar Inc | $1.9M | 1.1% | |
| CVXChevron Corporation | $1.9M | 1.1% | |
| MSFTMicrosoft Corp | $1.8M | 1.1% | −82.7% |
| TAt&t Inc | $1.8M | 1.1% | −40.8% |
| RSVRReservoir Media Inc | $1.8M | 1.0% | −31.8% |
| SHIMShimmick Corporation | $1.7M | 1.0% | −51.4% |
| HDHome Depot Inc | $1.4M | 0.8% | −57.7% |
| HONAHoneywell Aerospace Inc | $1.4M | 0.8% | New |
| WMTWalmart Inc | $1.4M | 0.8% | −17.8% |
| HBANHuntington Bancshares Inc | $1.4M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | March 31, 2026 | +185.6% | $2.4M |
| SNOWSnowflake Inc | March 31, 2026 | +68.7% | $531K |
| RKLBRocket Lab Corp | March 31, 2026 | +58.3% | $4.5M |
| FRMIFermi Inc | March 31, 2026 | +56.8% | $577K |
| CATCaterpillar Inc | March 31, 2026 | +50.3% | $1.9M |
| FIXComfort Sys Usa Inc | March 31, 2026 | +43.7% | $991K |
| LLYEli Lilly & Co | March 31, 2026 | +30.4% | $7.4M |
| SHIMShimmick Corporation | March 31, 2026 | +24.5% | $1.7M |
| NVDANvidia Corporation | March 31, 2026 | +14.7% | $5.3M |
| AMZNAmazon Com Inc | March 31, 2026 | +14.4% | $875K |
Sold off last quarter
- QQQInvesco Qqq Tr was $38.3M
- EPDEnterprise Prods Partners L was $30.4M
- SPYState Str Spdr S&p 500 Etf T was $16.8M
- AVGOBroadcom Inc was $9.8M
- LRCXLam Research Corp was $9.1M
- RSPInvesco Exchange Traded Fd T was $8.5M
- CTASCintas Corp was $8.3M
- VOXRVox Royalty Corp was $7.3M
- Nextera Energy IncCUSIP 65339F655 was $6.9M
- BRK/ABerkshire Hathaway Inc Del was $6.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.0% | +14.8% |
| March 31, 2026 | −0.4% | −4.6% |
| December 31, 2025 | −0.1% | +2.4% |
| September 30, 2025 | +7.7% | +7.8% |
| June 30, 2025 | +10.0% | +10.5% |
| March 31, 2025 | −6.5% | −4.6% |
| December 31, 2024 | +3.0% | +2.1% |
| September 30, 2024 | +6.4% | +5.4% |
| June 30, 2024 | +2.5% | +4.0% |
| March 31, 2024 | +10.3% | +10.0% |
| December 31, 2023 | +13.1% | +11.2% |
| September 30, 2023 | −0.7% | −3.6% |
| June 30, 2023 | +7.9% | +8.3% |
| March 31, 2023 | +6.9% | +7.0% |
| December 31, 2022 | +3.5% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −19.2% | −16.5% |
| March 31, 2022 | −5.4% | −4.9% |
| December 31, 2021 | +2.6% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sanders Morris Harris LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1053994&type=13F-HR&dateb=&owner=include&count=40CIK 1053994
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1053994/000105399426000006/Filed July 7, 2026 · accession 0001053994-26-000006