Sanders Morris Harris LLC Top Holdings and 13F Report (2025) About Sanders Morris Harris LLCInvestment ActivitySanders Morris Harris LLC has $669.90 million in total holdings as of December 31, 2024.Sanders Morris Harris LLC owns shares of 291 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 13.64% of the portfolio was purchased this quarter.About 6.89% of the portfolio was sold this quarter.This quarter, Sanders Morris Harris LLC has purchased 287 new stocks and bought additional shares in 51 stocks.Sanders Morris Harris LLC sold shares of 43 stocks and completely divested from 36 stocks this quarter.Largest Holdings Invesco QQQ $120,940,305Blackstone $88,676,120Apple $27,636,601Enterprise Products Partners $26,469,070NVIDIA $26,381,656 Largest New Holdings this Quarter DraftKings $6,165,451 HoldingiShares Russell 2000 Value ETF $5,180,384 HoldingEnergy Select Sector SPDR Fund $3,954,378 HoldingSPDR S&P Oil & Gas Exploration & Production ETF $3,348,432 HoldingNEXTERA ENERGY INC $3,185,844 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 35,414 shares (about $6.21M)DraftKings 162,591 shares (about $6.17M)Invesco S&P 100 Equal Weight ETF 57,675 shares (about $5.90M)SPDR S&P 500 ETF Trust 9,562 shares (about $5.61M)iShares Russell 2000 Value ETF 31,555 shares (about $5.18M) Largest Sales this Quarter iShares Russell 1000 Growth ETF 12,464 shares (about $5.11M)Apple 8,213 shares (about $2.07M)ConocoPhillips 17,588 shares (about $1.74M)PERMIAN RESOURCES CORP 101,500 shares (about $1.41M)Blackstone 7,669 shares (about $1.33M) 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 PortfolioSectorQQQInvesco QQQ$120,940,305$3,402,307 ▲2.9%231,72818.1%FinanceBXBlackstone$88,676,120$1,334,076 ▼-1.5%509,75913.2%FinanceAAPLApple$27,636,601$2,072,833 ▼-7.0%109,5024.1%Computer and TechnologyEPDEnterprise Products Partners$26,469,070$4,537,621 ▲20.7%851,8354.0%Oils/EnergyNVDANVIDIA$26,381,656$93,151 ▲0.4%195,7013.9%Computer and TechnologyCSWCCapital Southwest$17,578,726$3,850,304 ▲28.0%814,5842.6%FinanceSPYSPDR S&P 500 ETF Trust$13,610,862$5,607,853 ▲70.1%23,2082.0%FinanceMAINMain Street Capital$11,915,647$130,565 ▼-1.1%205,7971.8%FinanceCTASCintas$9,078,7280.0%49,6921.4%Business ServicesSLBSchlumberger$8,227,170$1,190,700 ▼-12.6%217,6501.2%Oils/EnergyRSPInvesco S&P 500 Equal Weight ETF$8,186,848$6,205,673 ▲313.2%46,7201.2%ETFLLYEli Lilly and Company$7,563,355$106,790 ▼-1.4%9,7031.1%MedicalIWFiShares Russell 1000 Growth ETF$6,943,977$5,111,305 ▼-42.4%16,9331.0%ETFMULTISENSOR AI HOLDINGS INC$6,430,121$183,378 ▼-2.8%3,281,9951.0%COMDKNGDraftKings$6,165,451$6,165,451 ▲New Holding162,5910.9%Consumer DiscretionaryEQWLInvesco S&P 100 Equal Weight ETF$6,137,311$5,898,999 ▲2,475.3%60,0050.9%ETFBRK.ABerkshire Hathaway$6,128,2800.0%90.9%FinanceAMDAdvanced Micro Devices$5,820,900$2,233,031 ▲62.2%47,9820.9%Computer and TechnologyMSFTMicrosoft$5,565,801$224,958 ▼-3.9%13,1130.8%Computer and TechnologyRSVRReservoir Media$5,464,042$1,041,413 ▼-16.0%616,7090.8%Consumer DiscretionaryXOMExxon Mobil$5,451,509$216,985 ▲4.1%51,1020.8%Oils/EnergyHPKHighPeak Energy$5,252,621$537,396 ▲11.4%361,6460.8%Oils/EnergyIWNiShares Russell 2000 Value ETF$5,180,384$5,180,384 ▲New Holding31,5550.8%ETFAVGOBroadcom$4,838,819$116,039 ▲2.5%20,8500.7%Computer and TechnologyJPMJPMorgan Chase & Co.$4,806,604$122,667 ▼-2.5%19,9840.7%FinanceBABoeing$4,214,844$414,723 ▼-9.0%23,3750.6%AerospaceABBVAbbVie$4,004,699$53,323 ▼-1.3%22,5310.6%MedicalGOOGAlphabet$3,977,575$6,865 ▲0.2%20,8570.6%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$3,954,378$3,954,378 ▲New Holding46,1720.6%ETFAMZNAmazon.com$3,742,679$16,965 ▲0.5%16,9870.6%Retail/WholesaleXOPSPDR S&P Oil & Gas Exploration & Production ETF$3,348,432$3,348,432 ▲New Holding25,2960.5%ETFGSThe Goldman Sachs Group$3,310,9600.0%5,7820.5%FinanceVOXRVox Royalty$3,292,1220.0%1,400,9030.5%Basic MaterialsORCLOracle$3,249,358$4,169 ▲0.1%19,4850.5%Computer and TechnologyNEXTERA ENERGY INC$3,185,844$3,185,844 ▲New Holding69,8650.5%UNIT 11/01/2027ELANElanco Animal Health$3,142,957$7,960 ▼-0.3%260,6100.5%MedicalPERMIAN RESOURCES CORP$3,106,303$1,407,047 ▼-31.2%224,0790.5%CLASS A COMLAM RESEARCH CORP$3,063,997$3,063,997 ▲New Holding42,4200.5%COM NEWVVisa$3,051,571$11,733 ▲0.4%9,6230.5%Business ServicesMETAMeta Platforms$2,988,6070.0%5,0780.4%Computer and TechnologyDVYEiShares Emerging Markets Dividend ETF$2,957,673$2,957,673 ▲New Holding114,5050.4%ETFDTHWisdomTree International High Dividend Fund$2,897,409$2,897,409 ▲New Holding76,6930.4%FinanceINTUIntuit$2,877,5270.0%4,5760.4%Computer and TechnologyFYBRFrontier Communications Parent$2,837,6620.0%81,7770.4%Computer and TechnologyEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$2,806,039$2,806,039 ▲New Holding121,4210.4%ETFMDBMongoDB$2,793,720$2,793,720 ▲New Holding12,0000.4%Computer and TechnologyDVYiShares Select Dividend ETF$2,656,916$2,656,916 ▲New Holding20,2370.4%ETFMAMastercard$2,478,984$5,279 ▲0.2%4,6960.4%Business ServicesIVViShares Core S&P 500 ETF$2,400,078$14,757 ▼-0.6%4,0660.4%ETFSHIMMICK CORPORATION$2,236,195$384,198 ▲20.7%712,6650.3%COMMSIMotorola Solutions$2,189,1280.0%4,7350.3%Computer and TechnologyBABAAlibaba Group$2,128,026$1,701,196 ▲398.6%25,0180.3%Retail/WholesaleLOWLowe's Companies$2,043,684$494,420 ▲31.9%8,2670.3%Retail/WholesaleCRMSalesforce$2,027,9230.0%6,0610.3%Computer and TechnologyPMPhilip Morris International$1,940,9050.0%16,1130.3%Consumer StaplesMCKMcKesson$1,920,5970.0%3,3700.3%MedicalQUREuniQure$1,803,157$601,041 ▲50.0%102,1040.3%MedicalHDHome Depot$1,780,442$207,430 ▼-10.4%4,5320.3%Retail/WholesalePGProcter & Gamble$1,739,090$136,132 ▲8.5%10,3350.3%Consumer StaplesSYNERGY CHC CORP$1,703,498$1,703,498 ▲New Holding378,5550.3%COM NEWETEnergy Transfer$1,693,626$310,764 ▲22.5%87,1980.3%Oils/EnergyXUnited States Steel$1,653,146$843,045 ▲104.1%50,9840.2%Basic MaterialsPURECYCLE TECHNOLOGIES INC$1,636,648$71,535 ▲4.6%159,6730.2%COMGENKGEN Restaurant Group$1,627,926$204,173 ▲14.3%219,9900.2%Retail/WholesaleADBEAdobe$1,624,994$4,002 ▲0.2%3,6540.2%Computer and TechnologyDISWalt Disney$1,590,366$1,168,666 ▼-42.4%14,2820.2%Consumer DiscretionaryGOOGLAlphabet$1,507,541$568,698 ▲60.6%7,8280.2%Computer and TechnologyUBERUber Technologies$1,436,555$1,436,555 ▲New Holding23,5000.2%Computer and TechnologyKMIKinder Morgan$1,395,857$68,328 ▼-4.7%51,0720.2%Oils/EnergyMDLZMondelez International$1,378,7100.0%23,0540.2%Consumer StaplesWDAYWorkday$1,357,853$3,097 ▲0.2%5,2620.2%Computer and TechnologyECLEcolab$1,347,8090.0%5,7520.2%Basic MaterialsWMTWalmart$1,336,2800.0%14,6070.2%Retail/WholesaleGEGeneral Electric$1,334,0900.0%7,9730.2%TransportationKNSLKinsale Capital Group$1,325,6210.0%2,8500.2%FinanceTSLATesla$1,264,180$491,865 ▲63.7%2,9300.2%Auto/Tires/TrucksTXNTexas Instruments$1,261,6740.0%6,7070.2%Computer and TechnologySNOWSnowflake$1,239,760$154,970 ▲14.3%8,0000.2%Computer and TechnologyTAT&T$1,234,560$35,332 ▼-2.8%54,1600.2%Computer and TechnologyKRKroger$1,228,9500.0%20,0000.2%Retail/WholesaleOKEONEOK$1,216,4350.0%12,0800.2%Oils/EnergyDDOGDatadog$1,202,0030.0%8,4110.2%Computer and TechnologyAXPAmerican Express$1,155,1070.0%3,8920.2%FinanceFIGSFIGS$1,150,915$34,558 ▼-2.9%191,5000.2%Retail/WholesaleLULULululemon Athletica$1,150,2890.0%3,0080.2%Consumer DiscretionaryHCAHCA Healthcare$1,134,9890.0%3,7810.2%MedicalCPCanadian Pacific Kansas City$1,129,4410.0%15,6040.2%TransportationARGXargenx$1,125,4500.0%1,8300.2%MedicalNOWServiceNow$1,119,095$6,371 ▲0.6%1,0540.2%Computer and TechnologyAMGNAmgen$1,118,6670.0%4,2920.2%MedicalKLACKLA$1,102,7100.0%1,7500.2%Computer and TechnologyCADECadence Bank$1,098,9890.0%31,8640.2%FinanceBLACKROCK INC$1,092,212$1,092,212 ▲New Holding1,0460.2%COMRTXRTX$1,085,0290.0%9,3700.2%AerospaceCRNXCrinetics Pharmaceuticals$1,078,843$127,825 ▲13.4%21,1000.2%MedicalFDXFedEx$1,057,258$16,871 ▲1.6%3,7600.2%TransportationRMDResMed$1,051,9740.0%4,6000.2%MedicalMRUSMerus$1,045,7840.0%24,8700.2%MedicalZBRAZebra Technologies$1,033,9110.0%2,6770.2%Industrial ProductsBMYBristol-Myers Squibb$1,032,582$56,932 ▼-5.2%18,1370.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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