Sanders Morris Harris LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $689 Million distributed in 310 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $153M, Blackstone Inc. with a value of $91.1M, Nvidia Corp with a value of $34.9M, Capital Southwest Corp with a value of $29.9M, and Apple Inc. with a value of $29M.

Examining the 13F form we can see an increase of $303M in the current position value, from $386M to 689M.

Below you can find more details about Sanders Morris Harris LLC portfolio as well as his latest detailed transactions.

Portfolio value $689 Million
ETFs: $193 Million
Financial Services: $168 Million
Technology: $118 Million
Energy: $58 Million
Healthcare: $49.4 Million
Industrials: $28.3 Million
Communication Services: $27.6 Million
Consumer Defensive: $18.9 Million
Other: $24.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 310
  • Current Value $689 Million
  • Prior Value $386 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 168 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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