SANDERS MORRIS HARRIS LLC

Q3 2026 13F-HR Holdings

Location
Houston, TX
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
325
Total value ($000)
$755,101
Net value change ($000)
+582,689 (338.0%)
New positions
251
Sold out positions
6
Turnover %
65.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 35,061 659.2%
QQQ 32,850 NEW
EPD 28,050 NEW
TLT 22,167 NEW
AMD 19,212 793.6%
AAPL 18,921 113.5%
RSP 18,895 NEW
MDY 15,103 NEW
LRCX 13,935 NEW
EXXONMOBIL HOLDINGS CORP 12,870 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -10,942 -100.0%
BX -3,391 -23.6%
CSWC -2,667 -14.8%
HONEYWELL AEROSPACE INC -1,437 -100.0%
RKLB -988 -22.1%
RSVR -588 -32.8%
SCHW -530 -56.0%
SHIM -528 -31.4%
OKE -502 -100.0%
FRMI -306 -53.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type