Sanders Morris Harris LLC
Annual return '25
+17.2%
SPY '25
+17.7%
Alpha
-0.6ptsvs SPY
Invested
$630.8M
Holdings
286
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
INVESCO QQQ TR
Q1 2026: New position (66.4k shares)
6.1%
02
$AAPL
APPLE INC
Q1 2026: Increased +1716.4% (7.4k → 134.2k shares)
5.4%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +1090.9% (15.2k → 180.8k shares)
5.0%
04
$EPD
ENTERPRISE PRODS PARTNERS L
Q1 2026: New position (802.2k shares)
4.8%
05
$CSWC
CAPITAL SOUTHWEST CORP
Q1 2026: New position (1.11M shares)
3.9%
06
$MSIF
MSC INCOME FUND INC
Q1 2026: New position (1.81M shares)
3.5%
07
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Increased +311.6% (6.3k → 25.8k shares)
2.7%
08
$XOM
EXXON MOBIL CORP
Q1 2026: Increased +1010.0% (8.3k → 92.1k shares)
2.5%
09
$BX
BLACKSTONE INC
Q1 2026: New position (132.9k shares)
2.4%
10
$MAIN
MAIN STR CAP CORP
Q1 2026: New position (237.3k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:14 UTC.