Sanders-Morris-Harris

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MRUS",
  "ARGX",
  "MQ",
  "JAZZ",
  "MCHI",
  "EXAS",
  null,
  "QSR",
  "ASPN",
  "SNOW",
  null,
  "MPLX",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "MAIN",
  "JEF",
  "GOOGL",
  "RIOT",
  null,
  "ALNY",
  "PRAA",
  "AXP",
  null,
  "BATRK",
  "TEAM",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  "CCI",
  "PHG",
  "DUK",
  "SWTX",
  "RCKT",
  "PPT",
  "NMFC",
  "GD",
  "AOMR",
  null,
  "MUC",
  "BA-PA",
  "HD",
  "BHK",
  "BIVI",
  "HPQ",
  "AZN",
  "MCD",
  "INTU",
  "FNV",
  "EP",
  null,
  "UNP",
  "FUBO",
  "GLP",
  "HPK",
  "META",
  "MGNX",
  "LVO",
  "MSAI",
  "LUNR",
  null,
  null,
  "PIII",
  "RSVR",
  "SEB",
  "SHIM",
  "SEVN",
  "TIPT",
  "NAC",
  "IOVA",
  "KNSL",
  "KMI",
  null,
  "LRCX",
  "LIN",
  "L",
  null,
  null,
  null,
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "DBX",
  "ESPR",
  "FYBR",
  "GE",
  "INCY",
  "HRL",
  "NVS",
  "FMC",
  "OXY",
  "BX",
  "IJR",
  "ANET",
  "KLAC",
  "KR",
  "ORCL",
  "OKE",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  "SERA",
  null,
  null,
  "NOW",
  "SLB",
  "RTX",
  "GLD",
  "STX",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TWLO",
  "ASTS",
  "RKLB",
  "MBLY",
  "SCHW",
  "AVO",
  "PCT",
  "KYN",
  "QURE",
  "KOS",
  "CSWC",
  "OLPX",
  "TRGP",
  "TSCO",
  null,
  "IWN",
  "GSK",
  "RMD",
  "PR",
  null,
  "EA",
  "EW",
  "VRT",
  null,
  "QLYS",
  "LFUS",
  "MUSA",
  "ALB",
  "AMD",
  "X",
  "F",
  "DEO",
  "WM",
  null,
  null,
  "FARM",
  "FIGS",
  "PAC",
  "OMAB",
  "GENK",
  "KURA",
  "AMZN",
  "MSI",
  "NIO",
  "TTWO",
  "HCA",
  null,
  "DOX",
  "NTES",
  null,
  "USB",
  "VGAS",
  "VSTS",
  "V",
  "VIRT",
  "WASH",
  "WMT",
  "WBA",
  "WDAY",
  "XENE",
  "ZBRA",
  "ELAN",
  null,
  "CNQ",
  "ET",
  "LADR",
  "EIX",
  "NSC",
  "MOH",
  null,
  "SO",
  "TRP",
  "CRM",
  "SCI",
  "DINO",
  null,
  "UHS",
  "GEV",
  "MCK",
  null,
  "NUE",
  "FDX",
  "LULU",
  "AN",
  "ADP",
  "BAC",
  "BHC",
  "BRK-A",
  "BRK-B",
  null,
  "BTMD",
  "BMRN",
  "BA",
  null,
  "BMY",
  "BTI",
  "BF-B",
  "CADE",
  "CE",
  "CBZ",
  "CVX",
  "CHTR",
  "CIEN",
  "CMG",
  "CTAS",
  "CSCO",
  "CCO",
  "CLX",
  "CME",
  "KO",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "CRNX",
  "CVS",
  "CSX",
  "CFR",
  "DDOG",
  "CYTK",
  "DELL",
  "DXCM",
  "DOCU",
  "RSP",
  null,
  "NEE",
  "NKE",
  "QQQ",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 288
Total Value: 647420532
Accession Number: 0001085146-25-001935
Form Type: 13F-HR
CIK: sanders-morris-harris
Manager Name: Sanders-Morris-Harris

Data Enrichment

89% identified

256 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

288 positions • $647.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Jefferies Financial Group Inc.

JEF|47233W109

Shares:4.2K

Value:$225.0K

% of Portfolio:0.0% ($225.0K/$647.4M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:900

Value:$223.8K

% of Portfolio:0.0% ($223.8K/$647.4M)

Riot Platforms, Inc.

RIOT|767292105

Shares:31.0K

Value:$220.7K

% of Portfolio:0.0% ($220.7K/$647.4M)

NOVARTIS AG

NVS|66987V109

Shares:2.0K

Value:$219.2K

% of Portfolio:0.0% ($219.2K/$647.4M)

46429B671

MCHI|46429B671

Shares:4.0K

Value:$217.6K

% of Portfolio:0.0% ($217.6K/$647.4M)

CHEVRON CORP

CVX|166764100

Shares:1.3K

Value:$217.5K

% of Portfolio:0.0% ($217.5K/$647.4M)

WASHINGTON TRUST BANCORP INC

WASH|940610108

Shares:7.0K

Value:$216.0K

% of Portfolio:0.0% ($216.0K/$647.4M)

464288687

Shares:7.0K

Value:$215.6K

% of Portfolio:0.0% ($215.6K/$647.4M)

46434V613

Shares:4.5K

Value:$209.1K

% of Portfolio:0.0% ($209.1K/$647.4M)

EXACT SCIENCES CORP

EXAS|30063P105

Shares:4.8K

Value:$208.6K

% of Portfolio:0.0% ($208.6K/$647.4M)

CROWN CASTLE INC.

CCI|22822V101

Shares:2.0K

Value:$208.5K

% of Portfolio:0.0% ($208.5K/$647.4M)

SOUTHERN CO

SO|842587107

Shares:2.2K

Value:$206.0K

% of Portfolio:0.0% ($206.0K/$647.4M)

New Mountain Finance Corp

NMFC|647551100

Shares:18.4K

Value:$202.7K

% of Portfolio:0.0% ($202.7K/$647.4M)

BROWN FORMAN CORP

BF-B|115637209

Shares:6.0K

Value:$202.4K

% of Portfolio:0.0% ($202.4K/$647.4M)

Dell Technologies Inc.

DELL|24703L202

Shares:2.2K

Value:$202.3K

% of Portfolio:0.0% ($202.3K/$647.4M)

Bausch Health Companies Inc.

BHC|071734107

Shares:29.0K

Value:$181.1K

% of Portfolio:0.0% ($181.1K/$647.4M)

Seven Hills Realty Trust

SEVN|81784E101

Shares:14.0K

Value:$174.9K

% of Portfolio:0.0% ($174.9K/$647.4M)

Haleon plc

HLN|405552100

Shares:16.7K

Value:$170.1K

% of Portfolio:0.0% ($170.1K/$647.4M)

biote Corp.

BTMD|090683103

Shares:49.9K

Value:$166.1K

% of Portfolio:0.0% ($166.1K/$647.4M)

ROCKET PHARMACEUTICALS, INC.

RCKT|77313F106

Shares:27.7K

Value:$161.0K

% of Portfolio:0.0% ($161.0K/$647.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Jefferies Financial Group Inc.(JEFcusip47233W109)	4.2K	QoQ 0.00% (-0) YoY NEW(+4.2K)	All Managers (Combined)	$225.0K	0.0% ($225.0K/$647.4M)	QoQ -32.06% (-$106.2K) YoY NEW(+$225.0K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	900	QoQ 0.00% (+0) YoY NEW(+900)	All Managers (Combined)	$223.8K	0.0% ($223.8K/$647.4M)	QoQ +11.61% (+$23.3K) YoY NEW(+$223.8K)
Riot Platforms, Inc.(RIOTcusip767292105)	31.0K	QoQ 0.00% (-0) YoY +14.81% (-4.0K)	All Managers (Combined)	$220.7K	0.0% ($220.7K/$647.4M)	QoQ -35.21% (-$120.0K) YoY -33.21% (-$109.8K)
NOVARTIS AG(NVScusip66987V109)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$219.2K	0.0% ($219.2K/$647.4M)	QoQ NEW(+$219.2K) YoY NEW(+$219.2K)
(MCHIcusip46429B671)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$217.6K	0.0% ($217.6K/$647.4M)	QoQ NEW(+$217.6K) YoY NEW(+$217.6K)
CHEVRON CORP(CVXcusip166764100)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$217.5K	0.0% ($217.5K/$647.4M)	QoQ NEW(+$217.5K) YoY NEW(+$217.5K)
WASHINGTON TRUST BANCORP INC(WASHcusip940610108)	7.0K	QoQ NEW(+7.0K) YoY NEW(+7.0K)	All Managers (Combined)	$216.0K	0.0% ($216.0K/$647.4M)	QoQ NEW(+$216.0K) YoY NEW(+$216.0K)
(cusip464288687)✕	7.0K	QoQ 0.00% (-0) YoY NEW(+7.0K)	All Managers (Combined)	$215.6K	0.0% ($215.6K/$647.4M)	QoQ -1.60% (-$3.5K) YoY NEW(+$215.6K)
(cusip46434V613)✕	4.5K	QoQ -22.30% (-1.3K) YoY NEW(+4.5K)	All Managers (Combined)	$209.1K	0.0% ($209.1K/$647.4M)	QoQ -20.56% (-$54.1K) YoY NEW(+$209.1K)
EXACT SCIENCES CORP(EXAScusip30063P105)	4.8K	QoQ 0.00% (-0) YoY -4.00% (-200)	All Managers (Combined)	$208.6K	0.0% ($208.6K/$647.4M)	QoQ -22.67% (-$61.2K) YoY -39.60% (-$136.7K)
CROWN CASTLE INC.(CCIcusip22822V101)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$208.5K	0.0% ($208.5K/$647.4M)	QoQ NEW(+$208.5K) YoY NEW(+$208.5K)
SOUTHERN CO(SOcusip842587107)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$206.0K	0.0% ($206.0K/$647.4M)	QoQ NEW(+$206.0K) YoY NEW(+$206.0K)
New Mountain Finance Corp(NMFCcusip647551100)	18.4K	QoQ 0.00% (-0) YoY -5.16% (-1.0K)	All Managers (Combined)	$202.7K	0.0% ($202.7K/$647.4M)	QoQ -1.60% (-$3.3K) YoY -17.43% (-$42.8K)
BROWN FORMAN CORP(BF-Bcusip115637209)	6.0K	QoQ NEW(+6.0K) YoY NEW(+6.0K)	All Managers (Combined)	$202.4K	0.0% ($202.4K/$647.4M)	QoQ NEW(+$202.4K) YoY NEW(+$202.4K)
Dell Technologies Inc.(DELLcusip24703L202)	2.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$202.3K	0.0% ($202.3K/$647.4M)	QoQ -20.20% (-$51.2K) YoY -19.41% (-$48.7K)
Bausch Health Companies Inc.(BHCcusip071734107)	29.0K	QoQ 0.00% (-0) YoY +16.01% (-4.0K)	All Managers (Combined)	$181.1K	0.0% ($181.1K/$647.4M)	QoQ -22.45% (-$52.4K) YoY -31.65% (-$83.9K)
Seven Hills Realty Trust(SEVNcusip81784E101)	14.0K	QoQ NEW(+14.0K) YoY NEW(+14.0K)	All Managers (Combined)	$174.9K	0.0% ($174.9K/$647.4M)	QoQ NEW(+$174.9K) YoY NEW(+$174.9K)
Haleon plc(HLNcusip405552100)	16.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$170.1K	0.0% ($170.1K/$647.4M)	QoQ +6.71% (+$10.7K) YoY +19.96% (+$28.3K)
biote Corp.(BTMDcusip090683103)	49.9K	QoQ -9.44% (-5.2K) YoY NEW(+49.9K)	All Managers (Combined)	$166.1K	0.0% ($166.1K/$647.4M)	QoQ -49.65% (-$163.8K) YoY NEW(+$166.1K)
ROCKET PHARMACEUTICALS, INC.(RCKTcusip77313F106)	27.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$161.0K	0.0% ($161.0K/$647.4M)	QoQ -53.77% (-$187.3K) YoY -78.43% (-$585.5K)