First seen by DFX
Sep 13, 2026
date not stated
Sanders Morris Harris LLC: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (Sanders Morris (formerly Sanders Morris Harris) is a Houston broker-dealer and RIA within Tectonic Financial serving outside clients.)
First seen by DFX
Sep 12, 2026
date not stated
Sanders Morris Harris LLC files Form 13F (non_adviser_filer, $64,718,978 in 35 positions)
First seen by DFX
Sep 12, 2026
date not stated
Sanders Morris Harris LLC: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company)
Sanders Morris Harris LLC reported $630,837,951 across 297 13(f) positions for the quarter ended 2026-03-31
Sanders Morris Harris LLC opened a $2,782,782 position in Dynatrace Inc (75,251 shares)
Sanders Morris Harris LLC opened a $2,891,539 position in Servicenow Inc (27,657 shares)
Sanders Morris Harris LLC opened a $30,353,735 position in Enterprise Prods Partners L (802,160 shares)
Sanders Morris Harris LLC opened a $3,203,484 position in Lowes Cos Inc (13,558 shares)
Sanders Morris Harris LLC increased State Str Spdr S&p Midcap 40 1,000 -> 9,450 shares ($615,330 -> $3,978,102)
Sanders Morris Harris LLC opened a $4,305,102 position in At&t Inc (148,503 shares)
Sanders Morris Harris LLC opened a $2,263,633 position in GE Aerospace (7,977 shares)
Sanders Morris Harris LLC opened a $2,783,316 position in Shimmick Corporation (758,397 shares)
Sanders Morris Harris LLC opened a $2,267,943 position in EA Series Trust (81,776 shares)
Sanders Morris Harris LLC opened a $6,992,091 position in ELI Lilly & Co (7,602 shares)
Sanders Morris Harris LLC opened a $6,463,260 position in Berkshire Hathaway Inc Del (9 shares)
Sanders Morris Harris LLC opened a $5,483,437 position in Jpmorgan Chase & Co (18,641 shares)
Sanders Morris Harris LLC opened a $2,692,178 position in Ishares Tr (14,200 shares)
Sanders Morris Harris LLC opened a $2,576,718 position in KLA Corp (1,750 shares)
Sanders Morris Harris LLC opened a $9,810,848 position in Broadcom Inc (39,698 shares)
Sanders Morris Harris LLC opened a $3,728,142 position in Lumentum Hldgs Inc (5,305 shares)
Sanders Morris Harris LLC opened a $34,048,181 position in Apple Inc (134,159 shares)
Sanders Morris Harris LLC opened a $15,619,080 position in Exxon Mobil Corp (92,061 shares)
Sanders Morris Harris LLC opened a $4,539,980 position in Altria Group Inc (68,798 shares)
Sanders Morris Harris LLC opened a $4,866,981 position in Goldman Sachs Group Inc (10,753 shares)
Sanders Morris Harris LLC opened a $3,193,523 position in Home Depot Inc (9,710 shares)
Sanders Morris Harris LLC opened a $2,524,977 position in International Business Machs (10,417 shares)
Sanders Morris Harris LLC opened a $8,532,187 position in Invesco Exchange Traded Fd T (44,457 shares)
Sanders Morris Harris LLC opened a $7,175,383 position in Advanced Micro Devices Inc (35,272 shares)
Sanders Morris Harris LLC opened a $2,319,746 position in Alphabet Inc (8,067 shares)
Sanders Morris Harris LLC opened a $5,641,676 position in Alphabet Inc (19,667 shares)
Sanders Morris Harris LLC opened a $5,145,876 position in Alps Etf Tr (97,756 shares)
Sanders Morris Harris LLC opened a $2,407,079 position in Ishares Tr (3,685 shares)
Sanders Morris Harris LLC opened a $3,542,673 position in Amazon Com Inc (17,010 shares)
Sanders Morris Harris LLC opened a $2,441,435 position in Apollo Global Mgmt Inc (21,912 shares)
Sanders Morris Harris LLC increased State Str Spdr S&p 500 Etf T 599 -> 25,838 shares ($413,495 -> $16,803,484)
Sanders Morris Harris LLC opened a $15,287,281 position in Blackstone Inc (132,944 shares)
Sanders Morris Harris LLC opened a $3,054,745 position in Boeing Co (47,083 shares)
Sanders Morris Harris LLC opened a $2,336,229 position in BP Plc (49,707 shares)
Sanders Morris Harris LLC exited JBS N.V. (was $2,521,792, 173,200 shares)
Sanders Morris Harris LLC opened a $3,820,571 position in Datadog Inc (32,364 shares)