SMH
SCM icon

Sanders Morris Harris’s Stellus Capital Investment Corp SCM Stock Holding History

Sanders Morris Harris’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$117K Buy
+13,948
New +$128K 0.07% 74
2022
Q2 		– Sell
-16,465
Closed -$229K – 307
2022
Q1 		$229K Hold
16,465
– – 0.04% 256
2021
Q4 		$214K Hold
16,465
– – 0.04% 272
2021
Q3 		$215K Hold
16,465
– – 0.04% 277
2021
Q2 		$207K Sell
16,465
-6,044
-27% -$79.7K 0.04% 288
2021
Q1 		$286K Buy
22,509
+86
+0.4% +$985 0.06% 234
2020
Q4 		$244K Buy
22,423
+164
+0.7% +$1.62K 0.06% 238
2020
Q3 		$194K Buy
22,259
+1,368
+7% +$11.1K 0.05% 237
2020
Q2 		$152K Buy
20,891
+292
+1% +$2.21K 0.07% 122
2020
Q1 		$0 Buy
20,599
+1,958
+11% +$24.5K ﹤0.01% 261
2019
Q4 		$264K Sell
18,641
-941
-5% -$13.2K 0.06% 236
2019
Q3 		$267K Buy
19,582
+483
+3% +$6.65K 0.06% 219
2019
Q2 		$264K Buy
19,099
+458
+2% +$6.46K 0.07% 225
2019
Q1 		$264K Buy
18,641
+441
+2% +$6.26K 0.13% 94
2018
Q4 		$236K Buy
18,200
+458
+3% +$5.97K 0.13% 93
2018
Q3 		$242K Buy
17,742
+441
+3% +$5.96K 0.11% 108
2018
Q2 		$221K Buy
17,301
+455
+3% +$5.8K 0.1% 114
2018
Q1 		$194K Buy
16,846
+2,429
+17% +$29.3K 0.08% 126
2017
Q4 		$189K Buy
14,417
+329
+2% +$4.41K 0.08% 114
2017
Q3 		$192K Buy
14,088
+312
+2% +$4.25K 0.08% 116
2017
Q2 		$189K Buy
13,776
+239
+2% +$3.34K 0.08% 112
2017
Q1 		$197K Buy
+13,537
New +$185K 0.07% 127

Other funds holding SCM

DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

Sanders Morris Harris's SCM Position: Q2 2026 in Review

Sanders Morris Harris opened a new position in Stellus Capital Investment Corp (SCM) in Q2 2026: 13,948 shares worth $117K. The stake represents 0.07% of the portfolio and ranks #74 among its holdings. This is a return to the name: Sanders Morris Harris previously reported a position in SCM as recently as Q1 2022.

Sanders Morris Harris first reported a position in SCM in Q1 2017 and has held it in 22 quarters since. The position peaked at $286K in Q1 2021. 6 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

  • Sanders Morris Harris held 13,948 shares of Stellus Capital Investment Corp worth $117K as of Q2 2026.
  • Stellus Capital Investment Corp was a new Sanders Morris Harris position in Q2 2026.
  • Stellus Capital Investment Corp made up 0.07% of Sanders Morris Harris's portfolio in Q2 2026, its #74 holding.
  • Sanders Morris Harris first reported a position in Stellus Capital Investment Corp in Q1 2017 and has held it in 22 quarters since.
  • Sanders Morris Harris's Stellus Capital Investment Corp position peaked at $286K in Q1 2021.
  • 6 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.