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Cannell & Spears LLC 13F holdings

Filed 2026-08-11 · Cannell & Spears LLC · 445 positions · $5.6B

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TickerCompanySharesValue% of portfolio
GOOGALPHABET INC727.5K$257.0M4.6%
MSFTMICROSOFT CORP648.6K$242.0M4.3%
AAPLAPPLE INC721.8K$208.9M3.7%
BRK-BBERKSHIRE HATHAWAY INC DEL346.3K$173.3M3.1%
AMZNAMAZON COM INC693.8K$165.4M2.9%
VRTVERTIV HOLDINGS CO447.9K$150.0M2.7%
CBCHUBB LIMITED404.4K$137.8M2.5%
BNBROOKFIELD CORP3.0M$126.0M2.2%
GOOGLALPHABET INC347.1K$124.0M2.2%
MRPMILLROSE PPTYS INC3.7M$111.3M2.0%
—FTAI AVIATION LTD411.1K$111.2M2.0%
UNPUNION PAC CORP356.1K$96.8M1.7%
MUMICRON TECHNOLOGY INC82.2K$94.9M1.7%
ADIANALOG DEVICES INC230.7K$91.6M1.6%
NVDANVIDIA CORPORATION457.2K$91.5M1.6%
SNDKSANDISK CORP40.0K$90.9M1.6%
PWRQUANTA SVCS INC108.3K$78.0M1.4%
AVGOBROADCOM INC204.6K$77.3M1.4%
—TIDAL TRUST III2.9M$75.9M1.3%
GILGILDAN ACTIVEWEAR INC1.4M$72.9M1.3%
MRKMERCK & CO INC557.3K$71.6M1.3%
AEMAGNICO EAGLE MINES LTD444.6K$69.0M1.2%
JPMJPMORGAN CHASE & CO205.2K$67.2M1.2%
ABBVABBVIE INC256.0K$64.4M1.1%
ABTABBOTT LABORATORIES707.0K$64.2M1.1%
TXNTEXAS INSTRS INC206.4K$61.5M1.1%
BBARRICK MNG CORP1.6M$58.4M1.0%
—WHITE MTNS INS GROUP LTD27.6K$57.2M1.0%
CRHCRH PLC528.0K$56.5M1.0%
ORCLORACLE CORP373.7K$54.8M1.0%
DHRDANAHER CORP DEL268.8K$51.2M0.9%
TMOTHERMO FISHER SCIENTIFIC INC96.5K$48.4M0.9%
RIVN 3.625 10-15-30RIVIAN AUTOMOTIVE INC44.9M$47.9M0.9%
TJXTJX COS INC NEW312.6K$47.4M0.8%
COSTCOSTCO WHOLESALE CORPORATION50.3K$47.1M0.8%
JNJJOHNSON & JOHNSON169.4K$43.0M0.8%
LHLABCORP HOLDINGS INC150.0K$42.0M0.7%
BNYBANK OF NY MELLON CORP279.9K$40.5M0.7%
—AMCOR PLC893.8K$38.7M0.7%
FNVFRANCO NEV CORP180.7K$37.7M0.7%
ILMNILLUMINA INC210.0K$36.9M0.7%
—NVENT ELEC PLC211.2K$35.8M0.6%
DISDISNEY WALT CO369.4K$35.6M0.6%
ESABESAB CORPORATION354.0K$34.9M0.6%
CVXCHEVRON CORPORATION210.1K$34.8M0.6%
AONAON PLC102.8K$34.1M0.6%
FDXFEDEX CORP102.1K$32.0M0.6%
MDLZMONDELEZ INTL INC552.6K$32.0M0.6%
HDHOME DEPOT INC88.4K$31.2M0.6%
WPMWHEATON PRECIOUS METALS CORP273.8K$30.8M0.5%
BRK-BBERKSHIRE HATHAWAY INC DEL41$30.7M0.5%
ICEINTERCONTINENTAL EXCHANGE IN245.4K$30.2M0.5%
MLMMARTIN MARIETTA MATLS INC52.1K$30.1M0.5%
AGIALAMOS GOLD INC956.5K$29.0M0.5%
CLCOLGATE PALMOLIVE CO314.2K$28.8M0.5%
LMTLOCKHEED MARTIN CORP56.2K$28.7M0.5%
INTCINTEL CORP204.0K$28.5M0.5%
PLDPROLOGIS INC.202.7K$27.5M0.5%
WDCWESTERN DIGITAL CORP42.0K$26.8M0.5%
MCHPMICROCHIP TECHNOLOGY INC.291.3K$26.6M0.5%
Top Fund Holdings
13F
Top Fund Holdings

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