Cannell & Spears LLC 13F Holdings

CIK 0001426319 · NEW YORK, NY

As of Sep 30, 2025, Cannell & Spears LLC reported 400 positions worth $5.2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology742,608$384.6M7.42%
APPLE INCAAPLTechnology764,917 94.8M3.76%
ALPHABET INCGOOGEquity795,073 93.6M3.73%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services340,313 71.1M3.30%
ORACLE CORPORCLTechnology524,524 47.5M2.84%
AMAZON.COM INCAMZNEquity650,433 42.8M2.75%
BROOKFIELD CORPBNFinancial Services1,803,463 23.7M2.39%
ALPHABET INCGOOGLEquity404,510$98.3M1.90%
VERTIV HOLDINGS COVRTIndustrials625,999$94.4M1.82%
AGNICO EAGLE MINES LTDAEMBasic Materials559,751$94.4M1.82%
MILLROSE PROPERTIES INCMRPReal Estate2,628,406$88.3M1.70%
ANALOG DEVICES INCADITechnology346,191$85.1M1.64%
CHUBB LTDCBFinancial Services300,782$84.9M1.64%
CRH PUBLIC LTD COCRHBasic Materials680,082$81.5M1.57%
NVIDIA CORPNVDATechnology403,884$75.4M1.45%
JPMORGAN CHASE & COJPMFinancial Services238,884$75.4M1.45%
ABBOTT LABORATORIESABTHealthcare561,928$75.3M1.45%
GILDAN ACTIVEWEAR INCGILConsumer Cyclical1,264,583$73.1M1.41%
TIDAL TRUST IIIBEEX—2,779,180$71.1M1.37%
ABBVIE INCABBVEquity285,026$66.0M1.27%
BARRICK MINING CORPBBasic Materials1,856,103$60.8M1.17%
UBER TECHNOLOGIES INCUBERTechnology605,268$59.3M1.14%
AMRIZE LTDAMRZBasic Materials1,100,083$53.4M1.03%
QUANTA SERVICES INCPWRIndustrials125,185$51.9M1.00%
META PLATFORMS INCMETACommunication Services69,283$50.9M0.98%