Cannell & Spears LLC

Est. AUM

$5.05B

13F long equity, this entity only

Positions

398

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP	COM	$240.0M	656452	4.76%	SOLE
2	ALPHABET INC	CAP STK CL C	$231.8M	818534	4.59%	SOLE
3	APPLE INC	COM	$182.0M	727889	3.61%	SOLE
4	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$162.6M	340200	3.22%	SOLE
5	AMAZON COM INC	COM	$143.4M	692870	2.84%	SOLE
6	CHUBB LTD SWITZ	COM	$133.7M	410642	2.65%	SOLE
7	VERTIV HOLDINGS CO	COM CL A	$129.1M	515145	2.56%	SOLE
8	BROOKFIELD CORP	CL A LTD VT SH	$109.3M	2702625	2.17%	SOLE
9	MILLROSE PPTYS INC	COM CL A	$102.7M	3677754	2.04%	SOLE
10	ALPHABET INC	CAP STK CL A	$100.9M	363235	2.00%	SOLE
11	MERCK & CO INC	COM	$95.9M	798223	1.90%	SOLE
12	ANALOG DEVICES INC	COM	$91.9M	293257	1.82%	SOLE
13	UNION PAC CORP	COM	$90.1M	371600	1.79%	SOLE
14	FTAI AVIATION LTD	SHS	$85.5M	351133	1.69%	SOLE
15	NVIDIA CORPORATION	COM	$82.3M	473623	1.63%	SOLE
16	AGNICO EAGLE MINES LTD	COM	$79.0M	389145	1.56%	SOLE
17	GILDAN ACTIVEWEAR INC	COM	$69.0M	1241531	1.37%	SOLE
18	TIDAL TRUST III	BEEHIVE ETF	$67.2M	2842773	1.33%	SOLE
19	QUANTA SVCS INC	COM	$67.1M	122280	1.33%	SOLE
20	CRH PLC	ORD	$62.1M	590956	1.23%	SOLE
21	WHITE MTNS INS GROUP LTD	COM	$61.6M	28027	1.22%	SOLE
22	JPMORGAN CHASE & CO	COM	$60.0M	209220	1.19%	SOLE
23	BARRICK MNG CORP	COM SHS	$58.2M	1427662	1.15%	SOLE
24	ABBOTT LABORATORIES	COM	$56.3M	550436	1.12%	SOLE
25	ABBVIE INC	COM	$54.0M	248683	1.07%	SOLE
26	REGENERON PHARMACEUTICALS	COM	$53.0M	68914	1.05%	SOLE
27	ORACLE CORP	COM	$52.3M	373358	1.04%	SOLE
28	COSTCO WHOLESALE CORPORATION	COM	$51.3M	51495	1.02%	SOLE
29	TJX COS INC NEW	COM	$51.0M	319594	1.01%	SOLE
30	DANAHER CORP DEL	COM	$50.9M	272505	1.01%	SOLE
31	MARTIN MARIETTA MATLS INC	COM	$47.7M	81257	0.95%	SOLE
32	BROADCOM INC	COM	$43.7M	143183	0.87%	SOLE
33	CHEVRON CORPORATION	COM	$43.5M	209965	0.86%	SOLE
34	INTERCONTINENTAL EXCHANGE IN	COM	$43.1M	274349	0.85%	SOLE
35	THERMO FISHER SCIENTIFIC INC	COM	$42.8M	88915	0.85%	SOLE
36	FRANCO NEV CORP	COM	$42.3M	177954	0.84%	SOLE
37	JOHNSON & JOHNSON	COM	$41.8M	171407	0.83%	SOLE
38	LABCORP HOLDINGS INC	COM SHS	$40.4M	151537	0.80%	SOLE
39	SHAKE SHACK INC	CL A	$40.0M	452694	0.79%	SOLE
40	FEDEX CORP	COM	$37.2M	104435	0.74%	SOLE
41	RIVIAN AUTOMOTIVE INC	NOTE 3.625%10/1	$37.2M	38823000	0.74%	SOLE
42	DISNEY WALT CO	COM	$36.3M	377009	0.72%	SOLE
43	AON PLC	SHS CL A	$35.6M	109911	0.71%	SOLE
44	BANK NEW YORK MELLON CORP	COM	$34.6M	291729	0.69%	SOLE
45	LOCKHEED MARTIN CORP	COM	$34.6M	57184	0.68%	SOLE
46	MONDELEZ INTL INC	CL A	$33.3M	574830	0.66%	SOLE
47	ALAMOS GOLD INC	COM CL A	$31.2M	704330	0.62%	SOLE
48	PROLOGIS INC.	COM	$30.5M	235058	0.60%	SOLE
49	BERKSHIRE HATHAWAY INC DEL	CL A	$30.2M	42	0.60%	SOLE
50	HOME DEPOT INC	COM	$29.0M	88250	0.57%	SOLE

1–50 of 398

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.