Cannell & Spears LLC
Net buyer this quarter
$5.62B
398
+$126M
30.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOG | $257M | 4.57% | Not reported | -11.0% | Q4 2015 |
 MSFT | $242M | 4.30% | 0.01% | -1.2% | Q2 2013 |
 AAPL | $209M | 3.71% | 0.00% | -0.5% | Q2 2013 |
 BRK.B | $173M | 3.08% | Not reported | +1.8% | Q2 2013 |
 AMZN | $165M | 2.94% | 0.01% | +0.2% | Q1 2018 |
 VRT | $150M | 2.67% | 0.12% | -13.1% | Q1 2024 |
 CB | $138M | 2.45% | 0.10% | -1.5% | Q2 2013 |
 BN | $126M | 2.24% | Not reported | +9.5% | Q4 2022 |
| GOOGL | $124M | 2.21% | 0.00% | -4.2% | Q4 2015 |
 MRP | $111M | 1.98% | Not reported | +0.7% | Q1 2025 |
 FTAI | $111M | 1.98% | 0.40% | +17.1% | Q3 2024 |
 UNP | $96.8M | 1.72% | 0.06% | -4.2% | Q2 2015 |
 MU | $94.9M | 1.69% | 0.01% | +76.3% | Q1 2022 |
 ADI | $91.6M | 1.63% | 0.05% | -21.3% | Q1 2021 |
 NVDA | $91.5M | 1.63% | 0.00% | -3.5% | Q1 2021 |
 SNDK | $90.9M | 1.62% | 0.03% | New | Q2 2026 |
 PWR | $78M | 1.39% | 0.07% | -11.4% | Q1 2024 |
 AVGO | $77.3M | 1.37% | 0.00% | +42.9% | Q1 2016 |
 GIL | $72.9M | 1.30% | 0.76% | +13.8% | Q2 2024 |
 MRK | $71.6M | 1.27% | 0.02% | -30.2% | Q2 2013 |
 AEM | $69M | 1.23% | 0.09% | +14.3% | Q1 2024 |
 JPM | $67.2M | 1.19% | 0.01% | -1.9% | Q2 2013 |
 ABBV | $64.4M | 1.15% | 0.01% | +2.9% | Q2 2013 |
 ABT | $64.2M | 1.14% | 0.04% | +28.5% | Q3 2013 |
 TXN | $61.5M | 1.09% | 0.02% | +65.4% | Q4 2025 |
 B | $58.4M | 1.04% | 0.09% | +11.4% | Q2 2025 |
 WTM | $57.2M | 1.02% | 1.16% | -1.6% | Q1 2024 |
 CRH | $56.5M | 1.00% | 0.08% | -10.7% | Q1 2024 |
 ORCL | $54.8M | 0.97% | 0.01% | +0.1% | Q2 2013 |
 DHR | $51.2M | 0.91% | 0.04% | -1.4% | Q3 2014 |
 TMO | $48.4M | 0.86% | 0.03% | +9.0% | Q2 2013 |
 TJX | $47.4M | 0.84% | 0.03% | -2.2% | Q1 2020 |
 COST | $47.1M | 0.84% | 0.01% | -1.7% | Q3 2013 |
 JNJ | $43M | 0.76% | 0.01% | -1.2% | Q2 2013 |
 LH | $42M | 0.75% | 0.19% | -1.0% | Q2 2024 |
 BNY | $40.5M | 0.72% | 0.04% | -4.1% | Q2 2013 |
 AMCR | $38.7M | 0.69% | 0.19% | +69.0% | Q2 2025 |
 FNV | $37.7M | 0.67% | 0.09% | +1.6% | Q1 2020 |
 ILMN | $36.9M | 0.66% | 0.14% | -4.0% | Q2 2014 |
 NVT | $35.8M | 0.64% | 0.13% | -15.0% | Q1 2025 |
 DIS | $35.6M | 0.63% | 0.02% | -2.0% | Q3 2013 |
 ESAB | $34.9M | 0.62% | 0.58% | Not reported | Q4 2022 |
 CVX | $34.8M | 0.62% | 0.01% | +0.1% | Q2 2013 |
 AON | $34.1M | 0.61% | 0.05% | -6.5% | Q2 2013 |
 FDX | $32M | 0.57% | 0.04% | -2.3% | Q2 2017 |
 MDLZ | $32M | 0.57% | 0.04% | -3.8% | Q2 2013 |
 HD | $31.2M | 0.55% | 0.01% | +0.2% | Q1 2015 |
 WPM | $30.8M | 0.55% | 0.06% | +606.8% | Q1 2020 |
| BRK.A | $30.7M | 0.55% | Not reported | -2.4% | Q2 2013 |
 ICE | $30.2M | 0.54% | 0.04% | -10.5% | Q1 2020 |
| Q1 2026 | |||||
| MSFT | $243M | 4.76% | 0.01% | -12.2% | Q2 2013 |
| GOOG | $235M | 4.60% | Not reported | -4.2% | Q4 2015 |
| AAPL | $184M | 3.61% | 0.00% | -2.5% | Q2 2013 |
| BRK.B | $163M | 3.20% | Not reported | +0.2% | Q2 2013 |
| AMZN | $144M | 2.83% | 0.01% | 0.0% | Q1 2018 |
| CB | $134M | 2.62% | 0.11% | -6.9% | Q2 2013 |
| VRT | $129M | 2.53% | 0.13% | -13.9% | Q1 2024 |
| BN | $109M | 2.14% | Not reported | +1.6% | Q4 2022 |
| GOOGL | $104M | 2.04% | 0.00% | -7.4% | Q4 2015 |
| MRP | $103M | 2.02% | Not reported | +1.4% | Q1 2025 |
| MRK | $96M | 1.88% | 0.03% | +130.7% | Q2 2013 |
| ADI | $93.3M | 1.83% | 0.06% | -15.6% | Q1 2021 |
| UNP | $90.2M | 1.77% | 0.06% | +5.1% | Q2 2015 |
| FTAI | $86M | 1.69% | 0.34% | +22.8% | Q3 2024 |
| NVDA | $82.6M | 1.62% | 0.00% | +24.4% | Q1 2021 |
| AEM | $79M | 1.55% | 0.08% | -23.6% | Q1 2024 |
| GIL | $69.1M | 1.35% | 0.67% | +4.7% | Q2 2024 |
| PWR | $67.1M | 1.32% | 0.08% | -1.2% | Q1 2024 |
| CRH | $62.1M | 1.22% | 0.08% | -16.1% | Q1 2024 |
| WTM | $61.6M | 1.21% | 1.13% | -0.3% | Q1 2024 |
| JPM | $61.5M | 1.21% | 0.01% | -4.0% | Q2 2013 |
| B | $58.2M | 1.14% | 0.09% | +2.2% | Q2 2025 |
| ABT | $56.5M | 1.11% | 0.03% | -2.4% | Q3 2013 |
| ORCL | $54.9M | 1.08% | 0.01% | -16.7% | Q2 2013 |
| ABBV | $54.1M | 1.06% | 0.01% | -7.8% | Q2 2013 |
 REGN | $53.2M | 1.04% | 0.07% | -22.9% | Q1 2024 |
| DHR | $51.7M | 1.01% | 0.04% | +6.4% | Q3 2014 |
| TJX | $51M | 1.00% | 0.03% | -1.0% | Q1 2020 |
| COST | $51M | 1.00% | 0.01% | -0.6% | Q3 2013 |
 MLM | $47.8M | 0.94% | 0.14% | +54.2% | Q3 2013 |
| AVGO | $44.3M | 0.87% | 0.00% | -30.3% | Q1 2016 |
| FNV | $44M | 0.86% | 0.09% | +0.6% | Q1 2020 |
| TMO | $43.5M | 0.85% | 0.02% | -0.7% | Q2 2013 |
| CVX | $43.4M | 0.85% | 0.01% | -1.9% | Q2 2013 |
| ICE | $43.1M | 0.85% | 0.05% | -5.8% | Q1 2020 |
| JNJ | $41.9M | 0.82% | 0.01% | -5.7% | Q2 2013 |
| LH | $40.4M | 0.79% | 0.18% | -4.4% | Q2 2024 |
 SHAK | $40M | 0.79% | Not reported | +27.4% | Q4 2025 |
| FDX | $37.2M | 0.73% | 0.04% | -8.0% | Q2 2017 |
| DIS | $36.3M | 0.71% | 0.02% | +1.7% | Q3 2013 |
| AON | $35.5M | 0.70% | 0.05% | -0.9% | Q2 2013 |
| BNY | $34.6M | 0.68% | 0.04% | -6.5% | Q2 2013 |
 LMT | $34.6M | 0.68% | 0.02% | -1.2% | Q1 2024 |
| MDLZ | $33.1M | 0.65% | 0.04% | -1.5% | Q2 2013 |
 AGI | $31.3M | 0.61% | 0.17% | +6.8% | Q3 2024 |
 PLD | $31.1M | 0.61% | 0.03% | -20.3% | Q1 2020 |
| BRK.A | $30.2M | 0.59% | Not reported | Not reported | Q2 2013 |
| NVT | $29.4M | 0.58% | 0.15% | -0.2% | Q1 2025 |
| HD | $29M | 0.57% | 0.01% | -0.8% | Q1 2015 |
 LOW | $27.9M | 0.55% | 0.02% | -7.5% | Q1 2018 |
| Q4 2025 | |||||
| MSFT | $361M | 6.76% | 0.01% | +0.6% | Q2 2013 |
| GOOG | $268M | 5.01% | Not reported | +7.3% | Q4 2015 |
| AAPL | $202M | 3.78% | 0.01% | -2.8% | Q2 2013 |
| BRK.B | $171M | 3.19% | Not reported | -0.3% | Q2 2013 |
| AMZN | $160M | 2.99% | 0.01% | +6.5% | Q1 2018 |
| CB | $138M | 2.58% | 0.11% | +46.7% | Q2 2013 |
| GOOGL | $122M | 2.29% | 0.00% | -3.4% | Q4 2015 |
| BN | $122M | 2.28% | Not reported | -1.7% | Q4 2022 |
| MRP | $108M | 2.03% | Not reported | +38.0% | Q1 2025 |
| VRT | $96.9M | 1.81% | 0.16% | -4.5% | Q1 2024 |
| ADI | $94.2M | 1.76% | 0.07% | +0.3% | Q1 2021 |
| CRH | $87.9M | 1.64% | 0.11% | +3.6% | Q1 2024 |
| ORCL | $87.4M | 1.63% | 0.02% | -14.5% | Q2 2013 |
| AEM | $86.3M | 1.61% | 0.10% | -9.1% | Q1 2024 |
| UNP | $81.8M | 1.53% | 0.06% | +225.1% | Q2 2015 |
| GIL | $74.1M | 1.39% | 0.64% | -6.2% | Q2 2024 |
| AVGO | $71.1M | 1.33% | 0.00% | +33.7% | Q1 2016 |
| NVDA | $71M | 1.33% | 0.00% | -5.8% | Q1 2021 |
| ABT | $70.7M | 1.32% | 0.03% | +0.4% | Q3 2013 |
| JPM | $70.2M | 1.31% | 0.01% | -8.8% | Q2 2013 |
| REGN | $69M | 1.29% | 0.09% | +197.2% | Q1 2024 |
| ABBV | $61.6M | 1.15% | 0.02% | -5.4% | Q2 2013 |
| B | $60.8M | 1.14% | 0.08% | -24.7% | Q2 2025 |
| DHR | $58.6M | 1.10% | 0.04% | +5.9% | Q3 2014 |
| WTM | $58.4M | 1.09% | 1.13% | -0.6% | Q1 2024 |
| FTAI | $56.3M | 1.05% | 0.28% | +573.4% | Q3 2024 |
| PWR | $52.2M | 0.98% | 0.08% | -1.2% | Q1 2024 |
| TMO | $51.6M | 0.97% | 0.02% | 0.0% | Q2 2013 |
| TJX | $49.6M | 0.93% | 0.03% | -2.0% | Q1 2020 |
| ICE | $47.2M | 0.88% | 0.05% | +6.2% | Q1 2020 |
 FIS | $44.8M | 0.84% | 0.13% | -0.6% | Q2 2015 |
| COST | $44.4M | 0.83% | 0.01% | -1.6% | Q3 2013 |
| DIS | $42.2M | 0.79% | 0.02% | 0.0% | Q3 2013 |
| LH | $39.8M | 0.74% | 0.19% | -0.6% | Q2 2024 |
| AON | $39.1M | 0.73% | 0.05% | +2.5% | Q2 2013 |
| PLD | $37.7M | 0.70% | 0.03% | -7.3% | Q1 2020 |
| JNJ | $37.6M | 0.70% | 0.01% | -0.4% | Q2 2013 |
| FNV | $36.7M | 0.69% | 0.09% | -0.3% | Q1 2020 |
| MRK | $36.4M | 0.68% | 0.01% | +0.2% | Q2 2013 |
| BNY | $36.2M | 0.68% | 0.05% | -3.0% | Q2 2013 |
| MLM | $32.8M | 0.61% | 0.09% | +293.8% | Q3 2013 |
| FDX | $32.8M | 0.61% | 0.05% | -0.5% | Q2 2017 |
| CVX | $32.6M | 0.61% | 0.01% | +5.9% | Q2 2013 |
| BRK.A | $31.7M | 0.59% | Not reported | -4.6% | Q2 2013 |
| MDLZ | $31.4M | 0.59% | 0.05% | -6.9% | Q2 2013 |
| LOW | $30.7M | 0.57% | 0.02% | -0.7% | Q1 2018 |
| HD | $30.6M | 0.57% | 0.01% | 0.0% | Q1 2015 |
| SHAK | $28.8M | 0.54% | Not reported | New | Q4 2025 |
| ILMN | $28.6M | 0.54% | 0.14% | -8.8% | Q2 2014 |
| LMT | $28M | 0.52% | 0.03% | -1.1% | Q1 2024 |
| Q3 2025 | |||||
| MSFT | $385M | 7.25% | 0.01% | -0.8% | Q2 2013 |
| AAPL | $195M | 3.67% | 0.01% | -1.7% | Q2 2013 |
| GOOG | $194M | 3.65% | Not reported | -6.9% | Q4 2015 |
| BRK.B | $171M | 3.23% | Not reported | -0.6% | Q2 2013 |
| ORCL | $148M | 2.78% | 0.02% | -16.7% | Q2 2013 |
| AMZN | $143M | 2.69% | 0.01% | +2.6% | Q1 2018 |
| BN | $124M | 2.33% | Not reported | -3.3% | Q4 2022 |
| GOOGL | $98.3M | 1.85% | 0.00% | -1.0% | Q4 2015 |
| VRT | $94.4M | 1.78% | 0.16% | -3.3% | Q1 2024 |
| AEM | $94.4M | 1.78% | 0.11% | +15.0% | Q1 2024 |
| MRP | $88.3M | 1.67% | Not reported | +1.0% | Q1 2025 |
| ADI | $85.1M | 1.60% | 0.07% | +28.1% | Q1 2021 |
| CB | $84.9M | 1.60% | 0.08% | -1.1% | Q2 2013 |
| CRH | $81.5M | 1.54% | 0.10% | -11.4% | Q1 2024 |
| NVDA | $75.4M | 1.42% | 0.00% | +2.5% | Q1 2021 |
| JPM | $75.4M | 1.42% | 0.01% | -3.0% | Q2 2013 |
| ABT | $75.3M | 1.42% | 0.03% | +8.0% | Q3 2013 |
| GIL | $73.1M | 1.38% | 0.83% | +51.9% | Q2 2024 |
| ABBV | $66M | 1.24% | 0.02% | -16.3% | Q2 2013 |
| B | $60.8M | 1.15% | 0.11% | +776.5% | Q2 2025 |
 UBER | $59.3M | 1.12% | 0.03% | +64.8% | Q3 2020 |
 AMRZ | $53.4M | 1.01% | 0.20% | New | Q3 2025 |
| PWR | $51.9M | 0.98% | 0.08% | -3.6% | Q1 2024 |
 META | $50.9M | 0.96% | Not reported | +554.1% | Q1 2020 |
| AVGO | $50.7M | 0.96% | 0.00% | -41.6% | Q1 2016 |
| COST | $48.4M | 0.91% | 0.01% | -10.4% | Q3 2013 |
| DHR | $48M | 0.90% | 0.03% | -42.4% | Q3 2014 |
| TJX | $47.6M | 0.90% | 0.03% | -1.6% | Q1 2020 |
| WTM | $47.3M | 0.89% | 1.10% | -0.2% | Q1 2024 |
| ICE | $46.2M | 0.87% | 0.05% | -0.2% | Q1 2020 |
| LH | $45.8M | 0.86% | 0.19% | -1.8% | Q2 2024 |
| FIS | $44.7M | 0.84% | 0.13% | -4.1% | Q2 2015 |
| AGI | $44.5M | 0.84% | 0.30% | +512.4% | Q3 2024 |
 PKG | $44.2M | 0.83% | 0.23% | +368.9% | Q2 2017 |
| TMO | $43.2M | 0.82% | 0.02% | -2.5% | Q2 2013 |
| DIS | $42.4M | 0.80% | 0.02% | +1.0% | Q3 2013 |
| FNV | $39.5M | 0.75% | 0.09% | +6.3% | Q1 2020 |
| MDLZ | $39.2M | 0.74% | 0.05% | +5.4% | Q2 2013 |
| AON | $38.6M | 0.73% | 0.05% | -0.2% | Q2 2013 |
 PBI | $38.4M | 0.72% | 1.95% | +89.5% | Q2 2015 |
| PLD | $36.4M | 0.69% | 0.03% | +7.4% | Q1 2020 |
 TOL | $36.4M | 0.69% | 0.27% | -12.7% | Q1 2024 |
| HD | $36M | 0.68% | 0.01% | -1.5% | Q1 2015 |
| BNY | $35M | 0.66% | 0.05% | -3.0% | Q2 2013 |
| JNJ | $33.8M | 0.64% | 0.01% | -2.4% | Q2 2013 |
| BRK.A | $33.2M | 0.63% | Not reported | -2.2% | Q2 2013 |
| LOW | $32.3M | 0.61% | 0.02% | -7.6% | Q1 2018 |
 XYL | $32.1M | 0.61% | 0.09% | -1.7% | Q1 2024 |
| CVX | $31.4M | 0.59% | 0.01% | +13.7% | Q2 2013 |
 EQT | $29.3M | 0.55% | 0.09% | -50.0% | Q1 2022 |