Cannell & Spears LLC
399 holdingsFiling period: 2026-03-31Current AUM: $5.44Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 656.5K | $240.0M | $301.3M | 5.54% | -90,734 | 2026-03-31 |
| 2 | GOOG | ALPHABET INC | 818.5K | $231.8M | $288.3M | 5.29% | -34,572 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 727.9K | $182.0M | $221.5M | 4.07% | -15,959 | 2026-03-31 |
| 4 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 340.2K | $162.6M | $162.6M | 2.99% | +722 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 692.9K | $143.4M | $186.9M | 3.43% | +402 | 2026-03-31 |
| 6 | — | CHUBB LTD SWITZ | 410.6K | $133.7M | $133.7M | 2.46% | -30,509 | 2026-03-31 |
| 7 | VRT | VERTIV HOLDINGS CO | 515.1K | $129.1M | $124.4M | 2.29% | -82,819 | 2026-03-31 |
| 8 | BN | BROOKFIELD CORP | 2.70M | $109.3M | $114.8M | 2.11% | +42.9K | 2026-03-31 |
| 9 | MRP | MILLROSE PPTYS INC | 3.68M | $102.7M | $102.6M | 1.89% | +49.7K | 2026-03-31 |
| 10 | GOOGL | ALPHABET INC | 363.2K | $100.9M | $125.0M | 2.30% | -27,683 | 2026-03-31 |
| 11 | MRK | MERCK & CO INC | 798.2K | $95.9M | $103.8M | 1.91% | +452.3K | 2026-03-31 |
| 12 | ADI | ANALOG DEVICES INC | 293.3K | $91.9M | $106.1M | 1.95% | -54,056 | 2026-03-31 |
| 13 | UNP | UNION PAC CORP | 371.6K | $90.1M | $108.5M | 1.99% | +17.9K | 2026-03-31 |
| 14 | — | FTAI AVIATION LTD | 351.1K | $85.5M | $85.5M | 1.57% | +65.1K | 2026-03-31 |
| 15 | NVDA | NVIDIA CORPORATION | 473.6K | $82.3M | $94.7M | 1.74% | +93.0K | 2026-03-31 |
| 16 | AEM | AGNICO EAGLE MINES LTD | 389.1K | $79.0M | $56.5M | 1.04% | -119,928 | 2026-03-31 |
| 17 | GIL | GILDAN ACTIVEWEAR INC | 1.24M | $69.0M | $68.7M | 1.26% | +55.6K | 2026-03-31 |
| 18 | BEEX | TIDAL TRUST III | 2.84M | $67.2M | $76.4M | 1.40% | +14.9K | 2026-03-31 |
| 19 | PWR | QUANTA SVCS INC | 122.3K | $67.1M | $81.6M | 1.50% | -1,432 | 2026-03-31 |
| 20 | — | CRH PLC | 591.0K | $62.1M | $62.1M | 1.14% | -113,589 | 2026-03-31 |
| 21 | — | WHITE MTNS INS GROUP LTD | 28.0K | $61.6M | $61.6M | 1.13% | -88 | 2026-03-31 |
| 22 | JPM | JPMORGAN CHASE & CO | 209.2K | $60.0M | $71.8M | 1.32% | -8,733 | 2026-03-31 |
| 23 | B | BARRICK MNG CORP | 1.43M | $58.2M | $52.4M | 0.96% | +30.7K | 2026-03-31 |
| 24 | ABT | ABBOTT LABORATORIES | 550.4K | $56.3M | $58.0M | 1.07% | -13,770 | 2026-03-31 |
| 25 | ABBV | ABBVIE INC | 248.7K | $54.0M | $62.3M | 1.15% | -20,949 | 2026-03-31 |
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