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Equibles

Cannell & Spears LLC

Location
NEW YORK, NY
Portfolio Value
Small $201,343,305
Diversification
Diversified
Filing Date
Global Rank
#560 / 8,232 ▲ 34
Top Industry
Software - Infrastructure 6.8%
3Y Alpha vs SPY
-7.5%
Period ended 2 months ago
Filed May 15, 2026 · 30d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+45.4%
SPY
+76.3%
Annualised alpha
-7.5%
Max drawdown
−19.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

363 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
5.3%
−2.2 pts
Top 5
18.9%
−2.6 pts
Top 10
30.7%
−2.1 pts
HHI
162
Jun 2023 → Mar 2026 · range 162 – 407
Diversified−25

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 19.1% $877,082,189
Financial Services 17.3% $792,344,220
Industrials 14.5% $666,927,599
Healthcare 12.2% $559,364,518
Consumer Cyclical 11.4% $521,712,353
Basic Materials 10.1% $463,165,149
Consumer Defensive 4.4% $201,343,305
Communication Services 4.4% $200,945,218
Real Estate 3.1% $141,682,100
Energy 2.7% $122,340,012
Unclassified 0.4% $19,413,107
Utilities 0.4% $19,231,593

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
RKT +983,889 1,072,530 $15,283,552
MRK +452,283 798,223 $96,018,244
SHAK +97,446 452,694 $40,049,838
NVDA +93,027 473,623 $82,599,851
FTAI +65,068 351,133 $86,027,585
JMIA +57,000 97,000 $669,300
GIL +55,602 1,241,531 $69,091,200
GRAB +53,000 173,000 $633,180
MRP +49,618 3,677,670 $102,974,760
AGI +44,539 704,330 $31,293,381
BN +42,859 2,702,625 $109,375,233
MU +42,035 46,631 $15,753,817
LIN +37,693 39,331 $19,498,736
URBN +33,547 71,037 $4,500,193
TXN +31,405 124,750 $24,218,965
POWI +31,400 63,226 $3,237,171
B +30,732 1,427,662 $58,234,332
MLM +28,549 81,257 $47,834,370
AAMI +25,262 84,459 $4,596,258
TRV +18,207 19,103 $5,571,963
UNP +17,854 371,600 $90,157,592
DHR +16,427 272,505 $51,666,948
COP +15,128 29,535 $3,898,620
NLY +14,308 67,278 $1,422,929
TXT +14,263 57,900 $5,069,724

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
BEPC −386,075 176,104 $7,014,222
EQT −347,715 31,253 $1,988,940
BORR −193,000 111,000 $640,470
ELF −152,253 43,063 $2,610,048
UBER −134,254 16,791 $1,207,776
FIS −133,551 541,071 $25,381,640
AEM −119,928 389,145 $78,988,652
CRH −113,589 590,956 $62,121,294
AL −112,429 5,650 $366,911
CMCSA −98,867 665,438 $19,104,724
GM −93,835 27,105 $2,019,322
MSFT −91,039 656,147 $242,885,934
VRT −82,819 515,145 $129,085,034
REPX −82,600 21,200 $772,740
ORCL −74,936 373,350 $54,923,518
PAR −73,214 125,582 $1,674,008
XYL −72,565 117,415 $14,031,092
AVGO −62,286 143,183 $44,316,570
PLD −59,978 235,038 $31,067,322
CSTM −57,847 909,200 $22,348,136
FTI −56,609 68,191 $4,714,043
ADI −54,060 293,253 $93,295,509
ET −49,546 192,551 $3,716,234
NOW −49,047 84,713 $8,856,744
RITM −42,545 84,680 $802,766

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
AMCR 528,998 $21,027,670
OII 164,478 $5,834,034
CMC 61,344 $3,768,361
RIVN 198,437 $2,986,476
ITRN 49,471 $2,424,573
FLG 135,985 $1,790,922
ASML 582 $768,723
LYFT 33,011 $439,046
NEXT 56,000 $428,960
AZN 1,666 $328,568
CARR 5,256 $295,965
BEP 8,806 $287,427
KLAC 184 $270,923
EOG 1,728 $249,816
AWK 1,830 $249,044
FXE 2,290 $244,320
MS 1,454 $239,284
SO 2,422 $233,771
WFC 2,847 $226,649
MATX 1,375 $225,417
SBUX 2,492 $223,258
WBS 3,183 $220,963
VSNT 5,881 $217,714
CRWV 2,661 $206,147
CNI 1,977 $203,176

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
SSNC 47,347 $4,139,074
LRN 55,586 $3,609,198
DVA 26,720 $3,035,659
CRUS 10,693 $1,267,120
AGNC 109,540 $1,174,268
CART 18,410 $828,081
SKT 18,473 $616,444
FG 14,600 $450,410
TROW 4,376 $448,014
GRAL 4,000 $342,360
PAYX 2,856 $320,386
A 1,902 $258,805
HOLX 3,452 $257,139
ZBH 2,751 $247,369
SWK 3,320 $246,609
UL 3,602 $235,570
DBC 10,427 $233,147
SOLV 2,914 $230,905
UHS 1,000 $218,020
DLR 1,392 $215,356
WRB 2,904 $203,628
W 2,000 $200,820
MITK 11,090 $116,999
NGD 13,000 $113,230
CVV 23,758 $73,412

Portfolio Positions

Export CSV View 13F filing
16 positions · $201,343,305 total · Consumer Defensive only · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Ticker Company Shares Value (USD) % of Portfolio History
COST
Costco Wholesale Corp /New
Consumer Defensive 		51,195 $51,012,233 25.34%
MDLZ
Mondelez International, Inc.
Consumer Defensive 		574,707 $33,126,111 16.45%
CL
Colgate Palmolive Co
Consumer Defensive 		319,053 $27,192,887 13.51%
KO
Coca Cola Co
Consumer Defensive 		291,287 $22,152,376 11.00%
PEP
Pepsico Inc
Consumer Defensive 		127,782 $19,843,266 9.86%
SYY
Sysco Corp
Consumer Defensive 		266,472 $19,007,447 9.44%
PG
PROCTER & GAMBLE Co
Consumer Defensive 		65,707 $9,490,719 4.71%
WMT
Walmart Inc.
Consumer Defensive 		42,422 $5,272,206 2.62%
PM
Philip Morris International Inc.
Consumer Defensive 		29,557 $4,886,954 2.43%
KMB
Kimberly Clark Corp
Consumer Defensive 		27,916 $2,693,056 1.34%
ELF
e.l.f. Beauty, Inc.
Consumer Defensive 		43,063 $2,610,048 1.30%
CHD
Church & Dwight Co Inc /De/
Consumer Defensive 		17,093 $1,595,118 0.79%
CCEP
COCA-COLA EUROPACIFIC PARTNERS plc
Consumer Defensive 		10,703 $970,441 0.48%
MO
Altria Group, Inc.
Consumer Defensive 		13,330 $879,646 0.44%
HSY
Hershey Co
Consumer Defensive 		1,931 $401,435 0.20%
KVUE
Kenvue Inc.
Consumer Defensive 		12,144 $209,362 0.10%

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