Cannell & Spears LLC

CIK
1426319
City
NEW YORK
State / Country
NY

Top Portfolio Positions

365 positions · $4,429,960,046 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
Technology
656,147 $242,885,934 5.48%
AAPL
Apple Inc.
Technology
725,424 $184,105,356 4.16%
AMZN
Amazon Com Inc
Consumer Cyclical
692,211 $144,166,784 3.25%
CB
Chubb Ltd
Financial Services
410,618 $133,832,724 3.02%
VRT
Vertiv Holdings Co
Industrials
515,145 $129,085,034 2.91%
BN
BROOKFIELD Corp /ON/
Financial Services
2,702,625 $109,375,233 2.47%
GOOGL
Alphabet Inc.
Communication Services
362,168 $104,145,030 2.35%
MRP
Millrose Properties, Inc.
Real Estate
3,677,670 $102,974,760 2.32%
MRK
Merck & Co., Inc.
Healthcare
798,223 $96,018,244 2.17%
ADI
Analog Devices Inc
Technology
293,253 $93,295,509 2.11%

Portfolio Trend

26 quarters · across all stocks

Holdings in CCK

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $21,165,080 211,123
2025-12-31 $22,157,702 215,186
2025-09-30 $20,879,280 216,164
2025-06-30 $25,452,227 247,157
2025-03-31 $25,185,690 282,161
2024-12-31 $22,944,407 277,475
2024-09-30 $31,977,514 333,516
2024-06-30 $26,191,007 352,077
2024-03-31 $30,405,404 383,616
2023-12-31 $29,541,090 320,785
2023-09-30 $27,521,969 311,053
2023-06-30 $26,732,765 307,733
2023-03-31 $23,810,554 287,880
2022-12-31 $23,569,113 286,694
2022-09-30 $22,591,001 278,798
2022-06-30 $25,794,327 279,856
2022-03-31 $34,471,926 275,577
2021-12-31 $46,544,360 420,759
2021-09-30 $42,202,632 418,760
2021-06-30 $41,606,011 407,064
2021-03-31 $39,848,020 410,635
2020-12-31 $40,937,511 408,558
2020-09-30 $32,345,070 420,831
2020-06-30 $27,285,366 418,937
2020-03-31 $24,062,339 414,582