Cannell & Spears LLC
Top Portfolio Positions
362 positions ·
$4,422,527,523 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
656,147 | $242,885,934 | 5.49% | |
| AAPL |
Apple Inc.
Technology
|
725,424 | $184,105,356 | 4.16% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
692,211 | $144,166,784 | 3.26% | |
| CB |
Chubb Ltd
Financial Services
|
410,618 | $133,832,724 | 3.03% | |
| VRT |
Vertiv Holdings Co
Industrials
|
515,145 | $129,085,034 | 2.92% | |
| 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 | 2.33% | |
| 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
25 quarters · across all stocks
Holdings in LB
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,197,327 | 17,340 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $849,486 | 17,340 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $921,621 | 17,275 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $888,068 | 13,141 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $945,363 | 13,141 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $640,186 | 9,910 | Shares | Sole | 2025-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||