Cannell & Spears LLC
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
Holdings in MLM
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,834,370 | 81,257 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,819,163 | 52,708 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,435,667 | 13,384 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,578,320 | 22,913 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $382,982 | 801 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $501,521 | 971 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $615,758 | 1,144 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $565,639 | 1,044 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $640,953 | 1,044 | Shares | Sole | 2024-05-10 | |
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