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% |
Holdings in PGC
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $982,887 | 27,915 | Shares | Sole | 2026-05-15 | |
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