Holders — by stockHoldings — by fund
Cannell & Spears LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001426319
$5.62B
disclosed book value
445
positions
4.6%
largest position share
Positions, as of 2026-06-30
top 100 of 445 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 727,488 | $257.0M | 4.6% |
| 2 | MSFTMICROSOFT CORP | 648,634 | $242.0M | 4.3% |
| 3 | AAPLAPPLE INC | 721,781 | $208.9M | 3.7% |
| 4 | BRK/BBERKSHIRE HATHAWAY INC DEL | 346,294 | $173.3M | 3.1% |
| 5 | AMZNAMAZON COM INC | 693,842 | $165.4M | 2.9% |
| 6 | VRTVERTIV HOLDINGS CO | 447,943 | $150.0M | 2.7% |
| 7 | CHUBB LIMITED | 404,394 | $137.8M | 2.5% |
| 8 | BNBROOKFIELD CORP | 3.0M | $126.0M | 2.2% |
| 9 | GOOGLALPHABET INC | 347,104 | $124.0M | 2.2% |
| 10 | MRPMILLROSE PPTYS INC | 3.7M | $111.3M | 2% |
| 11 | FTAI AVIATION LTD | 411,068 | $111.2M | 2% |
| 12 | UNPUNION PAC CORP | 356,053 | $96.8M | 1.7% |
| 13 | MUMICRON TECHNOLOGY INC | 82,226 | $94.9M | 1.7% |
| 14 | ADIANALOG DEVICES INC | 230,677 | $91.6M | 1.6% |
| 15 | NVDANVIDIA CORPORATION | 457,229 | $91.5M | 1.6% |
| 16 | SNDKSANDISK CORP | 39,983 | $90.9M | 1.6% |
| 17 | PWRQUANTA SVCS INC | 108,315 | $78.0M | 1.4% |
| 18 | AVGOBROADCOM INC | 204,580 | $77.3M | 1.4% |
| 19 | BEEXTIDAL TRUST III | 2.9M | $75.9M | 1.3% |
| 20 | GILGILDAN ACTIVEWEAR INC | 1.4M | $72.9M | 1.3% |
| 21 | MRKMERCK & CO INC | 557,332 | $71.6M | 1.3% |
| 22 | AEMAGNICO EAGLE MINES LTD | 444,607 | $69.0M | 1.2% |
| 23 | JPMJPMORGAN CHASE & CO | 205,233 | $67.2M | 1.2% |
| 24 | ABBVABBVIE INC | 255,977 | $64.4M | 1.1% |
| 25 | ABTABBOTT LABORATORIES | 707,022 | $64.2M | 1.1% |
| 26 | TXNTEXAS INSTRS INC | 206,386 | $61.5M | 1.1% |
| 27 | BBARRICK MNG CORP | 1.6M | $58.4M | 1% |
| 28 | WHITE MTNS INS GROUP LTD | 27,577 | $57.2M | 1% |
| 29 | CRH PLC | 528,015 | $56.5M | 1% |
| 30 | ORCLORACLE CORP | 373,706 | $54.8M | 1% |
| 31 | DHRDANAHER CORP DEL | 268,825 | $51.2M | 0.9% |
| 32 | TMOTHERMO FISHER SCIENTIFIC INC | 96,455 | $48.4M | 0.9% |
| 33 | RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC | 44.9M | $47.9M | 0.9% |
| 34 | TJXTJX COS INC NEW | 312,553 | $47.4M | 0.8% |
| 35 | COSTCOSTCO WHOLESALE CORPORATION | 50,335 | $47.1M | 0.8% |
| 36 | JNJJOHNSON & JOHNSON | 169,381 | $43.0M | 0.8% |
| 37 | LHLABCORP HOLDINGS INC | 150,037 | $42.0M | 0.7% |
| 38 | BNYBANK OF NY MELLON CORP | 279,886 | $40.5M | 0.7% |
| 39 | AMCOR PLC | 893,756 | $38.7M | 0.7% |
| 40 | FNVFRANCO NEV CORP | 180,724 | $37.7M | 0.7% |
| 41 | ILMNILLUMINA INC | 210,021 | $36.9M | 0.7% |
| 42 | NVENT ELEC PLC | 211,202 | $35.8M | 0.6% |
| 43 | DISDISNEY WALT CO | 369,357 | $35.6M | 0.6% |
| 44 | ESABESAB CORPORATION | 353,994 | $34.9M | 0.6% |
| 45 | CVXCHEVRON CORPORATION | 210,094 | $34.8M | 0.6% |
| 46 | AON PLC | 102,769 | $34.1M | 0.6% |
| 47 | FDXFEDEX CORP | 102,082 | $32.0M | 0.6% |
| 48 | MDLZMONDELEZ INTL INC | 552,643 | $32.0M | 0.6% |
| 49 | HDHOME DEPOT INC | 88,424 | $31.2M | 0.6% |
| 50 | WPMWHEATON PRECIOUS METALS CORP | 273,787 | $30.8M | 0.5% |
| 51 | BRK/ABERKSHIRE HATHAWAY INC DEL | 41 | $30.7M | 0.5% |
| 52 | ICEINTERCONTINENTAL EXCHANGE IN | 245,409 | $30.2M | 0.5% |
| 53 | MLMMARTIN MARIETTA MATLS INC | 52,150 | $30.1M | 0.5% |
| 54 | AGIALAMOS GOLD INC | 956,464 | $29.0M | 0.5% |
| 55 | CLCOLGATE PALMOLIVE CO | 314,209 | $28.8M | 0.5% |
| 56 | LMTLOCKHEED MARTIN CORP | 56,236 | $28.7M | 0.5% |
| 57 | INTCINTEL CORP | 203,972 | $28.5M | 0.5% |
| 58 | PLDPROLOGIS INC. | 202,679 | $27.5M | 0.5% |
| 59 | WDCWESTERN DIGITAL CORP | 41,987 | $26.8M | 0.5% |
| 60 | MCHPMICROCHIP TECHNOLOGY INC. | 291,276 | $26.6M | 0.5% |
| 61 | LOWLOWES COS INC | 119,445 | $26.3M | 0.5% |
| 62 | RTXRTX CORPORATION | 125,107 | $23.7M | 0.4% |
| 63 | SYYSYSCO CORP | 283,013 | $23.7M | 0.4% |
| 64 | KOCOCA COLA CO | 288,839 | $23.5M | 0.4% |
| 65 | APDAIR PRODUCTS AND CHEMICALS I | 77,743 | $22.8M | 0.4% |
| 66 | REGNREGENERON PHARMACEUTICALS | 36,099 | $22.5M | 0.4% |
| 67 | ITWILLINOIS TOOL WKS INC | 82,683 | $22.4M | 0.4% |
| 68 | CCKCROWN HLDGS INC | 196,981 | $22.0M | 0.4% |
| 69 | EXMOCEXXON MOBIL CORP | 158,633 | $21.7M | 0.4% |
| 70 | QSRRESTAURANT BRANDS INTL INC | 284,931 | $20.7M | 0.4% |
| 71 | AXSMAXSOME THERAPEUTICS INC. | 84,154 | $20.6M | 0.4% |
| 72 | LINDE PLC | 39,618 | $20.6M | 0.4% |
| 73 | FCNCAFIRST CTZNS BANCSHARES INC D | 9,554 | $19.9M | 0.4% |
| 74 | CATCATERPILLAR INC | 18,543 | $19.7M | 0.4% |
| 75 | CEFSPROTT ASSET MANAGEMENT LP | 483,025 | $19.4M | 0.3% |
| 76 | LENLENNAR CORP | 209,701 | $19.0M | 0.3% |
| 77 | PHYSSPROTT ASSET MANAGEMENT LP | 617,290 | $18.6M | 0.3% |
| 78 | GLWCORNING INC | 72,764 | $18.6M | 0.3% |
| 79 | ADPAUTOMATIC DATA PROCESSING IN | 81,220 | $18.2M | 0.3% |
| 80 | VSHVISHAY INTERTECHNOLOGY INC | 327,010 | $17.6M | 0.3% |
| 81 | FISFIDELITY NATL INFORMATION SV | 438,229 | $17.0M | 0.3% |
| 82 | PKGPACKAGING CORP AMER | 68,917 | $16.4M | 0.3% |
| 83 | PEPPEPSICO INC | 120,336 | $16.3M | 0.3% |
| 84 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 63,854 | $16.0M | 0.3% |
| 85 | CMCSACOMCAST CORP NEW | 628,210 | $15.4M | 0.3% |
| 86 | HCAHCA HEALTHCARE INC | 39,441 | $15.4M | 0.3% |
| 87 | XYLXYLEM INC | 126,985 | $15.0M | 0.3% |
| 88 | NEMNEWMONT CORP | 157,810 | $14.7M | 0.3% |
| 89 | BMYBRISTOL-MYERS SQUIBB CO | 236,705 | $13.6M | 0.2% |
| 90 | BEPCBROOKFIELD RENEWABLE CORP | 364,308 | $13.5M | 0.2% |
| 91 | HONHONEYWELL INTL INC | 59,732 | $13.4M | 0.2% |
| 92 | CONSTELLIUM SE | 416,875 | $13.3M | 0.2% |
| 93 | VOOVANGUARD INDEX FDS | 19,308 | $13.3M | 0.2% |
| 94 | HONAHONEYWELL AEROSPACE INC | 59,350 | $13.1M | 0.2% |
| 95 | RGLDROYAL GOLD INC | 65,443 | $13.1M | 0.2% |
| 96 | CSCOCISCO SYS INC | 107,069 | $12.6M | 0.2% |
| 97 | SPYSTATE STR SPDR S&P 500 ETF T | 16,198 | $12.1M | 0.2% |
| 98 | AFLAFLAC INC | 102,781 | $12.1M | 0.2% |
| 99 | CPCANADIAN PACIFIC KANSAS CITY | 130,774 | $11.3M | 0.2% |
| 100 | IWBISHARES TR | 27,323 | $11.2M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.