Cannell & Spears LLC Q2 2024 Filing

Filed August 12, 2024

Portfolio Value

$4.8B

Holdings

366

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (366 positions)

#StockSharesValue% PortfolioType
201
USBUS BANCORP DEL
33,697$1.3T27754.54%
202
GDGENERAL DYNAMICS CORP
4,597$1.3T27671.62%
203
MDTMEDTRONIC PLC
16,797$1.3T27429.25%
204
BRBROADRIDGE FINL SOLUTIONS IN
6,660$1.3T27220.29%
205
DOVDOVER CORP
7,141$1.3T26734.26%
206
DPZDOMINOS PIZZA INC
2,465$1.3T26405.63%
207
TRMBTRIMBLE INC
22,700$1.3T26335.73%
208
BACVERIZON COMMUNICATIONS INC
30,618$1.3T26196.39%
209
PRGOPERRIGO CO PLC
49,037$1.3T26125.90%
210
VLTOVERALTO CORP
12,815$1.2T25382.70%
211
8CWCROWN CASTLE INC
12,505$1.2T25347.22%
212
BIIBBIOGEN INC
5,055$1.2T24312.21%
213
IVVISHARES TR
2,114$1.2T24000.88%
214
OPCHOPTION CARE HEALTH INC
41,550$1.2T23878.28%
215
RFREGIONS FINANCIAL CORP NEW
56,516$1.1T23497.50%
216
BACBANK AMERICA CORP
28,000$1.1T23102.87%
217
PCYOPURE CYCLE CORP
114,000$1.1T22587.10%
218
BGCBGC GROUP INC
130,035$1.1T22391.88%
219
ATECALPHATEC HLDGS INC
100,000$1.0T21680.47%
220
WMBWILLIAMS COS INC
24,100$1.0T21249.97%
221
VRTXVERTEX PHARMACEUTICALS INC
2,147$1.0T20878.43%
222
BEPCBROOKFIELD RENEWABLE CORP
34,669$983.9B20412.96%
223
NXPINXP SEMICONDUCTORS N V
3,622$974.6B20220.80%
224
PLTRPALANTIR TECHNOLOGIES INC
38,312$970.4B20133.64%
225
IJRISHARES TR
8,763$934.7B19391.30%
226
UPSUNITED PARCEL SERVICE INC
6,780$927.8B19249.83%
227
UNBUNION BANKSHARES INC
42,940$922.4B19135.89%
228
ESGRENSTAR GROUP LIMITED
2,947$900.9B18690.80%
229
UHTUNIVERSAL HEALTH RLTY INCOME
22,983$899.6B18662.94%
230
ACNACCENTURE PLC IRELAND
2,828$858.0B17801.70%
231
MOALTRIA GROUP INC
18,835$857.9B17799.43%
232
MAXMEDIAALPHA INC
63,925$841.9B17466.61%
233
CITHE CIGNA GROUP
2,543$840.6B17440.64%
234
WFCWELLS FARGO CO NEW
13,880$824.3B17102.34%
235
WLYBWILEY JOHN & SONS INC
20,000$818.8B16987.53%
236
PHPARKER-HANNIFIN CORP
1,604$811.3B16832.32%
237
VEAVANGUARD TAX-MANAGED FDS
16,180$799.6B16589.52%
238
TOLTOLL BROTHERS INC
6,850$789.0B16368.92%
239
VGTVANGUARD WORLD FD
1,355$781.3B16209.08%
240
SWKSTANLEY BLACK & DECKER INC
9,495$758.6B15737.65%
241
SBUXSTARBUCKS CORP
9,309$724.7B15035.37%
242
AWIARMSTRONG WORLD INDS INC NEW
6,315$715.1B14836.31%
243
CXTCRANE NXT CO
11,582$711.4B14758.61%
244
HUMHUMANA INC
1,902$710.7B14744.42%
245
NVONOVO-NORDISK A S
4,891$698.1B14484.23%
246
FMCFMC CORP
12,000$690.6B14327.78%
247
NVSNNOVARTIS AG
6,452$686.9B14250.60%
248
PGCPEAPACK-GLADSTONE FINL CORP
29,064$658.3B13657.66%
249
DALDELTA AIR LINES INC DEL
13,586$644.5B13371.74%
250
BROBROWN & BROWN INC
7,050$630.3B13077.60%
251
IFFINTERNATIONAL FLAVORS&FRAGRA
6,554$624.0B12946.18%
252
VEUVANGUARD INTL EQUITY INDEX F
10,626$623.1B12927.55%
253
LINLINDE PLC
1,415$620.9B12882.06%
254
TFXTELEFLEX INCORPORATED
2,840$597.3B12392.87%
255
BNLBROADSTONE NET LEASE INC
37,513$595.3B12351.25%
256
SWN1EURSOUTHWESTERN ENERGY CO
87,500$588.9B12217.31%
257
BLFSBIOLIFE SOLUTIONS INC
27,317$585.4B12145.27%
258
HSYHERSHEY CO
3,159$580.7B12048.09%
259
SDRLSEADRILL 2021 LTD
11,152$574.3B11915.50%
260
IDXXIDEXX LABS INC
1,170$570.0B11826.21%
261
MLMMARTIN MARIETTA MATLS INC
1,044$565.6B11735.23%
262
VBVANGUARD INDEX FDS
2,583$563.2B11684.57%
263
VUGVANGUARD INDEX FDS
1,494$558.8B11592.74%
264
FTREFORTREA HLDGS INC
23,139$540.1B11204.65%
265
CFRCULLEN FROST BANKERS INC
5,270$535.6B11111.81%
266
MUMICRON TECHNOLOGY INC
4,010$527.4B10942.62%
267
ZBHZIMMER BIOMET HOLDINGS INC
4,847$526.0B10913.78%
268
GXOGXO LOGISTICS INCORPORATED
10,176$513.9B10661.56%
269
DBCINVESCO DB COMMDY INDX TRCK
21,686$503.8B10451.56%
270
TSLATESLA INC
2,495$493.7B10242.95%
271
VIOGVANGUARD ADMIRAL FDS INC
4,408$485.9B10079.86%
272
ATRAPTARGROUP INC
3,225$454.1B9421.40%
273
FORFORESTAR GROUP INC
14,100$451.1B9358.06%
274
APHAMPHENOL CORP NEW
6,592$444.1B9213.74%
275
VOVANGUARD INDEX FDS
1,833$443.8B9206.81%
276
XLVSELECT SECTOR SPDR TR
2,983$434.8B9020.15%
277
MTDMETTLER TOLEDO INTERNATIONAL
309$431.9B8959.63%
278
WWAYFAIR INC
8,140$429.2B8905.01%
279
VTVVANGUARD INDEX FDS
2,651$425.2B8822.54%
280
JEPIJ P MORGAN EXCHANGE TRADED F
7,500$425.1B8819.49%
281
IWNISHARES TR
2,780$423.4B8784.10%
282
CMBMCAMBIUM NETWORKS CORP
149,100$416.0B8630.46%
283
YUMYUM BRANDS INC
3,060$405.3B8409.28%
284
VIGVANGUARD SPECIALIZED FUNDS
2,211$403.6B8373.81%
285
IBPINSTALLED BLDG PRODS INC
1,960$403.1B8363.74%
286
IUSVISHARES TR
4,514$397.8B8253.49%
287
GDXJVANECK ETF TRUST
9,125$384.3B7973.95%
288
BROOKFIELD REINS LTD
8,926$373.2B7742.64%
289
ETNEATON CORP PLC
1,131$354.6B7357.35%
290
VXFVANGUARD INDEX FDS
2,100$354.5B7353.91%
291
MDYSPDR S&P MIDCAP 400 ETF TR
655$350.5B7271.30%
292
IGVISHARES TR
4,000$347.6B7211.61%
293
COKECOCA COLA CONS INC
320$347.2B7203.31%
294
AEPAMERICAN ELEC PWR CO INC
3,900$342.2B7099.28%
295
CITCINTAS CORP
485$339.6B7046.17%
296
EDCONSOLIDATED EDISON INC
3,744$334.8B6945.80%
297
VWOVANGUARD INTL EQUITY INDEX F
7,610$333.0B6908.99%
298
NOCNORTHROP GRUMMAN CORP
761$331.8B6882.94%
299
BCSBARCLAYS PLC
30,910$331.0B6868.16%
300
TAT&T INC
17,216$329.0B6825.67%
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