Cannell & Spears LLC Q3 2023 Filing

Filed November 21, 2023

Portfolio Value

$1.2T

Holdings

205

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (205 positions)

#StockSharesValue% PortfolioType
101
WMBWILLIAMS COS INC
24,100$811.9M0.07%
102
FMCFMC CORP
12,000$803.6M0.07%
103
SHWSHERWIN WILLIAMS CO
2,998$764.6M0.07%
104
BMYBRISTOL-MYERS SQUIBB CO
13,174$764.6M0.07%
105
IVVISHARES TR
1,775$762.2M0.07%
106
HDHOME DEPOT INC
2,519$761.1M0.07%
107
VVISA INC
3,309$761.1M0.07%
108
AMZNAMAZON COM INC
5,929$753.7M0.06%
109
BACBANK AMERICA CORP
26,809$734.0M0.06%
110
VEAVANGUARD TAX-MANAGED FDS
16,180$707.4M0.06%
111
TRHCEURTABULA RASA HEALTHCARE INC
66,887$689.6M0.06%
112
BGCBGC GROUP INC
130,255$687.7M0.06%
113
SYKSTRYKER CORPORATION
2,511$686.2M0.06%
114
MCDMCDONALDS CORP
2,592$682.8M0.06%
115
SPNSSAPIENS INTL CORP N V
23,655$672.5M0.06%
116
ESABESAB CORPORATION
9,548$670.5M0.06%
117
CMBMCAMBIUM NETWORKS CORP
89,875$658.8M0.06%
118
GSGOLDMAN SACHS GROUP INC
2,033$657.8M0.06%
119
BDCBELDEN INC
6,567$634.0M0.05%
120
TJXTJX COS INC NEW
6,880$611.5M0.05%
121
GPKGRAPHIC PACKAGING HLDG CO
27,357$609.5M0.05%
122
CXTCRANE NXT CO
10,932$607.5M0.05%
123
ISRGINTUITIVE SURGICAL INC
2,010$587.5M0.05%
124
LOWLOWES COS INC
2,812$584.4M0.05%
125
CVSCVS HEALTH CORP
8,090$564.8M0.05%
126
VGTVANGUARD WORLD FDS
1,355$562.2M0.05%
127
DBCINVESCO DB COMMDY INDX TRCK
21,705$541.8M0.05%
128
BNLBROADSTONE NET LEASE INC
37,513$536.4M0.05%
129
VEUVANGUARD INTL EQUITY INDEX F
10,307$534.6M0.05%
130
NYTNEW YORK TIMES CO
12,677$522.3M0.04%
131
IDXXIDEXX LABS INC
1,170$511.6M0.04%
132
IBPINSTALLED BLDG PRODS INC
4,082$509.8M0.04%
133
GEGENERAL ELECTRIC CO
4,606$509.1M0.04%
134
ABTABBOTT LABS
5,175$501.2M0.04%
135
BKBANK NEW YORK MELLON CORP
11,262$480.3M0.04%
136
TSLATESLA INC
1,890$472.9M0.04%
137
IWNISHARES TR
3,416$463.0M0.04%
138
NKENIKE INC
4,785$457.5M0.04%
139
PHPARKER-HANNIFIN CORP
1,144$445.6M0.04%
140
EPDENTERPRISE PRODS PARTNERS L
16,260$445.0M0.04%
141
ELLAUDER ESTEE COS INC
3,025$437.3M0.04%
142
BIPBROOKFIELD INFRAST PARTNERS
14,526$427.1M0.04%
143
RGLDROYAL GOLD INC
3,971$422.2M0.04%
144
APAAPA CORPORATION
10,050$413.1M0.04%
145
QDELQUIDELORTHO CORP
5,647$412.5M0.04%
146
HSYHERSHEY CO
1,950$390.2M0.03%
147
XLVSELECT SECTOR SPDR TR
2,983$384.0M0.03%
148
YUMYUM BRANDS INC
3,060$382.3M0.03%
149
BLFSBIOLIFE SOLUTIONS INC
27,352$377.7M0.03%
150
COPCONOCOPHILLIPS
3,102$371.6M0.03%
151
IJRISHARES TR
3,789$357.4M0.03%
152
ITWILLINOIS TOOL WKS INC
1,548$356.5M0.03%
153
VIGVANGUARD SPECIALIZED FUNDS
2,286$355.2M0.03%
154
KOCOCA COLA CO
6,275$351.3M0.03%
155
HONHONEYWELL INTL INC
1,888$348.8M0.03%
156
IBMINTERNATIONAL BUSINESS MACHS
2,460$345.1M0.03%
157
MTDMETTLER TOLEDO INTERNATIONAL
310$343.5M0.03%
158
ARCCARES CAPITAL CORP
17,500$340.7M0.03%
159
IUSVISHARES TR
4,514$336.8M0.03%
160
AEPAMERICAN ELEC PWR CO INC
4,350$327.2M0.03%
161
INTCINTEL CORP
9,114$324.0M0.03%
162
DHID R HORTON INC
3,000$322.4M0.03%
163
OKEONEOK INC NEW
5,064$321.2M0.03%
164
MDYSPDR S&P MIDCAP 400 ETF TR
698$318.7M0.03%
165
INMDINMODE LTD
10,378$316.1M0.03%
166
BACVERIZON COMMUNICATIONS INC
9,642$312.5M0.03%
167
CSCOCISCO SYS INC
5,613$301.8M0.03%
168
VXFVANGUARD INDEX FDS
2,100$301.0M0.03%
169
VWOVANGUARD INTL EQUITY INDEX F
7,610$298.4M0.03%
170
TAT&T INC
19,866$298.4M0.03%
171
GGENPACT LIMITED
8,061$291.8M0.03%
172
EVREVERCORE INC
2,114$291.5M0.02%
173
ETNEATON CORP PLC
1,311$279.6M0.02%
174
RRCRANGE RES CORP
8,544$276.9M0.02%
175
IGVISHARES TR
800$273.0M0.02%
176
AYIACUITY BRANDS INC
1,568$267.0M0.02%
177
HOLXHOLOGIC INC
3,794$263.3M0.02%
178
ATRAPTARGROUP INC
2,100$262.6M0.02%
179
VDCVANGUARD WORLD FDS
1,434$261.9M0.02%
180
PSXPHILLIPS 66
2,123$255.1M0.02%
181
ZTSZOETIS INC
1,392$242.2M0.02%
182
CLCOLGATE PALMOLIVE CO
3,404$242.1M0.02%
183
EOGEOG RES INC
1,907$241.7M0.02%
184
BCSBARCLAYS PLC
30,910$240.8M0.02%
185
CHCTCOMMUNITY HEALTHCARE TR INC
7,745$230.0M0.02%
186
CABOCABLE ONE INC
371$228.4M0.02%
187
AOSSMITH A O CORP
3,402$225.0M0.02%
188
AZNASTRAZENECA PLC
3,310$224.2M0.02%
189
SYYSYSCO CORP
3,391$224.0M0.02%
190
IWOISHARES TR
970$217.4M0.02%
191
KNSLKINSALE CAP GROUP INC
525$217.4M0.02%
192
CHTRCHARTER COMMUNICATIONS INC N
491$216.0M0.02%
193
UNPUNION PAC CORP
1,052$214.2M0.02%
194
ALCALCON AG
2,750$211.9M0.02%
195
CITCINTAS CORP
440$211.6M0.02%
196
INTUINTUIT
408$208.5M0.02%
197
TPLTEXAS PACIFIC LAND CORPORATI
114$207.9M0.02%
198
STESTERIS PLC
935$205.2M0.02%
199
COKECOCA COLA CONS INC
321$204.3M0.02%
200
NVONOVO-NORDISK A S
2,220$201.9M0.02%
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