Cannell & Spears LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$5.3B

Holdings

400

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (400 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
742,608$384.6B7254.98%
2
AAPLAPPLE INC
764,917$194.8B3673.78%
3
GOOGALPHABET INC
795,073$193.6B3652.45%
4
BRK/BBERKSHIRE HATHAWAY INC DEL
340,313$171.1B3227.09%
5
ORCLORACLE CORP
524,524$147.5B2782.47%
6
AMZNAMAZON COM INC
650,433$142.8B2693.79%
7
BNBROOKFIELD CORP
1,803,463$123.7B2332.89%
8
GOOGLALPHABET INC
404,510$98.3B1854.83%
9
VRTVERTIV HOLDINGS CO
625,999$94.4B1781.30%
10
AEMAGNICO EAGLE MINES LTD
559,751$94.4B1779.67%
11
MRPMILLROSE PPTYS INC
2,628,406$88.3B1666.29%
12
ADIANALOG DEVICES INC
346,191$85.1B1604.39%
13
CBCHUBB LIMITED
300,782$84.9B1601.31%
14
RHCRH PLC
680,082$81.5B1538.05%
15
NVDANVIDIA CORPORATION
403,884$75.4B1421.38%
16
JPMJPMORGAN CHASE & CO.
238,884$75.4B1421.28%
17
ABTABBOTT LABS
561,928$75.3B1419.65%
18
GILGILDAN ACTIVEWEAR INC
1,264,583$73.1B1378.68%
19
BEEXTIDAL TRUST III
2,779,180$71.1B1341.80%
20
ABBVABBVIE INC
285,026$66.0B1244.80%
21
BBARRICK MNG CORP
1,856,103$60.8B1147.27%
22
UBERUBER TECHNOLOGIES INC
605,268$59.3B1118.48%
23
AMRZAMRIZE LTD
1,100,083$53.4B1006.99%
24
PWRQUANTA SVCS INC
125,185$51.9B978.55%
25
METAMETA PLATFORMS INC
69,283$50.9B959.70%
26
AVGOBROADCOM INC
153,734$50.7B956.65%
27
COSTCOSTCO WHSL CORP NEW
52,311$48.4B913.32%
28
DHRDANAHER CORPORATION
241,890$48.0B904.57%
29
TJXTJX COS INC NEW
329,332$47.6B897.86%
30
WTMWHITE MTNS INS GROUP LTD
28,288$47.3B891.86%
31
ICEINTERCONTINENTAL EXCHANGE IN
274,235$46.2B871.49%
32
LHLABCORP HOLDINGS INC
159,580$45.8B864.05%
33
FISFIDELITY NATL INFORMATION SV
678,406$44.7B843.78%
34
AGIALAMOS GOLD INC NEW
1,276,296$44.5B839.20%
35
PKGPACKAGING CORP AMER
202,844$44.2B833.81%
36
TMOTHERMO FISHER SCIENTIFIC INC
89,106$43.2B815.18%
37
DISDISNEY WALT CO
370,708$42.4B800.62%
38
FNVFRANCO NEV CORP
177,356$39.5B745.70%
39
MDLZMONDELEZ INTL INC
626,795$39.2B738.56%
40
AONAON PLC
108,113$38.6B727.15%
41
PBIPITNEY BOWES INC
3,364,466$38.4B724.09%
42
PLDPROLOGIS INC.
318,284$36.4B687.52%
43
TOLTOLL BROTHERS INC
263,405$36.4B686.33%
44
HDHOME DEPOT INC
88,967$36.0B679.95%
45
BKBANK NEW YORK MELLON CORP
321,624$35.0B661.00%
46
JNJJOHNSON & JOHNSON
182,443$33.8B638.08%
47
BRK-BBERKSHIRE HATHAWAY INC DEL
44$33.2B625.93%
48
LOWLOWES COS INC
128,330$32.3B608.31%
49
XYLXYLEM INC
217,833$32.1B606.04%
50
CVXCHEVRON CORP NEW
201,996$31.4B591.66%
51
EQTEQT CORP
538,745$29.3B553.11%
52
LMTLOCKHEED MARTIN CORP
58,469$29.2B550.55%
53
MRKMERCK & CO INC
345,292$29.0B546.63%
54
LENLENNAR CORP
225,184$28.4B535.35%
55
NOWSERVICENOW INC
29,464$27.1B511.45%
56
CMCSACOMCAST CORP NEW
862,015$27.1B510.87%
57
FCNCAFIRST CTZNS BANCSHARES INC D
15,027$26.9B507.12%
58
FDXFEDEX CORP
113,994$26.9B507.03%
59
UNPUNION PAC CORP
108,819$25.7B485.16%
60
CLCOLGATE PALMOLIVE CO
318,090$25.4B479.63%
61
NVTNVENT ELECTRIC PLC
254,106$25.1B472.78%
62
INTCINTEL CORP
745,721$25.0B471.91%
63
ADPAUTOMATIC DATA PROCESSING IN
85,170$25.0B471.50%
64
FISVFISERV INC
192,142$24.8B467.27%
65
APDAIR PRODS & CHEMS INC
87,364$23.8B449.41%
66
AMCRAMCOR PLC
2,846,113$23.3B439.13%
67
CSTMCONSTELLIUM SE
1,557,835$23.2B437.23%
68
HONHONEYWELL INTL INC
109,646$23.1B435.35%
69
BEPCBROOKFIELD RENEWABLE CORP
667,559$23.0B433.40%
70
ILMNILLUMINA INC
239,301$22.7B428.67%
71
CHKPCHECK POINT SOFTWARE TECH LT
107,726$22.3B420.43%
72
RTXRTX CORPORATION
132,511$22.2B418.23%
73
ITWILLINOIS TOOL WKS INC
83,837$21.9B412.35%
74
SYYSYSCO CORP
264,063$21.7B410.12%
75
CCKCROWN HLDGS INC
216,164$20.9B393.83%
76
KOCOCA COLA CO
305,208$20.2B381.79%
77
TTWOTAKE-TWO INTERACTIVE SOFTWAR
77,590$20.0B378.11%
78
XOMEXXON MOBIL CORP
174,849$19.7B371.85%
79
QSRRESTAURANT BRANDS INTL INC
300,993$19.3B364.14%
80
FNFFIDELITY NATIONAL FINANCIAL
318,281$19.3B363.15%
81
HCAHCA HEALTHCARE INC
44,078$18.8B354.34%
82
PEPPEPSICO INC
133,409$18.7B353.40%
83
PHYS/USPROTT ASSET MANAGEMENT LP
614,790$18.2B343.48%
84
URBNURBAN OUTFITTERS INC
250,697$17.9B337.77%
85
CEF/USPROTT ASSET MANAGEMENT LP
483,025$17.7B334.28%
86
REGNREGENERON PHARMACEUTICALS
30,079$16.9B319.00%
87
SNSHARKNINJA INC
145,329$15.0B282.76%
88
ALAIR LEASE CORP
211,300$13.4B253.68%
89
SKTTANGER INC
380,525$12.9B242.89%
90
AYS1SANDSTORM GOLD LTD
1,020,996$12.8B241.11%
91
VOOVANGUARD INDEX FDS
20,808$12.7B240.34%
92
GEGE AEROSPACE
41,066$12.4B233.01%
93
NEMNEWMONT CORP
141,449$11.9B224.94%
94
AFLAFLAC INC
105,992$11.8B223.31%
95
SPYSPDR S&P 500 ETF TR
17,362$11.6B218.16%
96
BMYBRISTOL-MYERS SQUIBB CO
252,914$11.4B215.15%
97
PGPROCTER AND GAMBLE CO
72,256$11.1B209.41%
98
APTVAPTIV PLC
126,166$10.9B205.18%
99
TMHCTAYLOR MORRISON HOME CORP
158,045$10.4B196.78%
100
AXSMAXSOME THERAPEUTICS INC
84,151$10.2B192.77%
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