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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GMGENERAL MTRS CO | 164,156 | $10.0B | 188.78% | |
| 102 | IWBISHARES TR | 27,200 | $9.9B | 187.51% | |
| 103 | OROR ROYALTIES INC. | 243,713 | $9.8B | 184.24% | |
| 104 | CPCANADIAN PACIFIC KANSAS CITY | 125,987 | $9.4B | 177.02% | |
| 105 | IBMINTERNATIONAL BUSINESS MACHS | 33,086 | $9.3B | 176.09% | |
| 106 | CATCATERPILLAR INC | 18,853 | $9.0B | 169.68% | |
| 107 | NYTNEW YORK TIMES CO | 149,418 | $8.6B | 161.77% | |
| 108 | MLMMARTIN MARIETTA MATLS INC | 13,384 | $8.4B | 159.11% | |
| 109 | BALLBALL CORP | 165,357 | $8.3B | 157.26% | |
| 110 | DHID R HORTON INC | 49,194 | $8.3B | 157.25% | |
| 111 | SIISPROTT INC | 99,844 | $8.3B | 156.67% | |
| 112 | VVISA INC | 24,309 | $8.3B | 156.53% | |
| 113 | MAMASTERCARD INCORPORATED | 14,013 | $8.0B | 150.34% | |
| 114 | DOVDOVER CORP | 45,857 | $7.7B | 144.30% | |
| 115 | CSCOCISCO SYS INC | 109,259 | $7.5B | 141.00% | |
| 116 | PARPAR TECHNOLOGY CORP | 186,317 | $7.4B | 139.10% | |
| 117 | GBFHGBANK FINL HLDGS INC | 185,525 | $7.3B | 137.42% | |
| 118 | GLWCORNING INC | 88,487 | $7.3B | 136.91% | |
| 119 | FTAIFTAI AVIATION LTD | 42,484 | $7.1B | 133.71% | |
| 120 | ADBEADOBE INC | 19,834 | $7.0B | 131.97% | |
| 121 | PFEPFIZER INC | 273,780 | $7.0B | 131.58% | |
| 122 | DEDEERE & CO | 15,228 | $7.0B | 131.34% | |
| 123 | WPMWHEATON PRECIOUS METALS CORP | 60,189 | $6.7B | 126.97% | |
| 124 | COURCOURSERA INC | 561,580 | $6.6B | 124.04% | |
| 125 | KNKNOWLES CORP | 279,573 | $6.5B | 122.92% | |
| 126 | BIPBROOKFIELD INFRAST PARTNERS | 193,549 | $6.4B | 120.07% | |
| 127 | HASHASBRO INC | 81,606 | $6.2B | 116.75% | |
| 128 | PSLV/USPROTT ASSET MANAGEMENT LP | 393,400 | $6.2B | 116.50% | |
| 129 | TRPTC ENERGY CORP | 109,851 | $6.0B | 112.74% | |
| 130 | PAASPAN AMERN SILVER CORP | 150,836 | $5.8B | 110.19% | |
| 131 | IDXXIDEXX LABS INC | 9,076 | $5.8B | 109.37% | |
| 132 | FTITECHNIPFMC PLC | 145,818 | $5.8B | 108.50% | |
| 133 | SSNCSS&C TECHNOLOGIES HLDGS INC | 64,436 | $5.7B | 107.88% | |
| 134 | VTIVANGUARD INDEX FDS | 17,325 | $5.7B | 107.24% | |
| 135 | EMREMERSON ELEC CO | 43,072 | $5.7B | 106.57% | |
| 136 | FTVFORTIVE CORP | 114,725 | $5.6B | 106.01% | |
| 137 | GSGOLDMAN SACHS GROUP INC | 6,975 | $5.6B | 104.77% | |
| 138 | RYAAYRYANAIR HOLDINGS PLC | 91,341 | $5.5B | 103.75% | |
| 139 | AMRALPHA METALLURGICAL RESOUR I | 33,348 | $5.5B | 103.21% | |
| 140 | BXBLACKSTONE INC | 31,402 | $5.4B | 101.20% | |
| 141 | TDYTELEDYNE TECHNOLOGIES INC | 8,929 | $5.2B | 98.70% | |
| 142 | SBG1SEACOAST BKG CORP FLA | 171,242 | $5.2B | 98.29% | |
| 143 | NAILDBX ETF TR | 68,115 | $5.0B | 94.42% | |
| 144 | 4I1PHILIP MORRIS INTL INC | 30,542 | $5.0B | 93.44% | |
| 145 | ELVELEVANCE HEALTH INC FORMERLY | 15,267 | $4.9B | 93.05% | |
| 146 | WMTWALMART INC | 46,306 | $4.8B | 90.02% | |
| 147 | LHXL3HARRIS TECHNOLOGIES INC | 15,474 | $4.7B | 89.14% | |
| 148 | APOAPOLLO GLOBAL MGMT INC | 35,406 | $4.7B | 89.00% | |
| 149 | RSPINVESCO EXCHANGE TRADED FD T | 24,364 | $4.6B | 87.18% | |
| 150 | COFCAPITAL ONE FINL CORP | 21,045 | $4.5B | 84.38% | |
| 151 | CAKECHEESECAKE FACTORY INC | 81,092 | $4.4B | 83.58% | |
| 152 | RDDTREDDIT INC | 19,004 | $4.4B | 82.44% | |
| 153 | KGCKINROSS GOLD CORP | 173,538 | $4.3B | 81.34% | |
| 154 | GVAGRANITE CONSTR INC | 39,249 | $4.3B | 81.18% | |
| 155 | KMBKIMBERLY-CLARK CORP | 34,367 | $4.3B | 80.60% | |
| 156 | BDXBECTON DICKINSON & CO | 22,205 | $4.2B | 78.39% | |
| 157 | ECLECOLAB INC | 15,002 | $4.1B | 77.49% | |
| 158 | MKLMARKEL GROUP INC | 2,065 | $3.9B | 74.45% | |
| 159 | GQ9SPDR GOLD TR | 10,578 | $3.8B | 70.92% | |
| 160 | TRVCCITIGROUP INC | 37,027 | $3.8B | 70.89% | |
| 161 | IQVIQVIA HLDGS INC | 18,734 | $3.6B | 67.12% | |
| 162 | DVADAVITA INC | 25,810 | $3.4B | 64.69% | |
| 163 | SPGIS&P GLOBAL INC | 6,924 | $3.4B | 63.56% | |
| 164 | EPDENTERPRISE PRODS PARTNERS L | 103,060 | $3.2B | 60.79% | |
| 165 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 35,403 | $3.2B | 60.37% | |
| 166 | RYROYAL BK CDA | 21,340 | $3.1B | 59.30% | |
| 167 | IWFISHARES TR | 6,653 | $3.1B | 58.78% | |
| 168 | AMGNAMGEN INC | 10,700 | $3.0B | 56.95% | |
| 169 | LLYELI LILLY & CO | 3,798 | $2.9B | 54.66% | |
| 170 | NTRSNORTHERN TR CORP | 20,394 | $2.7B | 51.78% | |
| 171 | WLYWILEY JOHN & SONS INC | 67,422 | $2.7B | 51.47% | |
| 172 | KMIKINDER MORGAN INC DEL | 95,949 | $2.7B | 51.24% | |
| 173 | MMM3M CO | 17,403 | $2.7B | 50.94% | |
| 174 | INTUINTUIT | 3,868 | $2.6B | 49.82% | |
| 175 | PINSPINTEREST INC | 81,332 | $2.6B | 49.35% | |
| 176 | AXPAMERICAN EXPRESS CO | 7,859 | $2.6B | 49.24% | |
| 177 | CMICUMMINS INC | 6,007 | $2.5B | 47.86% | |
| 178 | ROPROPER TECHNOLOGIES INC | 4,873 | $2.4B | 45.84% | |
| 179 | UNHUNITEDHEALTH GROUP INC | 6,843 | $2.4B | 44.57% | |
| 180 | ETENERGY TRANSFER L P | 137,097 | $2.4B | 44.37% | |
| 181 | AXSAXIS CAP HLDGS LTD | 24,491 | $2.3B | 44.25% | |
| 182 | SHWSHERWIN WILLIAMS CO | 6,738 | $2.3B | 44.01% | |
| 183 | REPXRILEY EXPLORATION PERMIAN IN | 82,025 | $2.2B | 41.94% | |
| 184 | TPLTEXAS PACIFIC LAND CORPORATI | 2,369 | $2.2B | 41.72% | |
| 185 | HLIHOULIHAN LOKEY INC | 10,504 | $2.2B | 40.68% | |
| 186 | SHELSHELL PLC | 29,903 | $2.1B | 40.35% | |
| 187 | NDQINVESCO QQQ TR | 3,523 | $2.1B | 39.89% | |
| 188 | BAMBROOKFIELD ASSET MANAGMT LTD | 35,837 | $2.0B | 38.49% | |
| 189 | VGTVANGUARD WORLD FD | 2,676 | $2.0B | 37.69% | |
| 190 | KMXCARMAX INC | 43,761 | $2.0B | 37.04% | |
| 191 | WATWATERS CORP | 6,431 | $1.9B | 36.37% | |
| 192 | MCDMCDONALDS CORP | 6,273 | $1.9B | 35.96% | |
| 193 | CHDCHURCH & DWIGHT CO INC | 21,489 | $1.9B | 35.52% | |
| 194 | TRMBTRIMBLE INC | 22,724 | $1.9B | 35.00% | |
| 195 | ISRGINTUITIVE SURGICAL INC | 4,112 | $1.8B | 34.69% | |
| 196 | SYKSTRYKER CORPORATION | 4,682 | $1.7B | 32.65% | |
| 197 | WMBWILLIAMS COS INC | 26,125 | $1.7B | 31.22% | |
| 198 | CRCCANADIAN NAT RES LTD | 51,634 | $1.7B | 31.13% | |
| 199 | PSXPHILLIPS 66 | 12,031 | $1.6B | 30.87% | |
| 200 | XLESELECT SECTOR SPDR TR | 18,048 | $1.6B | 30.41% |