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 |
|---|---|---|---|---|---|
| 201 | NEENEXTERA ENERGY INC | 21,357 | $1.6B | 30.41% | |
| 202 | ENBENBRIDGE INC | 31,125 | $1.6B | 29.62% | |
| 203 | GDGENERAL DYNAMICS CORP | 4,605 | $1.6B | 29.62% | |
| 204 | NKENIKE INC | 22,138 | $1.5B | 29.12% | |
| 205 | RALRALLIANT CORP | 34,284 | $1.5B | 28.28% | |
| 206 | RFREGIONS FINANCIAL CORP NEW | 56,661 | $1.5B | 28.18% | |
| 207 | MPLXMPLX LP | 29,500 | $1.5B | 27.79% | |
| 208 | WMWASTE MGMT INC DEL | 6,661 | $1.5B | 27.75% | |
| 209 | ANETARISTA NETWORKS INC | 10,017 | $1.5B | 27.53% | |
| 210 | ATECALPHATEC HLDGS INC | 100,000 | $1.5B | 27.43% | |
| 211 | RITMRITHM CAPITAL CORP | 127,000 | $1.4B | 27.28% | |
| 212 | IBBISHARES TR | 9,930 | $1.4B | 27.04% | |
| 213 | GPNGLOBAL PMTS INC | 17,186 | $1.4B | 26.93% | |
| 214 | BRBROADRIDGE FINL SOLUTIONS IN | 5,877 | $1.4B | 26.40% | |
| 215 | BAXBAXTER INTL INC | 60,979 | $1.4B | 26.19% | |
| 216 | COPCONOCOPHILLIPS | 14,402 | $1.4B | 25.70% | |
| 217 | VEAVANGUARD TAX-MANAGED FDS | 22,691 | $1.4B | 25.65% | |
| 218 | SUSUNCOR ENERGY INC NEW | 31,800 | $1.3B | 25.08% | |
| 219 | LBTYALIBERTY GLOBAL LTD | 113,475 | $1.3B | 24.53% | |
| 220 | IWMISHARES TR | 5,315 | $1.3B | 24.26% | |
| 221 | PCYOPURE CYCLE CORP | 114,000 | $1.3B | 23.80% | |
| 222 | OPCHOPTION CARE HEALTH INC | 44,811 | $1.2B | 23.46% | |
| 223 | IVVISHARES TR | 1,850 | $1.2B | 23.36% | |
| 224 | AWIARMSTRONG WORLD INDS INC NEW | 6,315 | $1.2B | 23.35% | |
| 225 | 8CWCROWN CASTLE INC | 11,894 | $1.1B | 21.65% | |
| 226 | PHPARKER-HANNIFIN CORP | 1,491 | $1.1B | 21.32% | |
| 227 | DALDELTA AIR LINES INC DEL | 19,874 | $1.1B | 21.27% | |
| 228 | NLYANNALY CAPITAL MANAGEMENT IN | 55,750 | $1.1B | 21.25% | |
| 229 | USBUS BANCORP DEL | 22,309 | $1.1B | 20.34% | |
| 230 | AGNCAGNC INVT CORP | 109,540 | $1.1B | 20.23% | |
| 231 | IJRISHARES TR | 8,920 | $1.1B | 19.99% | |
| 232 | LDILOANDEPOT INC | 340,800 | $1.0B | 19.73% | |
| 233 | UNBUNION BANKSHARES INC | 42,080 | $1.0B | 19.65% | |
| 234 | BILSPDR SERIES TRUST | 11,111 | $1.0B | 19.23% | |
| 235 | SGMLSIGMA LITHIUM CORPORATION | 156,784 | $1.0B | 18.96% | |
| 236 | EAFGRAFTECH INTL LTD | 77,222 | $990.0M | 18.67% | |
| 237 | BROBROWN & BROWN INC | 10,548 | $989.3M | 18.66% | |
| 238 | KK0NEXTNAV INC | 68,452 | $978.9M | 18.46% | |
| 239 | NXPINXP SEMICONDUCTORS N V | 4,169 | $949.4M | 17.91% | |
| 240 | VLTOVERALTO CORP | 8,883 | $947.0M | 17.86% | |
| 241 | LBLANDBRIDGE COMPANY LLC | 17,275 | $921.6M | 17.38% | |
| 242 | GDXJVANECK ETF TRUST | 9,125 | $903.6M | 17.04% | |
| 243 | DPZDOMINOS PIZZA INC | 2,055 | $887.2M | 16.73% | |
| 244 | BACBANK AMERICA CORP | 16,904 | $872.1M | 16.45% | |
| 245 | NOCNORTHROP GRUMMAN CORP | 1,373 | $836.6M | 15.78% | |
| 246 | BORRBORR DRILLING LTD | 304,000 | $817.8M | 15.42% | |
| 247 | VEUVANGUARD INTL EQUITY INDEX F | 11,397 | $813.4M | 15.34% | |
| 248 | APHAMPHENOL CORP NEW | 6,547 | $810.2M | 15.28% | |
| 249 | WLYBWILEY JOHN & SONS INC | 20,000 | $807.8M | 15.24% | |
| 250 | TXOTXO PARTNERS LP | 56,600 | $795.2M | 15.00% | |
| 251 | ENVXENOVIX CORPORATION | 78,413 | $781.8M | 14.75% | |
| 252 | LINLINDE PLC | 1,637 | $777.6M | 14.67% | |
| 253 | PGCPEAPACK-GLADSTONE FINL CORP | 27,915 | $770.5M | 14.53% | |
| 254 | MUMICRON TECHNOLOGY INC | 4,593 | $768.5M | 14.50% | |
| 255 | VRTXVERTEX PHARMACEUTICALS INC | 1,960 | $767.6M | 14.48% | |
| 256 | VUGVANGUARD INDEX FDS | 1,592 | $763.5M | 14.40% | |
| 257 | VBVANGUARD INDEX FDS | 2,965 | $753.9M | 14.22% | |
| 258 | CMECME GROUP INC | 2,785 | $752.5M | 14.19% | |
| 259 | FNDFLOOR & DECOR HLDGS INC | 9,871 | $727.5M | 13.72% | |
| 260 | GRABGRAB HOLDINGS LIMITED | 120,000 | $722.4M | 13.63% | |
| 261 | BNLBROADSTONE NET LEASE INC | 40,323 | $720.6M | 13.59% | |
| 262 | BIIBBIOGEN INC | 5,079 | $711.5M | 13.42% | |
| 263 | YUMYUM BRANDS INC | 4,593 | $698.1M | 13.17% | |
| 264 | CITHE CIGNA GROUP | 2,420 | $697.6M | 13.16% | |
| 265 | MOALTRIA GROUP INC | 10,219 | $675.1M | 12.73% | |
| 266 | ESLTELBIT SYS LTD | 1,316 | $670.9M | 12.65% | |
| 267 | NVONOVO-NORDISK A S | 11,947 | $662.9M | 12.50% | |
| 268 | BLFSBIOLIFE SOLUTIONS INC | 25,436 | $648.9M | 12.24% | |
| 269 | VIGVANGUARD SPECIALIZED FUNDS | 2,980 | $643.1M | 12.13% | |
| 270 | EDCONSOLIDATED EDISON INC | 6,278 | $631.1M | 11.90% | |
| 271 | VWOVANGUARD INTL EQUITY INDEX F | 11,441 | $619.9M | 11.69% | |
| 272 | CFRCULLEN FROST BANKERS INC | 4,845 | $614.2M | 11.59% | |
| 273 | BACVERIZON COMMUNICATIONS INC | 13,815 | $607.2M | 11.45% | |
| 274 | VOVANGUARD INDEX FDS | 2,019 | $593.1M | 11.19% | |
| 275 | GBTCGRAYSCALE BITCOIN TRUST ETF | 6,565 | $589.3M | 11.12% | |
| 276 | TFXTELEFLEX INCORPORATED | 4,800 | $587.3M | 11.08% | |
| 277 | GEVGE VERNOVA INC | 924 | $568.2M | 10.72% | |
| 278 | EMXEMX RTY CORP | 110,000 | $566.5M | 10.69% | |
| 279 | TSLATESLA INC | 1,260 | $560.3M | 10.57% | |
| 280 | SMCISUPER MICRO COMPUTER INC | 11,643 | $558.2M | 10.53% | |
| 281 | KVUEKENVUE INC | 33,874 | $549.8M | 10.37% | |
| 282 | ORCORCHID IS CAP INC | 75,000 | $525.8M | 9.92% | |
| 283 | MLPMAUI LD & PINEAPPLE INC | 28,020 | $522.3M | 9.85% | |
| 284 | MUBISHARES TR | 4,766 | $507.5M | 9.57% | |
| 285 | VTVVANGUARD INDEX FDS | 2,708 | $505.0M | 9.53% | |
| 286 | IDEVISHARES TR | 6,295 | $504.7M | 9.52% | |
| 287 | PGRPROGRESSIVE CORP | 2,000 | $493.9M | 9.32% | |
| 288 | RRCRANGE RES CORP | 12,846 | $483.5M | 9.12% | |
| 289 | ACNACCENTURE PLC IRELAND | 1,939 | $478.2M | 9.02% | |
| 290 | VIOGVANGUARD ADMIRAL FDS INC | 3,805 | $463.3M | 8.74% | |
| 291 | NVSNNOVARTIS AG | 3,608 | $462.7M | 8.73% | |
| 292 | SCHWSCHWAB CHARLES CORP | 4,820 | $460.2M | 8.68% | |
| 293 | IGVISHARES TR | 4,000 | $460.0M | 8.68% | |
| 294 | CVCOCAVCO INDS INC DEL | 791 | $459.4M | 8.66% | |
| 295 | TROWPRICE T ROWE GROUP INC | 4,376 | $449.2M | 8.47% | |
| 296 | GMEDGLOBUS MED INC | 7,796 | $446.5M | 8.42% | |
| 297 | GXOGXO LOGISTICS INCORPORATED | 8,268 | $437.3M | 8.25% | |
| 298 | ATRAPTARGROUP INC | 3,227 | $431.3M | 8.14% | |
| 299 | PLTRPALANTIR TECHNOLOGIES INC | 2,353 | $429.2M | 8.10% | |
| 300 | GLNGGOLAR LNG LTD | 10,500 | $424.3M | 8.00% |