Cannell & Spears LLC Q4 2024 Filing
Filed February 12, 2025
Portfolio Value
$4.9T
Holdings
391
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (391 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DEDEERE & CO | 21,673 | $9.2B | 0.19% | |
| 102 | PWPPERELLA WEINBERG PARTNERS | 372,526 | $8.9B | 0.18% | |
| 103 | SMCISUPER MICRO COMPUTER INC | 291,290 | $8.9B | 0.18% | |
| 104 | IWBISHARES TR | 25,996 | $8.4B | 0.17% | |
| 105 | SPYSPDR S&P 500 ETF TR | 13,968 | $8.2B | 0.17% | |
| 106 | IBMINTERNATIONAL BUSINESS MACHS | 36,563 | $8.0B | 0.17% | |
| 107 | NYTNEW YORK TIMES CO | 152,918 | $8.0B | 0.16% | |
| 108 | MAMASTERCARD INCORPORATED | 14,894 | $7.8B | 0.16% | |
| 109 | IQVIQVIA HLDGS INC | 39,888 | $7.8B | 0.16% | |
| 110 | VVISA INC | 23,850 | $7.5B | 0.15% | |
| 111 | KMXCARMAX INC | 90,646 | $7.4B | 0.15% | |
| 112 | CSCOCISCO SYS INC | 124,776 | $7.4B | 0.15% | |
| 113 | CATCATERPILLAR INC | 19,225 | $7.0B | 0.14% | |
| 114 | AXSMAXSOME THERAPEUTICS INC | 82,087 | $6.9B | 0.14% | |
| 115 | INTCINTEL CORP | 340,568 | $6.8B | 0.14% | |
| 116 | EXPEEXPEDIA GROUP INC | 34,862 | $6.5B | 0.13% | |
| 117 | FTITECHNIPFMC PLC | 224,378 | $6.5B | 0.13% | |
| 118 | BRCBRADY CORP | 87,447 | $6.5B | 0.13% | |
| 119 | FLSFLOWSERVE CORP | 107,194 | $6.2B | 0.13% | |
| 120 | URBNURBAN OUTFITTERS INC | 110,585 | $6.1B | 0.12% | |
| 121 | EMREMERSON ELEC CO | 48,186 | $6.0B | 0.12% | |
| 122 | BXBLACKSTONE INC | 34,334 | $5.9B | 0.12% | |
| 123 | APOAPOLLO GLOBAL MGMT INC | 35,443 | $5.9B | 0.12% | |
| 124 | AYS1SANDSTORM GOLD LTD | 1,009,105 | $5.6B | 0.12% | |
| 125 | PFEPFIZER INC | 211,963 | $5.6B | 0.12% | |
| 126 | GLWCORNING INC | 111,762 | $5.3B | 0.11% | |
| 127 | JJACOBS SOLUTIONS INC | 39,451 | $5.3B | 0.11% | |
| 128 | GVAGRANITE CONSTR INC | 59,913 | $5.3B | 0.11% | |
| 129 | BAXBAXTER INTL INC | 176,191 | $5.1B | 0.11% | |
| 130 | CHDCHURCH & DWIGHT CO INC | 48,290 | $5.1B | 0.10% | |
| 131 | MMM3M CO | 39,062 | $5.0B | 0.10% | |
| 132 | VTIVANGUARD INDEX FDS | 16,712 | $4.8B | 0.10% | |
| 133 | SBG1SEACOAST BKG CORP FLA | 171,242 | $4.7B | 0.10% | |
| 134 | WPMWHEATON PRECIOUS METALS CORP | 80,806 | $4.5B | 0.09% | |
| 135 | TDYTELEDYNE TECHNOLOGIES INC | 9,654 | $4.5B | 0.09% | |
| 136 | GSGOLDMAN SACHS GROUP INC | 7,791 | $4.5B | 0.09% | |
| 137 | 4I1PHILIP MORRIS INTL INC | 37,056 | $4.5B | 0.09% | |
| 138 | OREUROSISKO GOLD ROYALTIES LTD | 245,757 | $4.4B | 0.09% | |
| 139 | TMUST-MOBILE US INC | 20,110 | $4.4B | 0.09% | |
| 140 | BIPBROOKFIELD INFRAST PARTNERS | 139,272 | $4.4B | 0.09% | |
| 141 | BEPCBROOKFIELD RENEWABLE CORP | 159,704 | $4.4B | 0.09% | |
| 142 | WMTWALMART INC | 47,372 | $4.3B | 0.09% | |
| 143 | SIISPROTT INC | 100,800 | $4.3B | 0.09% | |
| 144 | UNHUNITEDHEALTH GROUP INC | 8,249 | $4.2B | 0.09% | |
| 145 | DVADAVITA INC | 26,470 | $4.0B | 0.08% | |
| 146 | PINSPINTEREST INC | 132,080 | $3.8B | 0.08% | |
| 147 | SPGIS&P GLOBAL INC | 7,595 | $3.8B | 0.08% | |
| 148 | KEXKIRBY CORP | 34,626 | $3.7B | 0.08% | |
| 149 | PSTGPURE STORAGE INC | 59,635 | $3.7B | 0.08% | |
| 150 | AMGNAMGEN INC | 13,658 | $3.6B | 0.07% | |
| 151 | IARTINTEGRA LIFESCIENCES HLDGS C | 156,746 | $3.6B | 0.07% | |
| 152 | ECLECOLAB INC | 15,098 | $3.5B | 0.07% | |
| 153 | EPDENTERPRISE PRODS PARTNERS L | 111,585 | $3.5B | 0.07% | |
| 154 | MQ8MAG SILVER CORP | 256,700 | $3.5B | 0.07% | |
| 155 | COFCAPITAL ONE FINL CORP | 19,423 | $3.5B | 0.07% | |
| 156 | RSPINVESCO EXCHANGE TRADED FD T | 18,769 | $3.3B | 0.07% | |
| 157 | MKLMARKEL GROUP INC | 1,903 | $3.3B | 0.07% | |
| 158 | TRVCCITIGROUP INC | 46,304 | $3.3B | 0.07% | |
| 159 | ABXBARRICK GOLD CORP | 208,973 | $3.2B | 0.07% | |
| 160 | AGIALAMOS GOLD INC NEW | 175,015 | $3.2B | 0.07% | |
| 161 | NVONOVO-NORDISK A S | 36,677 | $3.2B | 0.06% | |
| 162 | LLYELI LILLY & CO | 3,927 | $3.0B | 0.06% | |
| 163 | WLYWILEY JOHN & SONS INC | 68,771 | $3.0B | 0.06% | |
| 164 | PLTRPALANTIR TECHNOLOGIES INC | 38,331 | $2.9B | 0.06% | |
| 165 | KMIKINDER MORGAN INC DEL | 100,365 | $2.8B | 0.06% | |
| 166 | CPCANADIAN PACIFIC KANSAS CITY | 37,713 | $2.7B | 0.06% | |
| 167 | RGLDROYAL GOLD INC | 20,513 | $2.7B | 0.06% | |
| 168 | KMBKIMBERLY-CLARK CORP | 20,434 | $2.7B | 0.06% | |
| 169 | INTUINTUIT | 4,246 | $2.7B | 0.05% | |
| 170 | ETENERGY TRANSFER L P | 135,647 | $2.7B | 0.05% | |
| 171 | LDILOANDEPOT INC | 1,294,200 | $2.6B | 0.05% | |
| 172 | IWFISHARES TR | 6,487 | $2.6B | 0.05% | |
| 173 | GQ9SPDR GOLD TR | 10,708 | $2.6B | 0.05% | |
| 174 | ROPROPER TECHNOLOGIES INC | 4,953 | $2.6B | 0.05% | |
| 175 | TPLTEXAS PACIFIC LAND CORPORATI | 2,306 | $2.6B | 0.05% | |
| 176 | WATWATERS CORP | 6,689 | $2.5B | 0.05% | |
| 177 | MCDMCDONALDS CORP | 8,472 | $2.5B | 0.05% | |
| 178 | KK0NEXTNAV INC | 157,048 | $2.4B | 0.05% | |
| 179 | AXPAMERICAN EXPRESS CO | 8,223 | $2.4B | 0.05% | |
| 180 | ENBENBRIDGE INC | 56,850 | $2.4B | 0.05% | |
| 181 | AMRALPHA METALLURGICAL RESOUR I | 11,739 | $2.3B | 0.05% | |
| 182 | SHWSHERWIN WILLIAMS CO | 6,717 | $2.3B | 0.05% | |
| 183 | GPNGLOBAL PMTS INC | 20,334 | $2.3B | 0.05% | |
| 184 | NEENEXTERA ENERGY INC | 30,699 | $2.2B | 0.05% | |
| 185 | AXSAXIS CAP HLDGS LTD | 24,524 | $2.2B | 0.04% | |
| 186 | ISRGINTUITIVE SURGICAL INC | 4,088 | $2.1B | 0.04% | |
| 187 | NTRSNORTHERN TR CORP | 20,397 | $2.1B | 0.04% | |
| 188 | SHELSHELL PLC | 33,019 | $2.1B | 0.04% | |
| 189 | CMICUMMINS INC | 5,899 | $2.1B | 0.04% | |
| 190 | HLIHOULIHAN LOKEY INC | 11,605 | $2.0B | 0.04% | |
| 191 | BAMBROOKFIELD ASSET MANAGMT LTD | 36,975 | $2.0B | 0.04% | |
| 192 | NEMNEWMONT CORP | 53,175 | $2.0B | 0.04% | |
| 193 | EAFEURGRAFTECH INTL LTD | 1,122,155 | $1.9B | 0.04% | |
| 194 | PSLV/USPROTT PHYSICAL SILVER TR | 194,000 | $1.9B | 0.04% | |
| 195 | NDQINVESCO QQQ TR | 3,508 | $1.8B | 0.04% | |
| 196 | METAMETA PLATFORMS INC | 3,002 | $1.8B | 0.04% | |
| 197 | SYKSTRYKER CORPORATION | 4,697 | $1.7B | 0.03% | |
| 198 | USBUS BANCORP DEL | 34,650 | $1.7B | 0.03% | |
| 199 | TOLTOLL BROTHERS INC | 12,930 | $1.6B | 0.03% | |
| 200 | KGCKINROSS GOLD CORP | 173,538 | $1.6B | 0.03% |