Cannell & Spears LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$5.3B

Holdings

411

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (411 positions)

#StockSharesValue% PortfolioType
101
INTCINTEL CORP
258,185$9.5M0.18%
102
CPCANADIAN PACIFIC KANSAS CITY
124,104$9.1M0.17%
103
DOVDOVER CORP
45,857$9.0M0.17%
104
GEGE AEROSPACE
28,317$8.7M0.16%
105
SIISPROTT INC
88,644$8.7M0.16%
106
OROR ROYALTIES INC.
243,713$8.6M0.16%
107
VVISA INC
24,172$8.5M0.16%
108
CSCOCISCO SYS INC
108,117$8.3M0.16%
109
BALLBALL CORP
154,232$8.2M0.15%
110
MAMASTERCARD INCORPORATED
13,796$7.9M0.15%
111
PAASPAN AMERN SILVER CORP
150,836$7.8M0.15%
112
GLWCORNING INC
88,487$7.7M0.14%
113
ALAIR LEASE CORP
118,079$7.6M0.14%
114
PARPAR TECHNOLOGY CORP
198,796$7.2M0.13%
115
METAMETA PLATFORMS INC
10,901$7.2M0.13%
116
DHID R HORTON INC
49,214$7.1M0.13%
117
DEDEERE & CO
15,226$7.1M0.13%
118
WPMWHEATON PRECIOUS METALS CORP
59,975$7.0M0.13%
119
GBFHGBANK FINL HLDGS INC
202,125$6.8M0.13%
120
PFEPFIZER INC
271,198$6.8M0.13%
121
BIPBROOKFIELD INFRAST PARTNERS
193,549$6.7M0.13%
122
IDXXIDEXX LABS INC
9,076$6.1M0.11%
123
TOLTOLL BROTHERS INC
45,075$6.1M0.11%
124
GSGOLDMAN SACHS GROUP INC
6,836$6.0M0.11%
125
VTIVANGUARD INDEX FDS
17,596$5.9M0.11%
126
SNSHARKNINJA INC
51,739$5.8M0.11%
127
EMREMERSON ELEC CO
43,018$5.7M0.11%
128
FTITECHNIPFMC PLC
124,800$5.6M0.10%
129
RYAAYRYANAIR HOLDINGS PLC
76,911$5.6M0.10%
130
ENSENERSYS
37,574$5.5M0.10%
131
TRPTC ENERGY CORP
96,650$5.3M0.10%
132
WMTWALMART INC
46,310$5.2M0.10%
133
ELVELEVANCE HEALTH INC FORMERLY
14,673$5.1M0.10%
134
COFCAPITAL ONE FINL CORP
21,206$5.1M0.10%
135
BXBLACKSTONE INC
32,900$5.1M0.09%
136
APOAPOLLO GLOBAL MGMT INC
35,012$5.1M0.09%
137
4I1PHILIP MORRIS INTL INC
31,470$5.0M0.09%
138
KGCKINROSS GOLD CORP
173,538$4.9M0.09%
139
RSPINVESCO EXCHANGE TRADED FD T
24,337$4.7M0.09%
140
MKLMARKEL GROUP INC
2,124$4.6M0.09%
141
LHXL3HARRIS TECHNOLOGIES INC
15,510$4.6M0.09%
142
TDYTELEDYNE TECHNOLOGIES INC
8,862$4.5M0.08%
143
GVAGRANITE CONSTR INC
39,041$4.5M0.08%
144
HASHASBRO INC
54,485$4.5M0.08%
145
RDDTREDDIT INC
18,896$4.3M0.08%
146
TRVCCITIGROUP INC
36,996$4.3M0.08%
147
GQ9SPDR GOLD TR
10,802$4.3M0.08%
148
SSNCSS&C TECHNOLOGIES HLDGS INC
47,347$4.1M0.08%
149
IQVIQVIA HLDGS INC
18,172$4.1M0.08%
150
LLYELI LILLY & CO
3,760$4.0M0.08%
151
ETENERGY TRANSFER L P
242,097$4.0M0.07%
152
ECLECOLAB INC
14,917$3.9M0.07%
153
TXTTEXTRON INC
43,637$3.8M0.07%
154
AMGNAMGEN INC
11,103$3.6M0.07%
155
KNKNOWLES CORP
168,965$3.6M0.07%
156
LRNSTRIDE INC
55,586$3.6M0.07%
157
SPGIS&P GLOBAL INC
6,802$3.6M0.07%
158
KMBKIMBERLY-CLARK CORP
34,678$3.5M0.07%
159
BDXBECTON DICKINSON & CO
17,964$3.5M0.07%
160
ADBEADOBE INC
9,606$3.4M0.06%
161
RYROYAL BK CDA
19,390$3.3M0.06%
162
EPDENTERPRISE PRODS PARTNERS L
101,170$3.2M0.06%
163
IWFISHARES TR
6,653$3.1M0.06%
164
CPTCAMDEN PPTY TR
28,460$3.1M0.06%
165
CMICUMMINS INC
6,008$3.1M0.06%
166
DVADAVITA INC
26,720$3.0M0.06%
167
CCEPCOCA-COLA EUROPACIFIC PARTNE
32,603$3.0M0.06%
168
BILSPDR SERIES TRUST
31,380$2.9M0.05%
169
LEALEAR CORP
24,849$2.8M0.05%
170
URBNURBAN OUTFITTERS INC
37,490$2.8M0.05%
171
MMM3M CO
17,403$2.8M0.05%
172
NTRSNORTHERN TR CORP
20,394$2.8M0.05%
173
AAMIACADIAN ASSET MANAGEMENT INC
59,197$2.8M0.05%
174
REPXRILEY EXPLORATION PERMIAN IN
103,800$2.7M0.05%
175
SBG1SEACOAST BKG CORP FLA
85,621$2.7M0.05%
176
VGTVANGUARD WORLD FD
3,567$2.7M0.05%
177
VMIVALMONT INDS INC
6,591$2.7M0.05%
178
AXPAMERICAN EXPRESS CO
7,129$2.6M0.05%
179
AXSAXIS CAP HLDGS LTD
24,491$2.6M0.05%
180
KMIKINDER MORGAN INC DEL
95,349$2.6M0.05%
181
INTUINTUIT
3,868$2.6M0.05%
182
WATWATERS CORP
6,642$2.5M0.05%
183
EQXEQUINOX GOLD CORP
175,000$2.5M0.05%
184
ROPROPER TECHNOLOGIES INC
5,510$2.5M0.05%
185
NKENIKE INC
38,123$2.4M0.05%
186
ISRGINTUITIVE SURGICAL INC
4,117$2.3M0.04%
187
UNHUNITEDHEALTH GROUP INC
6,862$2.3M0.04%
188
SHELSHELL PLC
29,903$2.2M0.04%
189
SHWSHERWIN WILLIAMS CO
6,742$2.2M0.04%
190
ATECALPHATEC HLDGS INC
100,000$2.1M0.04%
191
NAILDBX ETF TR
42,190$2.1M0.04%
192
NDQINVESCO QQQ TR
3,398$2.1M0.04%
193
WLYWILEY JOHN & SONS INC
67,422$2.1M0.04%
194
KK0NEXTNAV INC
121,952$2.0M0.04%
195
TPLTEXAS PACIFIC LAND CORPORATI
7,032$2.0M0.04%
196
MCDMCDONALDS CORP
6,170$1.9M0.04%
197
BAMBROOKFIELD ASSET MANAGMT LTD
35,591$1.9M0.03%
198
TRMBTRIMBLE INC
22,724$1.8M0.03%
199
NEENEXTERA ENERGY INC
21,512$1.7M0.03%
200
AMRZAMRIZE LTD
31,878$1.7M0.03%
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