Cannell & Spears LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$4.6T
Holdings
390
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (390 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 779,550 | $292.6B | 6.30% | |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL | 350,731 | $186.8B | 4.02% | |
| 3 | AAPLAPPLE INC | 801,903 | $178.1B | 3.84% | |
| 4 | GOOGALPHABET INC | 1,034,567 | $161.6B | 3.48% | |
| 5 | AMZNAMAZON COM INC | 597,887 | $113.8B | 2.45% | |
| 6 | BNBROOKFIELD CORP | 1,916,061 | $100.4B | 2.16% | |
| 7 | CBCHUBB LIMITED | 309,759 | $93.5B | 2.01% | |
| 8 | FISFIDELITY NATL INFORMATION SV | 1,166,025 | $87.1B | 1.88% | |
| 9 | DHRDANAHER CORPORATION | 360,109 | $73.8B | 1.59% | |
| 10 | ABTABBOTT LABS | 539,923 | $71.6B | 1.54% | |
| 11 | EXEEXPAND ENERGY CORPORATION | 613,838 | $68.3B | 1.47% | |
| 12 | RHCRH PLC | 735,303 | $64.7B | 1.39% | |
| 13 | GOOGLALPHABET INC | 415,828 | $64.3B | 1.38% | |
| 14 | FTAIFTAI AVIATION LTD | 575,428 | $63.9B | 1.38% | |
| 15 | BEEXTIDAL TRUST III | 2,823,580 | $62.7B | 1.35% | |
| 16 | JPMJPMORGAN CHASE & CO. | 255,111 | $62.6B | 1.35% | |
| 17 | EQTEQT CORP | 1,142,582 | $61.0B | 1.31% | |
| 18 | ORCLORACLE CORP | 436,602 | $61.0B | 1.31% | |
| 19 | MRPMILLROSE PPTYS INC | 2,179,366 | $57.8B | 1.24% | |
| 20 | GMGENERAL MTRS CO | 1,218,142 | $57.3B | 1.23% | |
| 21 | COSTCOSTCO WHSL CORP NEW | 58,630 | $55.5B | 1.19% | |
| 22 | WTMWHITE MTNS INS GROUP LTD | 28,668 | $55.2B | 1.19% | |
| 23 | ABBVABBVIE INC | 261,623 | $54.8B | 1.18% | |
| 24 | VRTVERTIV HOLDINGS CO | 720,554 | $52.0B | 1.12% | |
| 25 | FUNSIX FLAGS ENTERTAINMENT CORP | 1,451,010 | $51.8B | 1.11% | |
| 26 | ICEINTERCONTINENTAL EXCHANGE IN | 289,103 | $49.9B | 1.07% | |
| 27 | MDLZMONDELEZ INTL INC | 712,020 | $48.3B | 1.04% | |
| 28 | TMOTHERMO FISHER SCIENTIFIC INC | 93,473 | $46.5B | 1.00% | |
| 29 | AEMAGNICO EAGLE MINES LTD | 416,959 | $45.2B | 0.97% | |
| 30 | AONAON PLC | 107,698 | $43.0B | 0.93% | |
| 31 | METAMETA PLATFORMS INC | 74,535 | $43.0B | 0.93% | |
| 32 | XPOXPO INC | 394,503 | $42.4B | 0.91% | |
| 33 | TJXTJX COS INC NEW | 342,007 | $41.7B | 0.90% | |
| 34 | REGNREGENERON PHARMACEUTICALS | 64,526 | $40.9B | 0.88% | |
| 35 | LHLABCORP HOLDINGS INC | 164,417 | $38.3B | 0.82% | |
| 36 | FISVFISERV INC | 169,705 | $37.5B | 0.81% | |
| 37 | DISDISNEY WALT CO | 369,087 | $36.4B | 0.78% | |
| 38 | CMCSACOMCAST CORP NEW | 984,033 | $36.3B | 0.78% | |
| 39 | BRK-BBERKSHIRE HATHAWAY INC DEL | 45 | $35.9B | 0.77% | |
| 40 | FTVFORTIVE CORP | 456,696 | $33.4B | 0.72% | |
| 41 | HDHOME DEPOT INC | 91,139 | $33.4B | 0.72% | |
| 42 | PWRQUANTA SVCS INC | 130,577 | $33.2B | 0.71% | |
| 43 | LOWLOWES COS INC | 142,011 | $33.1B | 0.71% | |
| 44 | UALUNITED AIRLS HLDGS INC | 470,567 | $32.5B | 0.70% | |
| 45 | UBERUBER TECHNOLOGIES INC | 428,033 | $31.2B | 0.67% | |
| 46 | CLCOLGATE PALMOLIVE CO | 326,226 | $30.6B | 0.66% | |
| 47 | JNJJOHNSON & JOHNSON | 183,892 | $30.5B | 0.66% | |
| 48 | MRKMERCK & CO INC | 335,057 | $30.1B | 0.65% | |
| 49 | ADIANALOG DEVICES INC | 148,263 | $29.9B | 0.64% | |
| 50 | CVXCHEVRON CORP NEW | 177,505 | $29.7B | 0.64% | |
| 51 | ADBEADOBE INC | 75,746 | $29.1B | 0.63% | |
| 52 | FDXFEDEX CORP | 116,467 | $28.4B | 0.61% | |
| 53 | BKBANK NEW YORK MELLON CORP | 335,017 | $28.1B | 0.61% | |
| 54 | AVGOBROADCOM INC | 165,891 | $27.8B | 0.60% | |
| 55 | ALAIR LEASE CORP | 552,733 | $26.7B | 0.57% | |
| 56 | LMTLOCKHEED MARTIN CORP | 59,004 | $26.4B | 0.57% | |
| 57 | ADPAUTOMATIC DATA PROCESSING IN | 85,207 | $26.0B | 0.56% | |
| 58 | FNVFRANCO NEV CORP | 163,893 | $25.8B | 0.56% | |
| 59 | APDAIR PRODS & CHEMS INC | 87,463 | $25.8B | 0.56% | |
| 60 | BEPCBROOKFIELD RENEWABLE CORP | 922,744 | $25.8B | 0.55% | |
| 61 | XYLXYLEM INC | 214,345 | $25.6B | 0.55% | |
| 62 | ILMNILLUMINA INC | 318,074 | $25.2B | 0.54% | |
| 63 | CCKCROWN HLDGS INC | 282,161 | $25.2B | 0.54% | |
| 64 | FNFFIDELITY NATIONAL FINANCIAL | 386,421 | $25.1B | 0.54% | |
| 65 | QSRRESTAURANT BRANDS INTL INC | 357,655 | $23.8B | 0.51% | |
| 66 | KOCOCA COLA CO | 315,518 | $22.6B | 0.49% | |
| 67 | HONHONEYWELL INTL INC | 105,984 | $22.4B | 0.48% | |
| 68 | LENLENNAR CORP | 190,602 | $21.9B | 0.47% | |
| 69 | NOWSERVICENOW INC | 26,830 | $21.4B | 0.46% | |
| 70 | XOMEXXON MOBIL CORP | 177,448 | $21.1B | 0.45% | |
| 71 | PLDPROLOGIS INC. | 188,322 | $21.1B | 0.45% | |
| 72 | PEPPEPSICO INC | 139,848 | $21.0B | 0.45% | |
| 73 | ITWILLINOIS TOOL WKS INC | 84,472 | $20.9B | 0.45% | |
| 74 | SYYSYSCO CORP | 273,702 | $20.5B | 0.44% | |
| 75 | JEFJEFFERIES FINL GROUP INC | 380,243 | $20.4B | 0.44% | |
| 76 | BERYEURBERRY GLOBAL GROUP INC | 279,579 | $19.5B | 0.42% | |
| 77 | SNSHARKNINJA INC | 213,090 | $17.8B | 0.38% | |
| 78 | RTXRTX CORPORATION | 134,090 | $17.8B | 0.38% | |
| 79 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 80,113 | $16.6B | 0.36% | |
| 80 | BMYBRISTOL-MYERS SQUIBB CO | 271,869 | $16.6B | 0.36% | |
| 81 | GILGILDAN ACTIVEWEAR INC | 360,635 | $15.9B | 0.34% | |
| 82 | HCAHCA HEALTHCARE INC | 45,117 | $15.6B | 0.34% | |
| 83 | PHYS/USPROTT PHYSICAL GOLD TR | 615,590 | $14.8B | 0.32% | |
| 84 | FCNCAFIRST CTZNS BANCSHARES INC N | 7,592 | $14.1B | 0.30% | |
| 85 | CEF/USPROTT PHYSICAL GOLD & SILVE | 483,025 | $13.7B | 0.30% | |
| 86 | PGPROCTER AND GAMBLE CO | 77,954 | $13.3B | 0.29% | |
| 87 | AFLAFLAC INC | 114,478 | $12.7B | 0.27% | |
| 88 | UNPUNION PAC CORP | 52,983 | $12.5B | 0.27% | |
| 89 | NVTNVENT ELECTRIC PLC | 236,473 | $12.4B | 0.27% | |
| 90 | PBIPITNEY BOWES INC | 1,323,072 | $12.0B | 0.26% | |
| 91 | ELVELEVANCE HEALTH INC | 26,228 | $11.4B | 0.25% | |
| 92 | PARPAR TECHNOLOGY CORP | 177,022 | $10.9B | 0.23% | |
| 93 | SKTTANGER INC | 318,520 | $10.8B | 0.23% | |
| 94 | NVDANVIDIA CORPORATION | 98,523 | $10.7B | 0.23% | |
| 95 | VOOVANGUARD INDEX FDS | 20,045 | $10.3B | 0.22% | |
| 96 | GEGE AEROSPACE | 51,185 | $10.2B | 0.22% | |
| 97 | DEDEERE & CO | 21,646 | $10.2B | 0.22% | |
| 98 | BDXBECTON DICKINSON & CO | 43,865 | $10.0B | 0.22% | |
| 99 | AXSMAXSOME THERAPEUTICS INC | 84,264 | $9.8B | 0.21% | |
| 100 | IBMINTERNATIONAL BUSINESS MACHS | 38,317 | $9.5B | 0.21% |
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