Cannell & Spears LLC Q2 2018 Filing

Filed August 10, 2018

Portfolio Value

$770.3B

Holdings

174

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (174 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
530,032$52.3B6.79%
2
TMOTHERMO FISHER SCIENTIFIC INC
186,711$38.7B5.02%
3
CBCHUBB LIMITED
282,588$35.9B4.66%
4
AAPLAPPLE INC
184,623$34.2B4.44%
5
ORCLORACLE CORP
762,733$33.6B4.36%
6
DHRDANAHER CORP DEL
328,561$32.4B4.21%
7
BALLBALL CORP
878,704$31.2B4.06%
8
CITUSDCIT GROUP INC
594,932$30.0B3.89%
9
AIGAMERICAN INTL GROUP INC
557,656$29.6B3.84%
10
TRVCCITIGROUP INC
432,947$29.0B3.76%
11
UPSUNITED PARCEL SERVICE INC
253,368$26.9B3.49%
12
JPMJPMORGAN CHASE & CO
254,324$26.5B3.44%
13
APTVAPTIV PLC
259,566$23.8B3.09%
14
DALDELTA AIR LINES INC DEL
460,253$22.8B2.96%
15
CMCSACOMCAST CORP NEW
673,676$22.1B2.87%
16
GILDGILEAD SCIENCES INC
307,673$21.8B2.83%
17
GOOGLALPHABET INC
19,228$21.7B2.82%
18
GOOGALPHABET INC
19,173$21.4B2.78%
19
ALLERGAN PLC
126,000$21.0B2.73%
20
METMETLIFE INC
445,431$19.4B2.52%
21
CELGCELGENE CORP
195,318$15.5B2.01%
22
WHRWHIRLPOOL CORP
95,846$14.0B1.82%
23
SLBSCHLUMBERGER LTD
192,159$12.9B1.67%
24
GEGENERAL ELECTRIC CO
860,512$11.7B1.52%
25
R6C2ROYAL DUTCH SHELL PLC
103,175$7.5B0.97%
26
JNJJOHNSON & JOHNSON
58,139$7.1B0.92%
27
RDS/AROYAL DUTCH SHELL PLC
93,781$6.5B0.84%
28
UNHUNITEDHEALTH GROUP INC
25,589$6.3B0.82%
29
DELPHI TECHNOLOGIES PLC
132,007$6.0B0.78%
30
RIGTRANSOCEAN LTD
435,800$5.9B0.76%
31
AXSAXIS CAPITAL HOLDINGS LTD
68,328$3.8B0.49%
32
SPYSPDR S&P 500 ETF TR
10,744$2.9B0.38%
33
UNBUNION BANKSHARES INC
54,888$2.8B0.37%
34
AONAON PLC
20,041$2.7B0.36%
35
BRK/BBERKSHIRE HATHAWAY INC DEL
14,082$2.6B0.34%
36
ADNTADIENT PLC
42,066$2.1B0.27%
37
XOMEXXON MOBIL CORP
24,274$2.0B0.26%
38
VBRVANGUARD INDEX FDS
14,510$2.0B0.26%
39
PEPPEPSICO INC
17,791$1.9B0.25%
40
WFCWELLS FARGO CO NEW
34,944$1.9B0.25%
41
JCIJOHNSON CTLS INTL PLC
57,270$1.9B0.25%
42
IBBISHARES TR
15,564$1.7B0.22%
43
TRMBTRIMBLE INC
50,600$1.7B0.22%
44
MRKMERCK & CO INC
27,277$1.7B0.21%
45
KMIKINDER MORGAN INC DEL
88,841$1.6B0.20%
46
BIIBBIOGEN INC
5,399$1.6B0.20%
47
OSVEURVANECK VECTORS ETF TR
58,050$1.5B0.20%
48
ADPAUTOMATIC DATA PROCESSING IN
11,039$1.5B0.19%
49
VOOVANGUARD INDEX FDS
5,735$1.4B0.19%
50
VEAVANGUARD TAX MANAGED INTL FD
33,006$1.4B0.18%
51
BRK-BBERKSHIRE HATHAWAY INC DEL
5$1.4B0.18%
52
PGPROCTER AND GAMBLE CO
16,047$1.3B0.16%
53
IWFISHARES TR
8,490$1.2B0.16%
54
CCICROWN CASTLE INTL CORP NEW
10,944$1.2B0.15%
55
VDCVANGUARD WORLD FDS
8,179$1.1B0.14%
56
VEUVANGUARD INTL EQUITY INDEX F
20,962$1.1B0.14%
57
FMCF M C CORP
12,000$1.1B0.14%
58
SBUXSTARBUCKS CORP
21,549$1.1B0.14%
59
MMM3M CO
5,328$1.0B0.14%
60
ARMKARAMARK
27,860$1.0B0.13%
61
MKLMARKEL CORP
923$1.0B0.13%
62
RFREGIONS FINL CORP NEW
56,016$996.0M0.13%
63
HEDJWISDOMTREE TR
15,742$994.0M0.13%
64
WBAWALGREENS BOOTS ALLIANCE INC
16,410$985.0M0.13%
65
VGTVANGUARD WORLD FDS
5,320$965.0M0.13%
66
XLFISELECT SECTOR SPDR TR
8,695$950.0M0.12%
67
SYKSTRYKER CORP
5,600$946.0M0.12%
68
IBMINTERNATIONAL BUSINESS MACHS
6,635$927.0M0.12%
69
COPCONOCOPHILLIPS
13,091$911.0M0.12%
70
SEDGSOLAREDGE TECHNOLOGIES INC
18,300$876.0M0.11%
71
CVSCVS HEALTH CORP
12,925$832.0M0.11%
72
APDAIR PRODS & CHEMS INC
5,325$829.0M0.11%
73
FTVFORTIVE CORP
10,264$791.0M0.10%
74
BABOEING CO
2,278$764.0M0.10%
75
GQ9SPDR GOLD TRUST
6,340$752.0M0.10%
76
LNCLINCOLN NATL CORP IND
12,000$747.0M0.10%
77
BRBROADRIDGE FINL SOLUTIONS IN
6,460$744.0M0.10%
78
XLFISELECT SECTOR SPDR TR
27,763$738.0M0.10%
79
STTSTATE STR CORP
7,500$698.0M0.09%
80
VGKVANGUARD INTL EQUITY INDEX F
12,325$692.0M0.09%
81
IWNISHARES TR
5,125$676.0M0.09%
82
DFEWISDOMTREE TR
10,325$674.0M0.09%
83
CSXCSX CORP
10,223$652.0M0.08%
84
INTCINTEL CORP
12,817$637.0M0.08%
85
PSXPHILLIPS 66
5,622$631.0M0.08%
86
4I1PHILIP MORRIS INTL INC
7,739$625.0M0.08%
87
WMBWILLIAMS COS INC DEL
23,000$624.0M0.08%
88
BKBANK NEW YORK MELLON CORP
11,441$617.0M0.08%
89
MAMASTERCARD INCORPORATED
3,119$613.0M0.08%
90
VWOVANGUARD INTL EQUITY INDEX F
13,674$577.0M0.07%
91
BACBANK AMER CORP
19,925$562.0M0.07%
92
XLVSELECT SECTOR SPDR TR
6,590$550.0M0.07%
93
AXPAMERICAN EXPRESS CO
5,552$544.0M0.07%
94
RYAAYRYANAIR HLDGS PLC
4,700$537.0M0.07%
95
FISFIDELITY NATL INFORMATION SV
5,000$530.0M0.07%
96
FUSION CONNECT INC
133,334$525.0M0.07%
97
ACNACCENTURE PLC IRELAND
3,165$518.0M0.07%
98
BMYBRISTOL MYERS SQUIBB CO
9,340$517.0M0.07%
99
EOGEOG RES INC
4,069$506.0M0.07%
100
NDQINVESCO QQQ TR
2,925$502.0M0.07%
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