Cannell & Spears LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$5.0B
Holdings
393
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (393 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $372.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $166.3M |
AAPLAPPLE INC | $159.7M |
GOOGALPHABET INC | $151.5M |
AMZNAMAZON COM INC | $139.1M |
ORCLORACLE CORP | $137.7M |
BNBROOKFIELD CORP | $115.4M |
CBCHUBB LIMITED | $88.1M |
VRTVERTIV HOLDINGS CO | $83.1M |
DHRDANAHER CORPORATION | $83.0M |
MRPMILLROSE PPTYS INC | $74.2M |
AVGOBROADCOM INC | $72.5M |
GOOGLALPHABET INC | $72.0M |
JPMJPMORGAN CHASE & CO. | $71.4M |
ABTABBOTT LABS | $70.8M |
RHCRH PLC | $70.5M |
EXEEXPAND ENERGY CORPORATION | $66.7M |
BEEXTIDAL TRUST III | $65.8M |
ADIANALOG DEVICES INC | $64.3M |
ABBVABBVIE INC | $63.2M |
EQTEQT CORP | $62.8M |
NVDANVIDIA CORPORATION | $62.2M |
AEMAGNICO EAGLE MINES LTD | $57.9M |
COSTCOSTCO WHSL CORP NEW | $57.8M |
FISFIDELITY NATL INFORMATION SV | $57.6M |
WTMWHITE MTNS INS GROUP LTD | $50.9M |
ICEINTERCONTINENTAL EXCHANGE IN | $50.4M |
PWRQUANTA SVCS INC | $49.1M |
FNFFIDELITY NATIONAL FINANCIAL | $48.5M |
DISDISNEY WALT CO | $45.5M |
LHLABCORP HOLDINGS INC | $42.7M |
TJXTJX COS INC NEW | $41.3M |
FCNCAFIRST CTZNS BANCSHARES INC N | $41.2M |
GILGILDAN ACTIVEWEAR INC | $41.0M |
FTAIFTAI AVIATION LTD | $40.7M |
MDLZMONDELEZ INTL INC | $40.1M |
SNSHARKNINJA INC | $39.7M |
AONAON PLC | $38.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $37.1M |
TOLTOLL BROTHERS INC | $34.4M |
UBERUBER TECHNOLOGIES INC | $34.3M |
FUNSIX FLAGS ENTERTAINMENT CORP | $33.7M |
HDHOME DEPOT INC | $33.1M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $32.8M |
CMCSACOMCAST CORP NEW | $32.6M |
FISVFISERV INC | $32.3M |
PLDPROLOGIS INC. | $31.2M |
LOWLOWES COS INC | $30.8M |
BKBANK NEW YORK MELLON CORP | $30.2M |
CLCOLGATE PALMOLIVE CO | $29.6M |
APDAIR PRODS & CHEMS INC | $29.3M |
XYLXYLEM INC | $28.7M |
JNJJOHNSON & JOHNSON | $28.6M |
ADBEADOBE INC | $28.4M |
NOWSERVICENOW INC | $28.0M |
FNVFRANCO NEV CORP | $27.4M |
LMTLOCKHEED MARTIN CORP | $27.1M |
MRKMERCK & CO INC | $26.7M |
ADPAUTOMATIC DATA PROCESSING IN | $26.3M |
FDXFEDEX CORP | $26.2M |
CCKCROWN HLDGS INC | $25.5M |
CVXCHEVRON CORP NEW | $25.4M |
HONHONEYWELL INTL INC | $24.8M |
ILMNILLUMINA INC | $23.7M |
QSRRESTAURANT BRANDS INTL INC | $23.3M |
BEPCBROOKFIELD RENEWABLE CORP | $22.4M |
KOCOCA COLA CO | $21.9M |
ALAIR LEASE CORP | $21.3M |
LENLENNAR CORP | $21.2M |
KMXCARMAX INC | $20.8M |
ITWILLINOIS TOOL WKS INC | $20.7M |
SYYSYSCO CORP | $20.3M |
RTXRTX CORPORATION | $19.8M |
CSTMCONSTELLIUM SE | $19.7M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $19.4M |
PBIPITNEY BOWES INC | $19.4M |
XOMEXXON MOBIL CORP | $18.9M |
AMCRAMCOR PLC | $18.9M |
NVTNVENT ELECTRIC PLC | $18.9M |
PEPPEPSICO INC | $17.6M |
HCAHCA HEALTHCARE INC | $17.0M |
PHYS/USPROTT PHYSICAL GOLD TR | $15.6M |
FTVFORTIVE CORP | $15.3M |
IBMINTERNATIONAL BUSINESS MACHS | $14.6M |
CEF/USPROTT PHYSICAL GOLD & SILVE | $14.5M |
REGNREGENERON PHARMACEUTICALS | $13.9M |
GMGENERAL MTRS CO | $13.4M |
SKTTANGER INC | $12.9M |
PARPAR TECHNOLOGY CORP | $12.8M |
MLMMARTIN MARIETTA MATLS INC | $12.6M |
BMYBRISTOL-MYERS SQUIBB CO | $12.5M |
UNPUNION PAC CORP | $12.0M |
AFLAFLAC INC | $12.0M |
PGPROCTER AND GAMBLE CO | $11.9M |
VOOVANGUARD INDEX FDS | $10.7M |
GEGE AEROSPACE | $10.6M |
SPYSPDR S&P 500 ETF TR | $10.4M |
ELVELEVANCE HEALTH INC | $10.3M |
BALLBALL CORP | $10.0M |
AYS1SANDSTORM GOLD LTD | $9.6M |
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