Cannell & Spears LLC Q3 2023 Filing

Filed November 21, 2023

Portfolio Value

$1166.5T

Holdings

205

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (205 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
347,259$109.6T9.40%
2
AAPLAPPLE INC
454,706$77.9T6.67%
3
TMOTHERMO FISHER SCIENTIFIC INC
107,702$54.5T4.67%
4
ORCLORACLE CORP
449,241$47.6T4.08%
5
GOOGLALPHABET INC
337,984$44.2T3.79%
6
CBCHUBB LIMITED
211,829$44.1T3.78%
7
GOOGALPHABET INC
318,934$42.1T3.60%
8
AONAON PLC
118,845$38.5T3.30%
9
BRK/BBERKSHIRE HATHAWAY INC DEL
106,928$37.5T3.21%
10
ICEINTERCONTINENTAL EXCHANGE IN
321,270$35.3T3.03%
11
DHRDANAHER CORPORATION
137,677$34.2T2.93%
12
CMCSACOMCAST CORP NEW
744,006$33.0T2.83%
13
JPMJPMORGAN CHASE & CO
219,808$31.9T2.73%
14
ADBEADOBE INC
59,753$30.5T2.61%
15
MDLZMONDELEZ INTL INC
414,959$28.8T2.47%
16
ELVELEVANCE HEALTH INC
64,505$28.1T2.41%
17
CCKCROWN HLDGS INC
311,053$27.5T2.36%
18
FISFIDELITY NATL INFORMATION SV
448,963$24.8T2.13%
19
QSRRESTAURANT BRANDS INTL INC
355,225$23.7T2.03%
20
FISVFISERV INC
208,953$23.6T2.02%
21
BERYEURBERRY GLOBAL GROUP INC
355,342$22.0T1.89%
22
FNVFRANCO NEV CORP
161,018$21.5T1.84%
23
PLDPROLOGIS INC.
189,845$21.3T1.83%
24
TTWOTAKE-TWO INTERACTIVE SOFTWAR
138,992$19.5T1.67%
25
APTVAPTIV PLC
172,171$17.0T1.46%
26
ADIANALOG DEVICES INC
87,588$15.3T1.31%
27
VMWEURVMWARE INC
65,801$11.0T0.94%
28
CHDCHURCH & DWIGHT CO INC
103,405$9.5T0.81%
29
JNJJOHNSON & JOHNSON
53,244$8.3T0.71%
30
ADSKAUTODESK INC
38,726$8.0T0.69%
31
IWBISHARES TR
26,005$6.1T0.52%
32
SPYSPDR S&P 500 ETF TR
12,973$5.5T0.48%
33
GMEDGLOBUS MED INC
111,361$5.5T0.47%
34
MAMASTERCARD INCORPORATED
13,909$5.5T0.47%
35
CMECME GROUP INC
27,313$5.5T0.47%
36
GMGENERAL MTRS CO
146,366$4.8T0.41%
37
AVGOBROADCOM INC
5,741$4.8T0.41%
38
WPMWHEATON PRECIOUS METALS CORP
116,058$4.7T0.40%
39
SLBSCHLUMBERGER LTD
78,522$4.6T0.39%
40
TRVCCITIGROUP INC
99,211$4.1T0.35%
41
CNCCENTENE CORP DEL
57,754$4.0T0.34%
42
BJBJS WHSL CLUB HLDGS INC
55,006$3.9T0.34%
43
IQVIQVIA HLDGS INC
18,526$3.6T0.31%
44
VOOVANGUARD INDEX FDS
9,170$3.6T0.31%
45
VTIVANGUARD INDEX FDS
14,451$3.1T0.26%
46
PSTGPURE STORAGE INC
83,100$3.0T0.25%
47
GPNGLOBAL PMTS INC
25,249$2.9T0.25%
48
WRBBERKLEY W R CORP
45,126$2.9T0.25%
49
UNHUNITEDHEALTH GROUP INC
5,510$2.8T0.24%
50
ADPAUTOMATIC DATA PROCESSING IN
11,390$2.7T0.23%
51
CHKPCHECK POINT SOFTWARE TECH LT
20,378$2.7T0.23%
52
PEPPEPSICO INC
16,029$2.7T0.23%
53
BRK-BBERKSHIRE HATHAWAY INC DEL
5$2.7T0.23%
54
PGPROCTER AND GAMBLE CO
16,005$2.3T0.20%
55
BALLBALL CORP
46,032$2.3T0.20%
56
SPGIS&P GLOBAL INC
6,140$2.2T0.19%
57
DPZDOMINOS PIZZA INC
4,883$1.8T0.16%
58
APDAIR PRODS & CHEMS INC
6,337$1.8T0.15%
59
GQ9SPDR GOLD TR
10,312$1.8T0.15%
60
EQIXEQUINIX INC
2,368$1.7T0.15%
61
COSTCOSTCO WHSL CORP NEW
2,956$1.7T0.14%
62
SNASNAP ON INC
6,457$1.6T0.14%
63
XLESELECT SECTOR SPDR TR
18,000$1.6T0.14%
64
AXSAXIS CAP HLDGS LTD
28,778$1.6T0.14%
65
KMIKINDER MORGAN INC DEL
94,021$1.6T0.13%
66
ICSHISHARES TR
30,859$1.6T0.13%
67
IWFISHARES TR
5,837$1.6T0.13%
68
PFEPFIZER INC
42,875$1.4T0.12%
69
BIIBBIOGEN INC
5,280$1.4T0.12%
70
IWMISHARES TR
7,498$1.3T0.11%
71
MRKMERCK & CO INC
12,869$1.3T0.11%
72
RSPINVESCO EXCHANGE TRADED FD T
9,189$1.3T0.11%
73
ATECALPHATEC HLDGS INC
100,000$1.3T0.11%
74
XOMEXXON MOBIL CORP
10,515$1.2T0.11%
75
TRMBTRIMBLE INC
22,700$1.2T0.10%
76
UPSUNITED PARCEL SERVICE INC
7,751$1.2T0.10%
77
NVDANVIDIA CORPORATION
2,745$1.2T0.10%
78
BRBROADRIDGE FINL SOLUTIONS IN
6,460$1.2T0.10%
79
LLYELI LILLY & CO
2,146$1.2T0.10%
80
8CWCROWN CASTLE INC
12,405$1.1T0.10%
81
IBBISHARES TR
9,190$1.1T0.10%
82
SEDGSOLAREDGE TECHNOLOGIES INC
8,645$1.1T0.10%
83
ABBVABBVIE INC
7,117$1.1T0.09%
84
DISDISNEY WALT CO
12,709$1.0T0.09%
85
NDQINVESCO QQQ TR
2,866$1.0T0.09%
86
UNBUNION BANKSHARES INC
47,292$1.0T0.09%
87
LABORATORY CORP AMER HLDGS
5,050$1.0T0.09%
88
BNBROOKFIELD CORP
32,217$1.0T0.09%
89
LHXL3HARRIS TECHNOLOGIES INC
5,785$1.0T0.09%
90
SBUXSTARBUCKS CORP
11,017$1.0T0.09%
91
4I1PHILIP MORRIS INTL INC
10,754$995.6B0.09%
92
DGDOLLAR GEN CORP NEW
9,230$976.5B0.08%
93
RFREGIONS FINANCIAL CORP NEW
56,516$972.1B0.08%
94
MKLMARKEL GROUP INC
659$970.4B0.08%
95
ACNACCENTURE PLC IRELAND
2,968$911.5B0.08%
96
GDGENERAL DYNAMICS CORP
4,095$904.9B0.08%
97
AMGNAMGEN INC
3,365$904.4B0.08%
98
AXPAMERICAN EXPRESS CO
5,865$875.0B0.08%
99
DOVDOVER CORP
6,091$849.8B0.07%
100
MOALTRIA GROUP INC
19,560$822.5B0.07%
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