Cannell & Spears LLC Q3 2024 Filing

Filed November 12, 2024

Portfolio Value

$5.1B

Holdings

401

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (401 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
831,391$357.7T7040955.93%
2
AAPLAPPLE INC
853,696$198.9T3914842.04%
3
GOOGALPHABET INC
1,107,273$185.1T3643509.58%
4
BRK/BBERKSHIRE HATHAWAY INC DEL
368,820$169.8T3340971.12%
5
AMZNAMAZON COM INC
600,882$112.0T2203570.18%
6
BNBROOKFIELD CORP
2,045,905$108.7T2140147.16%
7
CBCHUBB LIMITED
341,160$98.4T1936390.44%
8
LENLENNAR CORP
509,659$95.6T1880570.22%
9
ORCLORACLE CORP
503,453$85.8T1688432.11%
10
ILMNILLUMINA INC
639,757$83.4T1642029.09%
11
RHCRH PLC
848,363$78.7T1548473.28%
12
GOOGLALPHABET INC
469,585$77.9T1532798.22%
13
VRTVERTIV HOLDINGS CO
747,771$74.4T1464208.62%
14
TMOTHERMO FISHER SCIENTIFIC INC
109,887$68.0T1337797.54%
15
FISFIDELITY NATL INFORMATION SV
806,826$67.6T1329902.41%
16
ABTABBOTT LABS
590,508$67.3T1325023.68%
17
FUNSIX FLAGS ENTERTAINMENT CORP
1,645,849$66.3T1305742.98%
18
DHRDANAHER CORPORATION
234,485$65.2T1283055.99%
19
ADIANALOG DEVICES INC
264,389$60.9T1197698.95%
20
JPMJPMORGAN CHASE & CO.
284,189$59.9T1179387.11%
21
XYLXYLEM INC
434,030$58.6T1153466.34%
22
ICEINTERCONTINENTAL EXCHANGE IN
360,009$57.8T1138208.86%
23
ADBEADOBE INC
110,228$57.1T1123294.63%
24
EXECHESAPEAKE ENERGY CORP
689,193$56.7T1115659.51%
25
COSTCOSTCO WHSL CORP NEW
63,567$56.4T1109118.84%
26
TOLTOLL BROTHERS INC
356,479$55.1T1083900.04%
27
CSTMCONSTELLIUM SE
3,266,902$53.1T1045469.96%
28
LOWLOWES COS INC
188,333$51.0T1003945.58%
29
XPOXPO INC
472,737$50.8T1000284.10%
30
MDLZMONDELEZ INTL INC
679,744$50.1T985578.31%
31
GMGENERAL MTRS CO
1,101,529$49.4T972112.31%
32
WTMWHITE MTNS INS GROUP LTD
28,923$49.1T965537.64%
33
CMCSACOMCAST CORP NEW
1,164,126$48.6T957016.54%
34
AONAON PLC
131,654$45.6T896503.23%
35
TECK/BTECK RESOURCES LTD
861,150$45.0T885394.63%
36
ABBVABBVIE INC
223,810$44.2T869876.33%
37
AEMAGNICO EAGLE MINES LTD
539,281$43.4T855046.00%
38
HIIHUNTINGTON INGALLS INDS INC
159,164$42.1T828186.88%
39
PWRQUANTA SVCS INC
136,584$40.7T801474.21%
40
TJXTJX COS INC NEW
346,279$40.7T801063.15%
41
FISVFISERV INC
215,272$38.7T761147.50%
42
HDHOME DEPOT INC
95,152$38.6T758826.36%
43
LHLABCORP HOLDINGS INC
170,296$38.1T749027.94%
44
MRKMERCK & CO INC
328,939$37.4T735183.35%
45
FTVFORTIVE CORP
468,204$37.0T727331.06%
46
DISDISNEY WALT CO
383,527$36.9T726073.81%
47
LMTLOCKHEED MARTIN CORP
62,858$36.7T723174.59%
48
GEGE AEROSPACE
189,922$35.8T704895.54%
49
CLCOLGATE PALMOLIVE CO
333,396$34.6T681169.32%
50
KEXKIRBY CORP
281,520$34.5T678347.17%
51
ELVELEVANCE HEALTH INC
66,232$34.4T677835.67%
52
FDXFEDEX CORP
118,842$32.5T640130.20%
53
CCKCROWN HLDGS INC
333,516$32.0T629360.60%
54
QSRRESTAURANT BRANDS INTL INC
434,942$31.4T617364.64%
55
FNVFRANCO NEV CORP
251,260$31.2T614433.63%
56
BRK-BBERKSHIRE HATHAWAY INC DEL
45$31.1T612151.03%
57
JNJJOHNSON & JOHNSON
170,206$27.6T542882.22%
58
NOWSERVICENOW INC
30,682$27.4T540089.22%
59
ALAIR LEASE CORP
583,652$26.4T520248.96%
60
AVGOBROADCOM INC
151,145$26.1T513142.26%
61
APDAIR PRODS & CHEMS INC
86,766$25.8T508442.30%
62
CVXCHEVRON CORP NEW
174,686$25.7T506322.59%
63
PLDPROLOGIS INC.
202,807$25.6T504049.10%
64
BKBANK NEW YORK MELLON CORP
353,564$25.4T500046.23%
65
PEPPEPSICO INC
148,974$25.3T498588.24%
66
GILGILDAN ACTIVEWEAR INC
525,890$24.8T487599.12%
67
ADPAUTOMATIC DATA PROCESSING IN
87,023$24.1T473963.84%
68
BERYEURBERRY GLOBAL GROUP INC
343,335$23.3T459361.02%
69
DELLDELL TECHNOLOGIES INC
195,944$23.2T457142.70%
70
ITWILLINOIS TOOL WKS INC
85,047$22.3T438663.21%
71
KOCOCA COLA CO
307,388$22.1T434739.43%
72
HONHONEYWELL INTL INC
105,508$21.8T429241.59%
73
EQTEQT CORP
573,520$21.0T413579.44%
74
SYYSYSCO CORP
267,467$20.9T410916.58%
75
XOMEXXON MOBIL CORP
175,131$20.5T404037.37%
76
HCAHCA HEALTHCARE INC
47,393$19.3T379100.94%
77
FTAIFTAI AVIATION LTD
137,625$18.3T359979.06%
78
TTWOTAKE-TWO INTERACTIVE SOFTWAR
118,070$18.1T357186.33%
79
RTXRTX CORPORATION
138,366$16.8T329946.51%
80
UALUNITED AIRLS HLDGS INC
293,005$16.7T329049.85%
81
FNFFIDELITY NATIONAL FINANCIAL
266,453$16.5T325452.28%
82
CCEPCOCA-COLA EUROPACIFIC PARTNE
192,449$15.2T298277.94%
83
BAXBAXTER INTL INC
384,446$14.6T287296.83%
84
MUSAMURPHY USA INC
28,972$14.3T281038.47%
85
BMYBRISTOL-MYERS SQUIBB CO
273,382$14.1T278388.48%
86
FCNCAFIRST CTZNS BANCSHARES INC N
7,664$14.1T277684.99%
87
AFLAFLAC INC
122,881$13.7T270384.29%
88
BALLBALL CORP
198,884$13.5T265820.52%
89
LHXL3HARRIS TECHNOLOGIES INC
55,638$13.2T260475.03%
90
UNPUNION PAC CORP
51,997$12.8T252240.53%
91
PHYS/USPROTT PHYSICAL GOLD TR
615,590$12.5T246916.80%
92
PGPROCTER AND GAMBLE CO
72,064$12.5T245652.49%
93
APTVAPTIV PLC
170,710$12.3T241939.64%
94
CEF/USPROTT PHYSICAL GOLD & SILVE
483,025$11.8T232816.25%
95
BDXBECTON DICKINSON & CO
48,822$11.8T231668.89%
96
REGNREGENERON PHARMACEUTICALS
10,640$11.2T220139.73%
97
PKGPACKAGING CORP AMER
51,820$11.2T219683.79%
98
NVDANVIDIA CORPORATION
84,548$10.3T202078.47%
99
VOOVANGUARD INDEX FDS
19,078$10.1T198131.14%
100
MMM3M CO
73,134$10.0T196762.69%
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