Cannell & Spears LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$5.3T

Holdings

400

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (400 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
742,608$384.6B7.25%
2
AAPLAPPLE INC
764,917$194.8B3.67%
3
GOOGALPHABET INC
795,073$193.6B3.65%
4
BRK/BBERKSHIRE HATHAWAY INC DEL
340,313$171.1B3.23%
5
ORCLORACLE CORP
524,524$147.5B2.78%
6
AMZNAMAZON COM INC
650,433$142.8B2.69%
7
BNBROOKFIELD CORP
1,803,463$123.7B2.33%
8
GOOGLALPHABET INC
404,510$98.3B1.85%
9
VRTVERTIV HOLDINGS CO
625,999$94.4B1.78%
10
AEMAGNICO EAGLE MINES LTD
559,751$94.4B1.78%
11
MRPMILLROSE PPTYS INC
2,628,406$88.3B1.67%
12
ADIANALOG DEVICES INC
346,191$85.1B1.60%
13
CBCHUBB LIMITED
300,782$84.9B1.60%
14
RHCRH PLC
680,082$81.5B1.54%
15
NVDANVIDIA CORPORATION
403,884$75.4B1.42%
16
JPMJPMORGAN CHASE & CO.
238,884$75.4B1.42%
17
ABTABBOTT LABS
561,928$75.3B1.42%
18
GILGILDAN ACTIVEWEAR INC
1,264,583$73.1B1.38%
19
BEEXTIDAL TRUST III
2,779,180$71.1B1.34%
20
ABBVABBVIE INC
285,026$66.0B1.24%
21
BBARRICK MNG CORP
1,856,103$60.8B1.15%
22
UBERUBER TECHNOLOGIES INC
605,268$59.3B1.12%
23
AMRZAMRIZE LTD
1,100,083$53.4B1.01%
24
PWRQUANTA SVCS INC
125,185$51.9B0.98%
25
METAMETA PLATFORMS INC
69,283$50.9B0.96%
26
AVGOBROADCOM INC
153,734$50.7B0.96%
27
COSTCOSTCO WHSL CORP NEW
52,311$48.4B0.91%
28
DHRDANAHER CORPORATION
241,890$48.0B0.90%
29
TJXTJX COS INC NEW
329,332$47.6B0.90%
30
WTMWHITE MTNS INS GROUP LTD
28,288$47.3B0.89%
31
ICEINTERCONTINENTAL EXCHANGE IN
274,235$46.2B0.87%
32
LHLABCORP HOLDINGS INC
159,580$45.8B0.86%
33
FISFIDELITY NATL INFORMATION SV
678,406$44.7B0.84%
34
AGIALAMOS GOLD INC NEW
1,276,296$44.5B0.84%
35
PKGPACKAGING CORP AMER
202,844$44.2B0.83%
36
TMOTHERMO FISHER SCIENTIFIC INC
89,106$43.2B0.82%
37
DISDISNEY WALT CO
370,708$42.4B0.80%
38
FNVFRANCO NEV CORP
177,356$39.5B0.75%
39
MDLZMONDELEZ INTL INC
626,795$39.2B0.74%
40
AONAON PLC
108,113$38.6B0.73%
41
PBIPITNEY BOWES INC
3,364,466$38.4B0.72%
42
PLDPROLOGIS INC.
318,284$36.4B0.69%
43
TOLTOLL BROTHERS INC
263,405$36.4B0.69%
44
HDHOME DEPOT INC
88,967$36.0B0.68%
45
BKBANK NEW YORK MELLON CORP
321,624$35.0B0.66%
46
JNJJOHNSON & JOHNSON
182,443$33.8B0.64%
47
BRK-BBERKSHIRE HATHAWAY INC DEL
44$33.2B0.63%
48
LOWLOWES COS INC
128,330$32.3B0.61%
49
XYLXYLEM INC
217,833$32.1B0.61%
50
CVXCHEVRON CORP NEW
201,996$31.4B0.59%
51
EQTEQT CORP
538,745$29.3B0.55%
52
LMTLOCKHEED MARTIN CORP
58,469$29.2B0.55%
53
MRKMERCK & CO INC
345,292$29.0B0.55%
54
LENLENNAR CORP
225,184$28.4B0.54%
55
NOWSERVICENOW INC
29,464$27.1B0.51%
56
CMCSACOMCAST CORP NEW
862,015$27.1B0.51%
57
FCNCAFIRST CTZNS BANCSHARES INC D
15,027$26.9B0.51%
58
FDXFEDEX CORP
113,994$26.9B0.51%
59
UNPUNION PAC CORP
108,819$25.7B0.49%
60
CLCOLGATE PALMOLIVE CO
318,090$25.4B0.48%
61
NVTNVENT ELECTRIC PLC
254,106$25.1B0.47%
62
INTCINTEL CORP
745,721$25.0B0.47%
63
ADPAUTOMATIC DATA PROCESSING IN
85,170$25.0B0.47%
64
FISVFISERV INC
192,142$24.8B0.47%
65
APDAIR PRODS & CHEMS INC
87,364$23.8B0.45%
66
AMCRAMCOR PLC
2,846,113$23.3B0.44%
67
CSTMCONSTELLIUM SE
1,557,835$23.2B0.44%
68
HONHONEYWELL INTL INC
109,646$23.1B0.44%
69
BEPCBROOKFIELD RENEWABLE CORP
667,559$23.0B0.43%
70
ILMNILLUMINA INC
239,301$22.7B0.43%
71
CHKPCHECK POINT SOFTWARE TECH LT
107,726$22.3B0.42%
72
RTXRTX CORPORATION
132,511$22.2B0.42%
73
ITWILLINOIS TOOL WKS INC
83,837$21.9B0.41%
74
SYYSYSCO CORP
264,063$21.7B0.41%
75
CCKCROWN HLDGS INC
216,164$20.9B0.39%
76
KOCOCA COLA CO
305,208$20.2B0.38%
77
TTWOTAKE-TWO INTERACTIVE SOFTWAR
77,590$20.0B0.38%
78
XOMEXXON MOBIL CORP
174,849$19.7B0.37%
79
QSRRESTAURANT BRANDS INTL INC
300,993$19.3B0.36%
80
FNFFIDELITY NATIONAL FINANCIAL
318,281$19.3B0.36%
81
HCAHCA HEALTHCARE INC
44,078$18.8B0.35%
82
PEPPEPSICO INC
133,409$18.7B0.35%
83
PHYS/USPROTT ASSET MANAGEMENT LP
614,790$18.2B0.34%
84
URBNURBAN OUTFITTERS INC
250,697$17.9B0.34%
85
CEF/USPROTT ASSET MANAGEMENT LP
483,025$17.7B0.33%
86
REGNREGENERON PHARMACEUTICALS
30,079$16.9B0.32%
87
SNSHARKNINJA INC
145,329$15.0B0.28%
88
ALAIR LEASE CORP
211,300$13.4B0.25%
89
SKTTANGER INC
380,525$12.9B0.24%
90
AYS1SANDSTORM GOLD LTD
1,020,996$12.8B0.24%
91
VOOVANGUARD INDEX FDS
20,808$12.7B0.24%
92
GEGE AEROSPACE
41,066$12.4B0.23%
93
NEMNEWMONT CORP
141,449$11.9B0.22%
94
AFLAFLAC INC
105,992$11.8B0.22%
95
SPYSPDR S&P 500 ETF TR
17,362$11.6B0.22%
96
BMYBRISTOL-MYERS SQUIBB CO
252,914$11.4B0.22%
97
PGPROCTER AND GAMBLE CO
72,256$11.1B0.21%
98
APTVAPTIV PLC
126,166$10.9B0.21%
99
TMHCTAYLOR MORRISON HOME CORP
158,045$10.4B0.20%
100
AXSMAXSOME THERAPEUTICS INC
84,151$10.2B0.19%
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