Cannell & Spears LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$5.3B
Holdings
411
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (411 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $361.4M |
GOOGALPHABET INC | $267.7M |
AAPLAPPLE INC | $202.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $170.6M |
AMZNAMAZON COM INC | $159.8M |
CBCHUBB LIMITED | $137.7M |
GOOGLALPHABET INC | $122.4M |
BNBROOKFIELD CORP | $122.1M |
MRPMILLROSE PPTYS INC | $108.4M |
VRTVERTIV HOLDINGS CO | $96.9M |
ADIANALOG DEVICES INC | $94.2M |
RHCRH PLC | $87.9M |
ORCLORACLE CORP | $87.4M |
AEMAGNICO EAGLE MINES LTD | $86.3M |
UNPUNION PAC CORP | $81.8M |
GILGILDAN ACTIVEWEAR INC | $74.1M |
BEEXTIDAL TRUST III | $73.0M |
AVGOBROADCOM INC | $71.1M |
NVDANVIDIA CORPORATION | $71.0M |
ABTABBOTT LABS | $70.7M |
JPMJPMORGAN CHASE & CO. | $70.2M |
REGNREGENERON PHARMACEUTICALS | $69.0M |
ABBVABBVIE INC | $61.6M |
BBARRICK MNG CORP | $60.8M |
DHRDANAHER CORPORATION | $58.6M |
WTMWHITE MTNS INS GROUP LTD | $58.4M |
FTAIFTAI AVIATION LTD | $56.3M |
PWRQUANTA SVCS INC | $52.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $51.6M |
TJXTJX COS INC NEW | $49.6M |
ICEINTERCONTINENTAL EXCHANGE IN | $47.2M |
FISFIDELITY NATL INFORMATION SV | $44.8M |
COSTCOSTCO WHSL CORP NEW | $44.4M |
DISDISNEY WALT CO | $42.2M |
LHLABCORP HOLDINGS INC | $39.8M |
AONAON PLC | $39.1M |
PLDPROLOGIS INC. | $37.7M |
JNJJOHNSON & JOHNSON | $37.6M |
FNVFRANCO NEV CORP | $36.7M |
MRKMERCK & CO INC | $36.4M |
BKBANK NEW YORK MELLON CORP | $36.2M |
MLMMARTIN MARIETTA MATLS INC | $32.8M |
FDXFEDEX CORP | $32.8M |
CVXCHEVRON CORP NEW | $32.6M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $31.7M |
MDLZMONDELEZ INTL INC | $31.4M |
LOWLOWES COS INC | $30.7M |
HDHOME DEPOT INC | $30.6M |
RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC | $29.2M |
SHAKSHAKE SHACK INC | $28.8M |
ILMNILLUMINA INC | $28.6M |
LMTLOCKHEED MARTIN CORP | $28.0M |
XYLXYLEM INC | $25.9M |
AGIALAMOS GOLD INC NEW | $25.5M |
NVTNVENT ELECTRIC PLC | $25.4M |
CLCOLGATE PALMOLIVE CO | $25.0M |
RTXRTX CORPORATION | $24.3M |
FCNCAFIRST CTZNS BANCSHARES INC D | $24.2M |
HONHONEYWELL INTL INC | $23.2M |
LENLENNAR CORP | $22.8M |
CMCSACOMCAST CORP NEW | $22.8M |
CCKCROWN HLDGS INC | $22.2M |
CEF/USPROTT ASSET MANAGEMENT LP | $22.1M |
ADPAUTOMATIC DATA PROCESSING IN | $21.8M |
BEPCBROOKFIELD RENEWABLE CORP | $21.6M |
KOCOCA COLA CO | $21.3M |
XOMEXXON MOBIL CORP | $20.9M |
ITWILLINOIS TOOL WKS INC | $20.6M |
NOWSERVICENOW INC | $20.5M |
QSRRESTAURANT BRANDS INTL INC | $20.4M |
EQTEQT CORP | $20.3M |
PHYS/USPROTT ASSET MANAGEMENT LP | $20.3M |
HCAHCA HEALTHCARE INC | $20.0M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $19.7M |
APDAIR PRODS & CHEMS INC | $19.7M |
SYYSYSCO CORP | $19.6M |
AMCRAMCOR PLC | $19.0M |
PEPPEPSICO INC | $18.7M |
CSTMCONSTELLIUM SE | $18.2M |
NEMNEWMONT CORP | $18.0M |
PKGPACKAGING CORP AMER | $17.7M |
CHKPCHECK POINT SOFTWARE TECH LT | $16.8M |
TXNTEXAS INSTRS INC | $16.2M |
AXSMAXSOME THERAPEUTICS INC | $15.4M |
ELFE L F BEAUTY INC | $14.9M |
RGLDROYAL GOLD INC | $14.6M |
BMYBRISTOL-MYERS SQUIBB CO | $13.6M |
FNFFIDELITY NATIONAL FINANCIAL | $13.3M |
VOOVANGUARD INDEX FDS | $12.8M |
UBERUBER TECHNOLOGIES INC | $12.3M |
AFLAFLAC INC | $11.5M |
SPYSPDR S&P 500 ETF TR | $11.5M |
CATCATERPILLAR INC | $10.8M |
PGPROCTER AND GAMBLE CO | $10.3M |
NYTNEW YORK TIMES CO | $10.3M |
IWBISHARES TR | $10.2M |
GMGENERAL MTRS CO | $9.8M |
IBMINTERNATIONAL BUSINESS MACHS | $9.8M |
PSLV/USPROTT ASSET MANAGEMENT LP | $9.6M |
APTVAPTIV PLC | $9.6M |
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