Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cannell & Spears LLC (CIK 1426319) reported $5.10B across 417 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($242.9M, 4.76%), GOOG ($234.6M, 4.60%), AAPL ($184.1M, 3.61%), BRK/B ($163.0M, 3.20%), AMZN ($144.2M, 2.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $242.9M | 4.76% | 656,147 | Trimmed |
| 2 | GOOG | ALPHABET INC | $234.6M | 4.60% | 817,724 | Trimmed |
| 3 | AAPL | APPLE INC | $184.1M | 3.61% | 725,424 | Trimmed |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $163.0M | 3.20% | 340,200 | Added |
| 5 | AMZN | AMAZON COM INC | $144.2M | 2.83% | 692,211 | Trimmed |
| 6 | CB | CHUBB LTD SWITZ | $133.8M | 2.62% | 410,618 | Trimmed |
| 7 | VRT | VERTIV HOLDINGS CO | $129.1M | 2.53% | 515,145 | Trimmed |
| 8 | BN | BROOKFIELD CORP | $109.4M | 2.14% | 2.7M | Added |
| 9 | GOOGL | ALPHABET INC | $104.1M | 2.04% | 362,168 | Trimmed |
| 10 | MRP | MILLROSE PPTYS INC | $103.0M | 2.02% | 3.7M | Added |
| 11 | MRK | MERCK & CO INC | $96.0M | 1.88% | 798,223 | Added |
| 12 | ADI | ANALOG DEVICES INC | $93.3M | 1.83% | 293,253 | Trimmed |
| 13 | UNP | UNION PAC CORP | $90.2M | 1.77% | 371,600 | Added |
| 14 | FTAI | FTAI AVIATION LTD | $86.0M | 1.69% | 351,133 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $82.6M | 1.62% | 473,623 | Added |
| 16 | AEM | AGNICO EAGLE MINES LTD | $79.0M | 1.55% | 389,145 | Trimmed |
| 17 | BEEX | TIDAL TRUST III | $68.9M | 1.35% | 2.8M | Added |
| 18 | GIL | GILDAN ACTIVEWEAR INC | $69.1M | 1.35% | 1.2M | Added |
| 19 | PWR | QUANTA SVCS INC | $67.1M | 1.32% | 122,280 | Trimmed |
| 20 | CRH | CRH PLC | $62.1M | 1.22% | 590,956 | Trimmed |
| 21 | WTM | WHITE MTNS INS GROUP LTD | $61.6M | 1.21% | 28,027 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $61.5M | 1.21% | 209,220 | Trimmed |
| 23 | B | BARRICK MNG CORP | $58.2M | 1.14% | 1.4M | Added |
| 24 | ABT | ABBOTT LABORATORIES | $56.5M | 1.11% | 550,416 | Trimmed |
| 25 | ORCL | ORACLE CORP | $54.9M | 1.08% | 373,350 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31