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 $5.62B across 444 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOG ($257.0M, 4.57%), MSFT ($242.0M, 4.30%), AAPL ($208.9M, 3.71%), BRKB ($173.3M, 3.08%), AMZN ($165.4M, 2.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $257.0M | 4.57% | 727,488 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $242.0M | 4.30% | 648,634 | Trimmed |
| 3 | AAPL | APPLE INC | $208.9M | 3.71% | 721,781 | Trimmed |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $173.3M | 3.08% | 346,294 | Added |
| 5 | AMZN | AMAZON COM INC | $165.4M | 2.94% | 693,842 | Added |
| 6 | VRT | VERTIV HOLDINGS CO | $150.0M | 2.67% | 447,943 | Trimmed |
| 7 | CB | CHUBB LIMITED | $137.8M | 2.45% | 404,394 | Trimmed |
| 8 | BN | BROOKFIELD CORP | $126.0M | 2.24% | 3.0M | Added |
| 9 | GOOGL | ALPHABET INC | $124.0M | 2.21% | 347,104 | Trimmed |
| 10 | FTAI | FTAI AVIATION LTD | $111.2M | 1.98% | 411,068 | Added |
| 11 | MRP | MILLROSE PPTYS INC | $111.3M | 1.98% | 3.7M | Added |
| 12 | UNP | UNION PAC CORP | $96.8M | 1.72% | 356,053 | Trimmed |
| 13 | MU | MICRON TECHNOLOGY INC | $94.9M | 1.69% | 82,226 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $91.5M | 1.63% | 457,229 | Trimmed |
| 15 | ADI | ANALOG DEVICES INC | $91.6M | 1.63% | 230,677 | Trimmed |
| 16 | SNDK | SANDISK CORP | $90.9M | 1.62% | 39,983 | New |
| 17 | PWR | QUANTA SVCS INC | $78.0M | 1.39% | 108,315 | Trimmed |
| 18 | AVGO | BROADCOM INC | $77.3M | 1.37% | 204,580 | Added |
| 19 | BEEX | TIDAL TRUST III | $75.9M | 1.35% | 2.9M | Added |
| 20 | GIL | GILDAN ACTIVEWEAR INC | $72.9M | 1.30% | 1.4M | Added |
| 21 | MRK | MERCK & CO INC | $71.6M | 1.27% | 557,332 | Trimmed |
| 22 | AEM | AGNICO EAGLE MINES LTD | $69.0M | 1.23% | 444,607 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $67.2M | 1.19% | 205,233 | Trimmed |
| 24 | ABBV | ABBVIE INC | $64.4M | 1.15% | 255,977 | Added |
| 25 | ABT | ABBOTT LABORATORIES | $64.2M | 1.14% | 707,022 | Added |
Source: SEC Form 13F filings · as of 2026-06-30