Cannell & Spears
$5.1B Assets Reported
446 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 656,147 | $243M | 4.8% |
| GOOG | ALPHABET INC | 817,724 | $235M | 4.6% |
| AAPL | APPLE INC | 725,424 | $184M | 3.6% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 340,200 | $163M | 3.2% |
| AMZN | AMAZON COM INC | 692,211 | $144M | 2.8% |
| CB | CHUBB LTD SWITZ | 410,618 | $134M | 2.6% |
| VRT | VERTIV HOLDINGS CO | 515,145 | $129M | 2.5% |
| BN | BROOKFIELD CORP | 2,702,625 | $109M | 2.2% |
| GOOGL | ALPHABET INC | 362,168 | $104M | 2.1% |
| MRP | MILLROSE PPTYS INC | 3,677,670 | $103M | 2.0% |
Track Cannell & Spears's 13F portfolio: $5.1B in reported holdings, 446 positions. Top holdings, AUM, and quarterly changes on SentiSense.