StockDriftsStockDriftsTop 50 Cannell & Spears LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 4.76% | 656.1K | $242.9M | -12.18%(-91.04K) | $250.05(+56.16%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.6% | 817.7K | $234.6M | -4.15%(-35.38K) | $127.91(+178.47%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.61% | 725.4K | $184.1M | -2.48%(-18.42K) | $116.31(+165.36%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.2% | 340.2K | $163.0M | +0.21%(+722) | $332.65(+52.65%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.83% | 692.2K | $144.2M | -0.04%(-257) | $176.38(+37.59%) | 2026-03-31 | |
| CB | CHUBB LTD SWITZ | 2.62% | 410.6K | $133.8M | -6.92%(-30.53K) | $205.01(+76.17%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 2.53% | 515.1K | $129.1M | -13.85%(-82.82K) | $65.99(+355.43%) | 2026-03-31 | |
| BN | BROOKFIELD CORP | 2.14% | 2.70M | $109.4M | +1.61%(+42.86K) | $27.64(+57.14%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.04% | 362.2K | $104.1M | -7.35%(-28.75K) | $58.79(+512.23%) | 2026-03-31 | |
| MRP | MILLROSE PPTYS INC | 2.02% | 3.68M | $103.0M | +1.37%(+49.62K) | $28.11(+5.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.43% | +45.95% |
| Top 20 Holdings Unweighted | +13.74% | +47.13% |
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