StockDriftsStockDriftsTop 50 Cannell & Spears LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 4.57% | 727.5K | $257.0M | -11.04%(-90.24K) | $127.91(+167.89%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.3% | 648.6K | $242.0M | -1.15%(-7.51K) | $250.05(+94.39%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.71% | 721.8K | $208.9M | -0.50%(-3.64K) | $116.31(+162.56%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.08% | 346.3K | $173.3M | +1.79%(+6.09K) | $335.37(+49.49%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.94% | 693.8K | $165.4M | +0.24%(+1.63K) | $176.48(+48.76%) | 2026-06-30 | |
| VRT | VERTIV HOLDINGS CO | 2.67% | 447.9K | $150.0M | -13.05%(-67.20K) | $65.99(+348.40%) | 2026-06-30 | |
| CB | CHUBB LIMITED | 2.45% | 404.4K | $137.8M | -1.52%(-6.22K) | $205.01(+68.64%) | 2026-06-30 | |
| BN | BROOKFIELD CORP | 2.24% | 2.96M | $126.0M | +9.45%(+255.46K) | $28.76(+50.44%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.21% | 347.1K | $124.0M | -4.16%(-15.06K) | $58.79(+486.38%) | 2026-06-30 | |
| MRP | MILLROSE PPTYS INC | 1.98% | 3.70M | $111.3M | +0.70%(+25.74K) | $28.12(+7.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.77% | +47.26% | +8.67% | +51.56% |
| Top 20 Holdings Unweighted | +13.75% | +47.17% | +8.27% | +48.77% |
Cannell & Spears LLC reports $5.62B in US-listed equity holdings across 445 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (4.6%), MSFT (4.3%) and AAPL (3.7%). The top 20 holdings account for 45.83% of reported assets. Its disclosed equity book has returned +47.26% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cannell & Spears LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1426319). View Cannell & Spears LLC’s 13F filings on SEC