§ 13F · FUND PROFILE
Cannell & Spears LLC.
AUM · $5.6B (13F)Positions · 445Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$295M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 727K | $257M | 4.6% | −56% |
| 2 | MSFT | MICROSOFT CORP | 649K | $242M | 4.3% | −51% |
| 3 | AAPL | APPLE INC | 722K | $209M | 3.7% | −50% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 346K | $173M | 3.1% | −49% |
| 5 | AMZN | AMAZON COM INC | 694K | $165M | 2.9% | −50% |
| 6 | VRT | VERTIV HOLDINGS CO | 448K | $150M | 2.7% | −57% |
| 7 | CB | CHUBB LIMITED | 404K | $138M | 2.5% | −51% |
| 8 | BN | BROOKFIELD CORP | 2.96M | $126M | 2.2% | −45% |
| 9 | GOOGL | ALPHABET INC | 347K | $124M | 2.2% | −52% |
| 10 | MRP | MILLROSE PPTYS INC | 3.70M | $111M | 2.0% | −50% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CANNELL SIGNAL
AC read
Cannell & Spears LLC is a Other fund managing $5.6 billion in assets. The fund runs a broad portfolio of 445 positions.
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