§ 13F · FUND PROFILE
Cannell & Spears LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5.3B (13F)Positions · 400Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$60M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 656K | $243M | 2.4% | — |
| 2 | MSFT | MICROSOFT CORP | 656K | $240M | 2.4% | +76% |
| 3 | GOOG | ALPHABET INC | 818K | $235M | 2.3% | — |
| 4 | GOOG | ALPHABET INC | 819K | $232M | 2.3% | +92% |
| 5 | AAPL | APPLE INC | 725K | $184M | 1.8% | — |
| 6 | AAPL | APPLE INC | 728K | $182M | 1.8% | +95% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 340K | $163M | 1.6% | — |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 340K | $163M | 1.6% | +100% |
| 9 | AMZN | AMAZON COM INC | 692K | $144M | 1.4% | — |
| 10 | AMZN | AMAZON COM INC | 693K | $143M | 1.4% | +100% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CANNELL SIGNAL
AC read
Cannell & Spears LLC is a Other fund managing $5.3 billion in assets. The fund runs a broad portfolio of 400 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed