Cannell & Spears LLC

CIK 0001426319 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

Cannell & Spears LLC reported 445 positions worth $5.62B as of June 30, 2026 (13F filed August 11, 2026). Largest holding: GOOG (4.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$5.62B
2026 Q2
Positions
445
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.2%
Est. Net Flow (Q)
2026 Q2
10 / 445 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GOOGALPHABET INCSH$257.0M4.57%727,488
2MSFTMICROSOFT CORPSH$242.0M4.30%648,634
3AAPLAPPLE INCSH$208.9M3.71%721,781
4BRK-BBERKSHIRE HATHAWAY INC DELSH$173.3M3.08%346,294
5AMZNAMAZON COM INCSH$165.4M2.94%693,842
6VRTVERTIV HOLDINGS COSH$150.0M2.67%447,943
7CBCHUBB LIMITEDSH$137.8M2.45%404,394
8BNBROOKFIELD CORPSH$126.0M2.24%2,958,089
9GOOGLALPHABET INCSH$124.0M2.21%347,104
10MRPMILLROSE PPTYS INCSH$111.3M1.98%3,703,408

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Cannell & Spears LLC hold as of Q2 2026?

Cannell & Spears LLC reported 445 positions worth $5.62B in its Q2 2026 13F filing. Largest positions: GOOG (4.6%), MSFT (4.3%), AAPL (3.7%), BRK-B (3.1%) and AMZN (2.9%).

What did Cannell & Spears LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Cannell & Spears LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.