Cannell & Spears LLC — 13F holdings

Cannell & Spears LLC reported 445 holdings worth $5.62B in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. GOOG ALPHABET INC — $257M (4.6%)
2. MSFT MICROSOFT CORP — $242M (4.3%)
3. AAPL APPLE INC — $209M (3.7%)
4. BRK.B BERKSHIRE HATHAWAY INC DEL — $173M (3.1%)
5. AMZN AMAZON COM INC — $165M (2.9%)
6. VRT VERTIV HOLDINGS CO — $150M (2.7%)
7. CB CHUBB LIMITED — $138M (2.5%)
8. BN Brookfield Corp — $126M (2.2%)
9. GOOGL ALPHABET INC — $124M (2.2%)
10. MRP MILLROSE PPTYS INC — $111M (2.0%)