CS

Cannell & Spears LLC

13F
Cannell & Spears LLC
Last update 2025-05-14 390 Stocks (29 new)
Value $4.64 Bil Turnover 9 %
Countries:
Top Holdings: MSFT(6.30%)BRK.B(4.02%)AAPL(3.84%)GOOG(3.48%)AMZN(2.45%)
Summary Stock Picks Current Portfolio
Cannell & Spears LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
779,550
292,635.3
+0.03%
6.300
0%
0.010
+32.15%
+21.67%
3,797,138.0
Software
BRK.B
Berkshire Hathaway Inc
350,731
186,792.4
-1.15%
4.020
-0.04%
0.020
-9.60%
+6.03%
1,039,421.7
Insurance
AAPL
Apple Inc
801,903
178,126.6
+0.26%
3.840
+0.01%
0.010
+2.72%
-14.43%
3,192,682.2
Hardware
GOOG
Alphabet Inc
1,034,567
161,630.4
-0.49%
3.480
-0.02%
0.010
+19.79%
+1.69%
2,329,696.9
Interactive Media
AMZN
Amazon.com Inc
597,887
113,754.0
+8.99%
2.450
+0.20%
0.010
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical
BN
Brookfield Corp
1,916,061
100,420.8
-3.55%
2.160
-0.08%
0.120
+27.65%
+17.80%
103,746.6
Asset Management
CB
Chubb Ltd
309,759
93,544.1
-0.42%
2.010
-0.01%
0.080
-3.87%
-1.58%
107,710.2
Insurance
FIS
Fidelity National Information Services Inc
Fidelity National Information Services Inc
1,166,025
87,078.8
+64.55%
1.880
+0.74%
0.220
+1.17%
+0.61%
42,247.0
Software
DHR
Danaher Corp
360,109
73,822.3
-6.05%
1.590
-0.11%
0.050
+3.38%
-11.37%
145,222.4
Medical Diagnostics & Research
ABT
Abbott Laboratories
539,923
71,620.8
-6.51%
1.540
-0.09%
0.030
-2.45%
+12.68%
218,593.1
Medical Devices & Instruments

Cannell & Spears LLC's Historical Top Holdings Breakdowns

Cannell & Spears LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MRP
Millrose Properties Inc
2025-03-31
New Buy
New Buy
+1.24%
●
21.22 ($23.41) 26.74
$30.75
31.35%
New holding
2,179,366
2,179,366
ILMN
Illumina Inc
2025-03-31
Reduce
Reduce
-0.95%
●
79.34 ($108.24) 144.22
$107.64
-0.55%
Reduce -52.13%
318,074
-346,399
LEN
Lennar Corp
2025-03-31
Reduce
Reduce
-0.91%
●
113.93 ($123.84) 137.82
$113.51
-8.34%
Reduce -62.99%
190,602
-324,368
FTAI
FTAI Aviation Ltd
2025-03-31
Add
Add
+0.89%
●
83.79 ($118.16) 174.02
$109.92
-6.97%
Add 180.32%
575,428
370,156
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.89%
●
576.36 ($645.17) 736.67
$714.80
10.79%
Add 2382.84%
74,535
71,533
FIS
Fidelity National Information Services Inc
Fidelity National Information Services Inc
2025-03-31
Add
Add
+0.74%
●
68.12 ($75.19) 83.42
$80.41
6.94%
Add 64.55%
1,166,025
457,416
REGN
Regeneron Pharmaceuticals Inc
2025-03-31
Add
Add
+0.66%
●
634.14 ($687.82) 744.83
$564.64
-17.91%
Add 301.91%
64,526
48,471
ADI
Analog Devices Inc
2025-03-31
Reduce
Reduce
-0.54%
●
201.56 ($216.11) 243.82
$226.37
4.75%
Reduce -45.42%
148,263
-123,368
DELL
Dell Technologies Inc
2025-03-31
Sold Out
Sold Out
-0.47%
●
90.34 ($105.78) 124.66
$128.35
21.34%
Sold Out
0
-198,464
BEPC
Brookfield Renewable Corp
2025-03-31
Add
Add
+0.45%
●
24.6 ($27.42) 29.37
$36.54
33.26%
Add 477.78%
922,744
763,040

Cannell & Spears LLC Total Holding History ($B)

To

Cannell & Spears LLC's Asset Allocation

To

Cannell & Spears LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cannell & Spears LLC's Hypothetical Growth since 2025-03-31

Cannell & Spears LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Cannell & Spears LLC's Holdings Heat Map

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Cannell & Spears LLC's Holdings Bubble Chart

Cannell & Spears LLC News

  • 1

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