Cannell & Spears LLC
CIK 1426319
13F filing for Q2 2026・No. 837
- Holdings
- US$5.62B
- Quarter change
- +US$523.25M
- Entries
- 445
- Net bought (estimate)
- +US$152.97M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 48
- Sold out 23
- Cut 198
- Added 86
- Corporate actions 2
- Unchanged 112
Largest holdings
444 stocks worth US$5.58B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGALPHABET INCCAP STK CL C | Cut | 727,488 | US$257.04M | 4.61% |
| MSFTMicrosoftCOM | Cut | 648,634 | US$241.95M | 4.34% |
| AAPLAppleCOM | Cut | 721,781 | US$208.85M | 3.75% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 346,294 | US$173.28M | 3.11% |
| AMZNAmazonCOM | Added | 693,842 | US$165.37M | 2.97% |
| VRTVERTIV HOLDINGS COCOM CL A | Cut | 447,943 | US$149.98M | 2.69% |
| CBCHUBB LIMITEDCOM | Cut | 404,394 | US$137.79M | 2.47% |
| BNBROOKFIELD CORPCL A LTD VT SH | Added | 2,958,089 | US$125.99M | 2.26% |
| GOOGLAlphabetCAP STK CL A | Cut | 347,104 | US$124.04M | 2.22% |
| MILLROSE PPTYS INCCOM CL A | Added | 3,703,408 | US$111.29M | 2.00% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.