Cannell & Spears LLC
13F filer · CIK 1426319 · New York, NY
Summary
Cannell & Spears LLC reported $5.62B across 445 positions in its 13F for 2026 Q2, filed Aug 11, 2026. The largest holdings are GOOG (4.6%), MSFT (4.3%), AAPL (3.7%). Versus 2026 Q1, leaving options aside, it opened 48 new positions, added to 90, trimmed 196 and sold out of 23.
Reported value$5.62B
Positions445
Report period2026 Q2
FiledAug 11, 2026
New positions48
Added90
Trimmed196
Sold out23
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 4.6%Value $257.04MPrice $337.32Shares 727K -11.04%Since Jun 30 -4.53%
Weight 4.3%Value $241.95MPrice $508.96Shares 649K -1.15%Since Jun 30 +36.44%
Weight 3.7%Value $208.85MPrice $329.40Shares 722K -0.50%Since Jun 30 +13.84%
Weight 3.1%Value $173.28MPrice $502.35Shares 346K +1.79%Since Jun 30 +0.39%
Weight 2.9%Value $165.37MPrice $246.67Shares 694K +0.24%Since Jun 30 +3.50%
Weight 2.7%Value $149.98MPrice $248.34Shares 448K -13.05%Since Jun 30 -25.83%
Weight 2.5%Value $137.79MPrice $332.08Shares 404K -1.52%Since Jun 30 -2.54%
Weight 2.2%Value $125.99MPrice $36.49Shares 2.96M +9.45%Since Jun 30 -14.32%
Weight 2.2%Value $124.04MPrice $340.92Shares 347K -4.16%Since Jun 30 -4.60%
Weight 2.0%Value $111.29MPrice $26.51Shares 3.70M +0.70%Since Jun 30 -11.78%
Weight 2.0%Value $111.21MPrice $168.93Shares 411K +17.07%Since Jun 30 -37.56%
Weight 1.7%Value $96.85MPrice $274.15Shares 356K -4.18%Since Jun 30 +0.79%
Weight 1.7%Value $94.91MPrice $1065Shares 82K +76.33%Since Jun 30 -7.73%
Weight 1.6%Value $91.62MPrice $398.22Shares 231K -21.34%Since Jun 30 +0.26%
Weight 1.6%Value $91.49MPrice $227.21Shares 457K -3.46%Since Jun 30 +13.55%
Weight 1.6%Value $90.91MPrice $1730Shares 40KSince Jun 30 -23.92%
Weight 1.4%Value $77.99MPrice $651.79Shares 108K -11.42%Since Jun 30 -9.48%
Weight 1.4%Value $77.28MPrice $355.10Shares 205K +42.88%Since Jun 30 -6.00%
TIDAL TRUST IIINo ticker matchAdd
Weight 1.3%Value $75.90MShares 2.87M +0.94%
Weight 1.3%Value $72.88MPrice $42.79Shares 1.41M +13.77%Since Jun 30 -17.07%
Weight 1.3%Value $71.62MPrice $149.28Shares 557K -30.18%Since Jun 30 +16.17%
Weight 1.2%Value $68.97MPrice $185.83Shares 445K +14.25%Since Jun 30 +19.79%
Weight 1.2%Value $67.18MPrice $334.98Shares 205K -1.91%Since Jun 30 +2.34%
Weight 1.1%Value $64.41MPrice $263.29Shares 256K +2.93%Since Jun 30 +4.63%
Weight 1.1%Value $64.16MPrice $100.95Shares 707K +28.45%Since Jun 30 +11.25%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 4.6% | $257.04M | -4.53% | -11.04% | Trim | |
| 4.3% | $241.95M | +36.44% | -1.15% | Trim | |
| 3.7% | $208.85M | +13.84% | -0.50% | Trim | |
 BRK.BBERKSHIRE HATHAWAY INC DEL | 3.1% | $173.28M | +0.39% | +1.79% | Add |
| 2.9% | $165.37M | +3.50% | +0.24% | Add | |
| 2.7% | $149.98M | -25.83% | -13.05% | Trim | |
| 2.5% | $137.79M | -2.54% | -1.52% | Trim | |
| 2.2% | $125.99M | -14.32% | +9.45% | Add | |
| 2.2% | $124.04M | -4.60% | -4.16% | Trim | |
| 2.0% | $111.29M | -11.78% | +0.70% | Add | |
| 2.0% | $111.21M | -37.56% | +17.07% | Add | |
| 1.7% | $96.85M | +0.79% | -4.18% | Trim | |
| 1.7% | $94.91M | -7.73% | +76.33% | Add | |
| 1.6% | $91.62M | +0.26% | -21.34% | Trim | |
| 1.6% | $91.49M | +13.55% | -3.46% | Trim | |
| 1.6% | $90.91M | -23.92% | — | New | |
| 1.4% | $77.99M | -9.48% | -11.42% | Trim | |
| 1.4% | $77.28M | -6.00% | +42.88% | Add | |
| TIDAL TRUST IIINo ticker match | 1.3% | $75.90M | — | +0.94% | Add |
| 1.3% | $72.88M | -17.07% | +13.77% | Add | |
| 1.3% | $71.62M | +16.17% | -30.18% | Trim | |
| 1.2% | $68.97M | +19.79% | +14.25% | Add | |
| 1.2% | $67.18M | +2.34% | -1.91% | Trim | |
| 1.1% | $64.41M | +4.63% | +2.93% | Add | |
| 1.1% | $64.16M | +11.25% | +28.45% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.