account_balance
Investment manager · 13F filer · SEC CIK 1426319
Cannell & Spears LLC
Reported value$5.5Bas of Sep 30, 2026
Positions440 21 new, 26 sold out
Top 10 weight31.5%MSFT alone is 6%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
6.3%Added +4%
GOOGAlphabet Inc.
4.8%Added +7%
AAPLApple Inc.
4.3%
BRK-BBerkshire Hathaway Inc
3.1%
AMZNAmazon.com Inc
3.1%Trimmed −2%
GOOGLAlphabet Inc.
2.1%Trimmed −3%
VRTVertiv Holdings Co
2.1%Added +5%
ORCLOracle Corp
1.9%Added +107%
ADIAnalog Devices Inc
1.9%Added +14%
BNBrookfield Corp
1.8%Trimmed −6%
MRPMillrose Properties, Inc.
1.8%Added +4%
MUMicron Technology Inc
1.8%Added +13%
MSFTMicrosoft Corp
6.3%Added +4%
GOOGAlphabet Inc.
4.8%Added +7%
AAPLApple Inc.
4.3%
BRK-BBerkshire Hathaway Inc
3.1%
AMZNAmazon.com Inc
3.1%−2%
GOOGLAlphabet Inc.
2.1%
VRTVertiv Holdings Co
2.1%
ORCLOracle Corp
1.9%
ADIAnalog Devices Inc
1.9%
BN1.8%MRP1.8%MU1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 6.3% Added +4%GOOG Alphabet Inc. 4.8% Added +7%AAPL Apple Inc. 4.3% HeldBRK-B Berkshire Hathaway Inc 3.1% HeldAMZN Amazon.com Inc 3.1% Trimmed −2%GOOGL Alphabet Inc. 2.1% Trimmed −3%VRT Vertiv Holdings Co 2.1% Added +5%ORCL Oracle Corp 1.9% Added +107%ADI Analog Devices Inc 1.9% Added +14%BN Brookfield Corp 1.8% Trimmed −6%MRP Millrose Properties, Inc. 1.8% Added +4%MU Micron Technology Inc 1.8% Added +13%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.