1y return+14.9%S&P 500 +20.9%
3y return+37.3%S&P 500 +68.5%
5y return+40.1%S&P 500 +74.5%
10y return+164.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $264 against $357 in the S&P 500.2
Cannell & Spears LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGAlphabet Inc | $257.0M | 4.6% | −11.0% |
| MSFTMicrosoft Corp | $242.0M | 4.3% | −1.1% |
| AAPLApple Inc | $208.9M | 3.7% | |
| BRK/BBerkshire Hathaway Inc Del | $173.3M | 3.1% | +1.8% |
| AMZNAmazon Com Inc | $165.4M | 3.0% | |
| VRTVertiv Holdings Co | $150.0M | 2.7% | −13.0% |
| Chubb LimitedCUSIP H1467J104 | $137.8M | 2.5% | −1.5% |
| BNBrookfield Corp | $126.0M | 2.3% | +9.5% |
| GOOGLAlphabet Inc | $124.0M | 2.2% | −4.2% |
| MRPMillrose Pptys Inc | $111.3M | 2.0% | |
| Ftai Aviation LtdCUSIP G3730V105 | $111.2M | 2.0% | +17.1% |
| UNPUnion Pac Corp | $96.8M | 1.7% | −4.2% |
| MUMicron Technology Inc | $94.9M | 1.7% | +76.3% |
| ADIAnalog Devices Inc | $91.6M | 1.6% | −21.3% |
| NVDANvidia Corporation | $91.5M | 1.6% | −3.5% |
| SNDKSandisk Corp | $90.9M | 1.6% | New |
| PWRQuanta Svcs Inc | $78.0M | 1.4% | −11.4% |
| AVGOBroadcom Inc | $77.3M | 1.4% | +42.9% |
| BEEXTidal Trust III | $75.9M | 1.4% | |
| GILGildan Activewear Inc | $72.9M | 1.3% | +13.8% |
| MRKMerck & Co Inc | $71.6M | 1.3% | −30.2% |
| AEMAgnico Eagle Mines Ltd | $69.0M | 1.2% | +14.3% |
| JPMJpmorgan Chase & Co | $67.2M | 1.2% | −1.9% |
| ABBVAbbvie Inc | $64.4M | 1.2% | +2.9% |
| ABTAbbott Laboratories | $64.2M | 1.2% | +28.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $91.5M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $77.3M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $124.0M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $257.0M |
| VRTVertiv Holdings Co | March 31, 2024 | +310.0% | $150.0M |
| BNYBank Of Ny Mellon Corp | June 30, 2020 | +274.1% | $40.5M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $67.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $208.9M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $47.1M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $173.3M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $27.0M
- HASHasbro Inc was $5.0M
- RYAAYRyanair Holdings PLC was $4.4M
- CPTCamden Ppty Tr was $2.3M
- FLGFlagstar Bank National Assoc was $1.8M
- Live Oak Acquisition Corp VCUSIP G5509P110 was $1.1M
- DPZDominos Pizza Inc was $671K
- PINSPinterest Inc was $657K
- ORCOrchid Is Cap Inc was $598K
- Aura Minerals IncCUSIP G06973112 was $504K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.0% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +8.6% | +7.8% |
| June 30, 2025 | +7.5% | +10.5% |
| March 31, 2025 | −4.0% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | +0.1% | +4.0% |
| March 31, 2024 | +6.4% | +10.0% |
| December 31, 2023 | +7.5% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +8.4% | +8.3% |
| March 31, 2023 | +6.9% | +7.0% |
| December 31, 2022 | +9.1% | +7.1% |
| September 30, 2022 | −7.4% | −5.3% |
| June 30, 2022 | −15.4% | −16.5% |
| March 31, 2022 | −4.7% | −4.9% |
| December 31, 2021 | +9.2% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cannell & Spears LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1426319&type=13F-HR&dateb=&owner=include&count=40CIK 1426319
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1426319/000142050626001521/Filed August 11, 2026 · accession 0001420506-26-001521