1y return+14.3%S&P 500 +20.9%
3y return+55.1%S&P 500 +68.5%
5y return+60.6%S&P 500 +74.5%
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 September 30, 2018: $211 against $257 in the S&P 500.2
Canton Hathaway, 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 |
|---|---|---|---|
| BRK/ABerkshire Hathaway Inc A | $211.9M | 40.6% | −2.4% |
| VOOVanguard 500 ETF | $30.7M | 5.9% | |
| BEBloom Energy Corp Class A | $19.9M | 3.8% | −7.8% |
| GOOGAlphabet Inc | $12.5M | 2.4% | −4.9% |
| EFAIshares Msci Eafe Etf | $12.0M | 2.3% | |
| GLDSpdr Gold Tr Gold Shs | $11.2M | 2.2% | −2.7% |
| MSFTMicrosoft Corp | $8.8M | 1.7% | −1.3% |
| BRK/BBerkshire Hathaway Inc B | $8.7M | 1.7% | −17.9% |
| XLKTechnology Select Sector SPDR ETF | $8.1M | 1.6% | |
| NVDANVIDIA Corp | $7.7M | 1.5% | +2.9% |
| AMZNAmazon.Com Inc | $7.6M | 1.5% | −3.6% |
| XLIIndustrial Select SPDR ETF | $7.5M | 1.4% | |
| IWMiShares Russell 2000 | $7.3M | 1.4% | |
| QXOQXO Inc | $6.9M | 1.3% | +3.0% |
| SLViShares Silver Trust | $6.3M | 1.2% | |
| JPMJpmorgan Chase & Co | $5.9M | 1.1% | −3.2% |
| AAPLApple Inc | $5.9M | 1.1% | −17.8% |
| AVGOBroadcom Inc | $5.7M | 1.1% | −6.2% |
| VVisa Inc Com Cl A | $5.6M | 1.1% | −3.0% |
| XLESelect Sector Spdr Trust Shs Ben Int Energy | $5.3M | 1.0% | +1.1% |
| AGGiShares Core US Aggregate Bond | $4.8M | 0.9% | |
| GOOGLAlphabet Inc | $4.6M | 0.9% | −7.9% |
| AMDAdvanced Micro Devices Inc | $4.4M | 0.8% | −20.0% |
| XLUUtilities Select Sector SPDR ETF | $3.7M | 0.7% | +1.3% |
| XLCCommunication Services Sel Sect SPDR ETF | $3.5M | 0.7% |
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 |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $4.4M |
| NVDANVIDIA Corp | September 30, 2021 | +865.9% | $7.7M |
| GLWCorning Inc | June 30, 2024 | +557.5% | $1.8M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $4.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $12.5M |
| Eaton Corp PLCCUSIP G29183103 | June 30, 2020 | +387.1% | $2.2M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $5.9M |
| FTECFidelity Technology ETF | June 30, 2020 | +247.3% | $1.7M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $5.9M |
| XLKTechnology Select Sector SPDR ETF | December 31, 2020 | +193.1% | $8.1M |
Sold off last quarter
- Honeywell International IncCUSIP 438516106 was $1.2M
- RMDResMed Inc was $718K
- GLDDGreat Lakes Dredge & Dock Corp was $595K
- PLDPrologis Inc was $489K
- ACREAres Commercial Real Estate Corp was $427K
- Exxon Mobil CorpCUSIP 30231G102 was $228K
- ADSKAutodesk Inc was $140K
- PCORProcore Technologies Ord was $122K
- ALOYRealloys Inc Com was $76K
- NILIFSurge Battery Metals Inc was $65K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.2% | +14.8% |
| March 31, 2026 | −3.0% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +5.9% | +7.8% |
| June 30, 2025 | +0.3% | +10.5% |
| March 31, 2025 | +7.3% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +9.1% | +5.4% |
| June 30, 2024 | −1.4% | +4.0% |
| March 31, 2024 | +12.0% | +10.0% |
| December 31, 2023 | +6.4% | +11.2% |
| September 30, 2023 | −1.2% | −3.6% |
| June 30, 2023 | +7.8% | +8.3% |
| March 31, 2023 | +2.2% | +7.0% |
| December 31, 2022 | +9.2% | +7.1% |
| September 30, 2022 | −3.2% | −5.3% |
| June 30, 2022 | −18.4% | −16.5% |
| March 31, 2022 | +2.8% | −4.9% |
| December 31, 2021 | +7.6% | +10.7% |
| September 30, 2021 | −1.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Canton Hathaway, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1755785&type=13F-HR&dateb=&owner=include&count=40CIK 1755785
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1755785/000175578526000006/Filed August 6, 2026 · accession 0001755785-26-000006