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Cannell & Spears LLC

All holdings · as of Dec 31, 2025

411 positions

CompanyClassValueShares% of portfolio
Houlihan Lokey Inc—$1.72M9,8840.0%
Rocket Companies, Inc.—$1.72M88,6410.0%
CANADIAN NAT RES LTD—$1.71M50,6340.0%
CHURCH & DWIGHT CO INC /DE—$1.68M20,0410.0%
ISHARES TR—$1.68M9,9300.0%
STRYKER CORP—$1.65M4,6850.0%
SELECT SECTOR SPDR TR—$1.61M36,0960.0%
SIGMA LITHIUM CORPORATION—$1.60M121,2340.0%
MPLX LPMPLXMLP$1.57M29,5000.0%
Williams Cos Inc/The—$1.56M26,0250.0%
GENERAL DYNAMICS CORP—$1.55M4,6050.0%
Phillips 66—$1.55M12,0060.0%
Regions Financial Corp—$1.54M56,6610.0%
ENBRIDGE INC—$1.48M30,9750.0%
WASTE MANAGEMENT INC—$1.46M6,6600.0%
Option Care Health Inc—$1.42M44,7110.0%
VANGUARD TAX-MANAGED FDS—$1.42M22,6910.0%
SUNCOR ENERGY INC NEW—$1.41M31,8000.0%
ELEMENTAL RTY CORP—$1.40M82,3300.0%
Rithm Capital Corp.—$1.39M127,2250.0%
ConocoPhillips—$1.35M14,4070.0%
Global Payments Inc—$1.33M17,1940.0%
Arista Networks, Inc.ANETCommon Stock$1.31M10,0180.0%
MICRON TECHNOLOGY INC—$1.31M4,5960.0%
BROADRIDGE FINANCIAL SOLUTIONS INC—$1.31M5,8770.0%
Parker-Hannifin Corp—$1.31M1,4920.0%
ISHARES TR—$1.29M5,2600.0%
ISHARES TR—$1.28M1,8680.0%
NXP Semiconductors N.V.—$1.27M5,8480.0%
CIRRUS LOGIC, INC.—$1.27M10,6930.0%
PURE CYCLE CORPPCYOCommon Stock$1.25M114,0000.0%
BORR DRILLING LTD—$1.23M304,0000.0%
ARMSTRONG WORLD INDUSTRIES INC—$1.21M6,3150.0%
Annaly Capital Management Inc—$1.18M52,9700.0%
US BANCORP \DE—$1.18M22,1590.0%
AGNC Investment Corp.—$1.17M109,5400.0%
PINTEREST, INC.—$1.17M45,0880.0%
POWER INTEGRATIONS INC—$1.13M31,8260.0%
Fortive Corp—$1.11M20,1060.0%
ISHARES TR—$1.07M8,9200.0%
CarMax Inc—$1.04M26,9360.0%
VANECK ETF TRUST—$1.04M9,1250.0%
BROWN & BROWN, INC.—$1.00M12,5830.0%
Crown Castle Inc—$977.4K10,9980.0%
GRAFTECH INTERNATIONAL LTDEAFCommon Stock$964.8K62,2070.0%
UNION BANKSHARES INCUNBCommon Stock$953.2K40,1690.0%
BANK OF AMERICA CORP /DE—$923.3K16,7880.0%
BIOGEN INC.—$893.9K5,0790.0%
VERTEX PHARMACEUTICALS INC / MA—$888.6K1,9600.0%
Veralto Corp—$886.3K8,8830.0%
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