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Cannell & Spears LLC

All holdings · as of Dec 31, 2025

411 positions

CompanyClassValueShares% of portfolio
AMPHENOL CORP /DE$884.8K6,5470.0%
VANGUARD INTL EQUITY INDEX F$850.2K11,5580.0%
LandBridge Co LLCLBCommon Stock$849.5K17,3400.0%
VANGUARD SPECIALIZED FUNDS$828.1K3,7680.0%
Maplebear Inc$828.1K18,4100.0%
Domino's Pizza Inc.$793.6K1,9040.0%
loanDepot, Inc.LDICommon Stock$786.2K379,8000.0%
Northrop Grumman Corp$783.5K1,3740.0%
VANGUARD INDEX FDS$777.6K1,5940.0%
PEAPACK GLADSTONE FINANCIAL CORP$777.4K27,9150.0%
VANGUARD INDEX FDS$769.7K2,9840.0%
CME Group Inc$736.0K2,6950.0%
NOVARTIS AG$704.2K5,1080.0%
LINDE PLC$698.4K1,6380.0%
Yum! Brands Inc$694.7K4,5920.0%
NOVO-NORDISK A S$688.0K13,5220.0%
Broadstone Net Lease, Inc.$675.7K38,8980.0%
Cigna Group$666.1K2,4200.0%
ALTRIA GROUP, INC.$639.6K11,0920.0%
Consolidated Edison Inc$622.0K6,2630.0%
TANGER INC.$616.4K18,4730.0%
VANGUARD INTL EQUITY INDEX F$615.1K11,4410.0%
BIOLIFE SOLUTIONS INC$615.0K25,4360.0%
CULLEN/FROST BANKERS, INC.$613.5K4,8450.0%
WILEY JOHN & SONS INC$610.0K20,0000.0%
GE Vernova Inc.$606.5K9280.0%
GRAB HOLDINGS LIMITED$598.8K120,0000.0%
Alibaba Group Holding LtdBABAADR$592.5K4,0420.0%
VANGUARD INDEX FDS$590.3K2,0340.0%
TELEFLEX INC$585.8K4,8000.0%
AURA MINERALS INC$569.9K11,3040.0%
Tesla Inc$560.8K1,2470.0%
ELBIT SYS LTD$558.1K9660.0%
Enovix Corp$557.7K76,2970.0%
Fortrea Holdings Inc.$540.2K31,3150.0%
Orchid Island Capital, Inc.$540.0K75,0000.0%
GRAYSCALE BITCOIN TRUST ETF$530.8K7,7650.0%
VANGUARD ADMIRAL FDS INC$529.4K4,3650.0%
VERIZON COMMUNICATIONS INC$528.7K12,9810.0%
Accenture plc$521.3K1,9430.0%
iShares MSCI UAE ETF$519.2K6,2950.0%
VANGUARD INDEX FDS$517.2K2,7080.0%
Baxter International Inc$511.2K26,7500.0%
ADVANCED MICRO DEVICES INC$507.3K2,3690.0%
SPROTT ASSET MANAGEMENT LP$505.2K30,0000.0%
Jumia Technologies AGJMIAADR$499.6K40,0000.0%
M&T BANK CORP$487.2K2,4180.0%
SELECT SECTOR SPDR TR$471.4K3,0450.0%
CAVCO INDUSTRIES, INC.$467.3K7910.0%
SCHWAB CHARLES CORP$466.6K4,6700.0%
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