Cannell & Spears LLC
Annual return '25
+14.1%
SPY '25
+17.7%
Alpha
-3.6ptsvs SPY
Invested
$5.1B
Holdings
419
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP
Q1 2026: Increased +17.8% (294.9k → 347.4k shares)
4.8%
02
$GOOG
ALPHABET INC
Q1 2026: Increased +4.2% (69.4k → 72.3k shares)
4.6%
03
$AAPL
APPLE INC
Q1 2026: Increased +6.0% (877.5k → 930.5k shares)
3.6%
04
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Increased +9.0% (11.1k → 12.0k shares)
3.2%
05
$AMZN
AMAZON COM INC
Q1 2026: Increased +6.0% (318.2k → 337.3k shares)
2.8%
06
$CB
CHUBB LTD SWITZ
Q1 2026: Increased +32.3% (2.0k → 2.7k shares)
2.6%
07
$VRT
VERTIV HOLDINGS CO
Q1 2026: Sold 20.6% (60.9k → 48.4k shares)
2.5%
08
$BN
BROOKFIELD CORP
Q4 2025: Exited (was 1.80M shares)
2.1%
09
$UL
UNILEVER PLC-SPONSORED ADR
Held since at least Q1 2024
2.0%
10
$GOOGL
ALPHABET INC
Q1 2026: Increased +1.3% (240.3k → 243.4k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:10 UTC.