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Portfolio (Quarterly) Guide ↗

Cannell & Spears LLC

· CIK 0001426319
13F Portfolio $5.1B AUM 420 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 38 New 83 Added 175 Reduced 29 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 DBC INVESCO DB COMMDY INDX TRCK Financial Services 10,427 $233K 0.00% SOLD
22 SOLV SOLVENTUM CORP Healthcare 2,914 $231K 0.00% SOLD
23 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,000 $218K 0.00% SOLD
24 DLR DIGITAL RLTY TR INC Real Estate 1,392 $215K 0.00% SOLD
25 WRB BERKLEY W R CORP Financial Services 2,904 $204K 0.00% SOLD
26 W WAYFAIR INC Consumer Cyclical 2,000 $201K 0.00% SOLD
27 MITK MITEK SYS INC Technology 11,090 $117K 0.00% SOLD
28 NEW GOLD INC CDA 13,000 $113K 0.00% SOLD
29 CVV CVD EQUIP CORP Industrials 23,758 $73K 0.00% SOLD
Page 2 of 2  ·  29 positions
Sector Allocation
Technology 19.4%
Financial Services 15.8%
Industrials 13.2%
Healthcare 12.7%
Consumer Cyclical 11.2%
Communication Services 9.9%
Basic Materials 9.1%
Consumer Defensive 4.6%
Energy 2.7%
Real Estate 0.9%