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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 15 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VWO VANGUARD INTL EQUITY INDEX F 11,441.0 $618K 0.01% $54.05 +8.6%
282 NVS NOVARTIS AG Healthcare 4,047.0 $618K 0.01% -1K -20.8% $152.75 -0.6%
283 PGR PROGRESSIVE CORP Financial Services 3,082.0 $611K 0.01% +1K +53.6% $198.24 +2.2%
284 ORC ORCHID IS CAP INC Real Estate 85,000.0 $598K 0.01% +10K +13.3% $7.03 -2.8%
285 GUNR FLEXSHARES TR 10,713.0 $591K 0.01% +5K +77.0% $55.16 -1.2%
286 RRC RANGE RES CORP Energy 12,812.0 $579K 0.01% $45.18 -6.9%
287 TFX TELEFLEX INCORPORATED Healthcare 4,800.0 $574K 0.01% $119.61 +13.0%
288 GLNG GOLAR LNG LTD Energy 10,500.0 $568K 0.01% $54.11 -3.3%
289 SPPP SPROTT ASSET MANAGEMENT LP Financial Services 35,000.0 $544K 0.01% +5K +16.7% $15.53 -2.1%
290 VIOG VANGUARD ADMIRAL FDS INC 4,365.0 $543K 0.01% $124.46 +10.9%
291 LOANDEPOT INC 379,800.0 $539K 0.01% $1.42
292 FTV FORTIVE CORP Technology 9,697.0 $536K 0.01% -10K -51.8% $55.28 +6.8%
293 AEP AMERICAN ELEC PWR CO INC Utilities 4,082.0 $535K 0.01% +409.0 +11.1% $131.08 -1.1%
294 XLV SELECT SECTOR SPDR TR 3,633.0 $533K 0.01% +588.0 +19.3% $146.61 +1.1%
295 VTV VANGUARD INDEX FDS 2,708.0 $531K 0.01% $196.20 +6.5%
296 IDEV ISHARES TR 6,295.0 $526K 0.01% $83.57 +7.4%
297 T AT&T INC Communication Services 17,901.0 $519K 0.01% +5K +34.4% $28.99 -14.0%
298 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,042.0 $507K 0.01% $125.46 +4.8%
299 AUGO AURA MINERALS INC Basic Materials 6,178.0 $504K 0.01% -5K -45.4% $81.60 -7.7%
300 MTB M & T BK CORP Financial Services 2,438.0 $504K 0.01% +20.0 +0.8% $206.72 +2.7%
Page 15 of 21  ·  420 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%