Titelia

Holdings of Cannell & Spears LLC

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Net assets
-
Positions
343 in 7 countries
Top ten
38.2 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
301iShares Russell 2000 Growth ETF 900282.4K $
302State Street SPDR Portfolio Developed World ex-US ETF 6,169281.6K $
303VanEck Gold Miners ETF/USA 3,000275.3K $
304Vanguard Charlotte Funds 5,719274.8K $
305Comfort Systems USA Inc 199274.4K $
306KLA Corp 184270.9K $
307Flowserve Corp 3,675270.1K $
308Vanguard World Fund 1,152258.7K $
309Allstate Corp/The 1,227254.4K $
310EOG Resources Inc 1,728249.8K $
311American Water Works Co Inc 1,830249K $
312Floor & Decor Holdings Inc 4,899248.9K $
313Invesco CurrencyShares Euro Cu 2,290244.3K $
314Morgan Stanley 1,454239.3K $
315Plains All American Pipeline L 10,700238.9K $
316MediaAlpha Inc 25,400236.2K $
317Southern Co/The 2,422233.8K $
318RadNet Inc 4,100229.1K $
319Wells Fargo & Co 2,847226.7K $
320ISHARES TRUST 2,825226.1K $
321Matson Inc 1,375225.4K $
322Globe Life Inc 1,611224.2K $
323Starbucks Corp 2,492223.3K $
324Webster Financial Corp 3,183221K $
325Versant Media Group Inc 5,881217.7K $
326Kenvue Inc 12,144209.4K $
327Schwab International Dividend Equity ETF 6,578208.3K $
328CoreWeave Inc 2,661206.1K $
329Global X Artificial Intelligence & Technology ETF 4,410205.8K $
330Rockwell Automation Inc 560201K $
331Baxter International Inc 11,213188.4K $
332Marcus Corp/The 10,100173.4K $
333TXO Partners LP 13,000163.5K $
334MFA Financial Inc 16,800160.9K $
335BGC Group Inc 16,255159K $
336SHARPS TECHNOLOGY INC 84,138141.4K $
337Red Cat Holdings Inc 10,000130.9K $
338Alector Inc 54,642117.5K $
339BCB Bancorp Inc 10,54094.6K $
340IZEA Worldwide Inc 25,00087.8K $
341Duos Technologies Group Inc 10,00068.6K $
342Aspen Aerogels Inc 10,00034.2K $
343Nephros Inc 11,00032.8K $

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Sector breakdown

  • Technology 20.9 %
  • Industrials 13.8 %
  • Health care 12.8 %
  • Financials 10.7 %
  • Communication 10.7 %
  • Consumer discretionary 7.4 %
  • Consumer staples 5.0 %
  • Materials 3.2 %
  • Energy 1.2 %
  • Real estate 0.8 %
  • Funds 0.7 %
  • Utilities 0.1 %
  • Unattributed 12.7 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.7 %
  • Ireland 0.1 %
  • United Kingdom 0.1 %
  • Germany 0.0 %
  • Taiwan 0.0 %
  • Netherlands 0.0 %
  • Denmark 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States3363.9B $99.74 %
2Ireland14.4M $0.11 %
3United Kingdom12.8M $0.07 %
4Germany21M $0.03 %
5Taiwan1804K $0.02 %
6Netherlands1768.7K $0.02 %
7Denmark1292.2K $0.01 %
Cite this page

Titelia. "Holdings of Cannell & Spears LLC". https://titelia.com/en/funds/US13F1426319