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Lloyd Moskowitz

Cannell & Spears Llc

Assets Managed
$5.101B
Holdings
420
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
-4.57%(2Q avg: -1.87%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cannell & Spears Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 420 positions.

Assets under management

The assets under management (AUM) of Cannell & Spears Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.101B in assets, with a quarterly growth rate of -4.57% and a 2-quarter average growth rate of -1.87%. The portfolio is managed by Lloyd Moskowitz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Decreased -12.18%
4.77%
$242.886M
656,147 shares@ $370.18 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -4.14%
4.6%
$234.572M
817,724 shares@ $286.87 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.47%
3.61%
$184.105M
725,424 shares@ $253.8 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.22%
3.2%
$163.024M
340,200 shares@ $479.21 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.03%
2.83%
$144.167M
692,211 shares@ $208.28 avg price
CB
Chubb Ltd
Recent Activity
Decreased -6.92%
2.63%
$133.833M
410,618 shares@ $325.93 avg price
VRT
Vertiv Holdings Co-a
Recent Activity
Decreased -13.85%
2.54%
$129.085M
515,145 shares@ $250.58 avg price
BN
Brookfield Corp
Recent Activity
Increased 1.62%
2.15%
$109.375M
2.703M shares@ $40.48 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -7.35%
2.05%
$104.145M
362,168 shares@ $287.57 avg price
MRP
Millrose Properties
Recent Activity
Increased 1.37%
2.02%
$102.975M
3.678M shares@ $28.0 avg price

1-10 of 420