MondegarAI
Cannell & Spears LLC

Q1 2026 · 13F-HR

Cannell & Spears LLCholdings as filed

Filed 2026-05-14 · accession 0001420506-26-001012

$5.05B
Reported value
398
Positions
2026-03-31
Period end
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The Brief · Cannell & Spears LLC · Q1 2026

AI · grounded in 13F

Cannell & Spears LLC significantly increased its position in Linde PLC, growing its share count by 2286.26%. The fund also accumulated shares in Merck & Co Inc by 130.74% and FTAI Aviation Ltd by 22.75%. On the sell side, the fund trimmed its holdings in Broadcom Inc AVGO by 30.31% and Oracle Corp ORCL by 16.71%. Additionally, the fund established a new position in Amcor PLC valued at $20.17M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$240.0M4.76%656,452CommonSOLE
02079K107GOOGALPHABET INC$231.8M4.59%818,534CommonSOLE
037833100AAPLAPPLE INC$182.0M3.61%727,889CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$162.6M3.22%340,200CommonSOLE
023135106AMZNAMAZON COM INC$143.4M2.84%692,870CommonSOLE
H1467J104CBCHUBB LTD SWITZ$133.7M2.65%410,642CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$129.1M2.56%515,145CommonSOLE
11271J107BNBROOKFIELD CORP$109.3M2.17%2,702,625CommonSOLE
601137102MRPMILLROSE PPTYS INC$102.7M2.04%3,677,754CommonSOLE
02079K305GOOGLALPHABET INC$100.9M2.00%363,235CommonSOLE
58933Y105MRKMERCK & CO INC$95.9M1.90%798,223CommonSOLE
032654105ADIANALOG DEVICES INC$91.9M1.82%293,257CommonSOLE
907818108UNPUNION PAC CORP$90.1M1.79%371,600CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$85.5M1.69%351,133CommonSOLE
67066G104NVDANVIDIA CORPORATION$82.3M1.63%473,623CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$79.0M1.56%389,145CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$69.0M1.37%1,241,531CommonSOLE
45259A761BEEXTIDAL TRUST III$67.2M1.33%2,842,773CommonSOLE
74762E102QUREQUANTA SVCS INC$67.1M1.33%122,280CommonSOLE
G25508105CRHCRH PLC$62.1M1.23%590,956CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$61.6M1.22%28,027CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$60.0M1.19%209,220CommonSOLE
06849F108BBARRICK MNG CORP$58.2M1.15%1,427,662CommonSOLE
002824100ABTABBOTT LABORATORIES$56.3M1.12%550,436CommonSOLE
00287Y109ABBVABBVIE INC$54.0M1.07%248,683CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$53.0M1.05%68,914CommonSOLE
68389X105ORCLORACLE CORP$52.3M1.04%373,358CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$51.3M1.02%51,495CommonSOLE
872540109TJXTJX COS INC NEW$51.0M1.01%319,594CommonSOLE
235851102DHRDANAHER CORP DEL$50.9M1.01%272,505CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$47.7M0.95%81,257CommonSOLE
11135F101AVGOBROADCOM INC$43.7M0.87%143,183CommonSOLE
166764100CVXCHEVRON CORPORATION$43.5M0.86%209,965CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$43.1M0.85%274,349CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$42.8M0.85%88,915CommonSOLE
351858105FNVFRANCO NEV CORP$42.3M0.84%177,954CommonSOLE
478160104JNJJOHNSON & JOHNSON$41.8M0.83%171,407CommonSOLE
504922105LHLABCORP HOLDINGS INC$40.4M0.80%151,537CommonSOLE
819047101SHAKSHAKE SHACK INC$40.0M0.79%452,694CommonSOLE
31428X106FDXFEDEX CORP$37.2M0.74%104,435CommonSOLE
76954AAD5RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$37.2M0.74%38,823,000CommonSOLE
254687106DISDISNEY WALT CO$36.3M0.72%377,009CommonSOLE
G0403H108AONAON PLC$35.6M0.71%109,911CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$34.6M0.69%291,729CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$34.6M0.68%57,184CommonSOLE
609207105MDLZMONDELEZ INTL INC$33.3M0.66%574,830CommonSOLE
011532108AGIALAMOS GOLD INC$31.2M0.62%704,330CommonSOLE
74340W103PLDPROLOGIS INC.$30.5M0.60%235,058CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$30.2M0.60%42CommonSOLE
437076102HDHOME DEPOT INC$29.0M0.57%88,250CommonSOLE
G6700G107NVTNVENT ELEC PLC$28.1M0.56%248,617CommonSOLE
548661107LOWLOWES COS INC$27.8M0.55%117,895CommonSOLE
30231G102XOMEXXON MOBIL CORP$27.2M0.54%160,267CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$27.2M0.54%319,053CommonSOLE
438516106HONHONEYWELL INTL INC$27.0M0.54%119,507CommonSOLE
452327109ILMNILLUMINA INC$26.8M0.53%219,208CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$25.5M0.51%541,093CommonSOLE
75513E101RTXRTX CORPORATION$24.7M0.49%128,117CommonSOLE
882508104TXNTEXAS INSTRS INC$23.5M0.47%124,757CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$23.1M0.46%79,634CommonSOLE
85208R101CEFSPROTT ASSET MANAGEMENT LP$23.0M0.46%483,025CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$22.6M0.45%306,854CommonSOLE
F21107101CSTMCONSTELLIUM SE$22.3M0.44%909,200CommonSOLE
191216100KOCOCA COLA CO$22.2M0.44%291,287CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$21.9M0.43%617,290CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$21.5M0.43%82,809CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$20.8M0.41%11,071CommonSOLE
228368106CCKCROWN HLDGS INC$20.7M0.41%211,142CommonSOLE
G0250X149AMCRAMCOR PLC$20.2M0.40%528,420CommonSOLE
713448108PEPPEPSICO INC$19.9M0.39%127,782CommonSOLE
G54950103LINLINDE PLC$19.5M0.39%39,087CommonSOLE
20030N101CMCSACOMCAST CORP NEW$19.2M0.38%665,460CommonSOLE
40412C101HCAHCA HEALTHCARE INC$19.1M0.38%40,292CommonSOLE
871829107SYYSYSCO CORP$19.0M0.38%266,472CommonSOLE
651639106NEMNEWMONT CORP$17.0M0.34%157,071CommonSOLE
780287108RGLDROYAL GOLD INC$16.6M0.33%65,463CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$16.6M0.33%81,542CommonSOLE
695156109PKGPACKAGING CORP AMER$16.2M0.32%76,514CommonSOLE
526057104LENLENNAR CORP$16.1M0.32%184,946CommonSOLE
595112103MUMICRON TECHNOLOGY INC$15.7M0.31%46,631CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$15.4M0.30%79,623CommonSOLE
77311W101RKTROCKET COS INC$15.3M0.30%1,072,530CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$14.7M0.29%242,592CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC.$14.2M0.28%84,154CommonSOLE
98419M100XYLXYLEM INC$14.0M0.28%117,415CommonSOLE
149123101CATCATERPILLAR INC$13.3M0.26%18,885CommonSOLE
650111107NYTNEW YORK TIMES CO MTN BE$12.3M0.24%147,479CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$12.0M0.24%84,839CommonSOLE
922908363VOOVANGUARD INDEX FDS$11.7M0.23%20,039CommonSOLE
001055102AFLAFLAC INC$11.5M0.23%104,661CommonSOLE
31620R303FNFFIDELITY NATL FINL INC$11.3M0.22%243,281CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$10.5M0.21%16,629CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$10.1M0.20%130,799CommonSOLE
219350105GLWCORNING INC$9.9M0.20%72,767CommonSOLE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$9.9M0.20%405,400CommonSOLE
458140100INTCINTEL CORP$9.8M0.19%221,460CommonSOLE
852066208SIISPROTT INC$9.7M0.19%68,074CommonSOLE
742718109PGPROCTER & GAMBLE CO$9.5M0.19%65,707CommonSOLE
464287622IWBISHARES TR$9.4M0.19%27,200CommonSOLE
68390D106OROR ROYALTIES INC.$9.3M0.18%243,658CommonSOLE
058498106BALLBALL CORP$9.0M0.18%152,645CommonSOLE
81762P102NOWSERVICENOW INC$8.9M0.18%84,713CommonSOLE
244199105DEDEERE & CO$8.6M0.17%15,250CommonSOLE
G3265R107APTVAPTIV PLC$8.3M0.17%125,005CommonSOLE
17275R102CSCOCISCO SYS INC$8.3M0.16%106,750CommonSOLE
697900108PAASPAN AMERN SILVER CORP$8.2M0.16%150,836CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$7.5M0.15%31,099CommonSOLE
260003108DOVDOVER CORP$7.3M0.14%36,007CommonSOLE
92826C839VVISA INC$7.2M0.14%23,788CommonSOLE
369604301GEGE AEROSPACE$7.0M0.14%24,872CommonSOLE
11285B108BEPCBROOKFIELD RENEWABLE CORP$7.0M0.14%176,104CommonSOLE
717081103PFEPFIZER INC$6.9M0.14%248,062CommonSOLE
23331A109DHID R HORTON INC$6.7M0.13%49,182CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$6.7M0.13%23,568CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$6.4M0.13%13,034CommonSOLE
29275Y102ENSENERSYS$6.2M0.12%37,088CommonSOLE
889478103TOLTOLL BROTHERS INC$6.1M0.12%44,887CommonSOLE
87807B107TRPTC ENERGY CORP$6.1M0.12%96,650CommonSOLE
G16252101BIPBROOKFIELD INFRASTRUCTURE PA$6.0M0.12%166,648CommonSOLE
675232102OIIOCEANEERING INTL INC$5.7M0.11%164,478CommonSOLE
30303M102METAMETA PLATFORMS INC$5.6M0.11%10,300CommonSOLE
922908769VTIVANGUARD INDEX FDS$5.6M0.11%17,778CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$5.5M0.11%18,821CommonSOLE
291011104EMREMERSON ELEC CO$5.4M0.11%41,568CommonSOLE
36166F100GBFHGBANK FINL HLDGS INC$5.4M0.11%202,125CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$5.3M0.11%15,511CommonSOLE
G8068L108SNSHARKNINJA INC$5.3M0.10%50,039CommonSOLE
931142103WMTWALMART INC$5.3M0.10%42,422CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$5.1M0.10%8,749CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$5.0M0.10%6,011CommonSOLE
883203101TXTTEXTRON INC$5.0M0.10%57,903CommonSOLE
718172109PMPHILIP MORRIS INTL INC$4.9M0.10%29,557CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$4.8M0.09%38,738CommonSOLE
418056107HASHASBRO INC$4.8M0.09%53,505CommonSOLE
496902404KGCKINROSS GOLD CORP$4.7M0.09%153,638CommonSOLE
G87110105FTITECHNIPFMC PLC$4.6M0.09%68,188CommonSOLE
387328107GVAGRANITE CONSTR INC$4.5M0.09%38,565CommonSOLE
10948W103AAMIACADIAN ASSET MANAGEMENT INC$4.4M0.09%84,513CommonSOLE
917047102URBNURBAN OUTFITTERS INC$4.4M0.09%71,039CommonSOLE
78463V107GLDSPDR GOLD TR$4.4M0.09%10,576CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4.4M0.09%23,304CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$4.2M0.08%75,936CommonSOLE
49926D109KNKNOWLES CORP$4.1M0.08%166,941CommonSOLE
570535104MKLMARKEL GROUP INC$4.1M0.08%2,148CommonSOLE
45168D104IDXXIDEXX LABS INC$4.0M0.08%7,176CommonSOLE
278865100ECLECOLAB INC$3.9M0.08%14,861CommonSOLE
20825C104COPCONOCOPHILLIPS$3.9M0.08%29,535CommonSOLE
09260D107BXBLACKSTONE INC$3.9M0.08%34,009CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$3.9M0.08%34,995CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$3.9M0.08%21,206CommonSOLE
172967424CCITIGROUP INC$3.8M0.08%35,636CommonSOLE
16411R208LNGCHENIERE ENERGY INC$3.8M0.07%13,305CommonSOLE
201723103CMCCOMMERCIAL METALS CO$3.8M0.07%61,344CommonSOLE
29273V100ETENERGY TRANSFER L P$3.7M0.07%192,551CommonSOLE
532457108LLYELI LILLY & CO$3.4M0.07%3,737CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$3.4M0.07%7,076CommonSOLE
780087102RYROYAL BK CDA$3.1M0.06%19,390CommonSOLE
231021106CMICUMMINS INC$3.1M0.06%5,700CommonSOLE
031162100AMGNAMGEN INC$3.1M0.06%8,717CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$3.1M0.06%90,754CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$3.0M0.06%63,278CommonSOLE
46266C105IQVIQVIA HLDGS INC$3.0M0.06%17,960CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$3.0M0.06%198,437CommonSOLE
521865204LEALEAR CORP$2.9M0.06%24,554CommonSOLE
665859104NTRSNORTHERN TR CORP$2.8M0.06%20,110CommonSOLE
780259305SHELSHELL PLC$2.8M0.06%29,903CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2.7M0.05%27,916CommonSOLE
075887109BDXBECTON DICKINSON & CO$2.7M0.05%17,236CommonSOLE
464287614IWFISHARES TR$2.7M0.05%6,485CommonSOLE
654106103NKENIKE INC$2.6M0.05%49,781CommonSOLE
26856L103ELFE L F BEAUTY INC$2.6M0.05%43,063CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$2.6M0.05%85,621CommonSOLE
968223206WLYWILEY JOHN & SONS INC$2.6M0.05%67,422CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$2.5M0.05%175,000CommonSOLE
88579Y101MMM3M CO$2.5M0.05%17,403CommonSOLE
920253101VMIVALMONT INDS INC$2.5M0.05%6,508CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$2.5M0.05%24,477CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$2.4M0.05%63,670CommonSOLE
M6158M104ITRNITURAN LOCATION AND CONTROL$2.4M0.05%49,531CommonSOLE
78468R663BILSPDR SERIES TRUST$2.4M0.05%25,864CommonSOLE
75734B100RDDTREDDIT INC$2.3M0.05%18,647CommonSOLE
133131102CPTCAMDEN PPTY TR$2.3M0.05%23,510CommonSOLE
92204A702VGTVANGUARD WORLD FD$2.3M0.05%3,337CommonSOLE
23918K108DVADAVITA INC$2.3M0.04%14,720CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$2.2M0.04%36,196CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.2M0.04%7,426CommonSOLE
46090E103QQQINVESCO QQQ TR$2.2M0.04%3,903CommonSOLE
941848103WATWATERS CORP$2.2M0.04%7,238CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$2.1M0.04%6,737CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.0M0.04%21,523CommonSOLE
26884L109EQTEQT CORP$2.0M0.04%31,253CommonSOLE
37045V100GMGENERAL MTRS CO$2.0M0.04%27,105CommonSOLE
65345N106NNNEXTNAV INC$2.0M0.04%122,851CommonSOLE
580135101MCDMCDONALDS CORP$1.9M0.04%6,134CommonSOLE
718546104PSXPHILLIPS 66$1.9M0.04%10,370CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.9M0.04%5,339CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.9M0.04%4,132CommonSOLE
969457100WMBWILLIAMS COS INC$1.8M0.04%24,675CommonSOLE
649445400FLGFLAGSTAR BANK NATIONAL ASSOC$1.8M0.04%135,985CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.8M0.03%6,641CommonSOLE
00724F101ADBEADOBE INC$1.7M0.03%7,182CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.7M0.03%3,999CommonSOLE
698884103PARPAR TECHNOLOGY CORP$1.7M0.03%125,582CommonSOLE
H2927K103AMRZAMRIZE LTD$1.7M0.03%30,847CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$1.6M0.03%17,126CommonSOLE
464287556IBBISHARES TR$1.6M0.03%9,843CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.6M0.03%4,605CommonSOLE
28620K106ELEELEMENTAL RTY CORP$1.6M0.03%82,330CommonSOLE
461202103INTUINTUIT$1.5M0.03%3,535CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.5M0.03%6,612CommonSOLE
863667101SYKSTRYKER CORPORATION$1.5M0.03%4,632CommonSOLE
826599102SGMLSIGMA LITHIUM CORPORATION$1.5M0.03%121,234CommonSOLE
136385101CNQCANADIAN NAT RES LTD MED TER$1.5M0.03%29,984CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$1.4M0.03%56,661CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$1.4M0.03%67,278CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.4M0.03%22,691CommonSOLE
00123Q104AGNCAGNC INVT CORP$1.4M0.03%139,061CommonSOLE
896239100TRMBTRIMBLE INC$1.4M0.03%21,829CommonSOLE
441593100HLIHOULIHAN LOKEY INC$1.3M0.03%9,094CommonSOLE
55336V100MPLXMPLX LP$1.3M0.03%22,800CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1.3M0.02%1,460CommonSOLE
37940X102GPNGLOBAL PMTS INC$1.2M0.02%18,724CommonSOLE
514952100LBLANDBRIDGE COMPANY LLC$1.2M0.02%17,340CommonSOLE
464287200IVVISHARES TR$1.2M0.02%1,868CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.2M0.02%16,791CommonSOLE
464287655IWMISHARES TR$1.2M0.02%4,930CommonSOLE
040413205ANETARISTA NETWORKS INC$1.2M0.02%9,522CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$1.2M0.02%26,396CommonSOLE
902973304USBUS BANCORP$1.2M0.02%22,159CommonSOLE
746228303PCYOPURE CYCLE CORP$1.1M0.02%114,000CommonSOLE
G5509P110LOKVWLIVE OAK ACQUISITION CORP V$1.1M0.02%777,600CommonSOLE
02081G201ATECALPHATEC HLDGS INC$1.1M0.02%100,000CommonSOLE
464287804IJRISHARES TR$1.1M0.02%8,930CommonSOLE
92189F791GDXJVANECK ETF TRUST$1.1M0.02%9,125CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$1.0M0.02%6,315CommonSOLE
704699107PGCPEAPACK-GLADSTONE FINL CORP$982,8870.02%27,915CommonSOLE
905400107UNBUNION BANKSHARES INC$972,8930.02%40,169CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$970,4460.02%10,703CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$961,3410.02%35,711CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$961,0270.02%5,880CommonSOLE
09062X103BIIBBIOGEN INC$952,6680.02%5,079CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$937,2490.02%1,375CommonSOLE
12572Q105CMECME GROUP INC$893,5940.02%3,014CommonSOLE
922908751VBVANGUARD INDEX FDS$888,6940.02%3,429CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$884,5390.02%1,983CommonSOLE
22822V101CCICROWN CASTLE INC$876,1610.02%10,996CommonSOLE
115236101BROBROWN & BROWN INC$866,2500.02%13,284CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$852,3930.02%4,331CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$820,6040.02%11,280CommonSOLE
143130102KMXCARMAX INC$812,2890.02%19,536CommonSOLE
64828T201RITMRITHM CAPITAL CORP$802,7380.02%84,680CommonSOLE
060505104BACBANK AMERICA CORP$792,1420.02%16,772CommonSOLE
032095101APHAMPHENOL CORP$780,0750.02%6,547CommonSOLE
M3760D101ESLTELBIT SYS LTD$777,7340.02%916CommonSOLE
76665T102REPXRILEY EXPLORATION PERMIAN IN$772,7400.02%21,200CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$770,5640.02%2,379CommonSOLE
N07059210ASMLASML HLDG NV$762,5710.02%582CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$760,2650.02%11,500CommonSOLE
36828A101GEVGE VERNOVA INC$758,4230.02%877CommonSOLE
92338C103VLTOVERALTO CORP$758,0920.02%8,814CommonSOLE
968223305WLYBWILEY JOHN & SONS INC$750,6000.01%20,000CommonSOLE
02209S103MOALTRIA GROUP INC$743,2520.01%11,090CommonSOLE
11135E203BNLBROADSTONE NET LEASE INC$722,7250.01%38,898CommonSOLE
988498101YUMYUM BRANDS INC$711,5260.01%4,594CommonSOLE
209115104EDCONSOLIDATED EDISON INC$709,2750.01%6,265CommonSOLE
922908736VUGVANGUARD INDEX FDS$696,6000.01%1,601CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$689,6370.01%3,273CommonSOLE
922908629VOVANGUARD INDEX FDS$672,7250.01%2,345CommonSOLE
48138M105JMIAJUMIA TECHNOLOGIES AG$669,3000.01%97,000CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$664,1530.01%4,845CommonSOLE
25754A201DPZDOMINOS PIZZA INC$661,7620.01%1,875CommonSOLE
72352L106PINSPINTEREST INC$656,7190.01%35,808CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$653,3200.01%13,002CommonSOLE
125523100CITHE CIGNA GROUP$651,6660.01%2,445CommonSOLE
G1466R173BORRBORR DRILLING LTD$640,4700.01%111,000CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$633,1800.01%173,000CommonSOLE
743315103PGRPROGRESSIVE CORP$614,2460.01%3,082CommonSOLE
66987V109NVSNOVARTIS AG$612,0920.01%4,047CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$599,7370.01%11,441CommonSOLE
68571X301ORCORCHID IS CAP INC$597,5500.01%85,000CommonSOLE
75281A109RRCRANGE RES CORP$581,5110.01%12,846CommonSOLE
879369106TFXTELEFLEX INCORPORATED$574,1280.01%4,800CommonSOLE
33939L407GUNRFLEXSHARES TR$568,9950.01%10,506CommonSOLE
G9456A100GLNGGOLAR LNG LTD$568,1550.01%10,500CommonSOLE
85207Q104SPPPSPROTT ASSET MANAGEMENT LP$543,5500.01%35,000CommonSOLE
921932794VIOGVANGUARD ADMIRAL FDS INC$543,2680.01%4,365CommonSOLE
53946R106LDILOANDEPOT INC$538,0700.01%379,800CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$535,1300.01%4,082CommonSOLE
34959J108FTVFORTIVE CORP$533,7920.01%9,697CommonSOLE
922908744VTVVANGUARD INDEX FDS$530,4700.01%2,708CommonSOLE
46435G326IDEVISHARES TR$509,9580.01%6,295CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$506,9630.01%4,042CommonSOLE
55261F104MTBM & T BK CORP$496,2410.01%2,438CommonSOLE
09062W204BLFSBIOLIFE SOLUTIONS INC$493,1820.01%26,261CommonSOLE
85208P865GBUGSPROTT FDS TR$482,3590.01%10,615CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$475,1800.01%2,375CommonSOLE
85208P873SLVRSPROTT FDS TR$473,4400.01%8,000CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$460,6610.01%4,904CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$455,5830.01%3,476CommonSOLE
149568107CVCOCAVCO INDS INC DEL$443,8130.01%952CommonSOLE
G06973112AUGOAURA MINERALS INC$440,5730.01%6,214CommonSOLE
55087P104LYFTLYFT INC$439,0460.01%33,011CommonSOLE
375558103GILDGILEAD SCIENCES INC$438,2150.01%3,146CommonSOLE
919794107VLYVALLEY NATL BANCORP$429,8000.01%35,000CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$429,6160.01%5,754CommonSOLE
806857108SLBSLB LIMITED$429,0890.01%8,342CommonSOLE
65342K105NEXTNEXTDECADE CORP$428,9600.01%56,000CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$423,4900.01%8,168CommonSOLE
46428Q109SLVISHARES SILVER TR$423,3610.01%6,665CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$421,8240.01%2,933CommonSOLE
384313607EAFGRAFTECH INTL LTD SR NT$420,3240.01%62,207CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$409,6810.01%7,765CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$409,5140.01%8,645CommonSOLE
464287630IWNISHARES TR$407,5280.01%2,205CommonSOLE
91359E105UHTUNIVERSAL HEALTH RLTY INCOME$404,0120.01%9,983CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$398,5000.01%6,016CommonSOLE
038336103ATRAPTARGROUP INC$397,8360.01%3,225CommonSOLE
88160R101TSLATESLA INC$397,6200.01%1,080CommonSOLE
56585A102MPCMARATHON PETE CORP$395,4430.01%1,619CommonSOLE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$392,3650.01%655CommonSOLE
00206R102TAT&T INC$384,0400.01%13,344CommonSOLE
91913Y100VLOVALERO ENERGY CORP$381,6290.01%1,544CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$376,8750.01%302CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$374,8030.01%2,617CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$367,4430.01%1,860CommonSOLE
00912X302ALAIR LEASE CORP$366,7040.01%5,650CommonSOLE
038222105AMATAPPLIED MATLS INC$360,6020.01%1,116CommonSOLE
09075V102BNTXBIONTECH SE$355,5200.01%4,000CommonSOLE
00130H105AESAES CORP$354,4240.01%25,155CommonSOLE
464287101OEFISHARES TR$353,4630.01%1,111CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$352,1740.01%4,275CommonSOLE
577345101MLPMAUI LD & PINEAPPLE INC$350,4300.01%22,770CommonSOLE
464287861IEVISHARES TR$348,9520.01%5,300CommonSOLE
293594107ENVXENOVIX CORPORATION$346,7090.01%71,047CommonSOLE
922908652VXFVANGUARD INDEX FDS$338,2150.01%1,700CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$330,1570.01%2,269CommonSOLE
247361702DALDELTA AIR LINES INC$330,0130.01%5,026CommonSOLE
G0593M107AZNASTRAZENECA PLC$323,0040.01%1,666CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$322,4200.01%1,551CommonSOLE
427866108HSYHERSHEY CO$321,8200.01%1,507CommonSOLE
G33856108GSMFERROGLOBE PLC$309,0000.01%75,000CommonSOLE
464287432TLTISHARES TR$304,5980.01%3,510CommonSOLE
34965K107FTREFORTREA HLDGS INC$294,9870.01%31,315CommonSOLE
571903202MARMARRIOTT INTL INC NEW$292,8070.01%917CommonSOLE
231561101CWCURTISS WRIGHT CORP$290,1160.01%459CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$289,5190.01%2,014CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$285,8800.01%1,110CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$282,9540.01%1,448CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE ENERGY$279,5900.01%8,806CommonSOLE
172908105CTASCINTAS CORP$275,7590.01%1,635CommonSOLE
464285204IAUISHARES GOLD TR$272,6250.01%3,210CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$272,6080.01%6,169CommonSOLE
464287648IWOISHARES TR$270,9180.01%900CommonSOLE
199908104FIXCOMFORT SYS USA INC$261,0020.01%205CommonSOLE
540424108LLOEWS CORP$259,1780.01%2,449CommonSOLE
92204A207VDCVANGUARD WORLD FD$258,1290.01%1,152CommonSOLE
92189F106GDXVANECK ETF TRUST$257,3700.01%3,000CommonSOLE
020002101ALLALLSTATE CORP$253,4910.01%1,223CommonSOLE
34354P105FLSFLOWSERVE CORP$253,3330.01%3,663CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$251,3660.00%1,312CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$248,8690.00%4,899CommonSOLE
G29183103ETNEATON CORP PLC$248,3720.00%723CommonSOLE
64110L106NFLXNETFLIX INC.$247,2070.00%2,659CommonSOLE
670100205NVONOVO-NORDISK A S$242,5130.00%6,872CommonSOLE
46138K103FXEINVESCO CURRENCYSHARES EURO$242,2590.00%2,290CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$238,9310.00%10,700CommonSOLE
58450V104MAXMEDIAALPHA INC$236,2200.00%25,400CommonSOLE
56501R106MFCMANULIFE FINL CORP$231,1070.00%6,731CommonSOLE
750491102RDNTRADNET INC$229,1490.00%4,100CommonSOLE
57686G105MATXMATSON INC$225,4170.00%1,375CommonSOLE
G5509P102LOKVLIVE OAK ACQUISITION CORP V$220,4800.00%21,200CommonSOLE
37959E102GLGLOBE LIFE INC$219,8210.00%1,611CommonSOLE
464287515IGVISHARES TR$219,2760.00%2,825CommonSOLE
947890109WBSWEBSTER FINL CORP$215,0350.00%3,166CommonSOLE
384802104GWWWW GRAINGER INC$214,6160.00%203CommonSOLE
29250N105ENBENBRIDGE INC$213,8530.00%3,950CommonSOLE
G8473T100STESTERIS PLC$211,2630.00%963CommonSOLE
49177J102KVUEKENVUE INC$209,3620.00%12,144CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$204,4820.00%1,473CommonSOLE
808524672SCHYSCHWAB STRATEGIC TR$204,3090.00%6,578CommonSOLE
44955L106IAUXI-80 GOLD CORP$197,6000.00%130,000CommonSOLE
071813109BAXBAXTER INTL INC$187,7780.00%11,213CommonSOLE
G7606H108RDZNROADZEN INC$180,0000.00%150,000CommonSOLE
566330106MCSMARCUS CORP DEL$173,4170.00%10,100CommonSOLE
87313P103TXOTXO PARTNERS LP$163,5400.00%13,000CommonSOLE
55272X607MFAMFA FINL INC$160,9440.00%16,800CommonSOLE
088929104BGCBGC GROUP INC$160,0810.00%16,780CommonSOLE
82003F309STSSSHARPS TECHNOLOGY INC$141,3520.00%84,138CommonSOLE
75644T100RCATRED CAT HLDGS INC$130,9000.00%10,000CommonSOLE
014442107ALECALECTOR INC$117,4800.00%54,642CommonSOLE
L02235106AMBPARDAGH METAL PACKAGING S A$109,0970.00%27,760CommonSOLE
055298103BCBPBCB BANCORP INC$92,4360.00%10,540CommonSOLE
46604H204IZEAIZEA WORLDWIDE INC$87,7500.00%25,000CommonSOLE
266042407DUOTDUOS TECHNOLOGIES GROUP INC$68,6000.00%10,000CommonSOLE
64440N103NFGCNEW FOUND GOLD CORP$58,2000.00%30,000CommonSOLE
244916102DEFTDEFI TECHNOLOGIES INC$35,9120.00%65,000CommonSOLE
04523Y105ASPNASPEN AEROGELS INC$34,2000.00%10,000CommonSOLE
640671400NEPHNEPHROS INC$32,7800.00%11,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.