Cannell & Spears LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 5,345,234
- Description
- New York New York based relationship driven wealth allocation platform with a manager led operating structure and a high accountability and controls oriented investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for private client and family mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through portfolio resilience planning and risk accountability.
- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 411 | 5,345,234 | 13F-HR | Cannell & Spears LLC |
| Q3 2025 | 11/14/2025 | 400 | 5,301,652 | 13F-HR | Cannell & Spears LLC |
| Q2 2025 | 8/14/2025 | 393 | 4,951,585 | 13F-HR | Cannell & Spears LLC |
| Q1 2025 | 5/14/2025 | 390 | 4,644,086 | 13F-HR | Cannell & Spears LLC |
| Q4 2024 | 2/12/2025 | 391 | 4,868,083 | 13F-HR | Cannell & Spears LLC |
| Q3 2024 | 11/12/2024 | 401 | 5,080,953 | 13F-HR | Cannell & Spears LLC |
| Q2 2024 | 8/12/2024 | 366 | 4,820,008 | 13F-HR | Cannell & Spears LLC |
| Q1 2024 | 5/10/2024 | 383 | 4,836,662 | 13F-HR | Cannell & Spears LLC |
| Q4 2023 | 2/14/2024 | 214 | 1,255,949 | 13F-HR | Spears Abacus Advisors LLC |
| Q3 2023 | 11/21/2023 | 205 | 1,166,488 | 13F-HR | Spears Abacus Advisors LLC |
| Q2 2023 | 8/14/2023 | 223 | 1,225,727 | 13F-HR | Spears Abacus Advisors LLC |
| Q1 2023 | 5/15/2023 | 215 | 1,116,836 | 13F-HR | Spears Abacus Advisors LLC |
| Q4 2022 | 2/13/2023 | 224 | 1,048,727 | 13F-HR | Spears Abacus Advisors LLC |
| Q3 2022 | 11/14/2022 | 192 | 1,013,100 | 13F-HR | Spears Abacus Advisors LLC |
| Q2 2022 | 8/8/2022 | 210 | 1,109,569 | 13F-HR | Spears Abacus Advisors LLC |
| Q1 2022 | 5/13/2022 | 226 | 1,347,511 | 13F-HR | Spears Abacus Advisors LLC |
| Q4 2021 | 2/14/2022 | 226 | 1,482,158 | 13F-HR | Spears Abacus Advisors LLC |
| Q3 2021 | 11/15/2021 | 241 | 1,383,177 | 13F-HR | Spears Abacus Advisors LLC |
| Q2 2021 | 8/9/2021 | 243 | 1,391,861 | 13F-HR | Spears Abacus Advisors LLC |
| Q1 2021 | 5/14/2021 | 228 | 1,294,060 | 13F-HR | Spears Abacus Advisors LLC |
| Q4 2020 | 2/12/2021 | 233 | 1,196,987 | 13F-HR | Spears Abacus Advisors LLC |
| Q3 2020 | 11/16/2020 | 232 | 1,049,852 | 13F-HR | Spears Abacus Advisors LLC |
| Q2 2020 | 8/12/2020 | 226 | 950,895 | 13F-HR | Spears Abacus Advisors LLC |
| Q1 2020 | 5/15/2020 | 218 | 817,412 | 13F-HR | Spears Abacus Advisors LLC |
| Q4 2019 | 2/14/2020 | 185 | 935,038 | 13F-HR | Spears Abacus Advisors LLC |
| Q1 2014 | 5/13/2014 | 118 | 795,682 | 13F-HR | Spears Abacus Advisors LLC |
| Q4 2013 | 2/14/2014 | 123 | 801,041 | 13F-HR | Spears Abacus Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.201 M | 97.3% | 10.96 K | 0 | 10.96 K |
| ETFs | 114.6 K | 2.1% | 3.118 K | 0 | 3.118 K |
| Debt | 29.25 K | 0.5% | 29.25 K | 0 | 29.25 K |
| Other | 244 | 0.0% | 6 | 0 | 6 |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
5,345,234
Holdings
411
QoQ value change ($000)
43,582
(0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.