Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Cannell & Spears LLC

•CIK: 1426319•Filing: Q4 2025

Spears Abacus Advisors LLC, with $5.3 billion in assets under management, is known for its concentrated, high-conviction strategy, currently holding 411 positions. Recently, the fund has made notable shifts by adding GSCE and REGN significantly, while cutting AUB-PA by 97%, reflecting a focus on tech and healthcare sectors.

Total AUM

$5.3B

QoQ Performance

+0.3%

Positions

380

Top 10 Concentration

33.7%

Latest Filing

Q4 2025

Top Holdings Allocation

MSFT

GOOG

MSFT6.8%

GOOG5.0%

AAPL3.8%

BRK/B3.2%

AMZN3.0%

CB2.6%

GOOGL2.3%

BN2.3%

📈 Biggest Buys

UNION PAC CORP

+225.1%

1.5% of portfolio

FTAI AVIATION LTD

+573.3%

1.1% of portfolio

REGENERON PHARMACEUTICALS

+197.2%

1.3% of portfolio

CHUBB LIMITED

+46.7%

2.6% of portfolio

BROOKFIELD CORP

+47.5%

2.3% of portfolio

📉 Biggest Sells

—

AMRIZE LTD

-97.1%

0.0% of portfolio

META PLATFORMS INC

-84.3%

0.1% of portfolio

UBER TECHNOLOGIES INC

-75.0%

0.2% of portfolio

TOLL BROTHERS INC

-82.9%

0.1% of portfolio

PACKAGING CORP AMER

-57.6%

0.3% of portfolio

Sector Breakdown

Other40.8%

Technology23.9%

Financial11.6%

Healthcare6.7%

Consumer6.4%

Industrial4.2%

Materials2.2%

Consumer Staples1.4%

🚪 Exited Positionssold since Q3 2025

PITNEY BOWES INC

SOLD

$38.4M

FISERV INC

SOLD

$24.8M

TANGER INC

SOLD

$12.9M

SANDSTORM GOLD LTD

SOLD

$12.8M

TAYLOR MORRISON HOME CORP

SOLD

$10.4M

+206 more exited positions

Changes from Q3 2025

NEW11 new positions

↑58 increased

↓112 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

BERKSHIRE HATHAWAY INC DEL

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.