Canton Hathaway, LLC — 13F Holdings & Portfolio

CIK 1755785 · latest 13F-HR filed 2026-04-24

Canton Hathaway, LLC manages $495.6M in 13F-reported U.S. long-equity assets across 268 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BRK.A (42.02%), VOO (5.40%), GLD (2.72%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 15 new positions, exited 26, added to 88, and trimmed 100.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$495.6M

Long-equity book

Holdings

268

Distinct positions

Period

2026-03-31

Filed 2026-04-24

Q/Q Activity

+15 / −26 / ↑88 / ↓100

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Bloom Energy Corp Class A$3.3M +52.8%
  • Rocket Cos Inc Class A$2.0M +478.7%
  • Select Sector Spdr Trust Shs Ben Int Energy$1.7M +39.6%
  • Spdr Gold Tr Gold Shs$994.1K +8.0%
  • Berkshire Hathaway Inc B$741.8K +7.9%
Show all 88

Top Trims

  • Berkshire Hathaway Inc A-$18.9M -8.3%
  • Microsoft Corp-$2.9M -24.7%
  • iShares Silver Trust-$2.0M -20.0%
  • Alphabet Inc-$1.2M -10.0%
  • Visa Inc Com Cl A-$813.1K -13.8%
Show all 100

New Positions

  • CONSTELLATION ENERGY$2.1M
  • BLUE OWL CAPITAL CL A ORD$348.0K
  • Hilltop Holdings Inc$294.3K
  • Cantor Equity Partners II Inc$217.8K
  • Realloys Inc Com$76.1K
Show all 15

Exited Positions

  • Enact Holdings Inc$891.5K
  • Palo Alto Networks Inc$442.1K
  • NVE Corp$175.0K
  • SPDR Portfolio S&P 500 Value ETF$122.7K
  • Tempus AI Inc$120.2K
Show all 26
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Berkshire Hathaway Inc A BRK.A 084670108 $208.3M 42.02% 290 SH
2 Vanguard 500 ETF VOO 922908363 $26.7M 5.40% 44,750 SH
3 Spdr Gold Tr Gold Shs GLD 78463V107 $13.5M 2.72% 31,309 SH
4 Ishares Msci Eafe Etf EFA 464287465 $11.2M 2.27% 115,649 SH
5 Alphabet Inc GOOG 02079K107 $10.6M 2.14% 37,045 SH
6 Berkshire Hathaway Inc B BRK.B 084670702 $10.2M 2.05% 21,245 SH
7 Bloom Energy Corp Class A BE 093712107 $9.6M 1.95% 71,172 SH
8 Microsoft Corp MSFT 594918104 $8.8M 1.78% 23,857 SH
9 iShares Silver Trust SLV 46428Q109 $8.0M 1.62% 117,837 SH
10 QXO Inc QXO 82846H405 $7.6M 1.53% 389,737 SH
11 Amazon Com Inc AMZN 023135106 $6.9M 1.39% 33,130 SH
12 NVIDIA Corp NVDA 67066G104 $6.5M 1.32% 37,439 SH
13 Industrial Select SPDR ETF XLI 81369Y704 $6.5M 1.31% 40,279 SH
14 Apple Inc AAPL 037833100 $6.2M 1.26% 24,607 SH
15 iShares Russell 2000 IWM 464287655 $6.1M 1.22% 24,411 SH
16 Select Sector Spdr Trust Shs Ben Int Energy XLE 81369Y506 $6.0M 1.21% 97,945 SH
17 Technology Select Sector SPDR ETF XLK 81369Y803 $5.6M 1.13% 42,189 SH
18 Jpmorgan Chase & Co JPM 46625H100 $5.5M 1.11% 18,689 SH
19 Visa Inc Com Cl A V 92826C839 $5.1M 1.02% 16,776 SH
20 Broadcom Inc AVGO 11135F101 $5.0M 1.01% 16,210 SH
21 iShares Core US Aggregate Bond AGG 464287226 $4.8M 0.98% 48,700 SH
22 Alphabet Inc GOOGL 02079K305 $4.0M 0.80% 13,838 SH
23 Utilities Select Sector SPDR ETF XLU 81369Y886 $3.7M 0.74% 80,000 SH
24 Communication Services Sel Sect SPDR ETF XLC 81369Y852 $3.6M 0.72% 32,388 SH
25 Select Sector Spdr Fund Shs Ben Consumer Discretio XLY 81369Y407 $3.3M 0.67% 30,568 SH
26 Danaher Corp DHR 235851102 $3.1M 0.62% 16,150 SH
27 Select Sector Spdr Trust The Health Care Select Se XLV 81369Y209 $2.8M 0.57% 19,153 SH
28 Materials Select Sector SPDR ETF XLB 81369Y100 $2.7M 0.55% 54,904 SH
29 Rocket Cos Inc Class A RKT 77311W101 $2.4M 0.48% 165,880 SH
30 Waste Management Inc WM 94106L109 $2.2M 0.45% 9,694 SH
31 CONSTELLATION ENERGY CEG 21037T109 $2.1M 0.42% 7,530 SH
32 Eli Lilly and Co LLY 532457108 $2.1M 0.42% 2,273 SH
33 iShares US Real Estate ETF IYR 464287739 $2.1M 0.42% 21,884 SH
34 Blackstone Group Lp BX 09260D107 $2.0M 0.40% 17,152 SH
35 Ishares Msci Emerging Markets Etf EEM 464287234 $2.0M 0.40% 34,485 SH
36 Advanced Micro Devices Inc AMD 007903107 $1.9M 0.39% 9,509 SH
37 Quanta Services Inc PWR 74762E102 $1.9M 0.39% 3,500 SH
38 Uber Technologies Inc UBER 90353T100 $1.9M 0.39% 26,700 SH
39 Eaton Corp PLC ETN G29183103 $1.8M 0.37% 5,150 SH
40 Dorchester Minerals LP DMLP 25820R105 $1.8M 0.36% 66,715 SH
41 Johnson & Johnson JNJ 478160104 $1.7M 0.35% 7,075 SH
42 NextEra Energy Inc NEE 65339F101 $1.7M 0.34% 18,363 SH
43 Lowe s Companies Inc LOW 548661107 $1.7M 0.34% 7,185 SH
44 iShares Nasdaq Biotechnology IBB 464287556 $1.7M 0.34% 9,961 SH
45 Trinity Capital Inc TRIN 896442308 $1.5M 0.29% 98,715 SH
46 Fastenal Co FAST 311900104 $1.4M 0.29% 31,150 SH
47 Grayscale Bitcoin Trust (BTC) GBTC 389637109 $1.4M 0.29% 27,200 SH
48 Tesla Motors Inc TSLA 88160R101 $1.3M 0.26% 3,516 SH
49 Fidelity Technology ETF FTEC 316092808 $1.3M 0.26% 6,145 SH
50 Iberdrola SA IBRRF E6165F166 $1.2M 0.24% 53,023 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-24 $495.6M 268 0001755785-26-000004
2025-12-31 2026-01-21 $518.6M 282 0001755785-26-000002