Spears Abacus Advisors LLC Portfolio Holdings

Spears Abacus Advisors LLC

  • $4.64 Billion
  • Q3 2025

Spears Abacus Advisors LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.64 Billion distributed in 400 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $385M, Apple Inc. with a value of $195M, Alphabet Inc. with a value of $194M, Berkshire Hathaway Inc Class B with a value of $171M, and Oracle Corp with a value of $148M.

Examining the 13F form we can see an increase of $292M in the current position value, from $4.35B to 4.64B.

Below you can find more details about Spears Abacus Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.64 Billion
Technology: $1.21 Billion
Financial Services: $719 Million
Consumer Cyclical: $579 Million
Industrials: $466 Million
Communication Services: $450 Million
Healthcare: $431 Million
Basic Materials: $290 Million
Consumer Defensive: $212 Million
Other: $270 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$385 Million 8.29% of portfolio
742,608
Q3 2025 Reduced 0.75%
$4.3T
$195 Million 4.2% of portfolio
764,917
Q3 2025 Reduced 1.71%
$1.74T
$194 Million 4.18% of portfolio
795,073
Q3 2025 Reduced 6.93%
$662B
$171 Million 3.69% of portfolio
340,313
Q3 2025 Reduced 0.6%
$593B
$148 Million 3.18% of portfolio
524,524
Q3 2025 Reduced 16.72%
$2.39T
$143 Million 3.08% of portfolio
650,433
Q3 2025 Added 2.61%
$1.65T
$98.3 Million 2.12% of portfolio
404,510
Q3 2025 Reduced 1.01%
$76.5B
$94.4 Million 2.03% of portfolio
559,751
Q3 2025 Added 14.98%
$123B
$84.9 Million 1.83% of portfolio
300,782
Q3 2025 Reduced 1.11%
$118B
$85.1 Million 1.83% of portfolio
346,191
Q3 2025 Added 28.06%
$465B
$75.4 Million 1.62% of portfolio
403,884
Q3 2025 Added 2.54%
$881B
$75.4 Million 1.62% of portfolio
238,884
Q3 2025 Reduced 2.98%
$228B
$75.3 Million 1.62% of portfolio
561,928
Q3 2025 Added 7.95%
$10.6B
$73.1 Million 1.58% of portfolio
1,264,583
Q3 2025 Added 51.87%
$414B
$66 Million 1.42% of portfolio
285,026
Q3 2025 Reduced 16.28%
$181B
$59.3 Million 1.28% of portfolio
605,268
Q3 2025 Added 64.79%
$61.4B
$51.9 Million 1.12% of portfolio
125,185
Q3 2025 Reduced 3.56%
$1.37T
$50.9 Million 1.1% of portfolio
69,283
Q3 2025 Added 554.11%
$139B
$50.7 Million 1.09% of portfolio
153,734
Q3 2025 Reduced 41.57%
$404B
$48.4 Million 1.04% of portfolio
52,311
Q3 2025 Reduced 10.43%
$160B
$48 Million 1.03% of portfolio
241,890
Q3 2025 Reduced 42.42%
$170B
$47.6 Million 1.03% of portfolio
329,332
Q3 2025 Reduced 1.61%
$4.96B
$47.3 Million 1.02% of portfolio
28,288
Q3 2025 Reduced 0.21%
$84.9B
$46.2 Million 1.0% of portfolio
274,235
Q3 2025 Reduced 0.19%
$13.1B
$44.5 Million 0.96% of portfolio
1,276,296
Q3 2025 Added 512.39%
$39.1B
$44.7 Million 0.96% of portfolio
678,406
Q3 2025 Reduced 4.05%
$18.5B
$44.2 Million 0.95% of portfolio
202,844
Q3 2025 Added 368.94%
$222B
$43.2 Million 0.93% of portfolio
89,106
Q3 2025 Reduced 2.52%
$193B
$42.4 Million 0.92% of portfolio
370,708
Q3 2025 Added 1.02%
$37.7B
$39.5 Million 0.85% of portfolio
177,356
Q3 2025 Added 6.29%
$76.2B
$39.2 Million 0.84% of portfolio
626,795
Q3 2025 Added 5.35%
$72.4B
$38.6 Million 0.83% of portfolio
108,113
Q3 2025 Reduced 0.19%
$1.59B
$38.4 Million 0.83% of portfolio
3,364,466
Q3 2025 Added 89.45%
$114B
$36.4 Million 0.79% of portfolio
318,284
Q3 2025 Added 7.37%
$367B
$36 Million 0.78% of portfolio
88,967
Q3 2025 Reduced 1.51%
$14.8B
$36.4 Million 0.78% of portfolio
263,405
Q3 2025 Reduced 12.71%
$89.3B
$35 Million 0.76% of portfolio
321,624
Q3 2025 Reduced 2.99%
$522B
$33.8 Million 0.73% of portfolio
182,443
Q3 2025 Reduced 2.4%
$453B
$33.2 Million 0.72% of portfolio
44
Q3 2025 Reduced 2.22%
$140B
$32.3 Million 0.7% of portfolio
128,330
Q3 2025 Reduced 7.6%
$25.7B
$32.1 Million 0.69% of portfolio
217,833
Q3 2025 Reduced 1.72%
$303B
$31.4 Million 0.68% of portfolio
201,996
Q3 2025 Added 13.65%
$123B
$29.2 Million 0.63% of portfolio
58,469
Q3 2025 Reduced 0.05%
$22B
$29.3 Million 0.63% of portfolio
538,745
Q3 2025 Reduced 49.96%
$235B
$29 Million 0.62% of portfolio
345,292
Q3 2025 Added 2.35%
$30.9B
$28.4 Million 0.61% of portfolio
225,184
Q3 2025 Added 17.44%
$68.9B
$26.9 Million 0.58% of portfolio
113,994
Q3 2025 Reduced 0.95%
$26.8B
$26.9 Million 0.58% of portfolio
15,027
Q3 2025 Reduced 28.7%
$169B
$27.1 Million 0.58% of portfolio
29,464
Q3 2025 Added 8.12%

Summary

  • Portfolio
  • No. of Stocks 400
  • Current Value $4.64 Billion
  • Prior Value $4.35 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 34 stocks
  • Additional Purchases 126 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 169 stocks
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