Spears Abacus Advisors LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $4.67 Billion distributed in 383 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $361M, Alphabet Inc. with a value of $180M, Berkshire Hathaway Inc Class B with a value of $157M, Apple Inc. with a value of $153M, and Amazon Com Inc with a value of $105M.

Examining the 13F form we can see an increase of $3.5B in the current position value, from $1.17B to 4.67B.

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

Portfolio value $4.67 Billion
Technology: $1.13 Billion
Financial Services: $658 Million
Consumer Cyclical: $642 Million
Healthcare: $572 Million
Industrials: $518 Million
Communication Services: $459 Million
Consumer Defensive: $235 Million
Basic Materials: $205 Million
Other: $251 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 383
  • Current Value $4.67 Billion
  • Prior Value $1.17 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 193 stocks
  • Additional Purchases 120 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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