Spears Abacus Advisors LLC Portfolio Holdings

Spears Abacus Advisors LLC

  • $4.12 Billion
  • Q1 2025

Spears Abacus Advisors LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.12 Billion distributed in 390 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $293M, Berkshire Hathaway Inc Class B with a value of $187M, Apple Inc. with a value of $178M, Alphabet Inc. with a value of $162M, and Amazon Com Inc with a value of $114M.

Examining the 13F form we can see an decrease of $227M in the current position value, from $4.34B to 4.12B.

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

Portfolio value $4.12 Billion
Technology: $889 Million
Financial Services: $735 Million
Healthcare: $499 Million
Industrials: $476 Million
Consumer Cyclical: $444 Million
Communication Services: $380 Million
Consumer Defensive: $236 Million
Energy: $201 Million
Other: $256 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.67T
$293 Million 7.11% of portfolio
779,550
Q1 2025 Added 0.03%
$632B
$187 Million 4.54% of portfolio
350,731
Q1 2025 Reduced 1.15%
$3.34T
$178 Million 4.33% of portfolio
801,903
Q1 2025 Added 0.26%
$1.08T
$162 Million 3.93% of portfolio
1,034,567
Q1 2025 Reduced 0.49%
$2.24T
$114 Million 2.76% of portfolio
597,887
Q1 2025 Added 8.99%
$120B
$93.5 Million 2.27% of portfolio
309,759
Q1 2025 Reduced 0.42%
$49.5B
$87.1 Million 2.12% of portfolio
1,166,025
Q1 2025 Added 64.55%
$146B
$73.8 Million 1.79% of portfolio
360,109
Q1 2025 Reduced 6.05%
$239B
$71.6 Million 1.74% of portfolio
539,923
Q1 2025 Reduced 6.51%
$1.07T
$64.3 Million 1.56% of portfolio
415,828
Q1 2025 Reduced 0.84%
$852B
$62.6 Million 1.52% of portfolio
255,111
Q1 2025 Added 2.11%
$32.7B
$62.4 Million 1.52% of portfolio
720,554
Q1 2025 Added 4.23%
$21.4B
$61 Million 1.48% of portfolio
1,142,582
Q1 2025 Reduced 15.32%
$590B
$61 Million 1.48% of portfolio
436,602
Q1 2025 Reduced 0.46%
$69.9B
$57.3 Million 1.39% of portfolio
1,218,142
Q1 2025 Added 54.99%
$436B
$55.5 Million 1.35% of portfolio
58,630
Q1 2025 Reduced 6.03%
$336B
$54.8 Million 1.33% of portfolio
261,623
Q1 2025 Added 17.59%
$10.4B
$52.6 Million 1.28% of portfolio
613,838
Q1 2025 Reduced 19.47%
$102B
$49.9 Million 1.21% of portfolio
289,103
Q1 2025 Reduced 7.98%
$92.4B
$48.3 Million 1.17% of portfolio
712,020
Q1 2025 Added 19.37%
$165B
$46.5 Million 1.13% of portfolio
93,473
Q1 2025 Reduced 0.82%
$54.1B
$45.2 Million 1.1% of portfolio
416,959
Q1 2025 Reduced 22.0%
$1.65T
$43 Million 1.04% of portfolio
74,535
Q1 2025 Added 2,382.84%
$73.8B
$43 Million 1.04% of portfolio
107,698
Q1 2025 Reduced 7.16%
$14.5B
$42.4 Million 1.03% of portfolio
394,503
Q1 2025 Reduced 1.13%
$143B
$41.7 Million 1.01% of portfolio
342,007
Q1 2025 Reduced 0.98%
$56.3B
$40.9 Million 0.99% of portfolio
64,526
Q1 2025 Added 301.91%
$160B
$36.3 Million 0.88% of portfolio
984,033
Q1 2025 Reduced 7.53%
$225B
$36.4 Million 0.88% of portfolio
369,087
Q1 2025 Reduced 2.2%
$440B
$35.9 Million 0.87% of portfolio
45
Q3 2024 Reduced 8.16%
$382B
$33.4 Million 0.81% of portfolio
91,139
Q1 2025 Reduced 3.98%
$18.4B
$33.4 Million 0.81% of portfolio
456,696
Q1 2025 Reduced 1.22%
$54.1B
$33.2 Million 0.81% of portfolio
130,577
Q1 2025 Reduced 2.43%
$142B
$33.1 Million 0.8% of portfolio
142,011
Q1 2025 Reduced 20.95%
$26B
$32.5 Million 0.79% of portfolio
470,567
Q1 2025 Reduced 25.5%
$185B
$31.2 Million 0.76% of portfolio
428,033
Q1 2025 Reduced 45.2%
$75.8B
$30.6 Million 0.74% of portfolio
326,226
Q1 2025 Reduced 2.11%
$408B
$30.5 Million 0.74% of portfolio
183,892
Q1 2025 Added 9.37%
$124B
$29.9 Million 0.73% of portfolio
148,263
Q1 2025 Reduced 45.42%
$207B
$30.1 Million 0.73% of portfolio
335,057
Q1 2025 Added 2.21%
$285B
$29.7 Million 0.72% of portfolio
177,505
Q1 2025 Added 2.09%
$182B
$29.1 Million 0.71% of portfolio
75,746
Q1 2025 Reduced 7.6%
$61B
$28.4 Million 0.69% of portfolio
116,467
Q1 2025 Reduced 0.84%
$73.6B
$28.1 Million 0.68% of portfolio
335,017
Q1 2025 Reduced 2.42%
$107B
$27.8 Million 0.67% of portfolio
165,891
Q1 2025 Reduced 19.29%
$6.49B
$26.7 Million 0.65% of portfolio
552,733
Q1 2025 Reduced 7.51%
$122B
$26.4 Million 0.64% of portfolio
59,004
Q1 2025 Reduced 6.05%
$128B
$26 Million 0.63% of portfolio
85,207
Q1 2025 Reduced 0.82%
$31.4B
$25.8 Million 0.63% of portfolio
163,893
Q1 2025 Reduced 1.39%

Summary

  • Portfolio
  • No. of Stocks 390
  • Current Value $4.12 Billion
  • Prior Value $4.34 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 29 stocks
  • Additional Purchases 105 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 182 stocks
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