Spears Abacus Advisors LLC Portfolio Holdings

Spears Abacus Advisors LLC

  • $4.35 Billion
  • Q2 2025

Spears Abacus Advisors LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.35 Billion distributed in 393 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $372M, Berkshire Hathaway Inc Class B with a value of $166M, Apple Inc. with a value of $160M, Alphabet Inc. with a value of $152M, and Amazon Com Inc with a value of $139M.

Examining the 13F form we can see an increase of $230M in the current position value, from $4.12B to 4.35B.

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

Portfolio value $4.35 Billion
Technology: $1.13 Billion
Financial Services: $750 Million
Consumer Cyclical: $487 Million
Healthcare: $459 Million
Industrials: $423 Million
Communication Services: $348 Million
Consumer Defensive: $221 Million
Energy: $196 Million
Other: $325 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$372 Million 8.56% of portfolio
748,233
Q2 2025 Reduced 4.02%
$644B
$166 Million 3.83% of portfolio
342,352
Q2 2025 Reduced 2.39%
$3.76T
$160 Million 3.67% of portfolio
778,249
Q2 2025 Reduced 2.95%
$1.47T
$152 Million 3.49% of portfolio
854,301
Q2 2025 Reduced 17.42%
$2.32T
$139 Million 3.2% of portfolio
633,865
Q2 2025 Added 6.02%
$788B
$138 Million 3.17% of portfolio
629,856
Q2 2025 Added 44.26%
$115B
$88.1 Million 2.03% of portfolio
304,144
Q2 2025 Reduced 1.81%
$138B
$83 Million 1.91% of portfolio
420,086
Q2 2025 Added 16.66%
$146B
$72.5 Million 1.67% of portfolio
263,123
Q2 2025 Added 58.61%
$1.44T
$72 Million 1.66% of portfolio
408,624
Q2 2025 Reduced 1.73%
$900B
$71.4 Million 1.64% of portfolio
246,234
Q2 2025 Reduced 3.48%
$234B
$70.8 Million 1.63% of portfolio
520,566
Q2 2025 Reduced 3.59%
$126B
$64.3 Million 1.48% of portfolio
270,329
Q2 2025 Added 82.33%
$386B
$63.2 Million 1.45% of portfolio
340,432
Q2 2025 Added 30.12%
$18.7B
$62.8 Million 1.44% of portfolio
1,076,607
Q2 2025 Reduced 5.77%
$443B
$62.2 Million 1.43% of portfolio
393,895
Q2 2025 Added 299.8%
$69.7B
$57.9 Million 1.33% of portfolio
486,819
Q2 2025 Added 16.75%
$40.6B
$57.6 Million 1.32% of portfolio
707,006
Q2 2025 Reduced 39.37%
$32.7B
$56.1 Million 1.29% of portfolio
647,055
Q2 2025 Reduced 10.2%
$4.54B
$50.9 Million 1.17% of portfolio
28,347
Q2 2025 Reduced 1.12%
$97.2B
$50.4 Million 1.16% of portfolio
274,768
Q2 2025 Reduced 4.96%
$10.4B
$48.9 Million 1.13% of portfolio
570,395
Q2 2025 Reduced 7.08%
$54.7B
$49.1 Million 1.13% of portfolio
129,801
Q2 2025 Reduced 0.59%
$16.7B
$48.5 Million 1.12% of portfolio
864,885
Q2 2025 Added 123.82%
$211B
$45.5 Million 1.05% of portfolio
366,959
Q2 2025 Reduced 0.58%
$29.6B
$41.2 Million 0.95% of portfolio
21,077
Q2 2025 Added 177.62%
$162B
$41.3 Million 0.95% of portfolio
334,706
Q2 2025 Reduced 2.13%
$9.79B
$41 Million 0.94% of portfolio
832,650
Q2 2025 Added 130.88%
$84.9B
$40.1 Million 0.92% of portfolio
594,982
Q2 2025 Reduced 16.44%
$76.9B
$38.6 Million 0.89% of portfolio
108,323
Q2 2025 Added 0.58%
$188B
$37.1 Million 0.85% of portfolio
91,406
Q2 2025 Reduced 2.21%
$190B
$34.3 Million 0.79% of portfolio
367,287
Q2 2025 Reduced 14.19%
$16.3B
$34.4 Million 0.79% of portfolio
301,750
Q2 2025 Added 515.29%
$433B
$33.1 Million 0.76% of portfolio
90,328
Q2 2025 Reduced 0.89%
$444B
$32.8 Million 0.75% of portfolio
45
Q3 2024 Reduced 8.16%
$146B
$32.6 Million 0.75% of portfolio
914,375
Q2 2025 Reduced 7.08%
$106B
$31.2 Million 0.72% of portfolio
296,447
Q2 2025 Added 57.41%
$169B
$30.8 Million 0.71% of portfolio
138,881
Q2 2025 Reduced 2.2%
$86.1B
$30.2 Million 0.7% of portfolio
331,539
Q2 2025 Reduced 1.04%
$69.5B
$29.6 Million 0.68% of portfolio
325,695
Q2 2025 Reduced 0.16%
$64.9B
$29.3 Million 0.67% of portfolio
103,876
Q2 2025 Added 18.77%
$25.5B
$28.7 Million 0.66% of portfolio
221,645
Q2 2025 Added 3.41%
$466B
$28.6 Million 0.66% of portfolio
186,930
Q2 2025 Added 1.65%
$162B
$28.4 Million 0.65% of portfolio
73,340
Q2 2025 Reduced 3.18%
$188B
$28 Million 0.64% of portfolio
27,250
Q2 2025 Added 1.57%
$38.4B
$27.4 Million 0.63% of portfolio
166,865
Q2 2025 Added 1.81%
$124B
$27.1 Million 0.62% of portfolio
58,500
Q2 2025 Reduced 0.85%
$210B
$26.7 Million 0.61% of portfolio
337,358
Q2 2025 Added 0.69%
$122B
$26.3 Million 0.6% of portfolio
85,217
Q2 2025 Added 0.01%

Summary

  • Portfolio
  • No. of Stocks 393
  • Current Value $4.35 Billion
  • Prior Value $4.12 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 35 stocks
  • Additional Purchases 132 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 168 stocks
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