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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.3B
$3.03 Million 0.07% of portfolio
2,289
Q1 2025 Reduced 0.74%
$60.7B
$2.89 Million 0.07% of portfolio
4,909
Q1 2025 Reduced 0.89%
$63.9B
$2.85 Million 0.07% of portfolio
100,069
Q1 2025 Reduced 0.29%
$2.03B
$3.06 Million 0.07% of portfolio
68,771
Q3 2024 Reduced 6.37%
$1.13B
$2.56 Million 0.06% of portfolio
116,630
Q1 2025 Reduced 25.59%
$47.5B
$2.57 Million 0.06% of portfolio
53,238
Q1 2025 Added 0.12%
$220B
$2.36 Million 0.06% of portfolio
3,849
Q1 2025 Reduced 9.35%
$216B
$2.4 Million 0.06% of portfolio
7,697
Q1 2025 Reduced 9.15%
$8.39B
$2.46 Million 0.06% of portfolio
24,524
Q2 2024 Reduced 0.1%
$55.5B
$2.55 Million 0.06% of portfolio
137,147
Q1 2025 Added 1.11%
$17B
$2.64 Million 0.06% of portfolio
59,634
Q1 2025 Reduced -0.0%
$91.7B
$2.35 Million 0.06% of portfolio
6,722
Q1 2025 Added 0.07%
$21B
$2.45 Million 0.06% of portfolio
6,640
Q1 2025 Reduced 0.73%
$20.6B
$2.19 Million 0.05% of portfolio
173,538
Q4 2024 Reduced 18.18%
$192B
$2.03 Million 0.05% of portfolio
4,093
Q1 2025 Added 0.12%
$245B
$2.22 Million 0.05% of portfolio
8,244
Q1 2025 Added 0.26%
$46.8B
$1.93 Million 0.05% of portfolio
6,152
Q1 2025 Added 4.29%
$90.6B
$2.19 Million 0.05% of portfolio
49,500
Q1 2025 Reduced 12.93%
$257B
$2.16 Million 0.05% of portfolio
29,509
Q1 2025 Reduced 10.63%
$1.62B
$2.15 Million 0.05% of portfolio
177,048
Q1 2025 Added 12.73%
$27.4B
$2.01 Million 0.05% of portfolio
20,400
Q1 2025 Added 0.01%
$145B
$2.12 Million 0.05% of portfolio
29,922
Q1 2025 Reduced 2.53%
$9.21B
$1.87 Million 0.05% of portfolio
11,608
Q1 2025 Added 0.03%
$119B
$1.7 Million 0.04% of portfolio
16,178
Q1 2025 Added 25.67%
$300B
$1.5 Million 0.04% of portfolio
5,636
Q1 2025 Reduced 71.97%
$183B
$1.46 Million 0.04% of portfolio
32,206
Q1 2025 Added 3.58%
$51.4B
$1.72 Million 0.04% of portfolio
32,200
Q3 2024 New
$150B
$1.73 Million 0.04% of portfolio
4,654
Q1 2025 Reduced 0.92%
$61.2B
$1.6 Million 0.04% of portfolio
12,947
Q1 2025 Added 10.74%
$93.2B
$1.54 Million 0.04% of portfolio
6,658
Q1 2025 Added 0.06%
$5.67B
$1.62 Million 0.04% of portfolio
46,211
Q1 2025 Reduced 23.88%
$19.5B
$1.49 Million 0.04% of portfolio
22,703
Q4 2024 Added 0.01%
$23.2B
$1.23 Million 0.03% of portfolio
56,516
Q1 2025 Reduced 0.02%
$71.5B
$1.44 Million 0.03% of portfolio
24,113
Q4 2024 Added 0.05%
$266M
$1.19 Million 0.03% of portfolio
114,000
Q1 2024 New
$52.3B
$1.24 Million 0.03% of portfolio
31,911
Q3 2024 New
$117B
$1.42 Million 0.03% of portfolio
15,851
Q1 2025 Reduced 2.04%
$37.4B
$1.42 Million 0.03% of portfolio
5,872
Q4 2024 Reduced 3.26%
$127M
$1.32 Million 0.03% of portfolio
42,080
Q4 2024 Reduced 2.0%
$3.23B
$1.38 Million 0.03% of portfolio
19,593
Q1 2025 Reduced 77.59%
$80.9B
$1.25 Million 0.03% of portfolio
4,599
Q1 2025 Reduced 0.15%
$96.2B
$1.3 Million 0.03% of portfolio
20,527
Q1 2025 Added 15.29%
$1.32B
$1.32 Million 0.03% of portfolio
169,750
Q1 2025 Reduced 0.59%
$44.6B
$1.25 Million 0.03% of portfolio
11,966
Q1 2025 Added 0.05%
$2.1B
$1.27 Million 0.03% of portfolio
125,882
Q1 2025 Reduced 3.82%
$71.2B
$1.43 Million 0.03% of portfolio
33,812
Q1 2025 Reduced 2.42%
$37.2B
$1.09 Million 0.03% of portfolio
35,500
Q1 2025 New
$19.1B
$691,000 0.02% of portfolio
5,056
Q1 2025 Added 0.02%
$7.66B
$889,000 0.02% of portfolio
6,315
Q2 2024 Reduced 2.32%

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
Track This Portfolio

Track Spears Abacus Advisors LLC Portfolio

Follow Spears Abacus Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spears Abacus Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spears Abacus Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email