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
$7.23B
$3.03 Million 0.07% of portfolio
2,289
Q1 2025 Reduced 0.74%
$59.8B
$2.89 Million 0.07% of portfolio
4,909
Q1 2025 Reduced 0.89%
$60.6B
$2.85 Million 0.07% of portfolio
100,069
Q1 2025 Reduced 0.29%
$1.87B
$3.06 Million 0.07% of portfolio
68,771
Q3 2024 Reduced 6.37%
$1.01B
$2.56 Million 0.06% of portfolio
116,630
Q1 2025 Reduced 25.59%
$49B
$2.57 Million 0.06% of portfolio
53,238
Q1 2025 Added 0.12%
$216B
$2.36 Million 0.06% of portfolio
3,849
Q1 2025 Reduced 9.35%
$220B
$2.4 Million 0.06% of portfolio
7,697
Q1 2025 Reduced 9.15%
$8.21B
$2.46 Million 0.06% of portfolio
24,524
Q2 2024 Reduced 0.1%
$53.5B
$2.55 Million 0.06% of portfolio
137,147
Q1 2025 Added 1.11%
$16.7B
$2.64 Million 0.06% of portfolio
59,634
Q1 2025 Reduced -0.0%
$88.1B
$2.35 Million 0.06% of portfolio
6,722
Q1 2025 Added 0.07%
$17.2B
$2.45 Million 0.06% of portfolio
6,640
Q1 2025 Reduced 0.73%
$21.3B
$2.19 Million 0.05% of portfolio
173,538
Q4 2024 Reduced 18.18%
$181B
$2.03 Million 0.05% of portfolio
4,093
Q1 2025 Added 0.12%
$227B
$2.22 Million 0.05% of portfolio
8,244
Q1 2025 Added 0.26%
$50.4B
$1.93 Million 0.05% of portfolio
6,152
Q1 2025 Added 4.29%
$91.5B
$2.19 Million 0.05% of portfolio
49,500
Q1 2025 Reduced 12.93%
$253B
$2.16 Million 0.05% of portfolio
29,509
Q1 2025 Reduced 10.63%
$1.55B
$2.15 Million 0.05% of portfolio
177,048
Q1 2025 Added 12.73%
$26.4B
$2.01 Million 0.05% of portfolio
20,400
Q1 2025 Added 0.01%
$152B
$2.12 Million 0.05% of portfolio
29,922
Q1 2025 Reduced 2.53%
$9.7B
$1.87 Million 0.05% of portfolio
11,608
Q1 2025 Added 0.03%
$118B
$1.7 Million 0.04% of portfolio
16,178
Q1 2025 Added 25.67%
$290B
$1.5 Million 0.04% of portfolio
5,636
Q1 2025 Reduced 71.97%
$180B
$1.46 Million 0.04% of portfolio
32,206
Q1 2025 Added 3.58%
$50.8B
$1.72 Million 0.04% of portfolio
32,200
Q3 2024 New
$149B
$1.73 Million 0.04% of portfolio
4,654
Q1 2025 Reduced 0.92%
$60.7B
$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%
$5.42B
$1.62 Million 0.04% of portfolio
46,211
Q1 2025 Reduced 23.88%
$20.4B
$1.49 Million 0.04% of portfolio
22,703
Q4 2024 Added 0.01%
$24.5B
$1.23 Million 0.03% of portfolio
56,516
Q1 2025 Reduced 0.02%
$69.9B
$1.44 Million 0.03% of portfolio
24,113
Q4 2024 Added 0.05%
$240M
$1.19 Million 0.03% of portfolio
114,000
Q1 2024 New
$53.4B
$1.24 Million 0.03% of portfolio
31,911
Q3 2024 New
$122B
$1.42 Million 0.03% of portfolio
15,851
Q1 2025 Reduced 2.04%
$37.7B
$1.42 Million 0.03% of portfolio
5,872
Q4 2024 Reduced 3.26%
$123M
$1.32 Million 0.03% of portfolio
42,080
Q4 2024 Reduced 2.0%
$3.19B
$1.38 Million 0.03% of portfolio
19,593
Q1 2025 Reduced 77.59%
$81.7B
$1.25 Million 0.03% of portfolio
4,599
Q1 2025 Reduced 0.15%
$95B
$1.3 Million 0.03% of portfolio
20,527
Q1 2025 Added 15.29%
$1.6B
$1.32 Million 0.03% of portfolio
169,750
Q1 2025 Reduced 0.59%
$47.7B
$1.25 Million 0.03% of portfolio
11,966
Q1 2025 Added 0.05%
$2.06B
$1.27 Million 0.03% of portfolio
125,882
Q1 2025 Reduced 3.82%
$68.6B
$1.43 Million 0.03% of portfolio
33,812
Q1 2025 Reduced 2.42%
$36B
$1.09 Million 0.03% of portfolio
35,500
Q1 2025 New
$18.4B
$691,000 0.02% of portfolio
5,056
Q1 2025 Added 0.02%
$7.55B
$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
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