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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$190B
$2.03 Million 0.05% of portfolio
4,093
Q1 2025 Added 0.12%
$22.7B
$1.96 Million 0.05% of portfolio
20,039
Q1 2025 Reduced 1.45%
$46.5B
$1.93 Million 0.05% of portfolio
6,152
Q1 2025 Added 4.29%
$91B
$2.19 Million 0.05% of portfolio
49,500
Q1 2025 Reduced 12.93%
$26.7B
$2.01 Million 0.05% of portfolio
20,400
Q1 2025 Added 0.01%
$144B
$2.12 Million 0.05% of portfolio
29,922
Q1 2025 Reduced 2.53%
$117B
$1.7 Million 0.04% of portfolio
16,178
Q1 2025 Added 25.67%
$183B
$1.46 Million 0.04% of portfolio
32,206
Q1 2025 Added 3.58%
$51.1B
$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%
$59.2B
$1.6 Million 0.04% of portfolio
12,947
Q1 2025 Added 10.74%
$93.9B
$1.54 Million 0.04% of portfolio
6,658
Q1 2025 Added 0.06%
$18.9B
$1.49 Million 0.04% of portfolio
22,703
Q4 2024 Added 0.01%
$22.6B
$1.23 Million 0.03% of portfolio
56,516
Q1 2025 Reduced 0.02%
$71.6B
$1.44 Million 0.03% of portfolio
24,113
Q4 2024 Added 0.05%
$51.6B
$1.24 Million 0.03% of portfolio
31,911
Q3 2024 New
$37.8B
$1.42 Million 0.03% of portfolio
5,872
Q4 2024 Reduced 3.26%
$80.8B
$1.25 Million 0.03% of portfolio
4,599
Q1 2025 Reduced 0.15%
$92.5B
$1.3 Million 0.03% of portfolio
20,527
Q1 2025 Added 15.29%
$44.9B
$1.25 Million 0.03% of portfolio
11,966
Q1 2025 Added 0.05%
$69.1B
$1.43 Million 0.03% of portfolio
33,812
Q1 2025 Reduced 2.42%
$36.5B
$1.09 Million 0.03% of portfolio
35,500
Q1 2025 New
$18.7B
$691,000 0.02% of portfolio
5,056
Q1 2025 Added 0.02%
$58.1B
$788,000 0.02% of portfolio
4,150
Q4 2024 Added 3.18%
$90.3B
$915,000 0.02% of portfolio
1,506
Q1 2025 Added 0.07%
$49.9B
$821,000 0.02% of portfolio
19,661
Q1 2025 Reduced 20.3%
$10.4B
$691,000 0.02% of portfolio
8,999
Q1 2025 Added 0.01%
$53.6B
$658,000 0.02% of portfolio
6,024
Q1 2025 Added 54.15%
$191B
$896,000 0.02% of portfolio
2,872
Q1 2025 Reduced 14.17%
$35.7B
$691,000 0.02% of portfolio
6,251
Q1 2025 Reduced 0.71%
$99B
$678,000 0.02% of portfolio
2,559
Q1 2025 Reduced 33.26%
$116B
$925,000 0.02% of portfolio
1,909
Q1 2025 Reduced 1.65%
$42.8B
$719,000 0.02% of portfolio
4,571
Q1 2025 Added 0.18%
$76.2B
$754,000 0.02% of portfolio
6,859
Q1 2025 Added 0.41%
$30.8B
$936,000 0.02% of portfolio
7,525
Q1 2025 Added 0.03%
$102B
$838,000 0.02% of portfolio
2,549
Q1 2025 Reduced 0.66%
$16.2B
$955,000 0.02% of portfolio
2,079
Q1 2025 Reduced 12.57%
$54.1B
$248,000 0.01% of portfolio
1,201
Q4 2024 Added 0.25%
$140B
$265,000 0.01% of portfolio
482
Q1 2025 New
$74.5B
$216,000 0.01% of portfolio
1,316
Q1 2025 Reduced 0.98%
$19.7B
$330,000 0.01% of portfolio
2,918
Q1 2025 Added 0.1%
$166B
$377,000 0.01% of portfolio
4,825
Q1 2025 Reduced 8.5%
$184B
$294,000 0.01% of portfolio
2,611
Q1 2024 New
$24.3B
$212,000 0.01% of portfolio
937
Q1 2025 New
$104B
$606,000 0.01% of portfolio
10,110
Q4 2024 Reduced 46.32%
$57.9B
$426,000 0.01% of portfolio
6,503
Q4 2024 Added 0.17%
$156B
$237,000 0.01% of portfolio
3,987
Q1 2024 New
$62.6B
$232,000 0.01% of portfolio
880
Q4 2024 Added 0.23%
$65.3B
$256,000 0.01% of portfolio
2,956
Q1 2025 Added 0.1%

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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