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
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