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 Market Cap. of $2 Billions to $10 Billions
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