Spears Abacus Advisors LLC Portfolio Holdings
Spears Abacus Advisors LLC
- $4.73 Billion
- Q3 2024
Spears Abacus Advisors LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.73 Billion distributed in 401 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $358M, Apple Inc. with a value of $199M, Alphabet Inc. with a value of $185M, Berkshire Hathaway Inc Class B with a value of $170M, and Amazon Com Inc with a value of $112M.
Examining the 13F form we can see an increase of $109M in the current position value, from $4.62B to 4.73B.
Below you can find more details about Spears Abacus Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.73 Billion
Technology: $1.04 Billion
Financial Services: $685 Million
Consumer Cyclical: $641 Million
Industrials: $622 Million
Healthcare: $563 Million
Communication Services: $401 Million
Consumer Defensive: $258 Million
Basic Materials: $245 Million
Other: $274 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 401
- Current Value $4.73 Billion
- Prior Value $4.62 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 58 stocks
- Additional Purchases 121 stocks
- Sold out of 0 stocks
- Reduced holdings in 116 stocks