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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63.3B
$25.8 Million 0.63% of portfolio
87,463
Q1 2025 Added 1.28%
$23.6B
$25.6 Million 0.62% of portfolio
214,345
Q1 2025 Added 105.52%
$12.6B
$25.2 Million 0.61% of portfolio
282,161
Q1 2025 Added 1.69%
$15.4B
$25.2 Million 0.61% of portfolio
318,074
Q1 2025 Reduced 52.13%
$15.8B
$25.1 Million 0.61% of portfolio
386,421
Q1 2025 Added 45.4%
$20.8B
$23.8 Million 0.58% of portfolio
357,655
Q1 2025 Reduced 1.37%
$310B
$22.6 Million 0.55% of portfolio
315,518
Q1 2025 Added 4.25%
$161B
$22.4 Million 0.55% of portfolio
105,984
Q1 2025 Added 0.9%
$29.4B
$21.9 Million 0.53% of portfolio
190,602
Q1 2025 Reduced 62.99%
$79.5B
$21.2 Million 0.52% of portfolio
169,705
Q1 2025 Reduced 7.67%
$204B
$21.4 Million 0.52% of portfolio
26,830
Q1 2025 Reduced 8.5%
$78.4B
$20.9 Million 0.51% of portfolio
84,472
Q1 2025 Added 0.5%
$455B
$21.1 Million 0.51% of portfolio
177,448
Q1 2025 Reduced 1.49%
$98.4B
$21.1 Million 0.51% of portfolio
188,322
Q1 2025 Added 5.9%
$186B
$21 Million 0.51% of portfolio
139,848
Q1 2025 Reduced 4.44%
$39.2B
$20.5 Million 0.5% of portfolio
273,702
Q1 2025 Added 2.31%
$8.45B
$19.5 Million 0.47% of portfolio
279,579
Q1 2025 Reduced 0.53%
$212B
$17.8 Million 0.43% of portfolio
134,090
Q1 2025 Reduced 0.37%
$40B
$16.6 Million 0.4% of portfolio
80,113
Q1 2025 Reduced 10.14%
$101B
$16.6 Million 0.4% of portfolio
271,869
Q1 2025 Added 0.13%
$9B
$15.9 Million 0.39% of portfolio
360,635
Q1 2025 Reduced 2.24%
$112B
$15.6 Million 0.38% of portfolio
45,117
Q1 2025 Reduced 2.79%
$0
$14.8 Million 0.36% of portfolio
615,590
Q2 2024 Reduced 0.44%
$30.6B
$14.1 Million 0.34% of portfolio
7,592
Q1 2025 Added 4.36%
$0
$13.7 Million 0.33% of portfolio
483,025
Q2 2024 Reduced 0.51%
$382B
$13.3 Million 0.32% of portfolio
77,954
Q1 2025 Added 9.2%
$66.8B
$12.7 Million 0.31% of portfolio
114,478
Q1 2025 Reduced 6.14%
$145B
$12.5 Million 0.3% of portfolio
52,983
Q1 2025 Added 3.39%
$12B
$12.4 Million 0.3% of portfolio
236,473
Q1 2025 New
$1.9B
$12 Million 0.29% of portfolio
1,323,072
Q1 2025 New
$95B
$11.4 Million 0.28% of portfolio
26,228
Q1 2025 Reduced 7.72%
$1.89B
$10.9 Million 0.26% of portfolio
177,022
Q1 2025 Added 3.65%
$3.23B
$10.8 Million 0.26% of portfolio
318,520
Q1 2025 Added 15.12%
$382B
$10.7 Million 0.26% of portfolio
98,523
Q1 2025 Added 16.12%
$272B
$10.2 Million 0.25% of portfolio
51,185
Q1 2025 Reduced 70.07%
$153B
$10.2 Million 0.25% of portfolio
21,646
Q1 2025 Reduced 0.12%
$0
$10.3 Million 0.25% of portfolio
20,045
Q1 2025 Added 1.55%
$4.42B
$9.83 Million 0.24% of portfolio
84,264
Q1 2025 Added 2.65%
$50.7B
$10 Million 0.24% of portfolio
43,865
Q1 2025 Reduced 6.8%
$18.2B
$9.37 Million 0.23% of portfolio
179,990
Q1 2025 Reduced 7.64%
$261B
$9.53 Million 0.23% of portfolio
38,317
Q1 2025 Added 4.8%
$0
$8.6 Million 0.21% of portfolio
15,372
Q1 2025 Added 10.05%
$581B
$8.46 Million 0.21% of portfolio
24,138
Q1 2025 Added 1.21%
$19B
$8.1 Million 0.2% of portfolio
40,916
Q1 2025 Reduced 17.99%
$2.79B
$7.72 Million 0.19% of portfolio
1,021,905
Q1 2025 Added 1.27%
$46.5B
$7.73 Million 0.19% of portfolio
60,765
Q1 2025 Reduced 51.57%
$284B
$7.71 Million 0.19% of portfolio
124,913
Q1 2025 Added 0.11%
$0
$7.97 Million 0.19% of portfolio
25,996
Q3 2024 Reduced 0.03%
$539B
$7.73 Million 0.19% of portfolio
14,099
Q1 2025 Reduced 5.34%

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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