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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$60B
$26.2 Million 0.6% of portfolio
115,091
Q2 2025 Reduced 1.18%
$302B
$25.4 Million 0.59% of portfolio
177,735
Q2 2025 Added 0.13%
$12.2B
$25.5 Million 0.59% of portfolio
247,157
Q2 2025 Reduced 12.41%
$146B
$24.8 Million 0.57% of portfolio
106,410
Q2 2025 Added 0.4%
$15.3B
$23.7 Million 0.55% of portfolio
248,420
Q2 2025 Reduced 21.9%
$19.8B
$23.3 Million 0.54% of portfolio
351,554
Q2 2025 Reduced 1.71%
$79.5B
$23.4 Million 0.54% of portfolio
187,085
Q2 2025 Added 10.24%
$306B
$21.9 Million 0.5% of portfolio
309,501
Q2 2025 Reduced 1.91%
$6.44B
$21.3 Million 0.49% of portfolio
364,918
Q2 2025 Reduced 33.98%
$31.7B
$21.2 Million 0.49% of portfolio
191,751
Q2 2025 Added 0.6%
$8.95B
$20.8 Million 0.48% of portfolio
308,925
Q2 2025 Added 534.17%
$80B
$20.7 Million 0.48% of portfolio
83,773
Q2 2025 Reduced 0.83%
$40.9B
$20.3 Million 0.47% of portfolio
267,522
Q2 2025 Reduced 2.26%
$2B
$19.7 Million 0.45% of portfolio
1,480,132
Q2 2025 Added 1,075.81%
$38.7B
$19.4 Million 0.45% of portfolio
80,038
Q2 2025 Reduced 0.09%
$2.01B
$19.4 Million 0.45% of portfolio
1,775,887
Q2 2025 Added 34.22%
$442B
$18.9 Million 0.44% of portfolio
175,728
Q2 2025 Reduced 0.97%
$14.5B
$18.9 Million 0.44% of portfolio
2,061,292
Q2 2025 New
$15.3B
$18.9 Million 0.43% of portfolio
257,592
Q2 2025 Added 8.93%
$202B
$17.6 Million 0.41% of portfolio
133,476
Q2 2025 Reduced 4.56%
$112B
$17 Million 0.39% of portfolio
44,486
Q2 2025 Reduced 1.4%
$0
$15.6 Million 0.36% of portfolio
614,790
Q2 2025 Reduced 0.13%
$16.9B
$15.3 Million 0.35% of portfolio
294,064
Q2 2025 Reduced 35.61%
$210B
$14.6 Million 0.34% of portfolio
49,617
Q2 2025 Added 29.49%
$0
$14.5 Million 0.33% of portfolio
483,025
Q2 2024 Reduced 0.51%
$59.7B
$13.9 Million 0.32% of portfolio
26,461
Q2 2025 Reduced 58.99%
$76.9B
$13.4 Million 0.31% of portfolio
272,776
Q2 2025 Reduced 77.61%
$3.38B
$12.9 Million 0.3% of portfolio
420,265
Q2 2025 Added 31.94%
$38.4B
$12.6 Million 0.29% of portfolio
22,913
Q2 2025 Added 2,760.55%
$1.34B
$12.8 Million 0.29% of portfolio
183,894
Q2 2025 Added 3.88%
$99B
$12.5 Million 0.29% of portfolio
271,091
Q2 2025 Reduced 0.29%
$135B
$12 Million 0.28% of portfolio
52,240
Q2 2025 Reduced 1.4%
$65.4B
$12 Million 0.28% of portfolio
113,717
Q2 2025 Reduced 0.66%
$368B
$11.9 Million 0.27% of portfolio
74,694
Q2 2025 Reduced 4.18%
$0
$10.7 Million 0.25% of portfolio
18,885
Q2 2025 Reduced 5.79%
$70.7B
$10.3 Million 0.24% of portfolio
26,404
Q2 2025 Added 0.67%
$306B
$10.6 Million 0.24% of portfolio
41,156
Q2 2025 Reduced 19.59%
$0
$10.4 Million 0.24% of portfolio
16,826
Q2 2025 Added 9.46%
$17B
$10 Million 0.23% of portfolio
178,214
Q2 2025 Reduced 0.99%
$3.17B
$9.6 Million 0.22% of portfolio
1,021,040
Q2 2025 Reduced 0.08%
$0
$9.2 Million 0.21% of portfolio
27,085
Q2 2025 Added 4.19%
$551B
$8.53 Million 0.2% of portfolio
24,016
Q2 2025 Reduced 0.51%
$4.51B
$8.78 Million 0.2% of portfolio
84,151
Q2 2025 Reduced 0.13%
$293B
$8.59 Million 0.2% of portfolio
123,850
Q2 2025 Reduced 0.85%
$9.6B
$8.36 Million 0.19% of portfolio
149,418
Q1 2025 Reduced 2.29%
$18.7B
$8.15 Million 0.19% of portfolio
43,256
Q2 2025 Added 5.72%
$1.78T
$7.82 Million 0.18% of portfolio
10,592
Q2 2025 Reduced 85.79%
$153B
$7.88 Million 0.18% of portfolio
15,495
Q2 2025 Reduced 28.42%
$548B
$7.92 Million 0.18% of portfolio
14,091
Q2 2025 Reduced 0.06%

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
Track This Portfolio

Track Spears Abacus Advisors LLC Portfolio

Follow Spears Abacus Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spears Abacus Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spears Abacus Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email