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
$59.8B
$26.2 Million 0.6% of portfolio
115,091
Q2 2025 Reduced 1.18%
$297B
$25.4 Million 0.59% of portfolio
177,735
Q2 2025 Added 0.13%
$10.8B
$25.5 Million 0.59% of portfolio
247,157
Q2 2025 Reduced 12.41%
$136B
$24.8 Million 0.57% of portfolio
106,410
Q2 2025 Added 0.4%
$14.9B
$23.7 Million 0.55% of portfolio
248,420
Q2 2025 Reduced 21.9%
$20.4B
$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%
$289B
$21.9 Million 0.5% of portfolio
309,501
Q2 2025 Reduced 1.91%
$7.04B
$21.3 Million 0.49% of portfolio
364,918
Q2 2025 Reduced 33.98%
$30.1B
$21.2 Million 0.49% of portfolio
191,751
Q2 2025 Added 0.6%
$6.9B
$20.8 Million 0.48% of portfolio
308,925
Q2 2025 Added 534.17%
$75.1B
$20.7 Million 0.48% of portfolio
83,773
Q2 2025 Reduced 0.83%
$39.7B
$20.3 Million 0.47% of portfolio
267,522
Q2 2025 Reduced 2.26%
$2.08B
$19.7 Million 0.45% of portfolio
1,480,132
Q2 2025 Added 1,075.81%
$42.7B
$19.4 Million 0.45% of portfolio
80,038
Q2 2025 Reduced 0.09%
$1.9B
$19.4 Million 0.45% of portfolio
1,775,887
Q2 2025 Added 34.22%
$468B
$18.9 Million 0.44% of portfolio
175,728
Q2 2025 Reduced 0.97%
$11.9B
$18.9 Million 0.44% of portfolio
2,061,292
Q2 2025 New
$16B
$18.9 Million 0.43% of portfolio
257,592
Q2 2025 Added 8.93%
$205B
$17.6 Million 0.41% of portfolio
133,476
Q2 2025 Reduced 4.56%
$118B
$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%
$17.2B
$15.3 Million 0.35% of portfolio
294,064
Q2 2025 Reduced 35.61%
$248B
$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%
$59.8B
$13.9 Million 0.32% of portfolio
26,461
Q2 2025 Reduced 58.99%
$79B
$13.4 Million 0.31% of portfolio
272,776
Q2 2025 Reduced 77.61%
$3.32B
$12.9 Million 0.3% of portfolio
420,265
Q2 2025 Added 31.94%
$39.8B
$12.6 Million 0.29% of portfolio
22,913
Q2 2025 Added 2,760.55%
$987M
$12.8 Million 0.29% of portfolio
183,894
Q2 2025 Added 3.88%
$92.6B
$12.5 Million 0.29% of portfolio
271,091
Q2 2025 Reduced 0.29%
$139B
$12 Million 0.28% of portfolio
52,240
Q2 2025 Reduced 1.4%
$69.7B
$12 Million 0.28% of portfolio
113,717
Q2 2025 Reduced 0.66%
$350B
$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%
$84.8B
$10.3 Million 0.24% of portfolio
26,404
Q2 2025 Added 0.67%
$325B
$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%
$14.8B
$10 Million 0.23% of portfolio
178,214
Q2 2025 Reduced 0.99%
$3.61B
$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%
$561B
$8.53 Million 0.2% of portfolio
24,016
Q2 2025 Reduced 0.51%
$5.22B
$8.78 Million 0.2% of portfolio
84,151
Q2 2025 Reduced 0.13%
$277B
$8.59 Million 0.2% of portfolio
123,850
Q2 2025 Reduced 0.85%
$9.04B
$8.36 Million 0.19% of portfolio
149,418
Q1 2025 Reduced 2.29%
$19.5B
$8.15 Million 0.19% of portfolio
43,256
Q2 2025 Added 5.72%
$1.59T
$7.82 Million 0.18% of portfolio
10,592
Q2 2025 Reduced 85.79%
$133B
$7.88 Million 0.18% of portfolio
15,495
Q2 2025 Reduced 28.42%
$533B
$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
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