Spears Abacus Advisors LLC Portfolio Holdings

Spears Abacus Advisors LLC

  • $4.64 Billion
  • Q3 2025

Spears Abacus Advisors LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.64 Billion distributed in 400 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $385M, Apple Inc. with a value of $195M, Alphabet Inc. with a value of $194M, Berkshire Hathaway Inc Class B with a value of $171M, and Oracle Corp with a value of $148M.

Examining the 13F form we can see an increase of $292M in the current position value, from $4.35B to 4.64B.

Below you can find more details about Spears Abacus Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.64 Billion
Technology: $1.21 Billion
Financial Services: $719 Million
Consumer Cyclical: $579 Million
Industrials: $466 Million
Communication Services: $450 Million
Healthcare: $431 Million
Basic Materials: $290 Million
Consumer Defensive: $212 Million
Other: $270 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$512B
$7.97 Million 0.17% of portfolio
14,013
Q3 2025 Reduced 0.55%
$319B
$7.48 Million 0.16% of portfolio
109,259
Q3 2025 Reduced 11.78%
$25.7B
$7.65 Million 0.16% of portfolio
45,857
Q3 2025 Added 104.47%
$0
$7.29 Million 0.16% of portfolio
185,525
Q2 2025 New
$1.06B
$7.37 Million 0.16% of portfolio
186,317
Q3 2025 Added 1.32%
$69.4B
$7.26 Million 0.16% of portfolio
88,487
Q3 2025 Reduced 18.68%
$151B
$7 Million 0.15% of portfolio
19,834
Q3 2025 Reduced 72.96%
$144B
$6.96 Million 0.15% of portfolio
15,228
Q3 2025 Reduced 1.72%
$47.1B
$6.73 Million 0.15% of portfolio
60,189
Q3 2025 Reduced 0.35%
$141B
$6.98 Million 0.15% of portfolio
273,780
Q3 2025 Reduced 1.55%
$1.24B
$6.58 Million 0.14% of portfolio
561,580
Q3 2025 New
$1.97B
$6.52 Million 0.14% of portfolio
279,573
Q3 2025 Reduced 1.37%
$16.2B
$6.37 Million 0.14% of portfolio
193,549
Q3 2025 Reduced 3.27%
$55.9B
$5.98 Million 0.13% of portfolio
109,851
Q3 2025 Reduced 2.58%
$0
$6.18 Million 0.13% of portfolio
393,400
Q3 2025 Added 11.44%
$10.7B
$6.19 Million 0.13% of portfolio
81,606
Q3 2025 New
$8.11B
$5.84 Million 0.13% of portfolio
150,836
Q3 2025 New
$14.3B
$5.5 Million 0.12% of portfolio
91,341
Q3 2025 Reduced 0.96%
$0
$5.69 Million 0.12% of portfolio
17,325
Q3 2025 Added 3.67%
$2.76B
$5.47 Million 0.12% of portfolio
33,348
Q3 2025 New
$18.3B
$5.62 Million 0.12% of portfolio
114,725
Q3 2025 Reduced 60.99%
$265B
$5.55 Million 0.12% of portfolio
6,975
Q3 2025 Reduced 1.5%
$75.4B
$5.65 Million 0.12% of portfolio
43,072
Q3 2025 Reduced 5.06%
$19.5B
$5.75 Million 0.12% of portfolio
145,818
Q3 2025 Reduced 0.07%
$98.1B
$5.37 Million 0.12% of portfolio
31,402
Q3 2025 Reduced 5.71%
$21.3B
$5.72 Million 0.12% of portfolio
64,436
Q3 2025 Reduced 0.26%
$78.2B
$4.93 Million 0.11% of portfolio
15,267
Q3 2025 Reduced 42.18%
$1.87B
$5.21 Million 0.11% of portfolio
171,242
Q3 2024 New
$23.5B
$5.23 Million 0.11% of portfolio
8,929
Q3 2025 Added 38.22%
$0
$5.01 Million 0.11% of portfolio
68,115
Q3 2025 New
$237B
$4.95 Million 0.11% of portfolio
30,542
Q3 2025 Added 1.09%
$77.2B
$4.47 Million 0.1% of portfolio
21,045
Q3 2025 Reduced 0.08%
$55.4B
$4.73 Million 0.1% of portfolio
15,474
Q3 2025 Reduced 1.68%
$279B
$4.77 Million 0.1% of portfolio
46,306
Q3 2025 Reduced 2.88%
$78.4B
$4.72 Million 0.1% of portfolio
35,406
Q3 2025 Added 0.03%
$0
$4.62 Million 0.1% of portfolio
24,364
Q3 2025 Added 3.57%
$2.35B
$4.43 Million 0.1% of portfolio
81,092
Q3 2025 Reduced 14.57%
$35.1B
$4.27 Million 0.09% of portfolio
34,367
Q3 2025 Reduced 1.58%
$4.48B
$4.3 Million 0.09% of portfolio
39,249
Q3 2025 Reduced 19.03%
$54.5B
$4.16 Million 0.09% of portfolio
22,205
Q3 2025 Reduced 49.57%
$27.9B
$3.95 Million 0.09% of portfolio
2,065
Q3 2025 Added 5.36%
$33.1B
$4.31 Million 0.09% of portfolio
173,538
Q4 2024 Reduced 18.18%
$73.7B
$4.11 Million 0.09% of portfolio
15,002
Q3 2025 Reduced 0.51%
$41B
$3.56 Million 0.08% of portfolio
18,734
Q3 2025 Reduced 60.28%
$130B
$3.76 Million 0.08% of portfolio
10,578
Q2 2025 Added 0.02%
$190B
$3.76 Million 0.08% of portfolio
37,027
Q3 2025 Reduced 13.23%
$159B
$3.37 Million 0.07% of portfolio
6,924
Q3 2025 Added 0.26%
$0
$3.12 Million 0.07% of portfolio
6,653
Q3 2025 Reduced 0.3%
$205B
$3.14 Million 0.07% of portfolio
21,340
Q3 2025 Reduced 33.33%

Summary

  • Portfolio
  • No. of Stocks 400
  • Current Value $4.64 Billion
  • Prior Value $4.35 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 34 stocks
  • Additional Purchases 126 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 169 stocks
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