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
$53.7B
$7.59 Million 0.17% of portfolio
44,035
Q2 2025 Added 0.39%
$278B
$7.35 Million 0.17% of portfolio
18,940
Q2 2025 Reduced 0.36%
$38B
$7.43 Million 0.17% of portfolio
47,167
Q2 2025 Added 42.44%
$138B
$6.74 Million 0.16% of portfolio
278,101
Q2 2025 Added 6.94%
$2.14B
$6.95 Million 0.16% of portfolio
100,650
Q2 2025 Reduced 0.15%
$0
$6.57 Million 0.15% of portfolio
185,525
Q2 2025 New
$146B
$6.3 Million 0.15% of portfolio
281,445
Q2 2025 Reduced 9.24%
$71.9B
$6.35 Million 0.15% of portfolio
109,043
Q2 2025 Added 104.82%
$54.5B
$6.31 Million 0.15% of portfolio
48,978
Q2 2025 Reduced 19.4%
$16B
$6.7 Million 0.15% of portfolio
200,087
Q2 2025 Added 0.88%
$2.85B
$5.95 Million 0.14% of portfolio
94,922
Q2 2025 Reduced 0.69%
$76.7B
$6.05 Million 0.14% of portfolio
45,367
Q2 2025 Reduced 7.74%
$71.6B
$5.72 Million 0.13% of portfolio
108,808
Q2 2025 Reduced 1.45%
$13.4B
$5.54 Million 0.13% of portfolio
208,413
Q2 2025 Reduced 0.17%
$247B
$5.5 Million 0.13% of portfolio
30,213
Q2 2025 Reduced 15.47%
$52.7B
$5.5 Million 0.13% of portfolio
112,765
Q2 2025 New
$16.1B
$5.03 Million 0.12% of portfolio
145,914
Q2 2025 Reduced 22.73%
$48.9B
$5.42 Million 0.12% of portfolio
60,403
Q2 2025 Reduced 0.71%
$263B
$5.01 Million 0.12% of portfolio
7,081
Q2 2025 Added 0.83%
$76.6B
$5.02 Million 0.12% of portfolio
35,397
Q2 2025 Reduced 1.47%
$14B
$5.32 Million 0.12% of portfolio
92,225
Q2 2025 New
$2.42B
$5.42 Million 0.12% of portfolio
256,360
Q2 2025 Reduced 0.13%
$21.1B
$5.35 Million 0.12% of portfolio
64,603
Q2 2025 Reduced 0.73%
$0
$5.08 Million 0.12% of portfolio
16,712
Q2 2025 Added 0.28%
$116B
$4.98 Million 0.11% of portfolio
33,302
Q2 2025 Reduced 0.07%
$1.94B
$4.73 Million 0.11% of portfolio
171,242
Q3 2024 New
$291B
$4.66 Million 0.11% of portfolio
47,677
Q2 2025 Reduced 28.17%
$2.08B
$4.99 Million 0.11% of portfolio
283,468
Q2 2025 Reduced 20.73%
$53B
$4.87 Million 0.11% of portfolio
9,071
Q2 2025 Reduced 0.01%
$41B
$4.14 Million 0.1% of portfolio
44,637
Q2 2025 Reduced 7.88%
$0
$4.28 Million 0.1% of portfolio
23,525
Q2 2025 Reduced 1.16%
$6.26B
$4.35 Million 0.1% of portfolio
59,963
Q2 2025 Reduced 36.22%
$40.6B
$4.5 Million 0.1% of portfolio
34,917
Q2 2025 Added 10.12%
$4.68B
$4.53 Million 0.1% of portfolio
48,471
Q2 2025 Reduced 0.6%
$202B
$4.21 Million 0.1% of portfolio
32,008
Q2 2025 Added 1,125.89%
$82.2B
$4.48 Million 0.1% of portfolio
21,062
Q2 2025 Added 9.1%
$0
$4.32 Million 0.1% of portfolio
353,000
Q1 2025 Added 81.96%
$13.1B
$3.81 Million 0.09% of portfolio
21,427
Q2 2025 Added 5.41%
$22.8B
$4.11 Million 0.09% of portfolio
22,427
Q2 2025 Added 0.02%
$26.5B
$3.91 Million 0.09% of portfolio
1,960
Q2 2025 Added 0.62%
$11.5B
$3.88 Million 0.09% of portfolio
128,061
Q2 2025 Reduced 5.71%
$157B
$3.73 Million 0.09% of portfolio
13,352
Q2 2025 Added 0.38%
$57.4B
$3.95 Million 0.09% of portfolio
15,738
Q2 2025 Added 0.85%
$77.8B
$4.06 Million 0.09% of portfolio
15,079
Q2 2025 Reduced 0.15%
$26.8B
$3.31 Million 0.08% of portfolio
6,460
Q2 2025 Reduced 24.4%
$11.6B
$3.68 Million 0.08% of portfolio
25,821
Q2 2025 Reduced 0.29%
$159B
$3.64 Million 0.08% of portfolio
6,906
Q2 2025 Reduced 1.83%
$27.6B
$3.43 Million 0.08% of portfolio
59,630
Q2 2025 Reduced 0.01%
$193B
$3.63 Million 0.08% of portfolio
42,673
Q2 2025 Reduced 3.09%

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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