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
$9.33B
$7.41 Million 0.18% of portfolio
149,418
Q1 2025 Reduced 2.29%
$6.96B
$7.16 Million 0.17% of portfolio
119,219
Q1 2025 New
$93.8B
$7.04 Million 0.17% of portfolio
310,100
Q1 2025 Reduced 8.95%
$141B
$6.59 Million 0.16% of portfolio
260,051
Q1 2025 Added 22.69%
$6.84B
$6.59 Million 0.16% of portfolio
135,032
Q1 2025 Added 25.97%
$15.5B
$5.98 Million 0.15% of portfolio
188,826
Q1 2025 Reduced 15.84%
$206B
$6.27 Million 0.15% of portfolio
19,009
Q1 2025 Reduced 1.12%
$267B
$5.83 Million 0.14% of portfolio
66,371
Q1 2025 Added 40.11%
$10.4B
$5.58 Million 0.14% of portfolio
208,763
Q1 2025 Added 19.28%
$30.2B
$5.84 Million 0.14% of portfolio
33,113
Q1 2025 Reduced 16.99%
$275B
$5.67 Million 0.14% of portfolio
35,743
Q1 2025 Reduced 3.54%
$15.4B
$5.91 Million 0.14% of portfolio
198,340
Q1 2025 Added 42.41%
$85B
$5.27 Million 0.13% of portfolio
35,901
Q1 2025 Reduced 8.09%
$13.4B
$5.18 Million 0.13% of portfolio
49,042
Q1 2025 Added 279.29%
$1.61B
$5.44 Million 0.13% of portfolio
357,576
Q1 2025 New
$4.72B
$5.16 Million 0.13% of portfolio
244,238
Q1 2025 Reduced 0.62%
$21.2B
$5.44 Million 0.13% of portfolio
65,076
Q1 2025 New
$85B
$4.92 Million 0.12% of portfolio
35,926
Q1 2025 Added 1.36%
$44.5B
$5.05 Million 0.12% of portfolio
110,408
Q1 2025 Reduced 1.21%
$6.78B
$4.93 Million 0.12% of portfolio
94,022
Q1 2025 Reduced 14.98%
$44.4B
$4.51 Million 0.11% of portfolio
31,708
Q1 2025 Added 55.17%
$40.4B
$4.72 Million 0.11% of portfolio
60,832
Q1 2025 Reduced 24.72%
$15.7B
$4.65 Million 0.11% of portfolio
135,822
Q1 2025 Reduced 22.91%
$1.73B
$4.52 Million 0.11% of portfolio
100,800
Q2 2024 Reduced 0.63%
$0
$4.58 Million 0.11% of portfolio
16,666
Q1 2025 Reduced 0.28%
$1.76B
$4.41 Million 0.11% of portfolio
171,242
Q3 2024 New
$108B
$4.66 Million 0.11% of portfolio
33,324
Q1 2025 Reduced 2.94%
$3.33B
$4.65 Million 0.11% of portfolio
95,585
Q1 2025 New
$158B
$4.43 Million 0.11% of portfolio
63,825
Q1 2025 Added 74.02%
$0
$4.12 Million 0.1% of portfolio
23,801
Q1 2025 Added 26.81%
$0
$4.09 Million 0.1% of portfolio
353,000
Q1 2025 Added 81.96%
$24B
$4.25 Million 0.1% of portfolio
8,545
Q1 2025 Reduced 11.49%
$42.6B
$4.22 Million 0.1% of portfolio
48,457
Q1 2025 Reduced 78.62%
$13.4B
$3.96 Million 0.1% of portfolio
25,895
Q1 2025 Reduced 2.17%
$155B
$4.14 Million 0.1% of portfolio
13,301
Q1 2025 Reduced 2.61%
$26.1B
$3.94 Million 0.1% of portfolio
22,423
Q1 2025 Added 174.12%
$36.3B
$4.12 Million 0.1% of portfolio
211,923
Q1 2025 Added 1.41%
$2.09B
$3.92 Million 0.1% of portfolio
256,700
Q2 2024 Reduced 0.8%
$77.7B
$3.83 Million 0.09% of portfolio
15,101
Q1 2025 Added 0.02%
$172B
$3.57 Million 0.09% of portfolio
7,035
Q1 2025 Reduced 7.37%
$11.1B
$3.8 Million 0.09% of portfolio
48,713
Q1 2025 Reduced 46.26%
$4.05B
$3.68 Million 0.09% of portfolio
48,766
Q1 2025 Reduced 18.61%
$27B
$3.64 Million 0.09% of portfolio
1,948
Q1 2025 Added 2.36%
$21B
$3.85 Million 0.09% of portfolio
124,101
Q1 2025 Reduced 6.04%
$305B
$3.88 Million 0.09% of portfolio
7,417
Q1 2025 Reduced 10.09%
$45.2B
$3.81 Million 0.09% of portfolio
9,072
Q1 2025 Added 674.72%
$241B
$3.84 Million 0.09% of portfolio
7,023
Q1 2025 Reduced 9.86%
$67.8B
$3.53 Million 0.09% of portfolio
103,360
Q1 2025 Reduced 7.37%
$167B
$3.13 Million 0.08% of portfolio
44,035
Q1 2025 Reduced 4.9%

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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