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
$20.5B
$3.41 Million 0.08% of portfolio
95,187
Q2 2025 Reduced 23.3%
$106B
$3.22 Million 0.07% of portfolio
10,578
Q2 2025 Added 0.02%
$201B
$3.03 Million 0.07% of portfolio
3,852
Q2 2025 Added 0.08%
$0
$2.83 Million 0.07% of portfolio
6,673
Q2 2025 Added 2.93%
$59.7B
$2.93 Million 0.07% of portfolio
99,539
Q2 2025 Reduced 0.53%
$608B
$3.07 Million 0.07% of portfolio
3,942
Q2 2025 Added 0.18%
$68.2B
$3.16 Million 0.07% of portfolio
101,860
Q2 2025 Reduced 1.45%
$1.84B
$3.03 Million 0.07% of portfolio
67,974
Q2 2025 Reduced 1.16%
$6.61B
$2.41 Million 0.06% of portfolio
2,282
Q2 2025 Reduced 0.31%
$53.7B
$2.49 Million 0.06% of portfolio
137,147
Q1 2025 Added 1.11%
$227B
$2.59 Million 0.06% of portfolio
8,109
Q2 2025 Reduced 1.64%
$55.1B
$2.78 Million 0.06% of portfolio
4,909
Q1 2025 Reduced 0.89%
$8.21B
$2.54 Million 0.06% of portfolio
24,491
Q2 2025 Reduced 0.13%
$26.5B
$2.59 Million 0.06% of portfolio
20,394
Q2 2025 Reduced 0.03%
$112B
$2.7 Million 0.06% of portfolio
39,049
Q2 2025 Reduced 38.82%
$25.1B
$2.71 Million 0.06% of portfolio
173,538
Q4 2024 Reduced 18.18%
$4.22B
$2.1 Million 0.05% of portfolio
4,824
Q2 2025 Added 509.86%
$17.1B
$2.27 Million 0.05% of portfolio
6,499
Q2 2025 Reduced 2.12%
$141B
$2 Million 0.05% of portfolio
28,742
Q2 2025 Reduced 3.94%
$56.3B
$2.05 Million 0.05% of portfolio
6,252
Q2 2025 Added 1.63%
$245B
$2.23 Million 0.05% of portfolio
7,163
Q2 2025 Reduced 3.42%
$258B
$2.08 Million 0.05% of portfolio
29,548
Q2 2025 Added 0.13%
$92.8B
$2.31 Million 0.05% of portfolio
6,723
Q2 2025 Added 0.01%
$222B
$2.14 Million 0.05% of portfolio
7,311
Q2 2025 Reduced 5.01%
$22.4B
$2.22 Million 0.05% of portfolio
23,134
Q2 2025 Reduced 6.1%
$0
$1.53 Million 0.04% of portfolio
18,000
Q2 2025 Reduced 1.28%
$94.4B
$1.54 Million 0.04% of portfolio
21,692
Q2 2025 Added 5.68%
$0
$1.91 Million 0.04% of portfolio
3,456
Q2 2025 Added 4.54%
$57.7B
$1.52 Million 0.04% of portfolio
12,765
Q2 2025 Reduced 1.41%
$95.6B
$1.52 Million 0.04% of portfolio
6,660
Q2 2025 Added 0.03%
$142B
$1.84 Million 0.04% of portfolio
4,650
Q2 2025 Reduced 0.09%
$20.7B
$1.73 Million 0.04% of portfolio
22,711
Q2 2025 Added 0.04%
$95.8B
$1.56 Million 0.04% of portfolio
34,463
Q2 2025 Reduced 30.38%
$34.5B
$1.61 Million 0.04% of portfolio
51,416
Q2 2025 Added 44.83%
$70.4B
$1.64 Million 0.04% of portfolio
26,165
Q2 2025 Added 8.51%
$9.58B
$1.91 Million 0.04% of portfolio
10,609
Q2 2025 Reduced 8.61%
$50.2B
$1.52 Million 0.03% of portfolio
29,500
Q2 2025 Reduced 8.39%
$5.18B
$1.5 Million 0.03% of portfolio
46,211
Q1 2025 Reduced 23.88%
$122M
$1.12 Million 0.03% of portfolio
42,080
Q4 2024 Reduced 2.0%
$0
$1.15 Million 0.03% of portfolio
5,315
Q2 2025 Reduced 15.37%
$1.49B
$1.29 Million 0.03% of portfolio
84,852
Q2 2025 Reduced 52.07%
$44.3B
$1.23 Million 0.03% of portfolio
11,966
Q1 2025 Added 0.05%
$0
$1.26 Million 0.03% of portfolio
9,930
Q2 2025 Reduced 0.58%
$245M
$1.22 Million 0.03% of portfolio
114,000
Q1 2024 New
$22.8B
$1.38 Million 0.03% of portfolio
17,186
Q2 2025 Reduced 14.24%
$53B
$1.19 Million 0.03% of portfolio
31,800
Q2 2025 Reduced 0.35%
$1.65B
$1.11 Million 0.03% of portfolio
100,000
Q3 2022 New
$86.2B
$1.34 Million 0.03% of portfolio
4,603
Q2 2025 Added 0.09%
$1.68B
$1.27 Million 0.03% of portfolio
122,910
Q2 2025 Added 1.5%

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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