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
$23.7B
$1.33 Million 0.03% of portfolio
56,543
Q2 2025 Added 0.05%
$40.5B
$1.43 Million 0.03% of portfolio
5,871
Q2 2025 Reduced 0.02%
$120B
$1.43 Million 0.03% of portfolio
15,949
Q2 2025 Reduced 1.42%
$0
$1.15 Million 0.03% of portfolio
1,850
Q1 2025 Reduced 12.49%
$26.8B
$815,000 0.02% of portfolio
7,352
Q2 2025 Reduced 2.3%
$0
$948,000 0.02% of portfolio
10,338
Q2 2025 Added 32.27%
$28.6B
$799,000 0.02% of portfolio
58,800
Q2 2025 New
$3.82B
$656,000 0.02% of portfolio
48,216
Q2 2025 New
$381B
$778,000 0.02% of portfolio
16,455
Q2 2025 Reduced 8.92%
$5.22B
$1.01 Million 0.02% of portfolio
109,540
Q2 2025 Added 226.99%
$150B
$893,000 0.02% of portfolio
2,989
Q2 2025 Added 4.07%
$5.08B
$920,000 0.02% of portfolio
127,000
Q4 2024 Added 4.7%
$85.6B
$842,000 0.02% of portfolio
2,549
Q1 2025 Reduced 0.66%
$40.4B
$676,000 0.02% of portfolio
4,568
Q2 2025 Reduced 0.07%
$485M
$788,000 0.02% of portfolio
27,915
Q2 2025 Reduced 0.36%
$0
$1.03 Million 0.02% of portfolio
1,558
Q3 2024 Added 14.98%
$357M
$902,000 0.02% of portfolio
20,000
Q1 2024 New
$99.5B
$833,000 0.02% of portfolio
1,872
Q2 2025 Reduced 1.94%
$8.86B
$1.03 Million 0.02% of portfolio
6,315
Q2 2024 Reduced 2.32%
$57.8B
$907,000 0.02% of portfolio
4,154
Q2 2025 Added 0.1%
$1.51B
$759,000 0.02% of portfolio
85,200
Q2 2025 Reduced 49.81%
$0
$697,000 0.02% of portfolio
1,591
Q2 2025 Added 10.49%
$5.4B
$876,000 0.02% of portfolio
2,606
Q2 2025 Reduced 2.58%
$0
$696,000 0.02% of portfolio
2,937
Q2 2025 Added 4.52%
$8.7B
$755,000 0.02% of portfolio
9,946
Q2 2025 New
$0
$960,000 0.02% of portfolio
8,792
Q2 2025 Added 2.2%
$15.6B
$925,000 0.02% of portfolio
2,053
Q2 2025 Reduced 1.25%
$774M
$917,000 0.02% of portfolio
250,005
Q2 2025 Added 42.86%
$68B
$999,000 0.02% of portfolio
22,095
Q2 2025 Reduced 34.65%
$0
$766,000 0.02% of portfolio
11,397
Q2 2025 Added 5.07%
$0
$994,000 0.02% of portfolio
17,452
Q2 2025 Added 8.74%
$46.7B
$530,000 0.01% of portfolio
15,695
Q2 2025 Reduced 20.17%
$19.7B
$354,000 0.01% of portfolio
3,100
Q2 2025 Reduced 0.13%
$9.12B
$504,000 0.01% of portfolio
3,225
Q2 2025 Reduced 0.03%
$179B
$440,000 0.01% of portfolio
4,832
Q2 2025 Added 0.15%
$162B
$227,000 0.01% of portfolio
1,240
Q2 2025 New
$0
$435,000 0.01% of portfolio
3,805
Q1 2025 Reduced 10.93%
$19.4B
$613,000 0.01% of portfolio
1,365
Q3 2024 New
$0
$616,000 0.01% of portfolio
9,125
Q1 2025 Reduced 11.62%
$142B
$538,000 0.01% of portfolio
2,018
Q2 2025 Added 1.51%
$18.6B
$635,000 0.01% of portfolio
5,060
Q2 2025 Added 0.08%
$0
$438,000 0.01% of portfolio
4,000
Q1 2024 Added 400.0%
$0
$309,000 0.01% of portfolio
3,510
Q4 2024 New
$0
$293,000 0.01% of portfolio
1,104
Q2 2025 Added 0.09%
$3.64B
$233,000 0.01% of portfolio
4,100
Q2 2024 New
$8.94B
$522,000 0.01% of portfolio
12,846
Q2 2025 Added 0.06%
$514M
$364,000 0.01% of portfolio
50,000
Q4 2024 New
$18B
$218,000 0.01% of portfolio
6,665
Q1 2025 New
$95.8B
$367,000 0.01% of portfolio
3,112
Q2 2025 Added 0.23%

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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