Spears Abacus Advisors LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $4.62 Billion distributed in 375 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $377M, Alphabet Inc. with a value of $198M, Apple Inc. with a value of $186M, Berkshire Hathaway Inc Class B with a value of $152M, and Amazon Com Inc with a value of $112M.

Examining the 13F form we can see an decrease of $46.7M in the current position value, from $4.67B to 4.62B.

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

Portfolio value $4.62 Billion
Technology: $1.13 Billion
Consumer Cyclical: $640 Million
Financial Services: $627 Million
Healthcare: $502 Million
Communication Services: $477 Million
Industrials: $451 Million
Consumer Defensive: $303 Million
Basic Materials: $204 Million
Other: $293 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 375
  • Current Value $4.62 Billion
  • Prior Value $4.67 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 20 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 162 stocks
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