Spears Abacus Advisors LLC Portfolio Holdings

Spears Abacus Advisors LLC

  • $4.64 Billion
  • Q3 2025

Spears Abacus Advisors LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.64 Billion distributed in 400 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $385M, Apple Inc. with a value of $195M, Alphabet Inc. with a value of $194M, Berkshire Hathaway Inc Class B with a value of $171M, and Oracle Corp with a value of $148M.

Examining the 13F form we can see an increase of $292M in the current position value, from $4.35B to 4.64B.

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

Portfolio value $4.64 Billion
Technology: $1.21 Billion
Financial Services: $719 Million
Consumer Cyclical: $579 Million
Industrials: $466 Million
Communication Services: $450 Million
Healthcare: $431 Million
Basic Materials: $290 Million
Consumer Defensive: $212 Million
Other: $270 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.6B
$2.75 Million 0.06% of portfolio
20,394
Q2 2025 Reduced 0.03%
$15.6B
$2.62 Million 0.06% of portfolio
81,332
Q3 2025 Reduced 14.56%
$1.66B
$2.73 Million 0.06% of portfolio
67,422
Q3 2025 Reduced 0.81%
$91.4B
$2.7 Million 0.06% of portfolio
17,403
Q3 2025 Reduced 51.14%
$7.89B
$2.21 Million 0.05% of portfolio
2,369
Q3 2025 Added 3.81%
$47.7B
$2.43 Million 0.05% of portfolio
4,873
Q3 2025 Reduced 0.73%
$65.2B
$2.54 Million 0.05% of portfolio
6,007
Q3 2025 Reduced 3.92%
$8.94B
$2.16 Million 0.05% of portfolio
10,504
Q3 2025 Reduced 0.99%
$300B
$2.36 Million 0.05% of portfolio
6,843
Q3 2025 Reduced 4.47%
$8.65B
$2.35 Million 0.05% of portfolio
24,491
Q2 2025 Reduced 0.13%
$52.5B
$2.35 Million 0.05% of portfolio
137,097
Q3 2025 Reduced 0.04%
$270B
$2.14 Million 0.05% of portfolio
29,903
Q3 2025 Added 1.2%
$86.1B
$2.33 Million 0.05% of portfolio
6,738
Q3 2025 Added 0.22%
$520M
$2.22 Million 0.05% of portfolio
82,025
Q3 2025 New
$193B
$1.84 Million 0.04% of portfolio
4,112
Q3 2025 Added 0.44%
$68.5B
$1.64 Million 0.04% of portfolio
12,031
Q3 2025 Reduced 5.75%
$74.3B
$1.66 Million 0.04% of portfolio
26,125
Q3 2025 Reduced 0.15%
$22.7B
$1.93 Million 0.04% of portfolio
6,431
Q3 2025 Reduced 1.05%
$20.4B
$1.88 Million 0.04% of portfolio
21,489
Q3 2025 Reduced 7.11%
$136B
$1.73 Million 0.04% of portfolio
4,682
Q3 2025 Added 0.69%
$38.8B
$1.65 Million 0.04% of portfolio
51,634
Q3 2025 Added 0.42%
$5.44B
$1.96 Million 0.04% of portfolio
43,761
Q3 2025 Reduced 85.83%
$19.2B
$1.86 Million 0.04% of portfolio
22,724
Q3 2025 Added 0.06%
$53.5B
$1.47 Million 0.03% of portfolio
29,500
Q2 2025 Reduced 8.39%
$168B
$1.61 Million 0.03% of portfolio
21,357
Q3 2025 Reduced 25.69%
$113B
$1.36 Million 0.03% of portfolio
14,402
Q3 2025 Reduced 9.7%
$263M
$1.25 Million 0.03% of portfolio
114,000
Q1 2024 New
$94.5B
$1.57 Million 0.03% of portfolio
4,605
Q3 2025 Added 0.04%
$9.31B
$1.39 Million 0.03% of portfolio
60,979
Q3 2025 Reduced 52.38%
$85.9B
$1.47 Million 0.03% of portfolio
6,661
Q3 2025 Added 0.02%
$34.9B
$1.4 Million 0.03% of portfolio
5,877
Q3 2025 Added 0.1%
$96.7B
$1.57 Million 0.03% of portfolio
31,125
Q3 2025 Reduced 9.69%
$2.07B
$1.45 Million 0.03% of portfolio
100,000
Q3 2022 New
$23.3B
$1.49 Million 0.03% of portfolio
56,661
Q3 2025 Added 0.21%
$79.2B
$1.54 Million 0.03% of portfolio
22,138
Q3 2025 Added 2.06%
$60.5B
$1.33 Million 0.03% of portfolio
31,800
Q2 2025 Reduced 0.35%
$8.34B
$1.24 Million 0.03% of portfolio
6,315
Q2 2024 Reduced 2.32%
$20.5B
$1.43 Million 0.03% of portfolio
17,186
Q2 2025 Reduced 14.24%
$5.17B
$1.24 Million 0.03% of portfolio
44,811
Q3 2025 Reduced 3.03%
$268B
$768,000 0.02% of portfolio
4,593
Q3 2025 Added 13.77%
$22.8B
$989,000 0.02% of portfolio
10,548
Q3 2025 Added 43.47%
$67.6B
$1.08 Million 0.02% of portfolio
22,309
Q3 2025 Added 0.97%
$3.41B
$720,000 0.02% of portfolio
40,323
Q3 2025 Added 7.49%
$39.2B
$1.15 Million 0.02% of portfolio
11,894
Q3 2025 Reduced 0.6%
$741M
$817,000 0.02% of portfolio
304,000
Q1 2025 New
$107B
$1.13 Million 0.02% of portfolio
1,491
Q3 2025 Reduced 1.06%
$473M
$770,000 0.02% of portfolio
27,915
Q2 2025 Reduced 0.36%
$37.5B
$1.13 Million 0.02% of portfolio
19,874
Q3 2025 New
$86.7B
$836,000 0.02% of portfolio
1,373
Q3 2025 Added 79.48%

Summary

  • Portfolio
  • No. of Stocks 400
  • Current Value $4.64 Billion
  • Prior Value $4.35 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 34 stocks
  • Additional Purchases 126 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 169 stocks
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