Spears Abacus Advisors LLC Portfolio Holdings
Spears Abacus Advisors LLC
- $4.34 Billion
- Q4 2024
Spears Abacus Advisors LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.34 Billion distributed in 391 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $328M, Apple Inc. with a value of $200M, Alphabet Inc. with a value of $198M, Berkshire Hathaway Inc Class B with a value of $161M, and Amazon Com Inc with a value of $120M.
Examining the 13F form we can see an decrease of $388M in the current position value, from $4.73B to 4.34B.
Below you can find more details about Spears Abacus Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.34 Billion
Technology: $1.03 Billion
Financial Services: $667 Million
Industrials: $528 Million
Consumer Cyclical: $524 Million
Healthcare: $517 Million
Communication Services: $403 Million
Consumer Defensive: $232 Million
Energy: $206 Million
Other: $235 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 391
- Current Value $4.34 Billion
- Prior Value $4.73 Billion
- Filing
- Period Q4 2024
- Filing Date February 12, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 31 stocks
- Additional Purchases 111 stocks
- Sold out of 0 stocks
- Reduced holdings in 183 stocks