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Spears Abacus Advisors LLC

SEC CIK
0001426319
Latest filing
Aug 11, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
241
−2 vs. Q2 2021
Portfolio value
$1.38B
−$8.68M (−0.6%) vs. Q2 2021
Filed
Nov 15, 2021
SEC
Holdings of Spears Abacus Advisors LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock397,379$112.0M8.1%−3,197−0.8%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock128,391$73.4M5.3%−474−0.4%ReducedHistory
AAPLApple Inc.Stock486,462$68.8M5.0%−3,710−0.8%ReducedHistory
GOOGAlphabet Inc.Stock19,213$51.2M3.7%−176−0.9%ReducedHistory
CBChubb LtdStock275,393$47.8M3.5%+550+0.2%AddedHistory
GOOGLAlphabet Inc.Stock17,800$47.6M3.4%+29+0.2%AddedHistory
DHRDanaher CorpStock148,747$45.3M3.3%−278−0.2%ReducedHistory
FISFidelity National Information Services, Inc.Stock348,770$42.4M3.1%+117,461+50.8%AddedHistory
CCKCrown Holdings, Inc.COM418,760$42.2M3.1%+11,696+2.9%AddedHistory
ORCLOracle CorpStock459,193$40.0M2.9%−5,366−1.2%ReducedHistory
CMCSAComcast CorpStock706,263$39.5M2.9%+25,667+3.8%AddedHistory
ICEIntercontinental Exchange, Inc.Stock341,380$39.2M2.8%+5,480+1.6%AddedHistory
JPMJPMorgan Chase & CoStock236,357$38.7M2.8%+1,772+0.8%AddedHistory
GMGeneral Motors CoCOM730,322$38.5M2.8%+2,714+0.4%AddedHistory
APTVAptiv PLCSHS253,323$37.7M2.7%+860+0.3%AddedHistory
FISVFiserv IncStock343,288$37.2M2.7%+5,287+1.6%AddedHistory
AONAon plcCL A122,098$34.9M2.5%+1,991+1.7%AddedHistory
VMWVmware LLCCL A COM211,657$31.5M2.3%+185,460+707.9%AddedHistory
BRK.BBerkshire Hathaway IncStock109,428$29.9M2.2%+1,971+1.8%AddedHistory
MDLZMondelez International, Inc.Stock484,121$28.2M2.0%−13,091−2.6%ReducedHistory
TAPMolson Coors Beverage CoCL B589,787$27.4M2.0%+27,658+4.9%AddedHistory
CDKCDK Global, Inc.COM641,189$27.3M2.0%+52,128+8.8%AddedHistory
BALLBALL CorpCOM273,694$24.6M1.8%−1,992−0.7%ReducedHistory
PLDPrologis, Inc.REIT167,630$21.0M1.5%+671+0.4%AddedHistory
BERYBerry Global Group, Inc.COM335,549$20.4M1.5%+5,777+1.8%AddedHistory
TRHCTabula Rasa HealthCare, Inc.COM712,405$18.7M1.3%+26,865+3.9%AddedHistory
QSRRestaurant Brands International Inc.COM241,179$14.8M1.1%+16,452+7.3%AddedHistory
CCitigroup IncStock205,507$14.4M1.0%−3,754−1.8%ReducedHistory
JNJJohnson & JohnsonStock55,358$8.94M0.6%00.0%UnchangedHistory
ADIAnalog Devices IncStock45,299$7.59M0.5%+13,310+41.6%AddedHistory
EBAYeBay IncCOM104,857$7.30M0.5%+82+0.1%AddedHistory
DBXDropbox, Inc.CL A249,024$7.28M0.5%+350+0.1%AddedHistory
SPYSPDR S&P 500 ETF TrustETF16,777$7.20M0.5%−275−1.6%ReducedHistory
VIRTVirtu Financial, Inc.CL A285,248$6.97M0.5%+142,696+100.1%AddedHistory
SWCHSwitch, Inc.CL A268,339$6.81M0.5%+485+0.2%AddedHistory
CMECME Group Inc.COM34,960$6.76M0.5%−75−0.2%ReducedHistory
BVBrightView Holdings, Inc.COM432,250$6.38M0.5%+7,601+1.8%AddedHistory
WHRWhirlpool CorpStock31,040$6.33M0.5%+223+0.7%AddedHistory
Vanguard S&P 500 ETF922908363ETF15,973$6.30M0.5%+6,455+67.8%Added–
CNCCentene CorpStock96,168$5.99M0.4%+42,697+79.9%AddedHistory
GLDSPDR Gold TrustETF35,853$5.89M0.4%+160.0%AddedHistory
AMEDAmedisys IncCOM38,930$5.80M0.4%+38,930NewHistory
INFOIHS Markit Ltd.SHS46,488$5.42M0.4%−175−0.4%ReducedHistory
WPMWheaton Precious Metals Corp.COM142,267$5.35M0.4%+298+0.2%AddedHistory
FNVFranco Nevada CorpStock40,886$5.31M0.4%−69−0.2%ReducedHistory
MAMastercard IncStock15,051$5.23M0.4%+132+0.9%AddedHistory
CHDChurch & Dwight Co IncCOM60,361$4.98M0.4%+19,589+48.0%AddedHistory
QVCGAOld QVC Group, Inc.COM SER A457,978$4.67M0.3%+607+0.1%AddedHistory
GILDGilead Sciences, Inc.Stock65,202$4.55M0.3%−450−0.7%ReducedHistory
PAYAPaya Holdings Inc.COM CL A392,224$4.26M0.3%+11,834+3.1%AddedHistory
PEPPepsiCo IncStock26,379$3.97M0.3%−160−0.6%ReducedHistory
DPZDominos Pizza IncCOM8,188$3.90M0.3%−2,193−21.1%ReducedHistory
AVGOBroadcom Inc.Stock8,043$3.90M0.3%+9+0.1%AddedHistory
AMZNAmazon Com IncStock1,152$3.78M0.3%+4+0.3%AddedHistory
IQVIQVIA Holdings Inc.Stock13,305$3.19M0.2%−10,632−44.4%ReducedHistory
MOAltria Group, Inc.Stock67,610$3.08M0.2%−56,315−45.4%ReducedHistory
Kraneshares Trust500767306CSI CHI INTERNET64,696$3.06M0.2%−1,240−1.9%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF13,292$2.95M0.2%+122+0.9%Added–
PTCPTC Inc.Stock23,841$2.86M0.2%+27+0.1%AddedHistory
iShares Tr464287622RUS 1000 ETF11,230$2.71M0.2%−240−2.1%Reduced–
PGProcter & Gamble CoStock16,478$2.30M0.2%00.0%UnchangedHistory
SEDGSolaredge Technologies, Inc.COM8,645$2.29M0.2%00.0%UnchangedHistory
SBUXStarbucks CorpStock20,770$2.29M0.2%−85−0.4%ReducedHistory
ADPAutomatic Data Processing IncStock10,806$2.16M0.2%00.0%UnchangedHistory
EQIXEquinix IncCOM2,716$2.15M0.2%−1,340−33.0%ReducedHistory
PEverpure, Inc.CL A83,100$2.09M0.2%+17,000+25.7%AddedHistory
BACBank of America CorpStock48,924$2.08M0.2%00.0%UnchangedHistory
BRK.ABerkshire Hathaway IncCL A5$2.06M0.1%00.0%UnchangedHistory
iShares Tr464287556ISHARES BIOTECH12,190$1.97M0.1%−377−3.0%Reduced–
UNHUnitedHealth Group IncStock4,886$1.91M0.1%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF8,650$1.89M0.1%+4,552+111.1%Added–
CCICrown Castle Inc.REIT10,875$1.89M0.1%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock40,408$1.88M0.1%00.0%UnchangedHistory
TRMBTrimble Inc.COM22,700$1.87M0.1%00.0%UnchangedHistory
AXSAxis Capital Holdings LtdSHS35,351$1.63M0.1%00.0%UnchangedHistory
UNBUnion Bankshares IncCOM50,133$1.60M0.1%−160.0%ReducedHistory
KMIKinder Morgan, Inc.Stock95,025$1.59M0.1%−5,140−5.1%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF5,792$1.59M0.1%00.0%Unchanged–
BIIBBiogen Inc.COM5,280$1.49M0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock8,147$1.48M0.1%+61+0.8%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock6,615$1.46M0.1%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock5,612$1.44M0.1%00.0%UnchangedHistory
SNAPSnap IncStock17,760$1.31M0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT8,630$1.29M0.1%00.0%Unchanged–
CVSCVS Health CorpStock14,565$1.24M0.1%−120−0.8%ReducedHistory
ATECAlphatec Holdings, Inc.COM NEW100,000$1.22M0.1%00.0%UnchangedHistory
RFRegions Financial CorpCOM56,516$1.20M0.1%00.0%UnchangedHistory
PFEPfizer IncStock27,536$1.18M0.1%−2,500−8.3%ReducedHistory
DOVDOVER CorpCOM7,226$1.12M0.1%00.0%UnchangedHistory
TAT&T Inc.Stock41,153$1.11M0.1%−7,030−14.6%ReducedHistory
FMCFMC CorpCOM NEW12,000$1.10M0.1%00.0%UnchangedHistory
BRBroadridge Financial Solutions, Inc.Stock6,460$1.08M0.1%00.0%UnchangedHistory
BAMBrookfield Asset Management Ltd.CL A LTD VT SH20,079$1.07M0.1%+401+2.0%AddedHistory
PMPhilip Morris International Inc.Stock11,138$1.06M0.1%−24,970−69.2%ReducedHistory
INMDInMode Ltd.SHS6,398$1.02M0.1%00.0%UnchangedHistory
DISWalt Disney CoStock5,977$1.01M0.1%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF19,495$984.0K0.1%00.0%Unchanged–
AXPAmerican Express CoStock5,702$955.0K0.1%−151−2.6%ReducedHistory
BLFSBiolife Solutions IncCOM NEW22,529$953.0K0.1%−4,102−15.4%ReducedHistory
MRKMerck & Co., Inc.Stock12,558$943.0K0.1%−300−2.3%ReducedHistory

Sold out since Q2 2021 (12)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Spears Abacus Advisors LLC sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
BDXBecton Dickinson & CoStock143,999$35.0M2.5%History
RKTRocket Companies, Inc.Stock205,277$3.97M0.3%History
GWWW.W. Grainger, Inc.Stock4,818$2.11M0.2%History
NUSNu Skin Enterprises, Inc.CL A4,692$266.0K<0.1%History
MEDMedifast IncCOM783$222.0K<0.1%History
WEXWEX Inc.COM1,140$221.0K<0.1%History
MANTMantech International CorpCL A2,455$212.0K<0.1%History
NUVANuvasive IncCOM3,012$204.0K<0.1%History
YUMCYum China Holdings, Inc.COM3,060$203.0K<0.1%History
ADTADT Inc.COM18,697$202.0K<0.1%History
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT5,220$201.0K<0.1%History
ILMNIllumina, Inc.COM425$201.0K<0.1%History