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Spears Abacus Advisors LLC

SEC CIK
0001426319
Latest filing
Aug 11, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
226
−15 vs. Q3 2021
Portfolio value
$1.48B
+$99.0M (+7.2%) vs. Q3 2021
Filed
Feb 14, 2022
SEC
Holdings of Spears Abacus Advisors LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock393,440$132.3M8.9%−3,939−1.0%ReducedHistory
AAPLApple Inc.Stock480,823$85.4M5.8%−5,639−1.2%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock127,740$85.2M5.8%−651−0.5%ReducedHistory
GOOGAlphabet Inc.Stock19,110$55.3M3.7%−103−0.5%ReducedHistory
CBChubb LtdStock269,433$52.1M3.5%−5,960−2.2%ReducedHistory
GOOGLAlphabet Inc.Stock17,953$52.0M3.5%+153+0.9%AddedHistory
DHRDanaher CorpStock148,380$48.8M3.3%−367−0.2%ReducedHistory
CCKCrown Holdings, Inc.COM420,759$46.5M3.1%+1,999+0.5%AddedHistory
ICEIntercontinental Exchange, Inc.Stock333,440$45.6M3.1%−7,940−2.3%ReducedHistory
GMGeneral Motors CoCOM728,589$42.7M2.9%−1,733−0.2%ReducedHistory
APTVAptiv PLCSHS251,928$41.6M2.8%−1,395−0.6%ReducedHistory
ORCLOracle CorpStock457,497$39.9M2.7%−1,696−0.4%ReducedHistory
JPMJPMorgan Chase & CoStock237,280$37.6M2.5%+923+0.4%AddedHistory
VMWVmware LLCCL A COM315,763$36.6M2.5%+104,106+49.2%AddedHistory
AONAon plcCL A120,149$36.1M2.4%−1,949−1.6%ReducedHistory
FISVFiserv IncStock340,001$35.3M2.4%−3,287−1.0%ReducedHistory
CMCSAComcast CorpStock695,163$35.0M2.4%−11,100−1.6%ReducedHistory
BRK.BBerkshire Hathaway IncStock110,660$33.1M2.2%+1,232+1.1%AddedHistory
GPNGlobal Payments IncStock223,128$30.2M2.0%+223,128NewHistory
MDLZMondelez International, Inc.Stock454,332$30.1M2.0%−29,789−6.2%ReducedHistory
PLDPrologis, Inc.REIT165,566$27.9M1.9%−2,064−1.2%ReducedHistory
BALLBALL CorpCOM270,514$26.0M1.8%−3,180−1.2%ReducedHistory
CDKCDK Global, Inc.COM609,570$25.4M1.7%−31,619−4.9%ReducedHistory
BERYBerry Global Group, Inc.COM343,153$25.3M1.7%+7,604+2.3%AddedHistory
TAPMolson Coors Beverage CoCL B479,371$22.2M1.5%−110,416−18.7%ReducedHistory
CLVTClarivate PLCORD SHS713,945$16.8M1.1%+713,945NewHistory
QSRRestaurant Brands International Inc.COM249,267$15.1M1.0%+8,088+3.4%AddedHistory
CCitigroup IncStock202,665$12.2M0.8%−2,842−1.4%ReducedHistory
JNJJohnson & JohnsonStock60,567$10.4M0.7%+5,209+9.4%AddedHistory
TRHCTabula Rasa HealthCare, Inc.COM616,428$9.25M0.6%−95,977−13.5%ReducedHistory
ADIAnalog Devices IncStock43,914$7.72M0.5%−1,385−3.1%ReducedHistory
CNCCentene CorpStock93,004$7.66M0.5%−3,164−3.3%ReducedHistory
SWCHSwitch, Inc.CL A256,548$7.35M0.5%−11,791−4.4%ReducedHistory
WHRWhirlpool CorpStock30,801$7.23M0.5%−239−0.8%ReducedHistory
EBAYeBay IncCOM102,138$6.79M0.5%−2,719−2.6%ReducedHistory
CMECME Group Inc.COM29,343$6.70M0.5%−5,617−16.1%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF14,032$6.67M0.4%−2,745−16.4%ReducedHistory
Vanguard S&P 500 ETF922908363ETF15,101$6.59M0.4%−872−5.5%Reduced–
USFDUS Foods Holding Corp.COM185,439$6.46M0.4%+185,439NewHistory
PTCPTC Inc.Stock52,895$6.41M0.4%+29,054+121.9%AddedHistory
GLDSPDR Gold TrustETF35,843$6.13M0.4%−100.0%ReducedHistory
INFOIHS Markit Ltd.SHS45,899$6.10M0.4%−589−1.3%ReducedHistory
WPMWheaton Precious Metals Corp.COM137,831$5.92M0.4%−4,436−3.1%ReducedHistory
FISFidelity National Information Services, Inc.Stock53,144$5.80M0.4%−295,626−84.8%ReducedHistory
MAMastercard IncStock15,513$5.57M0.4%+462+3.1%AddedHistory
FNVFranco Nevada CorpStock39,527$5.47M0.4%−1,359−3.3%ReducedHistory
DBXDropbox, Inc.CL A220,624$5.41M0.4%−28,400−11.4%ReducedHistory
AVGOBroadcom Inc.Stock7,872$5.24M0.4%−171−2.1%ReducedHistory
BVBrightView Holdings, Inc.COM361,414$5.09M0.3%−70,836−16.4%ReducedHistory
PEPPepsiCo IncStock26,379$4.58M0.3%00.0%UnchangedHistory
DPZDominos Pizza IncCOM7,944$4.48M0.3%−244−3.0%ReducedHistory
CMBMFCambium Networks CorpSHS148,405$3.80M0.3%+148,405NewHistory
AMEDAmedisys IncCOM22,879$3.70M0.2%−16,051−41.2%ReducedHistory
IQVIQVIA Holdings Inc.Stock13,103$3.70M0.2%−202−1.5%ReducedHistory
ADSKAutodesk, Inc.COM12,906$3.63M0.2%+12,906NewHistory
PAYAPaya Holdings Inc.COM CL A514,911$3.27M0.2%+122,687+31.3%AddedHistory
CHDChurch & Dwight Co IncCOM30,758$3.15M0.2%−29,603−49.0%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF13,039$3.15M0.2%−253−1.9%Reduced–
iShares Russell 2000 ETF464287655ETF13,513$3.01M0.2%+4,863+56.2%Added–
SLBSLB LimitedStock100,235$3.00M0.2%+100,235NewHistory
iShares Tr464287622RUS 1000 ETF11,230$2.97M0.2%00.0%Unchanged–
PFEPfizer IncStock48,279$2.85M0.2%+20,743+75.3%AddedHistory
PEverpure, Inc.CL A83,100$2.71M0.2%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock5,368$2.69M0.2%+482+9.9%AddedHistory
PGProcter & Gamble CoStock16,333$2.67M0.2%−145−0.9%ReducedHistory
ADPAutomatic Data Processing IncStock10,806$2.67M0.2%00.0%UnchangedHistory
SBUXStarbucks CorpStock20,754$2.43M0.2%−16−0.1%ReducedHistory
SEDGSolaredge Technologies, Inc.COM8,645$2.43M0.2%00.0%UnchangedHistory
CCICrown Castle Inc.REIT10,875$2.27M0.2%00.0%UnchangedHistory
BRK.ABerkshire Hathaway IncCL A5$2.25M0.2%00.0%UnchangedHistory
EQIXEquinix IncCOM2,663$2.25M0.2%−53−2.0%ReducedHistory
BACBank of America CorpStock48,924$2.18M0.1%00.0%UnchangedHistory
TRMBTrimble Inc.COM22,700$1.98M0.1%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock40,380$1.94M0.1%−28−0.1%ReducedHistory
AXSAxis Capital Holdings LtdSHS35,351$1.93M0.1%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock6,227$1.90M0.1%+615+11.0%AddedHistory
VIRTVirtu Financial, Inc.CL A65,043$1.88M0.1%−220,205−77.2%ReducedHistory
iShares Tr464287556ISHARES BIOTECH12,190$1.86M0.1%00.0%Unchanged–
iShares Russell 1000 Growth ETF464287614ETF5,775$1.76M0.1%−17−0.3%Reduced–
UPSUnited Parcel Service IncStock8,147$1.75M0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock16,565$1.71M0.1%+2,000+13.7%AddedHistory
Kraneshares Trust500767306CSI CHI INTERNET45,787$1.67M0.1%−18,909−29.2%Reduced–
KMIKinder Morgan, Inc.Stock95,025$1.51M0.1%00.0%UnchangedHistory
UNBUnion Bankshares IncCOM48,524$1.45M0.1%−1,609−3.2%ReducedHistory
MRKMerck & Co., Inc.Stock18,637$1.43M0.1%+6,079+48.4%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock6,615$1.41M0.1%00.0%UnchangedHistory
MOAltria Group, Inc.Stock29,245$1.39M0.1%−38,365−56.7%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT8,425$1.37M0.1%−205−2.4%Reduced–
CSCOCisco Systems, Inc.Stock21,233$1.35M0.1%+4,330+25.6%AddedHistory
FMCFMC CorpCOM NEW12,000$1.32M0.1%00.0%UnchangedHistory
DOVDOVER CorpCOM7,204$1.31M0.1%−22−0.3%ReducedHistory
BIIBBiogen Inc.COM5,280$1.27M0.1%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock2,224$1.26M0.1%+351+18.7%AddedHistory
RFRegions Financial CorpCOM56,516$1.23M0.1%00.0%UnchangedHistory
BAMBrookfield Asset Management Ltd.CL A LTD VT SH20,079$1.21M0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock2,905$1.21M0.1%+562+24.0%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock6,460$1.18M0.1%00.0%UnchangedHistory
ATECAlphatec Holdings, Inc.COM NEW100,000$1.14M0.1%00.0%UnchangedHistory
DISWalt Disney CoStock7,005$1.08M0.1%+1,028+17.2%AddedHistory
PMPhilip Morris International Inc.Stock11,138$1.06M0.1%00.0%UnchangedHistory

Sold out since Q3 2021 (31)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Spears Abacus Advisors LLC sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
GILDGilead Sciences, Inc.Stock65,202$4.55M0.3%History
SNAPSnap IncStock17,760$1.31M0.1%History
OKTAOkta, Inc.CL A2,843$675.0K<0.1%History
INTUIntuit Inc.Stock1,159$625.0K<0.1%History
NVONovo Nordisk A SADR5,650$542.0K<0.1%History
ALBAlbemarle CorpStock2,455$538.0K<0.1%History
CoreSite Realty Corp21870Q105COM3,266$452.0K<0.1%–
WDAYWorkday, Inc.CL A1,384$346.0K<0.1%History
IARTIntegra Lifesciences Holdings CorpCOM NEW4,785$328.0K<0.1%History
TPLTexas Pacific Land CorpStock265$320.0K<0.1%History
FCXFreeport-McMoran IncStock9,810$319.0K<0.1%History
CWCurtiss Wright CorpStock2,529$319.0K<0.1%History
GMEDGlobus Medical IncStock4,064$311.0K<0.1%History
RGLDRoyal Gold IncStock3,219$307.0K<0.1%History
BWXTBWX Technologies, Inc.COM5,640$304.0K<0.1%History
SMGScotts Miracle-Gro CoStock1,973$289.0K<0.1%History
QLYSQualys, Inc.COM2,584$288.0K<0.1%History
SHYFShyft Group, Inc.COM7,305$278.0K<0.1%History
AMNAmn Healthcare Services IncCOM2,242$257.0K<0.1%History
ATRIAtrion CorpCOM362$252.0K<0.1%History
NRCNRC HealthCOM NEW5,255$222.0K<0.1%History
CIGIColliers International Group Inc.SUB VTG SHS1,713$219.0K<0.1%History
EBIXEbix IncCOM NEW7,968$215.0K<0.1%History
STRAStrategic Education, Inc.COM2,951$208.0K<0.1%History
ADUSAddus HomeCare CorpCOM2,598$207.0K<0.1%History
TPBTurning Point Brands, Inc.COM4,311$206.0K<0.1%History
FRFirst Industrial Realty Trust IncCOM3,868$201.0K<0.1%History
OROR Royalties Inc.COM12,960$146.0K<0.1%History
GNWGenworth Financial IncCOM SHS28,000$105.0K<0.1%History
KINSKingstone Companies, Inc.COM15,076$100.0K<0.1%History
EDUNew Oriental Education & Technology Group Inc.SPON ADR14,075$29.0K<0.1%History