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Spears Abacus Advisors LLC

SEC CIK
0001426319
Latest filing
Aug 11, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
192
−18 vs. Q2 2022
Portfolio value
$1.01B
−$96.5M (−8.7%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of Spears Abacus Advisors LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock379,864$88.5M8.7%+741+0.2%AddedHistory
AAPLApple Inc.Stock461,943$63.8M6.3%−11,551−2.4%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock111,770$56.7M5.6%−2,511−2.2%ReducedHistory
CBChubb LtdStock222,563$40.5M4.0%−20,905−8.6%ReducedHistory
DHRDanaher CorpStock142,581$36.8M3.6%−6,962−4.7%ReducedHistory
GOOGLAlphabet Inc.Stock363,723$34.8M3.4%+2,283+0.6%AddedConverted for a 20-for-1 splitHistory
GOOGAlphabet Inc.Stock358,570$34.5M3.4%−6,750−1.8%ReducedConverted for a 20-for-1 splitHistory
AONAon plcCL A119,600$32.0M3.2%−948−0.8%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock336,006$30.4M3.0%−4,584−1.3%ReducedHistory
BRK.BBerkshire Hathaway IncStock108,504$29.0M2.9%−840−0.8%ReducedHistory
ORCLOracle CorpStock461,004$28.2M2.8%−1,567−0.3%ReducedHistory
JPMJPMorgan Chase & CoStock252,425$26.4M2.6%−1,035−0.4%ReducedHistory
GPNGlobal Payments IncStock236,459$25.5M2.5%+4,336+1.9%AddedHistory
ADIAnalog Devices IncStock173,508$24.2M2.4%+1,531+0.9%AddedHistory
CCKCrown Holdings, Inc.COM278,798$22.6M2.2%−1,058−0.4%ReducedHistory
MDLZMondelez International, Inc.Stock382,569$21.0M2.1%−69,787−15.4%ReducedHistory
CMCSAComcast CorpStock697,490$20.5M2.0%+363+0.1%AddedHistory
VMWVmware LLCCL A COM188,616$20.1M2.0%−31,101−14.2%ReducedHistory
FISVFiserv IncStock214,499$20.1M2.0%−23,790−10.0%ReducedHistory
FNVFranco Nevada CorpStock162,026$19.4M1.9%+123,319+318.6%AddedHistory
ADBEAdobe Inc.Stock62,984$17.3M1.7%+32,403+106.0%AddedHistory
FISFidelity National Information Services, Inc.Stock222,678$16.8M1.7%+820.0%AddedHistory
PLDPrologis, Inc.REIT165,620$16.8M1.7%−782−0.5%ReducedHistory
TTWOTake Two Interactive Software IncCOM150,096$16.4M1.6%−904−0.6%ReducedHistory
APTVAptiv PLCSHS208,468$16.3M1.6%−44,769−17.7%ReducedHistory
QSRRestaurant Brands International Inc.COM304,139$16.2M1.6%−3,077−1.0%ReducedHistory
BERYBerry Global Group, Inc.COM347,045$16.1M1.6%+427+0.1%AddedHistory
DPZDominos Pizza IncCOM33,182$10.3M1.0%+34+0.1%AddedHistory
JNJJohnson & JohnsonStock59,013$9.64M1.0%−157−0.3%ReducedHistory
ADSKAutodesk, Inc.COM44,913$8.39M0.8%−1,247−2.7%ReducedHistory
CHDChurch & Dwight Co IncCOM106,392$7.60M0.8%+75,931+249.3%AddedHistory
CCitigroup IncStock131,621$5.49M0.5%−385−0.3%ReducedHistory
GMGeneral Motors CoCOM169,165$5.43M0.5%−60,518−26.3%ReducedHistory
SLBSLB LimitedStock140,890$5.06M0.5%−815−0.6%ReducedHistory
CNCCentene CorpStock64,190$5.00M0.5%−18,114−22.0%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF13,465$4.81M0.5%−646−4.6%ReducedHistory
GLDSPDR Gold TrustETF29,213$4.52M0.4%−1,951−6.3%ReducedHistory
WPMWheaton Precious Metals Corp.COM136,683$4.42M0.4%−698−0.5%ReducedHistory
MAMastercard IncStock15,293$4.35M0.4%−87−0.6%ReducedHistory
DBXDropbox, Inc.CL A209,450$4.34M0.4%−1,214−0.6%ReducedHistory
PEPPepsiCo IncStock26,379$4.31M0.4%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF12,710$4.17M0.4%−3,155−19.9%Reduced–
CMECME Group Inc.COM23,483$4.16M0.4%−258−1.1%ReducedHistory
iShares Tr464287622RUS 1000 ETF19,895$3.93M0.4%+6,445+47.9%Added–
PTCPTC Inc.Stock36,972$3.87M0.4%−12,105−24.7%ReducedHistory
IQVIQVIA Holdings Inc.Stock20,575$3.73M0.4%+97+0.5%AddedHistory
AVGOBroadcom Inc.Stock7,712$3.42M0.3%−39−0.5%ReducedHistory
EQTEQT CorpStock81,238$3.31M0.3%+26,567+48.6%AddedHistory
AMEDAmedisys IncCOM33,497$3.24M0.3%−180−0.5%ReducedHistory
TRHCTabula Rasa HealthCare, Inc.COM672,816$3.23M0.3%−4,554−0.7%ReducedHistory
VIRTVirtu Financial, Inc.CL A142,538$2.96M0.3%−1,669−1.2%ReducedHistory
MOAltria Group, Inc.Stock72,672$2.93M0.3%+21,534+42.1%AddedHistory
UNHUnitedHealth Group IncStock5,368$2.71M0.3%00.0%UnchangedHistory
PEverpure, Inc.CL A90,636$2.48M0.2%00.0%UnchangedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF13,725$2.46M0.2%+140+1.0%Added–
ADPAutomatic Data Processing IncStock10,806$2.44M0.2%00.0%UnchangedHistory
BALLBALL CorpCOM44,732$2.16M0.2%00.0%UnchangedHistory
PFEPfizer IncStock48,279$2.11M0.2%00.0%UnchangedHistory
PGProcter & Gamble CoStock16,333$2.06M0.2%00.0%UnchangedHistory
BRK.ABerkshire Hathaway IncCL A5$2.03M0.2%00.0%UnchangedHistory
SEDGSolaredge Technologies, Inc.COM8,645$2.00M0.2%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock6,505$1.99M0.2%−6,243−49.0%ReducedHistory
CMBMFCambium Networks CorpSHS102,483$1.73M0.2%−32,870−24.3%ReducedHistory
SBUXStarbucks CorpStock20,549$1.73M0.2%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock40,047$1.61M0.2%−333−0.8%ReducedHistory
KMIKinder Morgan, Inc.Stock94,708$1.58M0.2%−317−0.3%ReducedHistory
CCICrown Castle Inc.REIT10,875$1.57M0.2%00.0%UnchangedHistory
CVSCVS Health CorpStock15,515$1.48M0.1%−50−0.3%ReducedHistory
BACBank of America CorpStock48,924$1.48M0.1%00.0%UnchangedHistory
EQIXEquinix IncCOM2,581$1.47M0.1%−15−0.6%ReducedHistory
APDAir Products & Chemicals, Inc.Stock6,227$1.45M0.1%00.0%UnchangedHistory
BIIBBiogen Inc.COM5,280$1.41M0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock8,147$1.32M0.1%00.0%UnchangedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF18,000$1.30M0.1%00.0%Unchanged–
FMCFMC CorpCOM NEW12,000$1.27M0.1%00.0%UnchangedHistory
AXSAxis Capital Holdings LtdSHS25,351$1.25M0.1%−10,000−28.3%ReducedHistory
iShares Russell 2000 ETF464287655ETF7,537$1.24M0.1%−1,150−13.2%Reduced–
TRMBTrimble Inc.COM22,700$1.23M0.1%00.0%UnchangedHistory
iShares Russell 1000 Growth ETF464287614ETF5,790$1.22M0.1%00.0%Unchanged–
LHXL3HARRIS Technologies, Inc.Stock5,785$1.20M0.1%−830−12.5%ReducedHistory
DISWalt Disney CoStock12,743$1.20M0.1%+4,290+50.8%AddedHistory
RFRegions Financial CorpCOM56,516$1.13M0.1%00.0%UnchangedHistory
UNBUnion Bankshares IncCOM48,514$1.10M0.1%−100.0%ReducedHistory
MRKMerck & Co., Inc.Stock12,633$1.09M0.1%00.0%UnchangedHistory
iShares Tr464287556ISHARES BIOTECH9,190$1.07M0.1%−3,000−24.6%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT8,425$1.07M0.1%00.0%Unchanged–
COSTCostco Wholesale CorpStock2,224$1.05M0.1%00.0%UnchangedHistory
BXPBXP, Inc.COM13,365$1.00M0.1%+13,365NewHistory
ABBVAbbVie Inc.Stock7,340$985.0K0.1%00.0%UnchangedHistory
BRBroadridge Financial Solutions, Inc.Stock6,460$932.0K0.1%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM10,416$909.0K0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock12,580$894.0K0.1%−68−0.5%ReducedHistory
PMPhilip Morris International Inc.Stock10,733$891.0K0.1%00.0%UnchangedHistory
ATECAlphatec Holdings, Inc.COM NEW100,000$874.0K0.1%00.0%UnchangedHistory
GDGeneral Dynamics CorpStock4,095$869.0K0.1%00.0%UnchangedHistory
BAMBrookfield Asset Management Ltd.CL A LTD VT SH20,079$821.0K0.1%−1,250−5.9%ReducedHistory
AXPAmerican Express CoStock5,702$769.0K0.1%00.0%UnchangedHistory
AMZNAmazon Com IncStock6,580$744.0K0.1%−1,620−19.8%ReducedHistory
HDHome Depot, Inc.Stock2,625$724.0K0.1%−20−0.8%ReducedHistory
Kraneshares Trust500767306CSI CHI INTERNET28,974$714.0K0.1%−1,843−6.0%Reduced–

Sold out since Q2 2022 (21)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Spears Abacus Advisors LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
BVBrightView Holdings, Inc.COM361,224$4.33M0.4%History
FCXFreeport-McMoran IncStock33,034$967.0K0.1%History
CDKCDK Global, Inc.COM17,658$967.0K0.1%History
iShares Tr46428743220 YR TR BD ETF4,245$488.0K<0.1%–
SWCHSwitch, Inc.CL A12,559$421.0K<0.1%History
MEDMedifast IncCOM1,571$284.0K<0.1%History
MDTMedtronic plcStock3,104$279.0K<0.1%History
Schwab US Tips ETF808524870ETF4,787$267.0K<0.1%–
IPInternational Paper CoCOM6,000$251.0K<0.1%History
VZVerizon Communications IncStock4,832$245.0K<0.1%History
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT6,306$219.0K<0.1%History
EVREvercore Inc.CLASS A2,337$219.0K<0.1%History
AZNAstraZeneca PLCSPONSORED ADR3,310$219.0K<0.1%History
COOCooper Companies, Inc.COM NEW700$219.0K<0.1%History
LHLabcorp Holdings Inc.COM NEW910$213.0K<0.1%History
BABAAlibaba Group Holding LtdADR1,805$205.0K<0.1%History
AGCOAGCO CorpCOM2,075$205.0K<0.1%History
DLRDigital Realty Trust, Inc.COM1,559$202.0K<0.1%History
MORNMorningstar, Inc.COM830$201.0K<0.1%History
QVCGAOld QVC Group, Inc.COM SER A20,905$60.0K<0.1%History
Yamana Gold Inc98462Y100COM10,000$46.0K<0.1%–