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Livermore
Livermore
ZHEN

Spears Abacus Advisors LLC

SEC CIK
0001426319
Latest filing
Aug 11, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 12, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
391
−10 vs. Q3 2024
Portfolio value
$4.87B
−$212.9M (−4.2%) vs. Q3 2024
Filed
Feb 12, 2025
SEC
Holdings of Spears Abacus Advisors LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock779,299$328.5M6.7%−52,092−6.3%ReducedHistory
AAPLApple Inc.Stock799,798$200.3M4.1%−53,898−6.3%ReducedHistory
GOOGAlphabet Inc.Stock1,039,674$198.0M4.1%−67,599−6.1%ReducedHistory
BRK.BBerkshire Hathaway IncStock354,821$160.8M3.3%−13,999−3.8%ReducedHistory
AMZNAmazon Com IncStock548,552$120.3M2.5%−52,330−8.7%ReducedHistory
BNBROOKFIELD CorpCL A LTD VT SH1,986,587$114.1M2.3%−59,318−2.9%ReducedHistory
ILMNIllumina, Inc.COM664,473$88.8M1.8%+24,716+3.9%AddedHistory
DHRDanaher CorpStock383,294$88.0M1.8%+148,809+63.5%AddedHistory
CBChubb LtdStock311,060$85.9M1.8%−30,100−8.8%ReducedHistory
GOOGLAlphabet Inc.Stock419,353$79.4M1.6%−50,232−10.7%ReducedHistory
CRHCRH Public Ltd CoORD853,966$79.0M1.6%+5,603+0.7%AddedHistory
VRTVertiv Holdings CoCOM CL A691,333$78.5M1.6%−56,438−7.5%ReducedHistory
EXEExpand Energy CorpCOM762,266$75.9M1.6%+73,073+10.6%AddedHistory
ORCLOracle CorpStock438,629$73.1M1.5%−64,824−12.9%ReducedHistory
LENLennar CorpCL A514,970$70.2M1.4%+5,311+1.0%AddedHistory
ABTAbbott LaboratoriesStock577,540$65.3M1.3%−12,968−2.2%ReducedHistory
FUNSix Flags Entertainment CorporationCOM1,353,891$65.2M1.3%−291,958−17.7%ReducedHistory
Tidal Trust III45259A761BEEHIVE ETF2,825,598$64.0M1.3%+2,825,598New–
EQTEQT CorpStock1,349,242$62.2M1.3%+775,722+135.3%AddedHistory
UALUnited Airlines Holdings, Inc.COM631,650$61.3M1.3%+338,645+115.6%AddedHistory
JPMJPMorgan Chase & CoStock249,845$59.9M1.2%−34,344−12.1%ReducedHistory
ADIAnalog Devices IncStock271,631$57.7M1.2%+7,242+2.7%AddedHistory
FISFidelity National Information Services, Inc.Stock708,609$57.2M1.2%−98,217−12.2%ReducedHistory
COSTCostco Wholesale CorpStock62,392$57.2M1.2%−1,175−1.8%ReducedHistory
WTMWhite Mountains Insurance Group LtdCOM28,726$55.9M1.1%−197−0.7%ReducedHistory
XPOXPO, Inc.COM399,019$52.3M1.1%−73,718−15.6%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock94,250$49.0M1.0%−15,637−14.2%ReducedHistory
AVGOBroadcom Inc.Stock205,541$47.7M1.0%+54,396+36.0%AddedHistory
UBERUber Technologies, IncStock781,034$47.1M1.0%+757,224+3,180.3%AddedHistory
ICEIntercontinental Exchange, Inc.Stock314,186$46.8M1.0%−45,823−12.7%ReducedHistory
LHLabcorp Holdings Inc.Stock202,555$46.4M1.0%+32,259+18.9%AddedHistory
LOWLowes Companies IncStock179,657$44.3M0.9%−8,676−4.6%ReducedHistory
PWRQuanta Services, Inc.COM133,830$42.3M0.9%−2,754−2.0%ReducedHistory
DISWalt Disney CoStock377,398$42.0M0.9%−6,129−1.6%ReducedHistory
GMGeneral Motors CoCOM785,942$41.9M0.9%−315,587−28.6%ReducedHistory
AEMAgnico Eagle Mines LtdStock534,581$41.8M0.9%−4,700−0.9%ReducedHistory
TJXTJX Companies IncStock345,390$41.7M0.9%−889−0.3%ReducedHistory
AONAon plcCL A116,010$41.7M0.9%−15,644−11.9%ReducedHistory
CMCSAComcast CorpStock1,064,183$39.9M0.8%−99,943−8.6%ReducedHistory
ABBVAbbVie Inc.Stock222,483$39.5M0.8%−1,327−0.6%ReducedHistory
FISVFiserv IncStock183,795$37.8M0.8%−31,477−14.6%ReducedHistory
HDHome Depot, Inc.Stock94,914$36.9M0.8%−238−0.3%ReducedHistory
ADBEAdobe Inc.Stock81,972$36.5M0.7%−28,256−25.6%ReducedHistory
MDLZMondelez International, Inc.Stock596,485$35.6M0.7%−83,259−12.2%ReducedHistory
FTVFortive CorpStock462,349$34.7M0.7%−5,855−1.3%ReducedHistory
FDXFedEx CorpStock117,453$33.0M0.7%−1,389−1.2%ReducedHistory
MRKMerck & Co., Inc.Stock327,797$32.6M0.7%−1,142−0.3%ReducedHistory
NOWServiceNow, Inc.Stock29,322$31.1M0.6%−1,360−4.4%ReducedHistory
BRK.ABerkshire Hathaway IncCL A45$30.6M0.6%00.0%UnchangedHistory
LMTLockheed Martin CorpStock62,803$30.5M0.6%−55−0.1%ReducedHistory
CLColgate Palmolive CoStock333,250$30.3M0.6%−1460.0%ReducedHistory
FTAIFTAI Aviation Ltd.SHS205,272$29.6M0.6%+67,647+49.2%AddedHistory
ALSumisho Air Lease CorpCL A597,598$28.8M0.6%+13,946+2.4%AddedHistory
GEGeneral Electric CoStock170,999$28.5M0.6%−18,923−10.0%ReducedHistory
BNYBank of New York Mellon CorpStock343,334$26.4M0.5%−10,230−2.9%ReducedHistory
CVXChevron CorpStock173,879$25.2M0.5%−807−0.5%ReducedHistory
ADPAutomatic Data Processing IncStock85,914$25.1M0.5%−1,109−1.3%ReducedHistory
APDAir Products & Chemicals, Inc.Stock86,359$25.0M0.5%−407−0.5%ReducedHistory
JNJJohnson & JohnsonStock168,142$24.3M0.5%−2,064−1.2%ReducedHistory
HONHoneywell International IncCOM105,034$23.7M0.5%−474−0.4%ReducedHistory
QSRRestaurant Brands International Inc.COM362,611$23.6M0.5%−72,331−16.6%ReducedHistory
CCKCrown Holdings, Inc.COM277,475$22.9M0.5%−56,041−16.8%ReducedHistory
DELLDell Technologies Inc.Stock198,464$22.9M0.5%+2,520+1.3%AddedHistory
PEPPepsiCo IncStock146,342$22.3M0.5%−2,632−1.8%ReducedHistory
FLUTFlutter Entertainment plcSHS83,091$21.5M0.4%+83,091NewHistory
ITWIllinois Tool Works IncStock84,053$21.3M0.4%−994−1.2%ReducedHistory
SYYSysco CorpStock267,532$20.5M0.4%+650.0%AddedHistory
FNVFranco Nevada CorpStock166,209$19.5M0.4%−85,051−33.8%ReducedHistory
XOMExxonMobil Holdings CorpCOM180,137$19.4M0.4%+5,006+2.9%AddedHistory
KOCoca Cola CoStock302,660$18.8M0.4%−4,728−1.5%ReducedHistory
PLDPrologis, Inc.REIT177,837$18.8M0.4%−24,970−12.3%ReducedHistory
BERYBerry Global Group, Inc.COM281,076$18.2M0.4%−62,259−18.1%ReducedHistory
SNSharkNinja, Inc.COM SHS186,160$18.1M0.4%+186,160NewHistory
DHIHorton D R IncCOM125,462$17.5M0.4%+74,786+147.6%AddedHistory
CCEPCoca-Cola Europacific Partners plcSHS226,634$17.4M0.4%+34,185+17.8%AddedHistory
GILGildan Activewear Inc.Stock368,881$17.4M0.4%−157,009−29.9%ReducedHistory
TTWOTake Two Interactive Software IncCOM89,151$16.4M0.3%−28,919−24.5%ReducedHistory
MUSAMurphy USA Inc.COM32,480$16.3M0.3%+3,508+12.1%AddedHistory
RTXRTX CorpStock134,582$15.6M0.3%−3,784−2.7%ReducedHistory
FCNCAFirst Citizens Bancshares IncCL A7,275$15.4M0.3%−389−5.1%ReducedHistory
BMYBristol Myers Squibb CoStock271,527$15.4M0.3%−1,855−0.7%ReducedHistory
FNFFidelity National Financial, Inc.COM SHS265,757$14.9M0.3%−696−0.3%ReducedHistory
HCAHCA Healthcare, Inc.COM46,413$13.9M0.3%−980−2.1%ReducedHistory
AFLAflac IncStock121,968$12.6M0.3%−913−0.7%ReducedHistory
PARPar Technology CorpCOM170,781$12.4M0.3%−9,534−5.3%ReducedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR615,590$12.4M0.3%00.0%UnchangedHistory
XYLXylem Inc.COM104,294$12.1M0.2%−329,736−76.0%ReducedHistory
PGProcter & Gamble CoStock71,387$12.0M0.2%−677−0.9%ReducedHistory
UNPUnion Pacific CorpStock51,244$11.7M0.2%−753−1.4%ReducedHistory
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN483,025$11.5M0.2%00.0%UnchangedHistory
REGNRegeneron Pharmaceuticals, Inc.COM16,055$11.4M0.2%+5,415+50.9%AddedHistory
NVDANVIDIA CorpStock84,846$11.4M0.2%+298+0.4%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock53,947$11.3M0.2%−1,691−3.0%ReducedHistory
PKGPackaging Corp of AmericaStock49,891$11.2M0.2%−1,929−3.7%ReducedHistory
BALLBALL CorpCOM194,882$10.7M0.2%−4,002−2.0%ReducedHistory
BDXBecton Dickinson & CoStock47,065$10.7M0.2%−1,757−3.6%ReducedHistory
Vanguard S&P 500 ETF922908363ETF19,740$10.6M0.2%+662+3.5%Added–
ELVElevance Health, Inc.Stock28,422$10.5M0.2%−37,810−57.1%ReducedHistory
SKTTanger Inc.COM276,682$9.44M0.2%+200,475+263.1%AddedHistory
APTVAptiv PLCStock152,794$9.24M0.2%−17,916−10.5%ReducedHistory

Sold out since Q3 2024 (38)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Spears Abacus Advisors LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
TECKTeck Resources LtdCL B861,150$45.0M0.9%History
HIIHuntington Ingalls Industries, Inc.COM159,164$42.1M0.8%History
BLBDBlue Bird CorpCOM172,300$8.26M0.2%History
NATLNCR Atleos CorpCOM SHS223,208$6.37M0.1%History
XIFRXPLR Infrastructure, LPCOM UNIT PART IN124,785$3.45M0.1%History
MITKMitek Systems IncCOM NEW265,644$2.30M<0.1%History
CNCCentene CorpStock26,976$2.03M<0.1%History
LWLamb Weston Holdings, Inc.Stock24,187$1.57M<0.1%History
AMDAdvanced Micro Devices IncStock9,324$1.53M<0.1%History
KBRKBR, Inc.COM22,357$1.46M<0.1%History
BABoeing CoStock6,030$916.8K<0.1%History
MNRMach Natural Resources LPCOM UN LT PA IN42,000$672.0K<0.1%History
DBRGDigitalBridge Group, Inc.CL A NEW46,500$657.0K<0.1%History
SWNSouthwestern Energy CoCOM87,500$622.1K<0.1%History
ALITAlight, Inc. / DelawareCOM CL A82,400$609.8K<0.1%History
CZRCaesars Entertainment, Inc.COM14,355$599.2K<0.1%History
CSXCSX CorpStock16,944$585.1K<0.1%History
QDELQuidelOrtho CorpCOM12,194$556.0K<0.1%History
FLGFlagstar Bank, National AssociationStock37,672$423.1K<0.1%History
AZNAstraZeneca PLCSPONSORED ADR4,126$321.5K<0.1%History
Vanguard Whitehall FDS921946810INTL DVD ETF3,363$296.9K<0.1%–
SDRLSEADRILL LtdCOM7,052$280.2K<0.1%History
HUMHumana IncStock822$260.4K<0.1%History
XNCRXencor IncCOM12,600$253.4K<0.1%History
AREAlexandria Real Estate Equities, Inc.COM2,012$238.9K<0.1%History
UHSUniversal Health Services IncCL B1,000$229.0K<0.1%History
STESTERIS plcSHS USD935$226.8K<0.1%History
RVTYRevvity, Inc.COM1,750$223.6K<0.1%History
PRUPrudential Financial IncStock1,846$223.6K<0.1%History
DOCHealthpeak Properties, Inc.COM9,655$220.8K<0.1%History
AVYAvery Dennison CorpCOM1,000$220.8K<0.1%History
MKCMcCormick & Co IncStock2,600$214.0K<0.1%History
OXYOccidental Petroleum CorpStock4,000$206.2K<0.1%History
ALCAlcon IncStock2,050$205.1K<0.1%History
MRSHMarsh & McLennan Companies, Inc.Stock913$203.7K<0.1%History
VLOValero Energy CorpStock1,500$202.5K<0.1%History
EOSEEos Energy Enterprises, Inc.COM CL A20,000$59.4K<0.1%History
CMBMFCambium Networks CorpSHS17,900$32.8K<0.1%History