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Spears Abacus Advisors LLC

SEC CIK
0001426319
Latest filing
Aug 11, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
411
+11 vs. Q3 2025
Portfolio value
$5.35B
+$43.6M (+0.8%) vs. Q3 2025
Filed
Feb 17, 2026
SEC
Holdings of Spears Abacus Advisors LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock747,186$361.4M6.8%+4,578+0.6%AddedHistory
GOOGAlphabet Inc.Stock853,106$267.7M5.0%+58,033+7.3%AddedHistory
AAPLApple Inc.Stock743,848$202.2M3.8%−21,069−2.8%ReducedHistory
BRK.BBerkshire Hathaway IncStock339,478$170.6M3.2%−835−0.2%ReducedHistory
AMZNAmazon Com IncStock692,468$159.8M3.0%+42,035+6.5%AddedHistory
CBChubb LtdStock441,151$137.7M2.6%+140,369+46.7%AddedHistory
GOOGLAlphabet Inc.Stock390,918$122.4M2.3%−13,592−3.4%ReducedHistory
BNBROOKFIELD CorpCL A LTD VT SH2,659,766$122.1M2.3%+856,303+47.5%AddedHistory
MRPMillrose Properties, Inc.COM CL A3,628,052$108.4M2.0%+999,646+38.0%AddedHistory
VRTVertiv Holdings CoCOM CL A597,964$96.9M1.8%−28,035−4.5%ReducedHistory
ADIAnalog Devices IncStock347,313$94.2M1.8%+1,122+0.3%AddedHistory
CRHCRH Public Ltd CoORD704,545$87.9M1.6%+24,463+3.6%AddedHistory
ORCLOracle CorpStock448,286$87.4M1.6%−76,238−14.5%ReducedHistory
AEMAgnico Eagle Mines LtdStock509,073$86.3M1.6%−50,678−9.1%ReducedHistory
UNPUnion Pacific CorpStock353,746$81.8M1.5%+244,927+225.1%AddedHistory
GILGildan Activewear Inc.Stock1,185,929$74.1M1.4%−78,654−6.2%ReducedHistory
Tidal Trust III45259A761BEEHIVE ETF2,827,842$73.0M1.4%+48,662+1.8%Added–
AVGOBroadcom Inc.Stock205,469$71.1M1.3%+51,735+33.7%AddedHistory
NVDANVIDIA CorpStock380,596$71.0M1.3%−23,288−5.8%ReducedHistory
ABTAbbott LaboratoriesStock564,206$70.7M1.3%+2,278+0.4%AddedHistory
JPMJPMorgan Chase & CoStock217,953$70.2M1.3%−20,931−8.8%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM89,395$69.0M1.3%+59,316+197.2%AddedHistory
ABBVAbbVie Inc.Stock269,632$61.6M1.2%−15,394−5.4%ReducedHistory
BBarrick Mining CorpStock1,396,930$60.8M1.1%−459,173−24.7%ReducedHistory
DHRDanaher CorpStock256,078$58.6M1.1%+14,188+5.9%AddedHistory
WTMWhite Mountains Insurance Group LtdCOM28,115$58.4M1.1%−173−0.6%ReducedHistory
FTAIFTAI Aviation Ltd.SHS286,065$56.3M1.1%+243,581+573.3%AddedHistory
PWRQuanta Services, Inc.COM123,712$52.2M1.0%−1,473−1.2%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock89,130$51.6M1.0%+240.0%AddedHistory
TJXTJX Companies IncStock322,811$49.6M0.9%−6,521−2.0%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock291,263$47.2M0.9%+17,028+6.2%AddedHistory
FISFidelity National Information Services, Inc.Stock674,622$44.8M0.8%−3,784−0.6%ReducedHistory
COSTCostco Wholesale CorpStock51,501$44.4M0.8%−810−1.5%ReducedHistory
DISWalt Disney CoStock370,546$42.2M0.8%−1620.0%ReducedHistory
LHLabcorp Holdings Inc.Stock158,562$39.8M0.7%−1,018−0.6%ReducedHistory
AONAon plcCL A110,849$39.1M0.7%+2,736+2.5%AddedHistory
PLDPrologis, Inc.REIT295,016$37.7M0.7%−23,268−7.3%ReducedHistory
JNJJohnson & JohnsonStock181,713$37.6M0.7%−730−0.4%ReducedHistory
FNVFranco Nevada CorpStock176,862$36.7M0.7%−494−0.3%ReducedHistory
MRKMerck & Co., Inc.Stock345,940$36.4M0.7%+648+0.2%AddedHistory
BNYBank of New York Mellon CorpStock312,009$36.2M0.7%−9,615−3.0%ReducedHistory
MLMMartin Marietta Materials IncCOM52,708$32.8M0.6%+39,324+293.8%AddedHistory
FDXFedEx CorpStock113,474$32.8M0.6%−520−0.5%ReducedHistory
CVXChevron CorpStock213,926$32.6M0.6%+11,930+5.9%AddedHistory
BRK.ABerkshire Hathaway IncCL A42$31.7M0.6%−2−4.5%ReducedHistory
MDLZMondelez International, Inc.Stock583,485$31.4M0.6%−43,310−6.9%ReducedHistory
LOWLowes Companies IncStock127,443$30.7M0.6%−887−0.7%ReducedHistory
HDHome Depot, Inc.Stock88,946$30.6M0.6%−210.0%ReducedHistory
Rivian Automotive, Inc.76954AAD5NOTE 3.625%10/1–$29.2M0.5%–New–
SHAKShake Shack Inc.CL A355,248$28.8M0.5%+355,248NewHistory
ILMNIllumina, Inc.COM218,158$28.6M0.5%−21,143−8.8%ReducedHistory
LMTLockheed Martin CorpStock57,857$28.0M0.5%−612−1.0%ReducedHistory
XYLXylem Inc.COM189,980$25.9M0.5%−27,853−12.8%ReducedHistory
AGIAlamos Gold IncStock659,791$25.5M0.5%−616,505−48.3%ReducedHistory
NVTnVent Electric plcSHS248,969$25.4M0.5%−5,137−2.0%ReducedHistory
CLColgate Palmolive CoStock316,738$25.0M0.5%−1,352−0.4%ReducedHistory
RTXRTX CorpStock132,266$24.3M0.5%−245−0.2%ReducedHistory
FCNCAFirst Citizens Bancshares IncCL A11,286$24.2M0.5%−3,741−24.9%ReducedHistory
HONHoneywell International IncCOM118,839$23.2M0.4%+9,193+8.4%AddedHistory
LENLennar CorpCL A222,232$22.8M0.4%−2,952−1.3%ReducedHistory
CMCSAComcast CorpStock764,305$22.8M0.4%−97,710−11.3%ReducedHistory
CCKCrown Holdings, Inc.COM215,186$22.2M0.4%−978−0.5%ReducedHistory
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN483,025$22.1M0.4%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock84,644$21.8M0.4%−526−0.6%ReducedHistory
BEPCBrookfield Renewable CorpCL A EX SUB VTG562,179$21.6M0.4%−105,380−15.8%ReducedHistory
KOCoca Cola CoStock304,017$21.3M0.4%−1,191−0.4%ReducedHistory
XOMExxonMobil Holdings CorpCOM173,635$20.9M0.4%−1,214−0.7%ReducedHistory
ITWIllinois Tool Works IncStock83,477$20.6M0.4%−360−0.4%ReducedHistory
NOWServiceNow, Inc.Stock133,760$20.5M0.4%−13,560−9.2%ReducedConverted for a 5-for-1 splitHistory
QSRRestaurant Brands International Inc.COM298,769$20.4M0.4%−2,224−0.7%ReducedHistory
EQTEQT CorpStock378,968$20.3M0.4%−159,777−29.7%ReducedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR614,790$20.3M0.4%00.0%UnchangedHistory
HCAHCA Healthcare, Inc.COM42,738$20.0M0.4%−1,340−3.0%ReducedHistory
TTWOTake Two Interactive Software IncCOM76,898$19.7M0.4%−692−0.9%ReducedHistory
APDAir Products & Chemicals, Inc.Stock79,670$19.7M0.4%−7,694−8.8%ReducedHistory
SYYSysco CorpStock265,545$19.6M0.4%+1,482+0.6%AddedHistory
AMCRAmcor plcORD2,280,229$19.0M0.4%−565,884−19.9%ReducedHistory
PEPPepsiCo IncStock130,418$18.7M0.4%−2,991−2.2%ReducedHistory
CSTMConstellium SECL A SHS967,047$18.2M0.3%−590,788−37.9%ReducedHistory
NEMNEWMONT CorpStock180,113$18.0M0.3%+38,664+27.3%AddedHistory
PKGPackaging Corp of AmericaStock85,986$17.7M0.3%−116,858−57.6%ReducedHistory
CHKPCheck Point Software Technologies LtdORD90,684$16.8M0.3%−17,042−15.8%ReducedHistory
TXNTexas Instruments IncStock93,345$16.2M0.3%+93,345NewHistory
AXSMAxsome Therapeutics, Inc.COM84,154$15.4M0.3%+30.0%AddedHistory
ELFe.l.f. Beauty, Inc.COM195,316$14.9M0.3%+195,316NewHistory
RGLDRoyal Gold IncStock65,469$14.6M0.3%+63,792+3,803.9%AddedHistory
BMYBristol Myers Squibb CoStock251,530$13.6M0.3%−1,384−0.5%ReducedHistory
FNFFidelity National Financial, Inc.COM SHS243,788$13.3M0.2%−74,493−23.4%ReducedHistory
Vanguard S&P 500 ETF922908363ETF20,418$12.8M0.2%−390−1.9%Reduced–
UBERUber Technologies, IncStock151,045$12.3M0.2%−454,223−75.0%ReducedHistory
AFLAflac IncStock104,692$11.5M0.2%−1,300−1.2%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF16,925$11.5M0.2%−437−2.5%ReducedHistory
CATCaterpillar IncStock18,857$10.8M0.2%+40.0%AddedHistory
PGProcter & Gamble CoStock72,164$10.3M0.2%−92−0.1%ReducedHistory
NYTNew York Times CoCL A147,898$10.3M0.2%−1,520−1.0%ReducedHistory
iShares Tr464287622RUS 1000 ETF27,200$10.2M0.2%00.0%Unchanged–
GMGeneral Motors CoCOM120,940$9.83M0.2%−43,216−26.3%ReducedHistory
IBMInternational Business Machines CorpStock33,088$9.80M0.2%+20.0%AddedHistory
PSLVSprott Physical Silver TrustPHYSICAL SILVER405,400$9.59M0.2%+12,000+3.1%AddedHistory
APTVAptiv PLCStock125,583$9.56M0.2%−583−0.5%ReducedHistory

Sold out since Q3 2025 (25)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Spears Abacus Advisors LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
PBIPitney Bowes IncCOM3,364,466$38.4M0.7%History
FISVFiserv IncStock192,142$24.8M0.5%History
Sandstorm Gold Ltd Com New80013R206Stock1,020,996$12.8M0.2%–
TMHCTaylor Morrison Home CorpCOM158,045$10.4M0.2%History
COURCoursera, Inc.COM561,580$6.58M0.1%History
AMRAlpha Metallurgical Resources, Inc.COM33,348$5.47M0.1%History
CAKECheesecake Factory IncCOM81,092$4.43M0.1%History
RALRalliant CorpStock34,284$1.50M<0.1%History
LBTYALiberty Global Ltd.COM CL A113,475$1.30M<0.1%History
Emx Rty Corp26873J107COM110,000$566.5K<0.1%–
SMCISuper Micro Computer, Inc.Stock11,643$558.2K<0.1%History
iShares Tr464288414NATIONAL MUN ETF4,766$507.5K<0.1%–
GMEDGlobus Medical IncStock7,796$446.5K<0.1%History
NEXTNextDecade CorpCOM60,400$410.1K<0.1%History
FMCFMC CorpCOM NEW11,880$399.5K<0.1%History
CRWVCoreWeave, Inc.Stock2,662$364.3K<0.1%History
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM5,600$319.8K<0.1%–
FUNSix Flags Entertainment CorporationCOM11,099$252.2K<0.1%History
ULUnilever PLCSPON ADR NEW4,056$240.4K<0.1%History
HOVHovnanian Enterprises IncCL A NEW1,697$218.0K<0.1%History
LNGCheniere Energy, Inc.COM NEW927$217.8K<0.1%History
AMTAmerican Tower CorpREIT1,091$209.8K<0.1%History
CLXClorox CoStock1,632$201.2K<0.1%History
Schwab US Tips ETF808524870ETF7,446$200.7K<0.1%–
BDSXBiodesix IncCOM10,279$77.6K<0.1%History