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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
AEPAmerican Electric Power Co IncStock3,673$423.5K<0.1%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,397$424.5K<0.1%+100+7.7%AddedHistory
SLViShares Silver TrustETF6,665$429.4K<0.1%00.0%UnchangedHistory
GXOGXO Logistics, Inc.Stock8,168$430.0K<0.1%−100−1.2%ReducedHistory
Sprott FDS Tr85208P873SILVER MINERS8,000$446.4K<0.1%00.0%Unchanged–
TROWPrice T Rowe Group IncStock4,376$448.0K<0.1%00.0%UnchangedHistory
FGF&G Annuities & Life, Inc.COMMON STOCK14,600$450.4K<0.1%+14,600NewHistory
RRCRange Resources CorpCOM12,846$452.9K<0.1%00.0%UnchangedHistory
PGRProgressive CorpStock2,007$457.0K<0.1%+7+0.4%AddedHistory
GBUGBarclays Bank PLCACTIVE GOLD & SI10,615$463.8K<0.1%00.0%UnchangedHistory
EXPDExpeditors International of Washington IncCOM3,117$464.5K<0.1%00.0%UnchangedHistory
SCHWSchwab Charles CorpStock4,670$466.6K<0.1%−150−3.1%ReducedHistory
CVCOCavco Industries, Inc.COM791$467.3K<0.1%00.0%UnchangedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,045$471.4K<0.1%00.0%Unchanged–
MTBM&T Bank CorpCOM2,418$487.2K<0.1%+1,053+77.1%AddedHistory
JMIAJumia Technologies AGSPONSORED ADS40,000$499.6K<0.1%+40,000NewHistory
SPPPSprott Physical Platinum & Palladium TrustPHYSICAL PLATINU30,000$505.2K<0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock2,369$507.3K<0.1%−18−0.8%ReducedHistory
BAXBaxter International IncStock26,750$511.2K<0.1%−34,229−56.1%ReducedHistory
Vanguard Morningstar Value ETF922908744ETF2,708$517.2K<0.1%00.0%Unchanged–
iShares Tr46435G326CORE MSCI INTL6,295$519.2K<0.1%00.0%Unchanged–
ACNAccenture plcStock1,943$521.3K<0.1%+4+0.2%AddedHistory
VZVerizon Communications IncStock12,981$528.7K<0.1%−834−6.0%ReducedHistory
Vanguard Admiral FDS Inc921932794SMLCP 600 GRTH4,365$529.4K<0.1%+560+14.7%Added–
GBTCGrayscale Bitcoin Trust ETFETF7,765$530.8K<0.1%+1,200+18.3%AddedHistory
ORCOrchid Island Capital, Inc.COM NEW75,000$540.0K<0.1%00.0%UnchangedHistory
FTREFortrea Holdings Inc.COMMON STOCK31,315$540.2K<0.1%+31,315NewHistory
ENVXEnovix CorpCOM76,297$557.7K<0.1%−2,116−2.7%ReducedHistory
ESLTElbit Systems LtdStock966$558.1K<0.1%−350−26.6%ReducedHistory
TSLATesla, Inc.Stock1,247$560.8K<0.1%−13−1.0%ReducedHistory
AUGOAura Minerals Inc.SHS11,304$569.9K<0.1%+11,304NewHistory
TFXTeleflex IncCOM4,800$585.8K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF2,034$590.3K<0.1%+15+0.7%Added–
BABAAlibaba Group Holding LtdADR4,042$592.5K<0.1%+4,042NewHistory
GRABGrab Holdings LtdCLASS A ORD120,000$598.8K<0.1%00.0%UnchangedHistory
GEVGE Vernova Inc.Stock928$606.5K<0.1%+4+0.4%AddedHistory
WLYBJohn Wiley & Sons, Inc.CL B20,000$610.0K<0.1%00.0%UnchangedHistory
CFRCullen/Frost Bankers, Inc.COM4,845$613.5K<0.1%00.0%UnchangedHistory
BLFSBiolife Solutions IncCOM NEW25,436$615.0K<0.1%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF11,441$615.1K<0.1%00.0%Unchanged–
SKTTanger Inc.COM18,473$616.4K<0.1%−362,052−95.1%ReducedHistory
EDConsolidated Edison IncStock6,263$622.0K<0.1%−15−0.2%ReducedHistory
MOAltria Group, Inc.Stock11,092$639.6K<0.1%+873+8.5%AddedHistory
CICigna GroupStock2,420$666.1K<0.1%00.0%UnchangedHistory
BNLBroadstone Net Lease, Inc.COM38,898$675.7K<0.1%−1,425−3.5%ReducedHistory
NVONovo Nordisk A SADR13,522$688.0K<0.1%+1,575+13.2%AddedHistory
YUMYum Brands IncStock4,592$694.7K<0.1%−10.0%ReducedHistory
LINLinde PLCStock1,638$698.4K<0.1%+1+0.1%AddedHistory
NVSNovartis AGADR5,108$704.2K<0.1%+1,500+41.6%AddedHistory
CMECME Group Inc.COM2,695$736.0K<0.1%−90−3.2%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF2,984$769.7K<0.1%+19+0.6%Added–
PGCPeapack Gladstone Financial CorpCOM27,915$777.4K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Growth ETF922908736ETF1,594$777.6K<0.1%+2+0.1%Added–
NOCNorthrop Grumman CorpStock1,374$783.5K<0.1%+1+0.1%AddedHistory
LDIloanDepot, Inc.COM CL A379,800$786.2K<0.1%+39,000+11.4%AddedHistory
DPZDominos Pizza IncCOM1,904$793.6K<0.1%−151−7.3%ReducedHistory
CARTMaplebear Inc.COM18,410$828.1K<0.1%+18,410NewHistory
Vanguard Dividend Appreciation ETF921908844ETF3,768$828.1K<0.1%+788+26.4%Added–
LBLandBridge Co LLCCL A17,340$849.5K<0.1%+65+0.4%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF11,558$850.2K<0.1%+161+1.4%Added–
APHAmphenol CorpCL A6,547$884.8K<0.1%00.0%UnchangedHistory
VLTOVeralto CorpStock8,883$886.3K<0.1%00.0%UnchangedHistory
VRTXVertex Pharmaceuticals IncStock1,960$888.6K<0.1%00.0%UnchangedHistory
BIIBBiogen Inc.COM5,079$893.9K<0.1%00.0%UnchangedHistory
BACBank of America CorpStock16,788$923.3K<0.1%−116−0.7%ReducedHistory
UNBUnion Bankshares IncCOM40,169$953.2K<0.1%−1,911−4.5%ReducedHistory
EAFGraftech International LtdCOM NEW62,207$964.8K<0.1%−15,015−19.4%ReducedHistory
CCICrown Castle Inc.REIT10,998$977.4K<0.1%−896−7.5%ReducedHistory
BROBrown & Brown, Inc.Stock12,583$1.00M<0.1%+2,035+19.3%AddedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE9,125$1.04M<0.1%00.0%Unchanged–
KMXCarMax IncCOM26,936$1.04M<0.1%−16,825−38.4%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF8,920$1.07M<0.1%00.0%Unchanged–
FTVFortive CorpStock20,106$1.11M<0.1%−94,619−82.5%ReducedHistory
POWIPower Integrations IncCOM31,826$1.13M<0.1%+31,826NewHistory
PINSPinterest, Inc.CL A45,088$1.17M<0.1%−36,244−44.6%ReducedHistory
AGNCAGNC Investment Corp.REIT109,540$1.17M<0.1%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW22,159$1.18M<0.1%−150−0.7%ReducedHistory
NLYAnnaly Capital Management IncREIT52,970$1.18M<0.1%−2,780−5.0%ReducedHistory
AWIArmstrong World Industries IncCOM6,315$1.21M<0.1%00.0%UnchangedHistory
BORRBorr Drilling LtdSHS304,000$1.23M<0.1%00.0%UnchangedHistory
PCYOPure Cycle CorpCOM NEW114,000$1.25M<0.1%00.0%UnchangedHistory
CRUSCirrus Logic, Inc.Stock10,693$1.27M<0.1%+10,693NewHistory
NXPINXP Semiconductors N.V.COM5,848$1.27M<0.1%+1,679+40.3%AddedHistory
iShares Core S&P 500 ETF464287200ETF1,868$1.28M<0.1%+18+1.0%Added–
iShares Russell 2000 ETF464287655ETF5,260$1.29M<0.1%−55−1.0%Reduced–
PHParker-Hannifin CorpStock1,492$1.31M<0.1%+1+0.1%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock5,877$1.31M<0.1%00.0%UnchangedHistory
MUMicron Technology IncStock4,596$1.31M<0.1%+3+0.1%AddedHistory
ANETArista Networks, Inc.Stock10,018$1.31M<0.1%+10.0%AddedHistory
GPNGlobal Payments IncStock17,194$1.33M<0.1%+80.0%AddedHistory
COPConocoPhillipsStock14,407$1.35M<0.1%+50.0%AddedHistory
RITMRithm Capital Corp.REIT127,225$1.39M<0.1%+225+0.2%AddedHistory
ELEElemental Royalty CorpCOM NEW82,330$1.40M<0.1%+82,330NewHistory
SUSuncor Energy IncStock31,800$1.41M<0.1%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF22,691$1.42M<0.1%00.0%Unchanged–
OPCHOption Care Health, Inc.COM NEW44,711$1.42M<0.1%−100−0.2%ReducedHistory
WMWaste Management IncStock6,660$1.46M<0.1%−10.0%ReducedHistory
ENBEnbridge IncStock30,975$1.48M<0.1%−150−0.5%ReducedHistory
RFRegions Financial CorpCOM56,661$1.54M<0.1%00.0%UnchangedHistory
PSXPhillips 66Stock12,006$1.55M<0.1%−25−0.2%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