Spears Abacus Advisors LLC
Spears Abacus Advisors LLC is a New York-based investment adviser specializing in portfolio management for institutional and high-net-worth clients. Founded in 2006 through the merger of Cannell & Co. and Spears Abacus Advisors, the firm provides customized investment strategies and maintains approximately 393 positions in its portfolio. With a team of experienced professionals and a focus on long-term value creation, Spears Abacus Advisors leverages disciplined research and diversified asset management.
Investment Strategy
Spears Abacus Advisors LLC employs a diversified, research-driven investment approach primarily focused on individual equities. The firm manages portfolios featuring both large-cap and mid-cap stocks with an emphasis on fundamental research, risk management, and long-term capital appreciation. Their allocations include significant positions in leading technology, consumer, and industrial companies, and their strategy involves active portfolio adjustments to capture value from both established and emerging market opportunities.
Top Holdings
Equity Positions (391)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.52% | $372.2M | 748,233 | $264.69 | $497.41 | +$79.5M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.36% | $166.3M | 342,352 | $355.93 | $485.77 | -$20.5M |
A AAPL | APPLE INC | 3.22% | $159.7M | 778,249 | $95.58 | $205.17 | -$18.5M |
G GOOG | ALPHABET INC | 3.06% | $151.5M | 854,301 | $126.19 | $177.39 | -$10.1M |
A AMZN | AMAZON COM INC | 2.81% | $139.1M | 633,865 | $183.77 | $219.39 | +$25.3M |