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.
Latest 13F Filing Activity
Spears Abacus Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 391 equity positions with a total 13F market value of $5B. The fund increased holdings in Microsoft Corp., Oracle Corp., Nvidia Corporation among other positions. Spears Abacus Advisors LLC reduced exposure to General MTRS Co., Xpo Inc., Meta Platforms Inc. among others.
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 |
| 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 |
Industry Allocation
Investment Team (15)
| Name | Role | Location | |
|---|---|---|---|
 | Principal and Portfolio Manager | New York, NY , United States | |
 | Principal | New York, NY , United States | |
 | Principal and Portfolio Manager | New York, NY , United States | |
 | Principal | New York, NY , United States | |
 | Analyst | New York, NY , United States | |
 | Principal | New York, NY , United States | |
 | Principal | New York, NY , United States | |
 | Principal | New York, NY , United States | |
 | Principal | New York, NY , United States | |
 | Principal, Portfolio Manager | New York, NY , United States |
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