Spears Abacus Advisors LLC Top Holdings and 13F Report (2024) → What is Nvidia doing on June 10? June 10th is pivotal for Nvidia’s “Silent Partners” (From Weiss Ratings) (Ad) About Spears Abacus Advisors LLCInvestment ActivitySpears Abacus Advisors LLC has $4.84 billion in total holdings as of March 31, 2024.Spears Abacus Advisors LLC owns shares of 383 different stocks, but just 68 companies or ETFs make up 80% of its holdings.Approximately 72.91% of the portfolio was purchased this quarter.About 0.51% of the portfolio was sold this quarter.This quarter, Spears Abacus Advisors LLC has purchased 214 new stocks and bought additional shares in 115 stocks.Spears Abacus Advisors LLC sold shares of 23 stocks and completely divested from 11 stocks this quarter.Largest Holdings Microsoft $360,876,844Alphabet $180,364,151Berkshire Hathaway $157,291,301Apple $153,260,998Amazon.com $105,478,828 Largest New Holdings this Quarter Vertiv $85,339,025 HoldingSuper Micro Computer $77,087,510 HoldingChesapeake Energy $70,667,729 HoldingCRH PLC $68,061,038 HoldingUber Technologies $66,193,076 Holding Largest Purchases this Quarter Microsoft 511,085 shares (about $215.02M)Alphabet 865,593 shares (about $131.80M)Berkshire Hathaway 266,299 shares (about $111.98M)Amazon.com 578,282 shares (about $104.31M)Lowe's Companies 369,626 shares (about $94.15M) Largest Sales this Quarter VERALTO CORP 30,020 shares (about $2.66M)Take-Two Interactive Software 17,780 shares (about $2.64M)Hershey 12,431 shares (about $2.42M)Centene 28,589 shares (about $2.24M)Citigroup 32,015 shares (about $2.02M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSpears Abacus Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$360,876,844$215,023,715 ▲147.4%857,7607.5%Computer and TechnologyGOOGAlphabet$180,364,151$131,795,190 ▲271.4%1,184,5803.7%Computer and TechnologyBRK.BBerkshire Hathaway$157,291,301$111,984,056 ▲247.2%374,0403.3%FinanceAAPLApple$153,260,998$75,277,521 ▲96.5%893,7543.2%Computer and TechnologyAMZNAmazon.com$105,478,828$104,310,507 ▲8,928.2%584,7592.2%Retail/WholesaleLOWLowe's Companies$94,877,500$94,154,831 ▲13,028.8%372,4632.0%Retail/WholesaleCBChubb$88,863,191$33,964,946 ▲61.9%342,9291.8%FinanceVRTVertiv$85,339,025$85,339,025 ▲New Holding1,044,9251.8%Computer and TechnologyBNBrookfield$82,715,315$81,891,272 ▲9,937.7%1,975,5271.7%FinanceSMCISuper Micro Computer$77,087,510$77,087,510 ▲New Holding76,3221.6%Computer and TechnologyLHLaboratory Co. of America$74,903,599$73,800,376 ▲6,689.5%342,8711.5%MedicalADIAnalog Devices$73,268,537$55,996,921 ▲324.2%370,4361.5%Computer and TechnologyGOOGLAlphabet$72,604,877$21,679,887 ▲42.6%481,0501.5%Computer and TechnologyGMGeneral Motors$72,453,156$65,961,802 ▲1,016.1%1,597,6441.5%Auto/Tires/TrucksCHKChesapeake Energy$70,667,729$70,667,729 ▲New Holding795,5391.5%Oils/EnergyCRH PLC$68,061,038$68,061,038 ▲New Holding789,0221.4%ORDTMOThermo Fisher Scientific$67,151,260$4,331,758 ▲6.9%115,5371.4%MedicalORCLOracle$66,650,676$7,112,917 ▲11.9%530,6161.4%Computer and TechnologyUBERUber Technologies$66,193,076$66,193,076 ▲New Holding859,7621.4%Computer and TechnologyPINSPinterest$62,715,742$62,715,742 ▲New Holding1,808,9341.3%Computer and TechnologyCSTMConstellium$59,764,480$59,764,480 ▲New Holding2,703,0521.2%Industrial ProductsFISFidelity National Information Services$59,067,902$23,818,456 ▲67.6%796,2781.2%Business ServicesDHRDanaher$57,936,539$23,536,610 ▲68.4%232,0061.2%Multi-Sector ConglomeratesJPMJPMorgan Chase & Co.$57,739,880$14,883,291 ▲34.7%288,2671.2%FinanceWTMWhite Mountains Insurance Group$54,251,726$54,251,726 ▲New Holding30,2361.1%FinanceAEMAgnico Eagle Mines$52,583,980$52,583,980 ▲New Holding881,5421.1%Basic MaterialsICEIntercontinental Exchange$52,266,416$7,776,477 ▲17.5%380,3131.1%FinanceCMCSAComcast$51,135,139$18,806,964 ▲58.2%1,179,5881.1%Consumer DiscretionaryADBEAdobe$49,827,736$19,713,208 ▲65.5%98,7471.0%Computer and TechnologyABBVAbbVie$49,535,389$48,239,383 ▲3,722.2%272,0231.0%MedicalMDLZMondelez International$47,163,830$18,040,540 ▲61.9%673,7691.0%Consumer StaplesCOSTCostco Wholesale$46,624,886$44,371,301 ▲1,968.9%63,6401.0%Retail/WholesaleDISWalt Disney$46,063,278$44,492,910 ▲2,833.3%376,4571.0%Consumer DiscretionaryWWayfair$44,682,893$44,682,893 ▲New Holding658,2630.9%Retail/WholesaleSIXSix Flags Entertainment$44,634,614$44,634,614 ▲New Holding1,695,8440.9%Consumer DiscretionaryGEGeneral Electric$44,576,992$43,768,502 ▲5,413.6%253,9570.9%TransportationMRKMerck & Co., Inc.$43,113,343$41,349,831 ▲2,344.7%326,7400.9%MedicalALITAlight$41,609,848$41,609,848 ▲New Holding4,224,3500.9%Computer and TechnologyAONAON$41,116,306$630,397 ▲1.6%123,2060.9%FinanceABTAbbott Laboratories$40,376,692$39,776,113 ▲6,623.0%355,2410.8%MedicalTJXTJX Companies$36,193,451$35,498,724 ▲5,109.7%356,8670.7%Retail/WholesaleFDXFedEx$36,039,921$36,039,921 ▲New Holding124,3870.7%TransportationHDHome Depot$35,242,494$33,959,735 ▲2,647.4%91,8730.7%Retail/WholesalePWRQuanta Services$34,909,326$34,909,326 ▲New Holding134,3700.7%ConstructionELVElevance Health$34,577,284$1,034,487 ▲3.1%66,6820.7%MedicalFIFiserv$34,479,087$809,808 ▲2.4%215,7370.7%Business ServicesLENLennar$33,763,974$33,763,974 ▲New Holding196,3250.7%ConstructionNSCNorfolk Southern$32,929,969$32,929,969 ▲New Holding129,2030.7%TransportationFNVFranco-Nevada$32,906,034$13,740,459 ▲71.7%276,1500.7%Basic MaterialsQSRRestaurant Brands International$31,841,335$3,144,393 ▲11.0%400,7720.7%Retail/WholesaleBRK.ABerkshire Hathaway$31,087,560$27,915,360 ▲880.0%490.6%FinanceCCKCrown$30,405,405$4,979,985 ▲19.6%383,6160.6%Industrial ProductsALAir Lease$30,302,843$30,302,843 ▲New Holding589,0910.6%TransportationCVXChevron$30,214,151$30,214,151 ▲New Holding191,5440.6%Oils/EnergyCLColgate-Palmolive$30,116,273$29,796,595 ▲9,320.8%334,4390.6%Consumer StaplesLMTLockheed Martin$28,132,789$28,132,789 ▲New Holding61,8480.6%AerospaceLHXL3Harris Technologies$27,419,577$26,186,794 ▲2,124.2%128,6700.6%AerospaceJNJJohnson & Johnson$27,244,431$19,736,417 ▲262.9%172,2260.6%MedicalBKBank of New York Mellon$27,035,707$26,386,791 ▲4,066.3%469,2070.6%FinancePLDPrologis$26,199,352$1,227,584 ▲4.9%201,1930.5%FinancePEPPepsiCo$25,711,769$22,705,797 ▲755.4%146,9160.5%Consumer StaplesFTVFortive$24,428,132$24,428,132 ▲New Holding283,9820.5%Computer and TechnologyNOWServiceNow$24,323,610$24,323,610 ▲New Holding31,9040.5%Computer and TechnologyHIIHuntington Ingalls Industries$24,048,315$24,048,315 ▲New Holding82,5070.5%AerospaceADPAutomatic Data Processing$22,800,513$19,959,221 ▲702.5%91,2970.5%Business ServicesALGNAlign Technology$22,395,296$22,395,296 ▲New Holding68,2950.5%MedicalBERYBerry Global Group$22,376,814$936,956 ▲4.4%369,9870.5%Industrial ProductsITWIllinois Tool Works$22,365,037$21,949,662 ▲5,284.3%83,3490.5%Industrial ProductsXOMExxon Mobil$20,369,491$19,066,553 ▲1,463.4%175,2360.4%Oils/EnergyNKENIKE$20,327,686$19,822,074 ▲3,920.4%216,2980.4%Consumer DiscretionaryAPDAir Products and Chemicals$19,879,949$18,350,256 ▲1,199.6%82,0570.4%Basic MaterialsHONHoneywell International$19,327,982$18,870,275 ▲4,122.8%94,1680.4%Multi-Sector ConglomeratesKOCoca-Cola$18,021,792$17,591,330 ▲4,086.6%294,5700.4%Consumer StaplesTTWOTake-Two Interactive Software$17,893,045$2,640,152 ▼-12.9%120,5000.4%Consumer DiscretionaryFNFFidelity National Financial$17,893,001$17,893,001 ▲New Holding336,9680.4%FinanceSYYSysco$17,147,245$16,871,964 ▲6,129.0%211,2250.4%Consumer StaplesINTCIntel$17,008,542$16,605,977 ▲4,125.0%385,0700.4%Computer and TechnologyOPCHOption Care Health$16,652,945$16,652,945 ▲New Holding496,5100.3%MedicalHCAHCA Healthcare$16,463,708$16,463,708 ▲New Holding49,3620.3%MedicalBAXBaxter International$16,257,655$16,257,655 ▲New Holding380,3850.3%MedicalIBMInternational Business Machines$15,993,091$15,523,329 ▲3,304.5%83,7510.3%Computer and TechnologyBMYBristol-Myers Squibb$15,735,919$15,040,148 ▲2,161.7%290,1700.3%MedicalXYLXylem$15,148,996$15,148,996 ▲New Holding117,2160.3%Industrial ProductsDOCNDigitalOcean$15,043,111$15,043,111 ▲New Holding394,0050.3%Computer and TechnologyCOCA-COLA EUROPACIFIC PARTNE$14,929,149$14,929,149 ▲New Holding213,4260.3%SHSAPTVAptiv$13,912,704$223,339 ▲1.6%174,6730.3%Business ServicesGSThe Goldman Sachs Group$13,430,822$12,581,658 ▲1,481.7%32,1550.3%FinanceBALLBall$13,220,680$10,133,436 ▲328.2%196,2690.3%Industrial ProductsRTXRTX$13,074,774$13,074,774 ▲New Holding134,0590.3%AerospaceCSXCSX$12,773,729$12,773,729 ▲New Holding344,5840.3%TransportationFCNCAFirst Citizens BancShares$12,412,920$12,412,920 ▲New Holding7,5920.3%FinanceUNPUnion Pacific$12,203,785$11,946,050 ▲4,635.0%49,6230.3%TransportationPGProcter & Gamble$11,792,493$9,134,027 ▲343.6%72,6810.2%Consumer StaplesTMUST-Mobile US$11,002,660$11,002,660 ▲New Holding67,4100.2%Computer and TechnologySPROTT PHYSICAL GOLD TR$10,697,282$10,697,282 ▲New Holding618,3400.2%UNITAFLAflac$10,625,261$10,625,261 ▲New Holding123,7510.2%FinanceBDXBecton, Dickinson and Company$10,508,954$8,459,821 ▲412.8%42,4690.2%MedicalREGNRegeneron Pharmaceuticals$10,432,429$10,432,429 ▲New Holding10,8390.2%MedicalPKGPackaging Co. of America$9,975,786$9,975,786 ▲New Holding52,5650.2%Industrial ProductsSPROTT PHYSICAL GOLD & SILVE$9,875,578$9,875,578 ▲New Holding485,5250.2%TR UNITShowing largest 100 holdings. 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