0000950123-19-007443.txt : 20190809 0000950123-19-007443.hdr.sgml : 20190809 20190809143122 ACCESSION NUMBER: 0000950123-19-007443 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190809 DATE AS OF CHANGE: 20190809 EFFECTIVENESS DATE: 20190809 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Spears Abacus Advisors LLC CENTRAL INDEX KEY: 0001426319 IRS NUMBER: 205909012 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12956 FILM NUMBER: 191012566 BUSINESS ADDRESS: STREET 1: 147 EAST 48TH STREET CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 212-230-9800 MAIL ADDRESS: STREET 1: 147 EAST 48TH STREET CITY: NEW YORK STATE: NY ZIP: 10017 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001426319 XXXXXXXX 06-30-2019 06-30-2019 Spears Abacus Advisors LLC

147 East 48th Street New York NY 10017

13F HOLDINGS REPORT 028-12956 N Robert Raich 212-230-9800 /s/ Robert Raich New York NY 08-09-2019 0 178 851383 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 3M CO COM 88579y101 984 5678 SH SOLE 5678 0 0 AT&T INC COM 00206r102 1624 48461 SH SOLE 48461 0 0 ABBVIE INC COM 00287Y109 746 10262 SH SOLE 10262 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 511 2765 SH SOLE 2765 0 0 AIR PRODS & CHEMS INC COM 009158106 1205 5325 SH SOLE 5325 0 0 ALLERGAN PLC SHS g0177j108 19700 117663 SH SOLE 116348 0 1315 ALPHABET INC CAP STK CL A 02079k305 20064 18530 SH SOLE 18370 0 160 ALPHABET INC CAP STK CL C 02079k107 21445 19840 SH SOLE 19717 0 123 ALPHATEC HOLDINGS INC COM NEW 02081G201 454 100000 SH SOLE 100000 0 0 AMAZON COM INC COM 023135106 265 140 SH SOLE 140 0 0 AMERI HLDGS INC COM 02362F104 6 17165 SH SOLE 17165 0 0 AMERICAN ELEC PWR CO INC COM 025537101 383 4350 SH SOLE 4350 0 0 AMERICAN EXPRESS CO COM 025816109 685 5552 SH SOLE 5552 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 30523 572888 SH SOLE 567388 0 5500 AON PLC SHS CL A G0408V102 3578 18541 SH SOLE 18541 0 0 APACHE CORP COM 037411105 267 9200 SH SOLE 9200 0 0 APPLE INC COM 037833100 31027 156763 SH SOLE 155823 0 940 APTIV PLC SHS g6095l109 21236 262726 SH SOLE 260326 0 2400 ARAMARK COM 03852U106 1026 28460 SH SOLE 28460 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 278 3300 SH SOLE 3300 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 1791 10834 SH SOLE 10834 0 0 AXIS CAPITAL HOLDINGS LTD SHS G0692U109 2998 50265 SH SOLE 50265 0 0 BALL CORP COM 058498106 50796 725761 SH SOLE 721461 0 4300 BANK AMER CORP COM 060505104 1300 44831 SH SOLE 44831 0 0 BANK NEW YORK MELLON CORP COM 064058100 497 11262 SH SOLE 11262 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19419 91094 SH SOLE 90404 0 690 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1592 5 SH SOLE 5 0 0 BIOGEN INC COM 09062x103 1257 5376 SH SOLE 5376 0 0 BIOLIFE SOLUTIONS INC COM NEW 09062w204 231 13600 SH SOLE 13600 0 0 BOEING CO COM 097023105 1065 2925 SH SOLE 2925 0 0 BRIGHTVIEW HLDGS INC COM 10948c107 6901 368846 SH SOLE 368846 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 437 9640 SH SOLE 9640 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 825 6460 SH SOLE 6460 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 478 10000 SH SOLE 10000 0 0 CIT GROUP INC COM NEW 125581801 28817 548476 SH SOLE 544776 0 3700 CABOT OIL & GAS CORP COM 127097103 230 10000 SH SOLE 10000 0 0 CARROLS RESTAURANT GROUP INC COM 14574X104 230 25500 SH SOLE 25500 0 0 CAVCO INDS INC DEL COM 149568107 261 1657 SH SOLE 1657 0 0 CENTURYLINK INC COM 156700106 173 14688 SH SOLE 14688 0 0 CHESAPEAKE ENERGY CORP COM 165167107 42 21500 SH SOLE 21500 0 0 CHUBB LIMITED COM h1467j104 40703 276347 SH SOLE 274357 0 1990 CISCO SYS INC COM 17275R102 482 8811 SH SOLE 8811 0 0 CITIGROUP INC COM NEW 172967424 29702 424136 SH SOLE 420716 0 3420 COCA COLA CO COM 191216100 454 8917 SH SOLE 8917 0 0 COLGATE PALMOLIVE CO COM 194162103 463 6457 SH SOLE 6457 0 0 COMCAST CORP NEW CL A 20030n101 27900 659883 SH SOLE 654583 0 5300 CONOCOPHILLIPS COM 20825C104 347 5686 SH SOLE 5686 0 0 COOPER COS INC COM NEW 216648402 236 700 SH SOLE 700 0 0 CORNING INC COM 219350105 505 15211 SH SOLE 15211 0 0 COSTCO WHSL CORP NEW COM 22160k105 353 1335 SH SOLE 1335 0 0 CREDIT SUISSE GROUP SPONSORED ADR 225401108 169 14140 SH SOLE 14140 0 0 CROWN CASTLE INTL CORP NEW COM 22822v101 1418 10875 SH SOLE 10875 0 0 CROWN HOLDINGS INC COM 228368106 22375 366202 SH SOLE 362902 0 3300 CSX CORP COM 126408103 791 10223 SH SOLE 10223 0 0 CVS HEALTH CORP COM 126650100 1097 20125 SH SOLE 20125 0 0 D R HORTON INC COM 23331A109 323 7500 SH SOLE 7500 0 0 DANAHER CORPORATION COM 235851102 45700 319757 SH SOLE 316757 0 3000 DELTA AIR LINES INC DEL COM NEW 247361702 25911 456576 SH SOLE 452476 0 4100 EMERSON ELEC CO COM 291011104 454 6800 SH SOLE 6800 0 0 EOG RES INC COM 26875P101 324 3477 SH SOLE 3477 0 0 LAUDER ESTEE COS INC CL A 518439104 266 1450 SH SOLE 1450 0 0 EVEREST RE 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SH SOLE 670 0 0 JPMORGAN CHASE & CO COM 46625h100 25818 230931 SH SOLE 229031 0 1900 JOHNSON & JOHNSON COM 478160104 7613 54663 SH SOLE 54663 0 0 KINDER MORGAN INC DEL COM 49456b101 1813 86811 SH SOLE 86811 0 0 LENNAR CORP CL A 526057104 308 6350 SH SOLE 6350 0 0 LILLY ELI & CO COM 532457108 360 3250 SH SOLE 3250 0 0 LINCOLN NATL CORP IND COM 534187109 773 12000 SH SOLE 12000 0 0 LIVENT CORP COM 53814L108 78 11223 SH SOLE 11223 0 0 MARKEL CORP COM 570535104 1006 923 SH SOLE 923 0 0 MARSH & MCLENNAN COS INC COM 571748102 1106 11091 SH SOLE 11091 0 0 MASTERCARD INC CL A 57636Q104 719 2719 SH SOLE 2719 0 0 MCCLATCHY CO CL A NEW 579489303 45 17276 SH SOLE 17276 0 0 MCDONALDS CORP COM 580135101 332 1600 SH SOLE 1600 0 0 MERCK & CO INC COM 58933Y105 2071 24696 SH SOLE 24696 0 0 MICROSOFT CORP COM 594918104 66358 495354 SH SOLE 493074 0 2280 MID AMER APT CMNTYS INC COM 59522J103 254 2160 SH SOLE 2160 0 0 MONDELEZ INTL INC CL A 609207105 22969 426136 SH SOLE 422836 0 3300 MVC CAPITAL INC COM 553829102 92 10000 SH SOLE 10000 0 0 NEW HOME CO INC COM 645370107 46 12000 SH SOLE 12000 0 0 NEW YORK TIMES CO CL A 650111107 417 12786 SH SOLE 12786 0 0 NEWELL BRANDS INC COM 651229106 381 24704 SH SOLE 24704 0 0 NIKE INC CL B 654106103 246 2932 SH SOLE 2932 0 0 ONE LIBERTY PPTYS INC COM 682406103 319 11000 SH SOLE 11000 0 0 ORACLE CORP COM 68389x105 41231 723726 SH SOLE 717256 0 6470 PACKAGING CORP AMER COM 695156109 424 4450 SH SOLE 4450 0 0 PEPSICO INC COM 713448108 2431 18539 SH SOLE 18539 0 0 PFIZER INC COM 717081103 406 9366 SH SOLE 9366 0 0 PHILIP MORRIS INTL INC COM 718172109 608 7739 SH SOLE 7739 0 0 PHILLIPS 66 COM 718546104 526 5622 SH SOLE 5622 0 0 PIONEER NAT RES CO COM 723787107 394 2561 SH SOLE 2561 0 0 PRECISION DRILLING CORP COM 2010 74022D308 23 12070 SH SOLE 12070 0 0 PROCTER AND GAMBLE CO COM 742718109 1721 15698 SH SOLE 15698 0 0 PULTE GROUP INC COM 745867101 233 7379 SH SOLE 7379 0 0 REGIONS FINL CORP NEW COM 7591EP100 837 56016 SH SOLE 56016 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 6422 98694 SH SOLE 98694 0 0 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 6987 106286 SH SOLE 106286 0 0 S&P GLOBAL INC COM 78409V104 364 1600 SH SOLE 1600 0 0 SAFEGUARD SCIENTIFICS INC COM NEW 786449207 202 16750 SH SOLE 16750 0 0 SCHLUMBERGER LTD COM 806857108 4711 118550 SH SOLE 118550 0 0 SHERWIN WILLIAMS CO COM 824348106 411 896 SH SOLE 896 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 1143 18300 SH SOLE 18300 0 0 STARBUCKS CORP COM 855244109 1706 20349 SH SOLE 20349 0 0 STATE STR CORP COM 857477103 420 7500 SH SOLE 7500 0 0 STRYKER CORP COM 863667101 1151 5600 SH SOLE 5600 0 0 SYSCO CORP COM 871829107 220 3111 SH SOLE 3111 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 52501 178771 SH SOLE 177771 0 1000 TITAN INTL INC ILL COM 88830M102 62 12750 SH SOLE 12750 0 0 TRAVELERS COMPANIES INC COM 89417e109 353 2360 SH SOLE 2360 0 0 TRIMBLE INC COM 896239100 1489 33000 SH SOLE 33000 0 0 UNILEVER N V N Y SHS NEW 904784709 222 3650 SH SOLE 3650 0 0 UNION BANKSHARES INC COM 905400107 1997 53960 SH SOLE 53960 0 0 UNITED PARCEL SERVICE INC CL B 911312106 649 6286 SH SOLE 6286 0 0 UNITED TECHNOLOGIES CORP COM 913017109 287 2204 SH SOLE 2204 0 0 UNITEDHEALTH GROUP INC COM 91324p102 2431 9964 SH SOLE 9964 0 0 US BANCORP DEL COM NEW 902973304 501 9565 SH SOLE 9565 0 0 V F CORP COM 918204108 412 4720 SH SOLE 4720 0 0 VERISK ANALYTICS INC COM 92345Y106 439 3000 SH SOLE 3000 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 283 4950 SH SOLE 4950 0 0 VISA INC COM CL A 92826C839 318 1830 SH SOLE 1830 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 850 15550 SH SOLE 15550 0 0 DISNEY WALT CO COM DISNEY 254687106 489 3499 SH SOLE 3499 0 0 WELLS FARGO CO NEW COM 949746101 1600 33819 SH SOLE 33819 0 0 WEX INC COM 96208T104 323 1550 SH SOLE 1550 0 0 WHIRLPOOL CORP COM 963320106 3404 23911 SH SOLE 23911 0 0 WILLIAMS COS INC DEL COM 969457100 645 23000 SH SOLE 23000 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 15476 277643 SH SOLE 275543 0 2100 YAMANA GOLD INC COM 98462Y100 25 10000 SH SOLE 10000 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 152 15465 SH SOLE 15465 0 0 INVESCO QQQ TR UNIT SER 1 46090e103 543 2910 SH SOLE 2910 0 0 ISHARES TR CORE S&P SCP ETF 464287804 292 3732 SH SOLE 3732 0 0 ISHARES TR CORE S&P500 ETF 464287200 479 1625 SH SOLE 1625 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 243 5670 SH SOLE 5670 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1251 7952 SH SOLE 7952 0 0 ISHARES TR EXPANDED TECH 464287515 579 2650 SH SOLE 2650 0 0 ISHARES TR NASDAQ BIOTECH 464287556 1698 15564 SH SOLE 15564 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 873 7245 SH SOLE 7245 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 285 1830 SH SOLE 1830 0 0 ISHARES TR US OIL EQ&SV ETF 464288844 332 15300 SH SOLE 15300 0 0 KRANESHARES TR CSI CHI INTERNET 500767306 2740 62345 SH SOLE 62345 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 610 6590 SH SOLE 6590 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369y605 755 27339 SH SOLE 27339 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369y407 1036 8695 SH SOLE 8695 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 844 6340 SH SOLE 6340 0 0 SPDR S&P 500 ETF TR TR UNIT 78462f103 3151 10754 SH SOLE 10754 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467y107 300 847 SH SOLE 847 0 0 VANECK VECTORS ETF TR OIL SVCS ETF 92189f718 1840 124160 SH SOLE 124160 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 253 2130 SH SOLE 2130 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1114 21842 SH SOLE 21842 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1591 37404 SH SOLE 37404 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 520 9475 SH SOLE 9475 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1965 7300 SH SOLE 7300 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 512 3920 SH SOLE 3920 0 0 VANGUARD GROUP DIV APP ETF 921908844 232 2016 SH SOLE 2016 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1453 34845 SH SOLE 34845 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 695 4632 SH SOLE 4632 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 1186 7972 SH SOLE 7972 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 1122 5320 SH SOLE 5320 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 228 3450 SH SOLE 3450 0 0 WISDOMTREE TR EUROPE SMCP DV 97717W869 351 6025 SH SOLE 6025 0 0 WISDOMTREE TR JPN SCAP HDG EQT 97717W521 260 6910 SH SOLE 6910 0 0 HSBC HLDGS PLC ADR A 1/40PF A 404280604 262 10000 SH SOLE 10000 0 0