0000950123-22-002891.txt : 20220214 0000950123-22-002891.hdr.sgml : 20220214 20220214145327 ACCESSION NUMBER: 0000950123-22-002891 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 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: 22629948 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 0001426319 XXXXXXXX 12-31-2021 12-31-2021 false 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 02-14-2022 0 226 1482158 false INFORMATION TABLE 2 10582.xml INFORMATION TABLE FOR FORM 13F 3M CO COM 88579Y101 728 4096 SH SOLE 4096 0 0 ABBOTT LABS COM 002824100 672 4777 SH SOLE 4777 0 0 ABBVIE INC COM 00287y109 1056 7800 SH SOLE 7800 0 0 ACCENTURE PLC IRELAND SHS CLASS A g1151c101 711 1715 SH SOLE 1715 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 272 1703 SH SOLE 1703 0 0 AIR PRODS & CHEMS INC COM 009158106 1895 6227 SH SOLE 6227 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 519 2326 SH SOLE 2326 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 286 2405 SH SOLE 2405 0 0 ALPHABET INC CAP STK CL A 02079K305 52011 17953 SH SOLE 17793 0 160 ALPHABET INC CAP STK CL C 02079K107 55296 19110 SH SOLE 18987 0 123 ALPHATEC HLDGS INC COM NEW 02081g201 1143 100000 SH SOLE 100000 0 0 ALTRIA GROUP INC COM 02209s103 1386 29245 SH SOLE 29245 0 0 AMAZON COM INC COM 023135106 890 267 SH SOLE 267 0 0 AMEDISYS INC COM 023436108 3704 22879 SH SOLE 22879 0 0 AMERICAN EXPRESS CO COM 025816109 933 5702 SH SOLE 5702 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 212 1125 SH SOLE 1125 0 0 AMGEN INC COM 031162100 981 4362 SH SOLE 4362 0 0 AMERICAN ELEC PWR CO INC COM 025537101 387 4350 SH SOLE 4350 0 0 ANALOG DEVICES INC COM 032654105 7719 43914 SH SOLE 43914 0 0 AON PLC SHS CL A G0403H108 36112 120149 SH SOLE 119399 0 750 APA CORPORATION COM 03743Q108 270 10050 SH SOLE 10050 0 0 APPLE INC COM 037833100 85380 480823 SH SOLE 477963 0 2860 APTIV PLC SHS g6095l109 41556 251928 SH SOLE 249528 0 2400 AT&T INC COM 00206R102 1012 41153 SH SOLE 41153 0 0 AUTODESK INC COM 052769106 3629 12906 SH SOLE 12906 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 2665 10806 SH SOLE 10806 0 0 AVERY DENNISON CORP COM 053611109 217 1000 SH SOLE 1000 0 0 AXIS CAP HLDGS LTD SHS g0692u109 1926 35351 SH SOLE 35351 0 0 BALL CORP COM 058498106 26042 270514 SH SOLE 268814 0 1700 BANK NEW YORK MELLON CORP COM 064058100 654 11262 SH SOLE 11262 0 0 BARCLAYS PLC ADR 06738e204 337 32545 SH SOLE 32545 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 33087 110660 SH SOLE 109970 0 690 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2253 5 SH SOLE 5 0 0 BERRY GLOBAL GROUP INC COM 08579w103 25318 343153 SH SOLE 340153 0 3000 BGC PARTNERS INC CL A 05541T101 173 37104 SH SOLE 37104 0 0 BIOGEN INC COM 09062x103 1267 5280 SH SOLE 5280 0 0 BIOLIFE SOLUTIONS INC COM NEW 09062w204 863 23143 SH SOLE 23143 0 0 BK OF AMERICA CORP COM 060505104 2177 48924 SH SOLE 48924 0 0 BRAEMAR HOTELS & RESORTS INC COM 10482B101 94 18338 SH SOLE 18338 0 0 BRIGHTVIEW HLDGS INC COM 10948c107 5089 361414 SH SOLE 361414 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 819 13133 SH SOLE 13133 0 0 BROADCOM INC COM 11135F101 5238 7872 SH SOLE 7872 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133t103 1181 6460 SH SOLE 6460 0 0 BROADSTONE NET LEASE INC COM 11135E203 931 37513 SH SOLE 37513 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1212 20079 SH SOLE 20079 0 0 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 589 9684 SH SOLE 9684 0 0 BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 264 7160 SH SOLE 7160 0 0 BUNGE LIMITED COM G16962105 461 4940 SH SOLE 4940 0 0 CAMBIUM NETWORKS CORP SHS G17766109 3804 148405 SH SOLE 148405 0 0 CARRIAGE SVCS INC COM 143905107 260 4028 SH SOLE 4028 0 0 CAVCO INDS INC DEL COM 149568107 330 1040 SH SOLE 1040 0 0 CDK GLOBAL INC COM 12508E101 25443 609570 SH SOLE 604960 0 4610 CENTENE CORP DEL COM 15135B101 7664 93004 SH SOLE 93004 0 0 CHUBB LIMITED COM H1467J104 52084 269433 SH SOLE 267443 0 1990 CHURCH & DWIGHT CO INC COM 171340102 3153 30758 SH SOLE 30758 0 0 CISCO SYS INC COM 17275r102 1346 21233 SH SOLE 21233 0 0 CITIGROUP INC COM NEW 172967424 12239 202665 SH SOLE 199245 0 3420 CLARIVATE PLC ORD SHS G21810109 16792 713945 SH SOLE 710040 0 3905 CME GROUP INC COM 12572Q105 6704 29343 SH SOLE 29343 0 0 COCA COLA CO COM 191216100 281 4741 SH SOLE 4741 0 0 COCA COLA CONS INC COM 191098102 222 358 SH SOLE 358 0 0 COLGATE PALMOLIVE CO COM 194162103 483 5660 SH SOLE 5660 0 0 COMCAST CORP NEW CL A 20030N101 34988 695163 SH SOLE 689863 0 5300 CONOCOPHILLIPS COM 20825c104 224 3102 SH SOLE 3102 0 0 COOPER COS INC COM NEW 216648402 293 700 SH SOLE 700 0 0 CORNING INC COM 219350105 572 15369 SH SOLE 15369 0 0 COSTCO WHSL CORP NEW COM 22160k105 1263 2224 SH SOLE 2224 0 0 CROWN CASTLE INTL CORP NEW COM 22822v101 2270 10875 SH SOLE 10875 0 0 CROWN HLDGS INC COM 228368106 46544 420759 SH SOLE 417459 0 3300 CVS HEALTH CORP COM 126650100 1709 16565 SH SOLE 16565 0 0 D R HORTON INC COM 23331A109 325 3000 SH SOLE 3000 0 0 DANAHER CORPORATION COM 235851102 48819 148380 SH SOLE 147147 0 1233 DIGITAL RLTY TR INC COM 253868103 276 1559 SH SOLE 1559 0 0 DISNEY WALT CO COM 254687106 1085 7005 SH SOLE 7005 0 0 DOMINOS PIZZA INC COM 25754A201 4483 7944 SH SOLE 7944 0 0 DOVER CORP COM 260003108 1308 7204 SH SOLE 7204 0 0 DROPBOX INC CL A 26210C104 5414 220624 SH SOLE 220624 0 0 EBAY INC. COM 278642103 6792 102138 SH SOLE 102138 0 0 EDWARDS LIFESCIENCES CORP COM 28176e108 268 2067 SH SOLE 2067 0 0 LILLY ELI & CO COM 532457108 523 1895 SH SOLE 1895 0 0 EMERSON ELEC CO COM 291011104 632 6800 SH SOLE 6800 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 357 16260 SH SOLE 16260 0 0 EQUINIX INC COM 29444u700 2252 2663 SH SOLE 2663 0 0 EVERTEC INC COM 30040P103 214 4288 SH SOLE 4288 0 0 EXXON MOBIL CORP COM 30231g102 701 11454 SH SOLE 11454 0 0 FIDELITY NATL INFORMATION SV COM 31620m106 5801 53144 SH SOLE 53144 0 0 FISERV INC COM 337738108 35289 340001 SH SOLE 337846 0 2155 FMC CORP COM NEW 302491303 1319 12000 SH SOLE 12000 0 0 FORTIVE CORP COM 34959j108 734 9624 SH SOLE 9624 0 0 FRANCO NEV CORP COM 351858105 5466 39527 SH SOLE 39527 0 0 GENERAL ELECTRIC CO COM NEW 369604301 594 6289 SH SOLE 6289 0 0 GENERAL MTRS CO COM 37045v100 42717 728589 SH SOLE 721389 0 7200 GENERAL DYNAMICS CORP COM 369550108 854 4095 SH SOLE 4095 0 0 GLOBAL PMTS INC COM 37940x102 30162 223128 SH SOLE 221728 0 1400 GOLAR LNG LTD SHS g9456a100 175 14150 SH SOLE 14150 0 0 GOLDMAN SACHS GROUP INC COM 38141g104 780 2040 SH SOLE 2040 0 0 GRITSTONE BIO INC COM 39868t105 155 12064 SH SOLE 12064 0 0 HERSHEY CO COM 427866108 413 2135 SH SOLE 2135 0 0 HOLOGIC INC COM 436440101 290 3794 SH SOLE 3794 0 0 HOME DEPOT INC COM 437076102 1206 2905 SH SOLE 2905 0 0 HONEYWELL INTL INC COM 438516106 541 2596 SH SOLE 2596 0 0 IHS MARKIT LTD SHS G47567105 6101 45899 SH SOLE 45899 0 0 ILLINOIS TOOL WKS INC COM 452308109 329 1333 SH SOLE 1333 0 0 INMODE LTD SHS M5425M103 498 7050 SH SOLE 7050 0 0 INSPERITY INC COM 45778Q107 220 1861 SH SOLE 1861 0 0 INSTALLED BLDG PRODS INC COM 45780R101 235 1683 SH SOLE 1683 0 0 INTEL CORP COM 458140100 621 12064 SH SOLE 12064 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866f104 45605 333440 SH SOLE 331340 0 2100 INTERNATIONAL BUSINESS MACHS COM 459200101 486 3636 SH SOLE 3636 0 0 INTERNATIONAL PAPER CO COM 460146103 282 6000 SH SOLE 6000 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 722 2010 SH SOLE 2010 0 0 IQVIA HLDGS INC COM 46266C105 3697 13103 SH SOLE 13103 0 0 JOHNSON & JOHNSON COM 478160104 10361 60567 SH SOLE 60567 0 0 JPMORGAN CHASE & CO COM 46625h100 37573 237280 SH SOLE 235380 0 1900 KINDER MORGAN INC DEL COM 49456b101 1507 95025 SH SOLE 95025 0 0 KRAFT HEINZ CO COM 500754106 473 13174 SH SOLE 13174 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 1411 6615 SH SOLE 6615 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 286 910 SH SOLE 910 0 0 LAUDER ESTEE COS INC CL A 518439104 861 2325 SH SOLE 2325 0 0 LAZARD LTD SHS A g54050102 253 5806 SH SOLE 5806 0 0 LENNAR CORP CL A 526057104 319 2750 SH SOLE 2750 0 0 LINCOLN NATL CORP IND COM 534187109 819 12000 SH SOLE 12000 0 0 LIVENT CORP COM 53814L108 274 11223 SH SOLE 11223 0 0 LOWES COS INC COM 548661107 724 2800 SH SOLE 2800 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 353 7594 SH SOLE 7594 0 0 MARKEL CORP COM 570535104 810 656 SH SOLE 656 0 0 MASTERCARD INCORPORATED CL A 57636q104 5574 15513 SH SOLE 15513 0 0 MCDONALDS CORP COM 580135101 687 2562 SH SOLE 2562 0 0 MEDTRONIC PLC SHS G5960L103 332 3210 SH SOLE 3210 0 0 MERCK & CO INC COM 58933Y105 1428 18637 SH SOLE 18637 0 0 MICROSOFT CORP COM 594918104 132322 393440 SH SOLE 391760 0 1680 MID-AMER APT CMNTYS INC COM 59522j103 496 2160 SH SOLE 2160 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 22219 479371 SH SOLE 476171 0 3200 MONDELEZ INTL INC CL A 609207105 30127 454332 SH SOLE 451032 0 3300 MONMOUTH REAL ESTATE INVT CO CL A 609720107 207 9838 SH SOLE 9838 0 0 MORNINGSTAR INC COM 617700109 303 886 SH SOLE 886 0 0 NEW YORK TIMES CO CL A 650111107 612 12677 SH SOLE 12677 0 0 NIKE INC CL B 654106103 745 4472 SH SOLE 4472 0 0 NVIDIA CORPORATION COM 67066G104 309 1052 SH SOLE 1052 0 0 ORACLE CORP COM 68389X105 39898 457497 SH SOLE 454437 0 3060 ORCHARD THERAPEUTICS PLC ADS 68570p101 30 22375 SH SOLE 22375 0 0 PARKER-HANNIFIN CORP COM 701094104 371 1167 SH SOLE 1167 0 0 PAYA HOLDINGS INC COM CL A 70434P103 3265 514911 SH SOLE 514911 0 0 PAYSAFE LIMITED ORD G6964L107 59 15000 SH SOLE 15000 0 0 PEPSICO INC COM 713448108 4582 26379 SH SOLE 26379 0 0 PFIZER INC COM 717081103 2851 48279 SH SOLE 48279 0 0 PHILIP MORRIS INTL INC COM 718172109 1058 11138 SH SOLE 11138 0 0 PROCTER AND GAMBLE CO COM 742718109 2672 16333 SH SOLE 16333 0 0 PROGRESSIVE CORP COM 743315103 245 2388 SH SOLE 2388 0 0 PROLOGIS INC. COM 74340W103 27875 165566 SH SOLE 164166 0 1400 PRUDENTIAL FINL INC COM 744320102 314 2904 SH SOLE 2904 0 0 PTC INC COM 69370C100 6408 52895 SH SOLE 52895 0 0 PURE STORAGE INC CL A 74624M102 2705 83100 SH SOLE 83100 0 0 QURATE RETAIL INC COM SER A 74915M100 323 42521 SH SOLE 42521 0 0 REGIONS FINANCIAL CORP NEW COM 7591EP100 1232 56516 SH SOLE 56516 0 0 RESTAURANT BRANDS INTL INC COM 76131d103 15126 249267 SH SOLE 246567 0 2700 S&P GLOBAL INC COM 78409V104 530 1123 SH SOLE 1123 0 0 SABRE CORP COM 78573M104 107 12492 SH SOLE 12492 0 0 SCHLUMBERGER LTD COM STK 806857108 3002 100235 SH SOLE 100235 0 0 SHERWIN WILLIAMS CO COM 824348106 947 2688 SH SOLE 2688 0 0 SMITH A O CORP COM 831865209 237 2762 SH SOLE 2762 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417m104 2426 8645 SH SOLE 8645 0 0 STARBUCKS CORP COM 855244109 2428 20754 SH SOLE 20754 0 0 STATE STR CORP COM 857477103 697 7500 SH SOLE 7500 0 0 STRYKER CORPORATION COM 863667101 671 2511 SH SOLE 2511 0 0 SWITCH INC CL A 87105L104 7348 256548 SH SOLE 256548 0 0 SYSCO CORP COM 871829107 266 3391 SH SOLE 3391 0 0 TABULA RASA HEALTHCARE INC COM 873379101 9246 616428 SH SOLE 612549 0 3879 THERMO FISHER SCIENTIFIC INC COM 883556102 85233 127740 SH SOLE 127010 0 730 TRIMBLE INC COM 896239100 1979 22700 SH SOLE 22700 0 0 UNION BANKSHARES INC COM 905400107 1447 48524 SH SOLE 48524 0 0 UNION PAC CORP COM 907818108 461 1830 SH SOLE 1830 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1746 8147 SH SOLE 8147 0 0 UNITEDHEALTH GROUP INC COM 91324p102 2695 5368 SH SOLE 5368 0 0 US FOODS HLDG CORP COM 912008109 6459 185439 SH SOLE 183469 0 1970 V F CORP COM 918204108 293 4000 SH SOLE 4000 0 0 VERISK ANALYTICS INC COM 92345y106 686 3000 SH SOLE 3000 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 348 6697 SH SOLE 6697 0 0 VIRTU FINL INC CL A 928254101 1875 65043 SH SOLE 65043 0 0 VISA INC COM CL A 92826c839 375 1732 SH SOLE 1732 0 0 VMWARE INC CL A COM 928563402 36591 315763 SH SOLE 313677 0 2086 WALGREENS BOOTS ALLIANCE INC COM 931427108 780 14945 SH SOLE 14945 0 0 WELLS FARGO CO NEW COM 949746101 1937 40380 SH SOLE 40380 0 0 WESTERN ALLIANCE BANCORP COM 957638109 462 4293 SH SOLE 4293 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 5917 137831 SH SOLE 137831 0 0 WHIRLPOOL CORP COM 963320106 7228 30801 SH SOLE 30801 0 0 WILLIAMS COS INC COM 969457100 625 24000 SH SOLE 24000 0 0 WORLD WRESTLING ENTMT INC CL A 98156Q108 217 4405 SH SOLE 4405 0 0 YAMANA GOLD INC COM 98462y100 42 10000 SH SOLE 10000 0 0 YUM BRANDS INC COM 988498101 425 3060 SH SOLE 3060 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369y209 531 3768 SH SOLE 3768 0 0 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 315 15150 SH SOLE 15150 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1371 8425 SH SOLE 8425 0 0 INVESCO QQQ TR UNIT SER 1 46090e103 800 2011 SH SOLE 2011 0 0 ISHARES TR CORE S&P SCP ETF 464287804 393 3428 SH SOLE 3428 0 0 ISHARES TR CORE S&P500 ETF 464287200 775 1625 SH SOLE 1625 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 258 5274 SH SOLE 5274 0 0 ISHARES TR ISHARES BIOTECH 464287556 1860 12190 SH SOLE 12190 0 0 ISHARES TR EXPANDED TECH 464287515 526 1322 SH SOLE 1322 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 425 2560 SH SOLE 2560 0 0 ISHARES TR RUS 1000 ETF 464287622 2970 11230 SH SOLE 11230 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1765 5775 SH SOLE 5775 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 248 845 SH SOLE 845 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 3006 13513 SH SOLE 13513 0 0 KRANESHARES TR CSI CHI INTERNET 500767306 1671 45787 SH SOLE 45787 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 338 5380 SH SOLE 5380 0 0 SELECT SECTOR SPDR TR ENERGY 81369y506 999 18000 SH SOLE 18000 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 208 1965 SH SOLE 1965 0 0 SPDR GOLD TR GOLD SHS 78463v107 6128 35843 SH SOLE 35843 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 231 6332 SH SOLE 6332 0 0 SPDR S&P 500 ETF TR TR UNIT 78462f103 6665 14032 SH SOLE 14032 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467y107 363 701 SH SOLE 701 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6593 15101 SH SOLE 15101 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204a207 351 1754 SH SOLE 1754 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 422 2459 SH SOLE 2459 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 795 12971 SH SOLE 12971 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 995 19495 SH SOLE 19495 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 452 9140 SH SOLE 9140 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 384 2100 SH SOLE 2100 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 589 5075 SH SOLE 5075 0 0 VANGUARD WORLD FDS INF TECH ETF 92204a702 474 1035 SH SOLE 1035 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 299 4923 SH SOLE 4923 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 224 2760 SH SOLE 2760 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 225 1260 SH SOLE 1260 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3148 13039 SH SOLE 13039 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 210 1875 SH SOLE 1875 0 0