0000950123-23-004922.txt : 20230515 0000950123-23-004922.hdr.sgml : 20230515 20230515091317 ACCESSION NUMBER: 0000950123-23-004922 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23918912 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 X0202 13F-HR LIVE 0001426319 XXXXXXXX 03-31-2023 03-31-2023 false Spears Abacus Advisors LLC

147 East 48th Street New York NY 10017

13F HOLDINGS REPORT 028-12956 000142633 801-67401 N Robert Raich 212-230-9800 /s/ Robert Raich New York NY 05-15-2023 0 215 1116836284 false INFORMATION TABLE 2 23415.xml INFORMATION TABLE FOR FORM 13F ABBOTT LABS COM 002824100 572625 5655 SH SOLE 5655 0 0 ABBVIE INC COM 00287Y109 1193522 7489 SH SOLE 7489 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 678799 2375 SH SOLE 2375 0 0 ACUITY BRANDS INC COM 00508Y102 387753 2122 SH SOLE 2122 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 24701061 64097 SH SOLE 63637 0 460 ADVANCED DRAIN SYS INC DEL COM 00790R104 312840 3715 SH SOLE 3715 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 235593 1703 SH SOLE 1703 0 0 AIR PRODS & CHEMS INC COM 009158106 1820050 6337 SH SOLE 6337 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 252687 2012 SH SOLE 2012 0 0 ALPHABET INC CAP STK CL C 02079K107 37061440 356360 SH SOLE 353900 0 2460 ALPHABET INC CAP STK CL A 02079K305 39045113 376411 SH SOLE 373211 0 3200 ALPHATEC HLDGS INC COM NEW 02081G201 1560000 100000 SH 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BROADCOM INC COM 11135F101 4587653 7151 SH SOLE 7151 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 946842 6460 SH SOLE 6460 0 0 BROADSTONE NET LEASE INC COM 11135E203 638096 37513 SH SOLE 37513 0 0 BROOKFIELD CORP CL A LTD VT SH 11271J107 1049952 32217 SH SOLE 32217 0 0 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 490543 14526 SH SOLE 14526 0 0 BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 248704 7116 SH SOLE 7116 0 0 CABLE ONE INC COM 12685J105 213408 304 SH SOLE 304 0 0 CABOT CORP COM 127055101 340358 4441 SH SOLE 4441 0 0 CAMBIUM NETWORKS CORP SHS G17766109 312900 17658 SH SOLE 17658 0 0 CATALENT INC COM 148806102 657231 10002 SH SOLE 10002 0 0 CENTENE CORP DEL COM 15135B101 3956756 62597 SH SOLE 62597 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 2547090 19593 SH SOLE 19593 0 0 CHUBB LIMITED COM H1467J104 39919719 205581 SH SOLE 203591 0 1990 CHURCH & DWIGHT CO INC COM 171340102 10404619 117686 SH SOLE 117686 0 0 CISCO SYS INC COM 17275R102 240622 4603 SH SOLE 4603 0 0 CITIGROUP INC COM NEW 172967424 5368764 114497 SH SOLE 111077 0 3420 CLARIVATE PLC ORD SHS G21810109 197190 21000 SH SOLE 21000 0 0 CME GROUP INC COM 12572Q105 6487215 33872 SH SOLE 33872 0 0 COLGATE PALMOLIVE CO COM 194162103 255811 3404 SH SOLE 3404 0 0 COMCAST CORP NEW CL A 20030N101 29047779 766230 SH SOLE 760930 0 5300 COMMUNITY HEALTHCARE TR INC COM 20369C106 336537 9195 SH SOLE 9195 0 0 CONOCOPHILLIPS COM 20825C104 315190 3177 SH SOLE 3177 0 0 CORNING INC COM 219350105 542218 15369 SH SOLE 15369 0 0 COSTCO WHSL CORP NEW COM 22160K105 1462785 2944 SH SOLE 2944 0 0 CROWN CASTLE INC COM 22822V101 1471169 10992 SH SOLE 10992 0 0 CROWN HLDGS INC COM 228368106 23810555 287880 SH SOLE 285892 0 1988 CUMMINS INC COM 231021106 234580 982 SH SOLE 982 0 0 CVS HEALTH CORP COM 126650100 772824 10400 SH SOLE 10400 0 0 D R HORTON INC COM 23331A109 293070 3000 SH SOLE 3000 0 0 DANAHER CORPORATION COM 235851102 33890055 134463 SH SOLE 133230 0 1233 DISNEY WALT CO COM 254687106 1256932 12553 SH 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SOLE 11223 0 0 LOWES COS INC COM 548661107 559916 2800 SH SOLE 2800 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 412050 7594 SH SOLE 7594 0 0 MARKEL CORP COM 570535104 853310 668 SH SOLE 668 0 0 MASIMO CORP COM 574795100 1422988 7711 SH SOLE 7711 0 0 MASTERCARD INCORPORATED CL A 57636Q104 5307603 14605 SH SOLE 14605 0 0 MCDONALDS CORP COM 580135101 737052 2636 SH SOLE 2636 0 0 MERCK & CO INC COM 58933Y105 1353600 12723 SH SOLE 12723 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 486607 318 SH SOLE 318 0 0 MICROSOFT CORP COM 594918104 102600492 355881 SH SOLE 354201 0 1680 MID-AMER APT CMNTYS INC COM 59522J103 326246 2160 SH SOLE 2160 0 0 MONDELEZ INTL INC CL A 609207105 27376534 392664 SH SOLE 389364 0 3300 NEW YORK TIMES CO CL A 650111107 492882 12677 SH SOLE 12677 0 0 NIKE INC CL B 654106103 708737 5779 SH SOLE 5779 0 0 NVIDIA CORPORATION COM 67066G104 334713 1205 SH SOLE 1205 0 0 ORACLE CORP COM 68389X105 42880350 461476 SH SOLE 458416 0 3060 PARKER-HANNIFIN CORP COM 701094104 392240 1167 SH SOLE 1167 0 0 PEPSICO INC COM 713448108 4939601 27096 SH SOLE 27096 0 0 PFIZER INC COM 717081103 1767823 43329 SH SOLE 43329 0 0 PHILIP MORRIS INTL INC COM 718172109 1043784 10733 SH SOLE 10733 0 0 PHILLIPS 66 COM 718546104 217764 2148 SH SOLE 2148 0 0 PROCTER AND GAMBLE CO COM 742718109 2335176 15705 SH SOLE 15705 0 0 PROGRESSIVE CORP COM 743315103 341627 2388 SH SOLE 2388 0 0 PROLOGIS INC. COM 74340W103 20881382 167359 SH SOLE 165959 0 1400 PTC INC COM 69370C100 1922039 14989 SH SOLE 14989 0 0 PURE STORAGE INC CL A 74624M102 2119881 83100 SH SOLE 83100 0 0 RANGE RES CORP COM 75281A109 273117 10318 SH SOLE 10318 0 0 REGIONS FINANCIAL CORP NEW COM 7591EP100 1048937 56516 SH SOLE 56516 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 23346525 347729 SH SOLE 344237 0 3492 ROYAL GOLD INC COM 780287108 515078 3971 SH SOLE 3971 0 0 S&P GLOBAL INC COM 78409V104 2174120 6306 SH SOLE 6306 0 0 SABRE CORP COM 78573M104 212651 49569 SH SOLE 49569 0 0 SAPIENS INTL CORP N V SHS G7T16G103 622951 28681 SH SOLE 28681 0 0 SCHLUMBERGER LTD COM STK 806857108 4098770 83478 SH SOLE 83478 0 0 SCOTTS MIRACLE-GRO CO CL A 810186106 544111 7802 SH SOLE 7802 0 0 SHERWIN WILLIAMS CO COM 824348106 673860 2998 SH SOLE 2998 0 0 SIGNET JEWELERS LIMITED SHS G81276100 318898 4100 SH SOLE 4100 0 0 SMITH A O CORP COM 831865209 235248 3402 SH SOLE 3402 0 0 SNAP ON INC COM 833034101 1191985 4828 SH SOLE 4828 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 2627648 8645 SH SOLE 8645 0 0 STARBUCKS CORP COM 855244109 2191103 21042 SH SOLE 21042 0 0 STATE STR CORP COM 857477103 567675 7500 SH SOLE 7500 0 0 STRYKER CORPORATION COM 863667101 726521 2545 SH SOLE 2545 0 0 SYSCO CORP COM 871829107 295868 3831 SH SOLE 3831 0 0 TABULA RASA HEALTHCARE INC COM 873379101 1326921 237374 SH SOLE 231256 0 6118 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 16531997 138575 SH SOLE 137338 0 1237 COCA COLA CO COM 191216100 409026 6594 SH SOLE 6594 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 62031821 107625 SH SOLE 106895 0 730 TJX COS INC NEW COM 872540109 489750 6250 SH SOLE 6250 0 0 TRIMBLE INC COM 896239100 1189934 22700 SH SOLE 22700 0 0 UIPATH INC CL A 90364P105 396259 22566 SH SOLE 22566 0 0 UNION BANKSHARES INC COM 905400107 1045626 47292 SH SOLE 47292 0 0 UNION PAC CORP COM 907818108 337513 1677 SH SOLE 1677 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1566663 8076 SH SOLE 8076 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2513706 5319 SH SOLE 5319 0 0 URSTADT BIDDLE PPTYS INC CL A 917286205 270314 15385 SH SOLE 15385 0 0 VIRTU FINL INC CL A 928254101 1835662 97125 SH SOLE 97125 0 0 VISA INC COM CL A 92826C839 630386 2796 SH SOLE 2796 0 0 VMWARE INC CL A COM 928563402 9950795 79702 SH SOLE 77616 0 2086 WALGREENS BOOTS ALLIANCE INC COM 931427108 516798 14945 SH SOLE 14945 0 0 WELLS FARGO CO NEW COM 949746101 1496957 40047 SH SOLE 40047 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 5870415 121894 SH SOLE 121894 0 0 WHIRLPOOL CORP COM 963320106 294405 2230 SH SOLE 2230 0 0 WILLIAMS COS INC COM 969457100 719626 24100 SH SOLE 24100 0 0 YUM BRANDS INC COM 988498101 404165 3060 SH SOLE 3060 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1232885 8525 SH SOLE 8525 0 0 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 566223 23851 SH SOLE 23851 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 870041 2711 SH SOLE 2711 0 0 ISHARES TR ISHARES BIOTECH 464287556 1186980 9190 SH SOLE 9190 0 0 ISHARES TR CORE S&P SCP ETF 464287804 327329 3385 SH SOLE 3385 0 0 ISHARES TR CORE S&P US VLU 464287663 333043 4514 SH SOLE 4514 0 0 ISHARES TR CORE S&P500 ETF 464287200 729667 1775 SH SOLE 1775 0 0 ISHARES TR EXPANDED TECH 464287515 402813 1322 SH SOLE 1322 0 0 ISHARES TR RUS 1000 ETF 464287622 6295178 27950 SH SOLE 27950 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1428842 5848 SH SOLE 5848 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1337643 7498 SH SOLE 7498 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 223418 985 SH SOLE 985 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 468060 3416 SH SOLE 3416 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 1490940 18000 SH SOLE 18000 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 487805 3768 SH SOLE 3768 0 0 SPDR GOLD TR GOLD SHS 78463V107 4614579 25186 SH SOLE 25186 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 203384 6332 SH SOLE 6332 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 5516121 13474 SH SOLE 13474 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 325930 711 SH SOLE 711 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3379741 8987 SH SOLE 8987 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 277508 1434 SH SOLE 1434 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 350065 2273 SH SOLE 2273 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 548602 10260 SH SOLE 10260 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 765180 16940 SH SOLE 16940 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 333987 8267 SH SOLE 8267 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 294420 2100 SH SOLE 2100 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 522312 1355 SH SOLE 1355 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 342604 2158 SH SOLE 2158 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2925423 14333 SH SOLE 14333 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 205093 1485 SH SOLE 1485 0 0