Latest Spears Abacus Advisors LLC Stock Portfolio

Spears Abacus Advisors LLC Performance:

2025 Q4: 1.98%YTD: 13.87%2024: 10.01%

Performance for 2025 Q4 is 1.98%, and YTD is 13.87%, and 2024 is 10.01%.

About Spears Abacus Advisors LLC and 13F Hedge Fund Stock Holdings

On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cannell & Spears LLC reported an equity portfolio of $5.3 Billions as of 31 Dec, 2025.

The top stock holdings of Cannell & Spears LLC are MSFT, GOOG, AAPL. The fund has invested 6.8% of it's portfolio in MICROSOFT CORP and 5% of portfolio in ALPHABET INC.

The fund managers got completely rid off PITNEY BOWES INC (PBI), FISERV INC and SANDSTORM GOLD LTD (SAND) stocks. They significantly reduced their stock positions in AMRIZE LTD, TANGER INC (SKT) and URBAN OUTFITTERS INC (URBN). Cannell & Spears LLC opened new stock positions in SHAKE SHACK INC (SHAK), TEXAS INSTRS INC (TXN) and E L F BEAUTY INC (ELF). The fund showed a lot of confidence in some stocks as they added substantially to ROYAL GOLD INC (RGLD), FTAI AVIATION LTD (FTAI) and MARTIN MARIETTA MATLS INC (MLM).

Spears Abacus Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Cannell & Spears LLC made a return of 1.98% in the last quarter. In trailing 12 months, it's portfolio return was 13.87%.

Performance
S&P 500

New Buys

Ticker	$ Bought
rivian automotive inc	29,248,800
shake shack inc	28,835,500
texas instrs inc	16,194,400
e l f beauty inc	14,851,800
enersys	5,513,980
textron inc	3,803,840
stride inc	3,609,200
camden ppty tr	3,132,880

New stocks bought by Spears Abacus Advisors LLC

Additions

Ticker	% Inc.
royal gold inc	3,803
ftai aviation ltd	573
martin marietta matls inc	293
union pac corp	225
regeneron pharmaceuticals	197
texas pacific land corporati	196
spdr series trust	182
nextnav inc	78.16

Additions to existing portfolio by Spears Abacus Advisors LLC

Reductions

Ticker	% Reduced
amrize ltd	-97.1
tanger inc	-95.15
urban outfitters inc	-85.05
meta platforms inc	-84.27
toll brothers inc	-82.89
fortive corp	-82.47
txo partners lp	-77.03
uber technologies inc	-75.04

Spears Abacus Advisors LLC reduced stake in above stock

Sold off

Ticker	$ Sold
pitney bowes inc	-38,388,600
sandstorm gold ltd	-12,782,900
coursera inc	-6,576,100
fiserv inc	-24,772,800
taylor morrison home corp	-10,432,600
liberty global ltd	-1,300,420
emx rty corp	-566,500
cheesecake factory inc	-4,430,870

Spears Abacus Advisors LLC got rid off the above stocks

Sector Distribution

Cannell & Spears LLC has about 24.1% of it's holdings in Others sector.

Sector	%
Others	24.1
Technology	19.9
Industrials	11
Healthcare	9.8
Financial Services	9.2
Communication Services	8.9
Consumer Cyclical	8.5
Consumer Defensive	3.9
Energy	1.9
Basic Materials	1.7

Market Cap. Distribution

Cannell & Spears LLC has about 72% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	36.7
MEGA-CAP	35.3
UNALLOCATED	24.2
MID-CAP	3.3

Stocks belong to which Index?

About 70.1% of the stocks held by Cannell & Spears LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	66.5
Others	29.9
RUSSELL 2000	3.6

Top 5 Winners (%)		%
	roadzen inc	179.0 %
VTYX	ventyx biosciences inc	173.6 %
SGML	sigma lithium corporation	93.8 %
XLB	select sector spdr tr	91.8 %
MU	micron technology inc	70.5 %

Top 5 Winners ($)		$
GOOG	alphabet inc	57.9 M
GOOG	alphabet inc	27.8 M
	barrick mng corp	17.5 M
AAPL	apple inc	13.0 M
REGN	regeneron pharmaceuticals	12.5 M

Top 5 Losers (%)		%
	defi technologies inc	-64.2 %
TPL	texas pacific land corporati	-60.1 %
ASPN	aspen aerogels inc	-59.3 %
ALEC	alector inc	-45.5 %
LDI	loandepot inc	-31.4 %

Top 5 Losers ($)		$
	brookfield corp	-50.6 M
ORCL	oracle corp	-42.0 M
MSFT	microsoft corp	-25.6 M
	millrose pptys inc	-11.7 M
UBER	uber technologies inc	-6.1 M

Spears Abacus Advisors LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Spears Abacus Advisors LLC

Cannell & Spears LLC has 410 stocks in it's portfolio. About 32.7% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Cannell & Spears LLC last quarter.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.00	1,902	258,805	unchanged	0.00

AAPL	apple inc	3.78	743,848	202,223,000	reduced	-2.75

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	1.15	269,632	61,608,200	reduced	-5.4

ABT	abbott labs	1.32	564,206	70,689,400	added	0.41

ACN	accenture plc ireland	0.01	1,943	521,307	added	0.21

ADBE	adobe inc	0.06	9,606	3,362,120	reduced	-51.57

ADI	analog devices inc	1.76	347,313	94,191,400	added	0.32

ADP	automatic data processing in	0.41	84,644	21,773,000	reduced	-0.62

AEM	agnico eagle mines ltd	1.61	509,073	86,303,100	reduced	-9.05

AEP	american elec pwr co inc	0.01	3,673	423,533	unchanged	0.00

AES	aes corp	0.01	25,155	360,722	unchanged	0.00

AFK	vaneck etf trust	0.02	9,125	1,038,240	unchanged	0.00

AFL	aflac inc	0.22	104,692	11,544,400	reduced	-1.23

AGI	alamos gold inc new	0.48	659,791	25,454,700	reduced	-48.3

AGNC	agnc invt corp	0.02	109,540	1,174,270	unchanged	0.00

AGNG	global x fds	0.00	4,410	224,293	unchanged	0.00

AGT	ishares tr	0.01	6,295	519,212	unchanged	0.00

AIG	american intl group inc	0.00	2,976	254,597	added	0.24

AL	air lease corp	0.14	118,079	7,584,210	reduced	-44.12