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Latest Spears Abacus Advisors LLC Stock Portfolio

$5.10Billion– No. of Holdings #416

Spears Abacus Advisors LLC Performance:
2026 Q1: -1.62%YTD: -1.62%2025: 13.87%
Performance for 2026 Q1 is -1.62%, and YTD is -1.62%, and 2025 is 13.87%.

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

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cannell & Spears LLC reported an equity portfolio of $5.1 Billions as of 31 Mar, 2026.

The top stock holdings of Cannell & Spears LLC are MSFT, GOOG, AAPL. The fund has invested 4.8% of it's portfolio in MICROSOFT CORP and 4.6% of portfolio in ALPHABET INC.

The fund managers got completely rid off AMCOR PLC (AMCR), SS&C TECHNOLOGIES HLDGS INC (SSNC) and STRIDE INC (LRN) stocks. They significantly reduced their stock positions in AIR LEASE CORP (AL), EQT CORP (EQT) and UBER TECHNOLOGIES INC (UBER). Cannell & Spears LLC opened new stock positions in AMCOR PLC (AMCR), OCEANEERING INTL INC (OII) and CHENIERE ENERGY INC (LNG). The fund showed a lot of confidence in some stocks as they added substantially to LINDE PLC (LIN), TRAVELERS COMPANIES INC (TRV) and ROCKET COS INC (RKT).
Spears Abacus Advisors LLC Equity Portfolio Value
Last Reported on: 15 May, 2026

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

Our best estimate is that Cannell & Spears LLC made a return of -1.62% in the last quarter. In trailing 12 months, it's portfolio return was 16.1%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
amcor plc21,027,700
oceaneering intl inc5,834,040
bank america corp5,663,480
cheniere energy inc3,775,430
commercial metals co3,768,360
rivian automotive inc2,986,480
lxp industrial trust2,684,050
ituran location and control2,424,570
New stocks bought by Spears Abacus Advisors LLC

Additions

Ticker% Inc.
linde plc2,301
travelers companies inc2,032
rocket cos inc1,109
micron technology inc914
live oak acquisition corp v214
jumia technologies ag142
merck & co inc130
conocophillips105
Additions to existing portfolio by Spears Abacus Advisors LLC

Reductions

Ticker% Reduced
air lease corp-95.22
eqt corp-91.75
uber technologies inc-88.88
enbridge inc-87.25
riley exploration permian in-79.58
e l f beauty inc-77.95
general mtrs co-77.59
brookfield renewable corp-68.67
Spears Abacus Advisors LLC reduced stake in above stock

Sold off

Ticker$ Sold
amcor plc-19,017,100
stride inc-3,609,200
ss&c technologies hldgs inc-4,139,080
dbx etf tr-2,093,470
ventyx biosciences inc-279,930
cvd equip corp-73,412
tanger inc-616,445
maplebear inc-828,082
Spears Abacus Advisors LLC got rid off the above stocks

Sector Distribution

Cannell & Spears LLC has about 23.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Consumer Defensive
  • Basic Materials
  • Energy
Sector%
Others23.7
Technology16.7
Industrials13.3
Healthcare10.3
Financial Services9.5
Consumer Cyclical8.7
Communication Services8.2
Consumer Defensive4
Basic Materials2.7
Energy2.2

Market Cap. Distribution

Cannell & Spears LLC has about 72.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP38
MEGA-CAP34.2
UNALLOCATED23.7
MID-CAP3.5

Stocks belong to which Index?

About 69.5% of the stocks held by Cannell & Spears LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50065
Others30.5
RUSSELL 20004.5
Top 5 Winners (%)%
SEDG
solaredge technologies inc
75.8 %
LYB
lyondellbasell industries nv
72.4 %
RCAT
red cat hldgs inc
65.1 %
TPL
texas pacific land corporati
65.0 %
OXY
occidental pete corp
57.9 %
Top 5 Winners ($)$
VRT
vertiv holdings co
49.3 M
PWR
quanta svcs inc
15.6 M
FTAI
ftai aviation ltd
15.3 M
ADI
analog devices inc
15.0 M
AEM
agnico eagle mines ltd
15.0 M
Top 5 Losers (%)%
EAF
graftech intl ltd sr nt
-56.3 %
PAR
par technology corp
-51.6 %
roadzen inc
-50.2 %
ATEC
alphatec hldgs inc
-48.3 %
fortrea hldgs inc
-45.4 %
Top 5 Losers ($)$
MSFT
microsoft corp
-79.6 M
GOOG
alphabet inc
-22.5 M
ORCL
oracle corp
-19.6 M
AMZN
amazon com inc
-15.6 M
brookfield corp
-14.5 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 416 stocks in it's portfolio. About 30.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. VRT was the most profitable stock for Cannell & Spears LLC last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions