0000950123-18-005675.txt : 20180515 0000950123-18-005675.hdr.sgml : 20180515 20180515144427 ACCESSION NUMBER: 0000950123-18-005675 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180515 DATE AS OF CHANGE: 20180515 EFFECTIVENESS DATE: 20180515 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: 18835513 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 03-31-2018 03-31-2018 Spears Abacus Advisors LLC
147 East 48th Street New York NY 10017
13F HOLDINGS REPORT 028-12956 N
Robert Raich President 212-230-9800 /s/ Robert Raich New York NY 05-15-2018 0 174 768811 false
INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 3M CO COM 88579y101 1172 5338 SH SOLE 5338 0 0 ABBVIE INC COM 00287Y109 299 3156 SH SOLE 3156 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 494 3215 SH SOLE 3215 0 0 ADIENT PLC ORD SHS g0084w101 2548 42640 SH SOLE 42273 0 367 AFFILIATED MANAGERS GROUP COM 008252108 221 1165 SH SOLE 1165 0 0 AIR PRODS & CHEMS INC COM 009158106 847 5325 SH SOLE 5325 0 0 ALLERGAN PLC SHS G0177J108 16956 100757 SH SOLE 99442 0 1315 ALPHABET INC CAP STK CL A 02079K305 20107 19387 SH SOLE 19227 0 160 ALPHABET INC CAP STK CL C 02079K107 19871 19259 SH SOLE 19136 0 123 ALTRIA GROUP INC COM 02209s103 230 3691 SH SOLE 3691 0 0 AMAZON COM INC COM 023135106 203 140 SH SOLE 140 0 0 AMERICAN ELEC PWR INC COM 025537101 298 4350 SH SOLE 4350 0 0 AMERICAN EXPRESS CO COM 025816109 518 5552 SH SOLE 5552 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 30537 561127 SH SOLE 555627 0 5500 ANNALY CAP MGMT INC COM 035710409 286 27410 SH SOLE 27410 0 0 AON PLC SHS CL A G0408V102 2812 20041 SH SOLE 20041 0 0 APACHE CORP COM 037411105 373 9700 SH SOLE 9700 0 0 APPLE INC COM 037833100 31172 185790 SH SOLE 184290 0 1500 APTIV PLC SHS G6095L109 22162 260826 SH SOLE 258426 0 2400 ARAMARK COM 03852U106 1102 27860 SH SOLE 27860 0 0 AT&T INC COM 00206R102 385 10791 SH SOLE 10791 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 1253 11039 SH SOLE 11039 0 0 AVERY DENNISON CORP COM 053611109 200 1884 SH SOLE 1884 0 0 AXIS CAPITAL HOLDINGS LTD SHS G0692U109 3961 68804 SH SOLE 68804 0 0 BALL CORP COM 058498106 35069 883129 SH SOLE 875829 0 7300 BANK AMER CORP COM 060505104 579 19321 SH SOLE 19321 0 0 BANK NEW YORK MELLON CORP COM 064058100 590 11441 SH SOLE 11441 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1495 5 SH SOLE 5 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2847 14274 SH SOLE 14274 0 0 BIOGEN INC COM 09062x103 1472 5376 SH SOLE 5376 0 0 BOEING CO COM 097023105 738 2250 SH SOLE 2250 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 1066 16847 SH SOLE 16847 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 709 6460 SH SOLE 6460 0 0 CABOT OIL & GAS CORP COM 127097103 240 10000 SH SOLE 10000 0 0 CELGENE CORP COM 151020104 17540 196617 SH SOLE 194417 0 2200 CHUBB LIMITED COM H1467J104 38553 281879 SH SOLE 279889 0 1990 CISCO SYS INC COM 17275R102 352 8216 SH SOLE 8216 0 0 CIT GROUP INC COM NEW 125581801 30658 595292 SH SOLE 588592 0 6700 CITIGROUP INC COM NEW 172967424 30149 446647 SH SOLE 443227 0 3420 COCA COLA CO COM 191216100 242 5567 SH SOLE 5567 0 0 COLGATE PALMOLIVE CO COM 194162103 449 6266 SH SOLE 6266 0 0 COMCAST CORP NEW CL A 20030N101 23252 680486 SH SOLE 675186 0 5300 CONOCOPHILLIPS COM 20825C104 776 13091 SH SOLE 13091 0 0 CORNING INC COM 219350105 424 15211 SH SOLE 15211 0 0 COSTCO WHSL CORP NEW COM 22160K105 258 1369 SH SOLE 1369 0 0 CROWN CASTLE INTL CORP NEW COM 22822v101 1192 10875 SH SOLE 10875 0 0 CSX CORP COM 126408103 570 10223 SH SOLE 10223 0 0 CVS HEALTH CORP COM 126650100 804 12925 SH SOLE 12925 0 0 D R HORTON INC COM 23331A109 329 7500 SH SOLE 7500 0 0 DANAHER CORP DEL COM 235851102 32328 330184 SH SOLE 327184 0 3000 DELPHI TECHNOLOGIES PLC SHS G2709G107 6323 132692 SH SOLE 131526 0 1166 DELTA AIR LINES INC DEL COM NEW 247361702 25410 463609 SH SOLE 459509 0 4100 DOWDUPONT INC COM 26078J100 334 5242 SH SOLE 5242 0 0 EMERSON ELEC CO COM 291011104 464 6800 SH SOLE 6800 0 0 ENDO INTL PLC SHS g30401106 75 12606 SH SOLE 12606 0 0 EOG RES INC COM 26875P101 419 3977 SH SOLE 3977 0 0 LAUDER ESTEE COS INC CL A 518439104 255 1700 SH SOLE 1700 0 0 EVEREST RE GROUP LTD COM G3223R108 395 1539 SH SOLE 1539 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 214 3105 SH SOLE 3105 0 0 EXXON MOBIL CORP COM 30231g102 1741 23341 SH SOLE 23341 0 0 F M C CORP COM NEW 302491303 1102 14397 SH SOLE 14397 0 0 FEDEX CORP COM 31428X106 264 1100 SH SOLE 1100 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 520 5400 SH SOLE 5400 0 0 FLEXIBLE SOLUTIONS INTL INC COM 33938T104 474 296500 SH SOLE 296500 0 0 FORTIVE CORP COM 34959j108 796 10264 SH SOLE 10264 0 0 FRANKLIN RES INC COM 354613101 258 7449 SH SOLE 7449 0 0 FUSION TELECOMM INTL INC COM NEW 36113B400 646 200000 SH SOLE 200000 0 0 GENERAL ELECTRIC CO COM 369604103 11699 867895 SH SOLE 853195 0 14700 GILEAD SCIENCES INC COM 375558103 23270 308666 SH SOLE 307166 0 1500 GOLDMAN SACHS GROUP INC COM 38141G104 514 2040 SH SOLE 2040 0 0 HASBRO INC COM 418056107 358 4242 SH SOLE 4242 0 0 HERSHEY CO COM 427866108 225 2276 SH SOLE 2276 0 0 HOME DEPOT INC COM 437076102 358 2010 SH SOLE 2010 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1154 7520 SH SOLE 7520 0 0 ILLINOIS TOOL WKS INC COM 452308109 209 1333 SH SOLE 1333 0 0 INTEL CORP COM 458140100 660 12664 SH SOLE 12664 0 0 INTL PAPER CO COM 460146103 346 6470 SH SOLE 6470 0 0 JOHNSON & JOHNSON COM 478160104 7450 58132 SH SOLE 58132 0 0 JOHNSON CTLS INTL PLC SHS G51502105 2226 63159 SH SOLE 59482 0 3677 JPMORGAN CHASE & CO COM 46625H100 26732 243080 SH SOLE 241180 0 1900 KIMBERLY CLARK CORP COM 494368103 407 3700 SH SOLE 3700 0 0 KINDER MORGAN INC DEL COM 49456B101 1398 92841 SH SOLE 92841 0 0 KRAFT HEINZ CO COM 500754106 442 7097 SH SOLE 7097 0 0 LILLY ELI & CO COM 532457108 402 5200 SH SOLE 5200 0 0 LINCOLN NATL CORP IND COM 534187109 877 12000 SH SOLE 12000 0 0 LOWES COS INC COM 548661107 503 5728 SH SOLE 5728 0 0 MARKEL CORP COM 570535104 1080 923 SH SOLE 923 0 0 MASTERCARD INCORPORATED CL A 57636Q104 546 3119 SH SOLE 3119 0 0 MCCLATCHY CO CL A NEW 579489303 160 17276 SH SOLE 17276 0 0 MCDONALDS CORP COM 580135101 250 1600 SH SOLE 1600 0 0 MERCK & CO INC COM 58933Y105 1480 27166 SH SOLE 27166 0 0 METLIFE INC COM 59156R108 20374 443969 SH SOLE 439769 0 4200 MICROSOFT CORP COM 594918104 48727 533875 SH SOLE 529595 0 4280 MOLSON COORS BREWING CO CL B 60871R209 361 4790 SH SOLE 4790 0 0 MONDELEZ INTL INC CL A 609207105 208 4991 SH SOLE 4991 0 0 MVC CAPITAL INC COM 553829102 99 10000 SH SOLE 10000 0 0 NEW YORK TIMES CO CL A 650111107 308 12786 SH SOLE 12786 0 0 NORTHERN TR CORP COM 665859104 206 2000 SH SOLE 2000 0 0 ORACLE CORP COM 68389X105 35175 768851 SH SOLE 762381 0 6470 PACKAGING CORP AMER COM 695156109 502 4450 SH SOLE 4450 0 0 PEPSICO INC COM 713448108 1933 17709 SH SOLE 17709 0 0 PFIZER INC COM 717081103 368 10366 SH SOLE 10366 0 0 PHILIP MORRIS INTL INC COM 718172109 782 7864 SH SOLE 7864 0 0 PHILLIPS 66 COM 718546104 558 5822 SH SOLE 5822 0 0 PIONEER NAT RES CO COM 723787107 440 2561 SH SOLE 2561 0 0 PRAXAIR INC COM 74005P104 245 1696 SH SOLE 1696 0 0 PRECISION DRILLING CORP COM 2010 74022D308 33 12070 SH SOLE 12070 0 0 PROCTER AND GAMBLE CO COM 742718109 1271 16033 SH SOLE 16033 0 0 QUDIAN INC ADR 747798106 122 10389 SH SOLE 10389 0 0 REGIONS FINL CORP NEW COM 7591EP100 1041 56016 SH SOLE 56016 0 0 ROCKWELL COLLINS INC COM 774341101 209 1550 SH SOLE 1550 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 6035 94581 SH SOLE 94581 0 0 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 6761 103175 SH SOLE 103175 0 0 RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 577 4700 SH SOLE 4700 0 0 S&P GLOBAL INC COM 78409V104 306 1600 SH SOLE 1600 0 0 SCHLUMBERGER LTD COM 806857108 12682 195769 SH SOLE 191969 0 3800 SHERWIN WILLIAMS CO COM 824348106 351 896 SH SOLE 896 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 963 18300 SH SOLE 18300 0 0 STARBUCKS CORP COM 855244109 1247 21549 SH SOLE 21549 0 0 STATE STR CORP COM 857477103 748 7500 SH SOLE 7500 0 0 STERICYCLE INC COM 858912108 425 7259 SH SOLE 7259 0 0 STRYKER CORP COM 863667101 901 5600 SH SOLE 5600 0 0 TESLA INC COM 88160R101 287 1080 SH SOLE 1080 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 38752 187696 SH SOLE 186196 0 1500 TRAVELERS COMPANIES INC COM 89417e109 328 2360 SH SOLE 2360 0 0 TRIMBLE INC COM 896239100 1816 50600 SH SOLE 50600 0 0 UNILEVER N V N Y SHS NEW 904784709 206 3650 SH SOLE 3650 0 0 UNION BANKSHARES INC COM 905400107 2792 54957 SH SOLE 54957 0 0 UNITED PARCEL SERVICE INC CL B 911312106 26807 256138 SH SOLE 254188 0 1950 UNITED TECHNOLOGIES CORP COM 913017109 261 2073 SH SOLE 2073 0 0 UNITEDHEALTH GROUP INC COM 91324P102 5466 25541 SH SOLE 25541 0 0 UNUM GROUP COM 91529Y106 434 9113 SH SOLE 9113 0 0 US BANCORP DEL COM NEW 902973304 427 8450 SH SOLE 8450 0 0 V F CORP COM 918204108 350 4720 SH SOLE 4720 0 0 VERISK ANALYTICS INC COM 92345Y106 312 3000 SH SOLE 3000 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 225 4713 SH SOLE 4713 0 0 VISA INC COM CL A 92826C839 243 2030 SH SOLE 2030 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 1074 16410 SH SOLE 16410 0 0 DISNEY WALT CO COM DISNEY 254687106 356 3544 SH SOLE 3544 0 0 WEATHERFORD INTL PLC ORD SHS G48833100 24 10575 SH SOLE 10575 0 0 WELLS FARGO CO NEW COM 949746101 1820 34726 SH SOLE 34726 0 0 WENDYS CO COM 95058W100 180 10267 SH SOLE 10267 0 0 WEX INC COM 96208T104 274 1750 SH SOLE 1750 0 0 WHIRLPOOL CORP COM 963320106 14831 96864 SH SOLE 96114 0 750 WILLIAMS COS INC DEL COM 969457100 572 23000 SH SOLE 23000 0 0 YAMANA GOLD INC COM 98462Y100 28 10000 SH SOLE 10000 0 0 COLUMBIA ETF TR II EMRG MARKETS ETF 19762B509 276 10420 SH SOLE 10420 0 0 ISHARES TR CORE S&P SCP ETF 464287804 239 3100 SH SOLE 3100 0 0 ISHARES TR CORE S&P500 ETF 464287200 246 926 SH SOLE 926 0 0 ISHARES TR NA TEC SFTWR ETF 464287515 450 2650 SH SOLE 2650 0 0 ISHARES TR NASDAQ BIOTECH 464287556 1661 15564 SH SOLE 15564 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1155 8490 SH SOLE 8490 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 557 4570 SH SOLE 4570 0 0 VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 1386 58050 SH SOLE 58050 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935a104 468 2925 SH SOLE 2925 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 536 6590 SH SOLE 6590 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369y605 765 27763 SH SOLE 27763 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369y407 881 8695 SH SOLE 8695 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 798 6340 SH SOLE 6340 0 0 SPDR S&P 500 ETF TR TR UNIT 78462f103 2791 10607 SH SOLE 10607 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467y107 244 713 SH SOLE 713 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 223 2000 SH SOLE 2000 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1223 5050 SH SOLE 5050 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1058 19462 SH SOLE 19462 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 632 13449 SH SOLE 13449 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 618 10625 SH SOLE 10625 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1912 14770 SH SOLE 14770 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1450 32771 SH SOLE 32771 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 1113 8179 SH SOLE 8179 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 910 5320 SH SOLE 5320 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 987 15742 SH SOLE 15742 0 0 WISDOMTREE TR EUROPE SMCP DV 97717W869 722 10325 SH SOLE 10325 0 0 WISDOMTREE TR JPN SCAP HDG EQT 97717W521 306 6910 SH SOLE 6910 0 0 HSBC HLDGS PLC ADR A 1/40PF A 404280604 257 10000 SH SOLE 10000 0 0