0000950123-18-007991.txt : 20180810 0000950123-18-007991.hdr.sgml : 20180810 20180810124002 ACCESSION NUMBER: 0000950123-18-007991 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180810 DATE AS OF CHANGE: 20180810 EFFECTIVENESS DATE: 20180810 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: 181007973 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 06-30-2018 06-30-2018 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 08-10-2018 0 174 770256 false
INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 3M CO COM 88579y101 1048 5328 SH SOLE 5328 0 0 ABBVIE INC COM 00287Y109 292 3156 SH SOLE 3156 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 518 3165 SH SOLE 3165 0 0 ADIENT PLC ORD SHS g0084w101 2069 42066 SH SOLE 41699 0 367 AIR PRODS & CHEMS INC COM 009158106 829 5325 SH SOLE 5325 0 0 ALLERGAN PLC SHS G0177J108 21007 126000 SH SOLE 124685 0 1315 ALPHABET INC CAP STK CL A 02079K305 21712 19228 SH SOLE 19068 0 160 ALPHABET INC CAP STK CL C 02079K107 21390 19173 SH SOLE 19050 0 123 ALTRIA GROUP INC COM 02209s103 219 3852 SH SOLE 3852 0 0 AMAZON COM INC COM 023135106 321 189 SH SOLE 189 0 0 AMERICAN ELEC PWR INC COM 025537101 311 4492 SH SOLE 4492 0 0 AMERICAN EXPRESS CO COM 025816109 544 5552 SH SOLE 5552 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 29567 557656 SH SOLE 552156 0 5500 ANNALY CAP MGMT INC COM 035710409 282 27410 SH SOLE 27410 0 0 AON PLC SHS CL A G0408V102 2749 20041 SH SOLE 20041 0 0 APACHE CORP COM 037411105 453 9700 SH SOLE 9700 0 0 APPLE INC COM 037833100 34176 184623 SH SOLE 183123 0 1500 APTIV PLC SHS G6095L109 23784 259566 SH SOLE 257166 0 2400 ARAMARK COM 03852U106 1034 27860 SH SOLE 27860 0 0 AT&T INC COM 00206R102 356 11089 SH SOLE 11089 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 1481 11039 SH SOLE 11039 0 0 AXIS CAPITAL HOLDINGS LTD SHS G0692U109 3800 68328 SH SOLE 68328 0 0 BALL CORP COM 058498106 31238 878704 SH SOLE 871404 0 7300 BANK AMER CORP COM 060505104 562 19925 SH SOLE 19925 0 0 BANK NEW YORK MELLON CORP COM 064058100 617 11441 SH SOLE 11441 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1410 5 SH SOLE 5 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2628 14082 SH SOLE 14082 0 0 BIOGEN INC COM 09062x103 1567 5399 SH SOLE 5399 0 0 BOEING CO COM 097023105 764 2278 SH SOLE 2278 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 517 9340 SH SOLE 9340 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 744 6460 SH SOLE 6460 0 0 CABOT OIL & GAS CORP COM 127097103 238 10000 SH SOLE 10000 0 0 CELGENE CORP COM 151020104 15512 195318 SH SOLE 193118 0 2200 CENTURYLINK INC COM 156700106 274 14688 SH SOLE 14688 0 0 CHEVRON CORP NEW COM 166764100 230 1823 SH SOLE 1823 0 0 CHUBB LIMITED COM H1467J104 35894 282588 SH SOLE 280598 0 1990 CISCO SYS INC COM 17275R102 361 8389 SH SOLE 8389 0 0 CIT GROUP INC COM NEW 125581801 29991 594932 SH SOLE 588232 0 6700 CITIGROUP INC COM NEW 172967424 28973 432947 SH SOLE 429527 0 3420 COCA COLA CO COM 191216100 244 5567 SH SOLE 5567 0 0 COLGATE PALMOLIVE CO COM 194162103 406 6266 SH SOLE 6266 0 0 COMCAST CORP NEW CL A 20030N101 22103 673676 SH SOLE 668376 0 5300 CONOCOPHILLIPS COM 20825C104 911 13091 SH SOLE 13091 0 0 CORNING INC COM 219350105 418 15211 SH SOLE 15211 0 0 COSTCO WHSL CORP NEW COM 22160K105 295 1412 SH SOLE 1412 0 0 CROWN CASTLE INTL CORP NEW COM 22822v101 1180 10944 SH SOLE 10944 0 0 CSX CORP COM 126408103 652 10223 SH SOLE 10223 0 0 CVS HEALTH CORP COM 126650100 832 12925 SH SOLE 12925 0 0 D R HORTON INC COM 23331A109 307 7500 SH SOLE 7500 0 0 DANAHER CORP DEL COM 235851102 32422 328561 SH SOLE 325561 0 3000 DELPHI TECHNOLOGIES PLC SHS G2709G107 6001 132007 SH SOLE 130841 0 1166 DELTA AIR LINES INC DEL COM NEW 247361702 22801 460253 SH SOLE 456153 0 4100 DOWDUPONT INC COM 26078J100 322 4884 SH SOLE 4884 0 0 EMERSON ELEC CO COM 291011104 470 6800 SH SOLE 6800 0 0 EOG RES INC COM 26875P101 506 4069 SH SOLE 4069 0 0 LAUDER ESTEE COS INC CL A 518439104 235 1650 SH SOLE 1650 0 0 EVEREST RE GROUP LTD COM G3223R108 362 1570 SH SOLE 1570 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 240 3105 SH SOLE 3105 0 0 EXXON MOBIL CORP COM 30231g102 2008 24274 SH SOLE 24274 0 0 F M C CORP COM NEW 302491303 1071 12000 SH SOLE 12000 0 0 FEDEX CORP COM 31428X106 250 1100 SH SOLE 1100 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 530 5000 SH SOLE 5000 0 0 FLEXIBLE SOLUTIONS INTL INC COM 33938T104 477 296500 SH SOLE 296500 0 0 FORTIVE CORP COM 34959j108 791 10264 SH SOLE 10264 0 0 FRANKLIN RES INC COM 354613101 239 7449 SH SOLE 7449 0 0 FUSION CONNECT INC COM 36116X102 525 133334 SH SOLE 133334 0 0 GENERAL ELECTRIC CO COM 369604103 11712 860512 SH SOLE 845812 0 14700 GILEAD SCIENCES INC COM 375558103 21796 307673 SH SOLE 306173 0 1500 GOLDMAN SACHS GROUP INC COM 38141G104 457 2073 SH SOLE 2073 0 0 HASBRO INC COM 418056107 277 3004 SH SOLE 3004 0 0 HERSHEY CO COM 427866108 212 2276 SH SOLE 2276 0 0 HOME DEPOT INC COM 437076102 406 2083 SH SOLE 2083 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 927 6635 SH SOLE 6635 0 0 INTEL CORP COM 458140100 637 12817 SH SOLE 12817 0 0 INTL PAPER CO COM 460146103 337 6470 SH SOLE 6470 0 0 JOHNSON & JOHNSON COM 478160104 7055 58139 SH SOLE 58139 0 0 JOHNSON CTLS INTL PLC SHS G51502105 1916 57270 SH SOLE 53593 0 3677 JPMORGAN CHASE & CO COM 46625H100 26501 254324 SH SOLE 252424 0 1900 KIMBERLY CLARK CORP COM 494368103 291 2758 SH SOLE 2758 0 0 KINDER MORGAN INC DEL COM 49456B101 1570 88841 SH SOLE 88841 0 0 KRAFT HEINZ CO COM 500754106 359 5722 SH SOLE 5722 0 0 LILLY ELI & CO COM 532457108 444 5200 SH SOLE 5200 0 0 LINCOLN NATL CORP IND COM 534187109 747 12000 SH SOLE 12000 0 0 LOWES COS INC COM 548661107 436 4567 SH SOLE 4567 0 0 MARKEL CORP COM 570535104 1001 923 SH SOLE 923 0 0 MASTERCARD INCORPORATED CL A 57636Q104 613 3119 SH SOLE 3119 0 0 MCCLATCHY CO CL A NEW 579489303 172 17276 SH SOLE 17276 0 0 MCDONALDS CORP COM 580135101 257 1637 SH SOLE 1637 0 0 MERCK & CO INC COM 58933Y105 1656 27277 SH SOLE 27277 0 0 METLIFE INC COM 59156R108 19421 445431 SH SOLE 441231 0 4200 MICROSOFT CORP COM 594918104 52266 530032 SH SOLE 525752 0 4280 MID AMER APT CMNTYS INC COM 59522J103 226 2244 SH SOLE 2244 0 0 MONDELEZ INTL INC CL A 609207105 205 4991 SH SOLE 4991 0 0 MVC CAPITAL INC COM 553829102 95 10000 SH SOLE 10000 0 0 NEW YORK TIMES CO CL A 650111107 331 12786 SH SOLE 12786 0 0 NIKE INC CL B 654106103 243 3045 SH SOLE 3045 0 0 NORTHERN TR CORP COM 665859104 206 2000 SH SOLE 2000 0 0 ORACLE CORP COM 68389X105 33606 762733 SH SOLE 756263 0 6470 PACKAGING CORP AMER COM 695156109 497 4450 SH SOLE 4450 0 0 PEPSICO INC COM 713448108 1937 17791 SH SOLE 17791 0 0 PFIZER INC COM 717081103 349 9626 SH SOLE 9626 0 0 PHILIP MORRIS INTL INC COM 718172109 625 7739 SH SOLE 7739 0 0 PHILLIPS 66 COM 718546104 631 5622 SH SOLE 5622 0 0 PIONEER NAT RES CO COM 723787107 485 2561 SH SOLE 2561 0 0 PRAXAIR INC COM 74005P104 268 1696 SH SOLE 1696 0 0 PRECISION DRILLING CORP COM 2010 74022D308 40 12070 SH SOLE 12070 0 0 PROCTER AND GAMBLE CO COM 742718109 1253 16047 SH SOLE 16047 0 0 REGIONS FINL CORP NEW COM 7591EP100 996 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 6492 93781 SH SOLE 93781 0 0 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 7496 103175 SH SOLE 103175 0 0 RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 537 4700 SH SOLE 4700 0 0 S&P GLOBAL INC COM 78409V104 332 1630 SH SOLE 1630 0 0 SCHLUMBERGER LTD COM 806857108 12880 192159 SH SOLE 188359 0 3800 SHERWIN WILLIAMS CO COM 824348106 365 896 SH SOLE 896 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 876 18300 SH SOLE 18300 0 0 STARBUCKS CORP COM 855244109 1053 21549 SH SOLE 21549 0 0 STATE STR CORP COM 857477103 698 7500 SH SOLE 7500 0 0 STRYKER CORP COM 863667101 946 5600 SH SOLE 5600 0 0 SYSCO CORP COM 871829107 212 3111 SH SOLE 3111 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 38675 186711 SH SOLE 185211 0 1500 TRANSOCEAN LTD REG SHS H8817H100 5857 435800 SH SOLE 420200 0 15600 TRAVELERS COMPANIES INC COM 89417e109 289 2360 SH SOLE 2360 0 0 TRIMBLE INC COM 896239100 1662 50600 SH SOLE 50600 0 0 UNILEVER N V N Y SHS NEW 904784709 203 3650 SH SOLE 3650 0 0 UNION BANKSHARES INC COM 905400107 2849 54888 SH SOLE 54888 0 0 UNITED PARCEL SERVICE INC CL B 911312106 26915 253368 SH SOLE 251418 0 1950 UNITED TECHNOLOGIES CORP COM 913017109 259 2073 SH SOLE 2073 0 0 UNITEDHEALTH GROUP INC COM 91324P102 6278 25589 SH SOLE 25589 0 0 UNUM GROUP COM 91529Y106 337 9113 SH SOLE 9113 0 0 US BANCORP DEL COM NEW 902973304 422 8443 SH SOLE 8443 0 0 V F CORP COM 918204108 385 4720 SH SOLE 4720 0 0 VERISK ANALYTICS INC COM 92345Y106 323 3000 SH SOLE 3000 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 242 4809 SH SOLE 4809 0 0 VISA INC COM CL A 92826C839 284 2147 SH SOLE 2147 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 985 16410 SH SOLE 16410 0 0 DISNEY WALT CO COM DISNEY 254687106 430 4100 SH SOLE 4100 0 0 WEATHERFORD INTL PLC ORD SHS G48833100 35 10575 SH SOLE 10575 0 0 WELLS FARGO CO NEW COM 949746101 1937 34944 SH SOLE 34944 0 0 WENDYS CO COM 95058W100 176 10267 SH SOLE 10267 0 0 WEX INC COM 96208T104 333 1750 SH SOLE 1750 0 0 WHIRLPOOL CORP COM 963320106 14016 95846 SH SOLE 95096 0 750 WILLIAMS COS INC DEL COM 969457100 624 23000 SH SOLE 23000 0 0 YAMANA GOLD INC COM 98462Y100 29 10000 SH SOLE 10000 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 147 14510 SH SOLE 14510 0 0 COLUMBIA ETF TR II EMRG MARKETS ETF 19762B509 254 10420 SH SOLE 10420 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 502 2925 SH SOLE 2925 0 0 ISHARES TR CORE S&P SCP ETF 464287804 259 3100 SH SOLE 3100 0 0 ISHARES TR CORE S&P500 ETF 464287200 253 926 SH SOLE 926 0 0 ISHARES TR NA TEC SFTWR ETF 464287515 484 2650 SH SOLE 2650 0 0 ISHARES TR NASDAQ BIOTECH 464287556 1709 15564 SH SOLE 15564 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1221 8490 SH SOLE 8490 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 676 5125 SH SOLE 5125 0 0 VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 1525 58050 SH SOLE 58050 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 550 6590 SH SOLE 6590 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369y605 738 27763 SH SOLE 27763 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369y407 950 8695 SH SOLE 8695 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 752 6340 SH SOLE 6340 0 0 SPDR S&P 500 ETF TR TR UNIT 78462f103 2915 10744 SH SOLE 10744 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467y107 253 713 SH SOLE 713 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 236 2000 SH SOLE 2000 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1431 5735 SH SOLE 5735 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1087 20962 SH SOLE 20962 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 577 13674 SH SOLE 13674 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 692 12325 SH SOLE 12325 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1970 14510 SH SOLE 14510 0 0 VANGUARD GROUP DIV APP ETF 921908844 201 1977 SH SOLE 1977 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1416 33006 SH SOLE 33006 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 1098 8179 SH SOLE 8179 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 965 5320 SH SOLE 5320 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 994 15742 SH SOLE 15742 0 0 WISDOMTREE TR EUROPE SMCP DV 97717W869 674 10325 SH SOLE 10325 0 0 WISDOMTREE TR JPN SCAP HDG EQT 97717W521 301 6910 SH SOLE 6910 0 0 HSBC HLDGS PLC ADR A 1/40PF A 404280604 266 10000 SH SOLE 10000 0 0