0000950123-19-004658.txt : 20190514 0000950123-19-004658.hdr.sgml : 20190514 20190513201657 ACCESSION NUMBER: 0000950123-19-004658 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190514 DATE AS OF CHANGE: 20190513 EFFECTIVENESS DATE: 20190514 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: 19820168 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 03-31-2019 03-31-2019 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 05-13-2019 0 172 783930 false
INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 3M CO COM 88579y101 1379 6638 SH SOLE 6638 0 0 AT&T INC COM 00206r102 367 11700 SH SOLE 11700 0 0 ABBVIE INC COM 00287Y109 254 3156 SH SOLE 3156 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 557 3165 SH SOLE 3165 0 0 AIR PRODS & CHEMS INC COM 009158106 1017 5325 SH SOLE 5325 0 0 ALLERGAN PLC SHS g0177j108 17592 120157 SH SOLE 118842 0 1315 ALPHABET INC CAP STK CL A 02079k305 22122 18797 SH SOLE 18637 0 160 ALPHABET INC CAP STK CL C 02079k107 23250 19816 SH SOLE 19693 0 123 ALTRIA GROUP INC COM 02209s103 212 3691 SH SOLE 3691 0 0 AMAZON COM INC COM 023135106 249 140 SH SOLE 140 0 0 AMERI HLDGS INC COM 02362F104 6 17165 SH SOLE 17165 0 0 AMERICAN ELEC PWR CO INC COM 025537101 364 4350 SH SOLE 4350 0 0 AMERICAN EXPRESS CO COM 025816109 607 5552 SH SOLE 5552 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 24746 574680 SH SOLE 569180 0 5500 AON PLC SHS CL A G0408V102 3165 18541 SH SOLE 18541 0 0 APACHE CORP COM 037411105 336 9700 SH SOLE 9700 0 0 APPLE INC COM 037833100 34830 183362 SH SOLE 181862 0 1500 APTIV PLC SHS g6095l109 20467 257473 SH SOLE 255073 0 2400 ARAMARK COM 03852U106 823 27860 SH SOLE 27860 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 1763 11039 SH SOLE 11039 0 0 AXIS CAPITAL HOLDINGS LTD SHS G0692U109 3453 63025 SH SOLE 63025 0 0 BALL CORP COM 058498106 42652 737153 SH SOLE 729853 0 7300 BANK AMER CORP COM 060505104 1237 44831 SH SOLE 44831 0 0 BANK NEW YORK MELLON CORP COM 064058100 577 11441 SH SOLE 11441 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17663 87925 SH SOLE 87235 0 690 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1506 5 SH SOLE 5 0 0 BIOGEN INC COM 09062x103 1271 5376 SH SOLE 5376 0 0 BIOLIFE SOLUTIONS INC COM NEW 09062w204 243 13600 SH SOLE 13600 0 0 BOEING CO COM 097023105 862 2259 SH SOLE 2259 0 0 BRIGHTVIEW HLDGS INC COM 10948c107 5242 364020 SH SOLE 364020 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 446 9340 SH SOLE 9340 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 670 6460 SH SOLE 6460 0 0 BROWN & BROWN INC COM 115236101 259 8785 SH SOLE 8785 0 0 CIT GROUP INC COM NEW 125581801 26658 555731 SH SOLE 549031 0 6700 CABOT OIL & GAS CORP COM 127097103 261 10000 SH SOLE 10000 0 0 CENTURYLINK INC COM 156700106 176 14688 SH SOLE 14688 0 0 CHUBB LIMITED COM h1467j104 39023 278573 SH SOLE 276583 0 1990 CISCO SYS INC COM 17275R102 476 8811 SH SOLE 8811 0 0 CITIGROUP INC COM NEW 172967424 25972 417421 SH SOLE 414001 0 3420 COCA COLA CO COM 191216100 261 5567 SH SOLE 5567 0 0 COLGATE PALMOLIVE CO COM 194162103 443 6457 SH SOLE 6457 0 0 COMCAST CORP NEW CL A 20030n101 26678 667278 SH SOLE 661978 0 5300 CONOCOPHILLIPS COM 20825C104 864 12941 SH SOLE 12941 0 0 COOPER COS INC COM NEW 216648402 207 700 SH SOLE 700 0 0 CORNING INC COM 219350105 503 15211 SH SOLE 15211 0 0 COSTCO WHSL CORP NEW COM 22160k105 323 1335 SH SOLE 1335 0 0 CROWN CASTLE INTL CORP NEW COM 22822v101 1392 10875 SH SOLE 10875 0 0 CROWN HOLDINGS INC COM 228368106 19893 364547 SH SOLE 361247 0 3300 CSX CORP COM 126408103 765 10223 SH SOLE 10223 0 0 CVS HEALTH CORP COM 126650100 725 13435 SH SOLE 13435 0 0 D R HORTON INC COM 23331A109 310 7500 SH SOLE 7500 0 0 DANAHER CORPORATION COM 235851102 42278 320241 SH SOLE 317241 0 3000 DELPHI TECHNOLOGIES PLC SHS g2709g107 2353 122187 SH SOLE 121021 0 1166 DELTA AIR LINES INC DEL COM NEW 247361702 23763 460076 SH SOLE 455976 0 4100 DOWDUPONT INC COM 26078j100 283 5312 SH SOLE 5312 0 0 EMERSON ELEC CO COM 291011104 466 6800 SH SOLE 6800 0 0 EOG RES INC COM 26875P101 379 3977 SH SOLE 3977 0 0 LAUDER ESTEE COS INC CL A 518439104 273 1650 SH SOLE 1650 0 0 EVEREST RE GROUP LTD COM G3223R108 332 1539 SH SOLE 1539 0 0 EXXON MOBIL CORP COM 30231g102 1722 21311 SH SOLE 21311 0 0 F M C CORP COM NEW 302491303 922 12000 SH SOLE 12000 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 565 5000 SH SOLE 5000 0 0 FLEXIBLE SOLUTIONS INTL INC COM 33938T104 661 296500 SH SOLE 296500 0 0 FORTIVE CORP COM 34959j108 857 10214 SH SOLE 10214 0 0 FRANKLIN RES INC COM 354613101 247 7449 SH SOLE 7449 0 0 FUSION CONNECT INC COM 36116X102 175 133334 SH SOLE 133334 0 0 GENERAL ELECTRIC CO COM 369604103 774 77488 SH SOLE 77488 0 0 GENERAL MTRS CO COM 37045v100 19398 522870 SH SOLE 515670 0 7200 GILEAD SCIENCES INC COM 375558103 22779 350395 SH SOLE 348895 0 1500 GOLDMAN SACHS GROUP INC COM 38141g104 392 2040 SH SOLE 2040 0 0 HERSHEY CO COM 427866108 261 2276 SH SOLE 2276 0 0 HOME DEPOT INC COM 437076102 521 2713 SH SOLE 2713 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 600 4250 SH SOLE 4250 0 0 INTEL CORP COM 458140100 626 11664 SH SOLE 11664 0 0 INTL PAPER CO COM 460146103 299 6470 SH SOLE 6470 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 382 670 SH SOLE 670 0 0 JPMORGAN CHASE & CO COM 46625h100 23499 232131 SH SOLE 230231 0 1900 JOHNSON & JOHNSON COM 478160104 7898 56498 SH SOLE 56498 0 0 JOHNSON CTLS INTL PLC SHS G51502105 1902 51493 SH SOLE 47816 0 3677 KINDER MORGAN INC DEL COM 49456b101 1737 86811 SH SOLE 86811 0 0 KRAFT HEINZ CO COM 500754106 206 6312 SH SOLE 6312 0 0 LILLY ELI & CO COM 532457108 616 4750 SH SOLE 4750 0 0 LINCOLN NATL CORP IND COM 534187109 704 12000 SH SOLE 12000 0 0 LIVENT CORP COM 53814L108 138 11223 SH SOLE 11223 0 0 MARKEL CORP COM 570535104 920 923 SH SOLE 923 0 0 MASTERCARD INC CL A 57636Q104 734 3119 SH SOLE 3119 0 0 MCCLATCHY CO CL A NEW 579489303 86 17276 SH SOLE 17276 0 0 MCDONALDS CORP COM 580135101 304 1600 SH SOLE 1600 0 0 MERCK & CO INC COM 58933Y105 2230 26816 SH SOLE 26816 0 0 MICROSOFT CORP COM 594918104 59550 504921 SH SOLE 500641 0 4280 MID AMER APT CMNTYS INC COM 59522J103 236 2160 SH SOLE 2160 0 0 MONDELEZ INTL INC CL A 609207105 21123 423146 SH SOLE 419846 0 3300 MVC CAPITAL INC COM 553829102 91 10000 SH SOLE 10000 0 0 NEW YORK TIMES CO CL A 650111107 420 12786 SH SOLE 12786 0 0 NEWELL BRANDS INC COM 651229106 185 12070 SH SOLE 12070 0 0 NIKE INC CL B 654106103 247 2932 SH SOLE 2932 0 0 ORACLE CORP COM 68389x105 38905 724355 SH SOLE 717885 0 6470 PACKAGING CORP AMER COM 695156109 442 4450 SH SOLE 4450 0 0 PEPSICO INC COM 713448108 2272 18539 SH SOLE 18539 0 0 PFIZER INC COM 717081103 398 9366 SH SOLE 9366 0 0 PHILIP MORRIS INTL INC COM 718172109 684 7739 SH SOLE 7739 0 0 PHILLIPS 66 COM 718546104 535 5622 SH SOLE 5622 0 0 PIONEER NAT RES CO COM 723787107 390 2561 SH SOLE 2561 0 0 PRECISION DRILLING CORP COM 2010 74022D308 29 12070 SH SOLE 12070 0 0 PROCTER AND GAMBLE CO COM 742718109 1639 15748 SH SOLE 15748 0 0 PULTE GROUP INC COM 745867101 206 7379 SH SOLE 7379 0 0 REGIONS FINL CORP NEW COM 7591EP100 793 56016 SH SOLE 56016 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 6212 99254 SH SOLE 99254 0 0 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 6662 104171 SH SOLE 104171 0 0 S&P GLOBAL INC COM 78409V104 337 1600 SH SOLE 1600 0 0 SCHLUMBERGER LTD COM 806857108 5374 123345 SH SOLE 119545 0 3800 SHERWIN WILLIAMS CO COM 824348106 386 896 SH SOLE 896 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 690 18300 SH SOLE 18300 0 0 STARBUCKS CORP COM 855244109 1587 21349 SH SOLE 21349 0 0 STATE STR CORP COM 857477103 494 7500 SH SOLE 7500 0 0 STRYKER CORP COM 863667101 1106 5600 SH SOLE 5600 0 0 SYSCO CORP COM 871829107 208 3111 SH SOLE 3111 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 48924 178737 SH SOLE 177237 0 1500 TRAVELERS COMPANIES INC COM 89417e109 324 2360 SH SOLE 2360 0 0 TRIMBLE INC COM 896239100 1333 33000 SH SOLE 33000 0 0 UNILEVER N V N Y SHS NEW 904784709 213 3650 SH SOLE 3650 0 0 UNION BANKSHARES INC COM 905400107 2443 54023 SH SOLE 54023 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1033 9241 SH SOLE 9241 0 0 UNITED TECHNOLOGIES CORP COM 913017109 284 2204 SH SOLE 2204 0 0 UNITEDHEALTH GROUP INC COM 91324p102 2467 9976 SH SOLE 9976 0 0 UNUM GROUP COM 91529Y106 308 9113 SH SOLE 9113 0 0 US BANCORP DEL COM NEW 902973304 418 8665 SH SOLE 8665 0 0 V F CORP COM 918204108 410 4720 SH SOLE 4720 0 0 VERISK ANALYTICS INC COM 92345Y106 399 3000 SH SOLE 3000 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 279 4713 SH SOLE 4713 0 0 VISA INC COM CL A 92826C839 317 2030 SH SOLE 2030 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 1003 15849 SH SOLE 15849 0 0 DISNEY WALT CO COM DISNEY 254687106 405 3649 SH SOLE 3649 0 0 WEATHERFORD INTL PLC ORD SHS g48833100 7 10575 SH SOLE 10575 0 0 WELLS FARGO CO NEW COM 949746101 1654 34226 SH SOLE 34226 0 0 WEX INC COM 96208T104 336 1750 SH SOLE 1750 0 0 WHIRLPOOL CORP COM 963320106 3043 22898 SH SOLE 22898 0 0 WILLIAMS COS INC DEL COM 969457100 661 23000 SH SOLE 23000 0 0 YAMANA GOLD INC COM 98462Y100 26 10000 SH SOLE 10000 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 150 14910 SH SOLE 14910 0 0 INVESCO QQQ TR UNIT SER 1 46090e103 526 2925 SH SOLE 2925 0 0 ISHARES TR CORE S&P SCP ETF 464287804 274 3546 SH SOLE 3546 0 0 ISHARES TR CORE S&P500 ETF 464287200 427 1500 SH SOLE 1500 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 243 5670 SH SOLE 5670 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1317 8702 SH SOLE 8702 0 0 ISHARES TR EXPANDED TECH 464287515 559 2650 SH SOLE 2650 0 0 ISHARES TR NASDAQ BIOTECH 464287556 1740 15564 SH SOLE 15564 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 869 7245 SH SOLE 7245 0 0 ISHARES TR US OIL EQ&SV ETF 464288844 386 15300 SH SOLE 15300 0 0 KRANESHARES TR CSI CHI INTERNET 500767306 2936 62345 SH SOLE 62345 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 605 6590 SH SOLE 6590 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369y605 714 27763 SH SOLE 27763 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369y407 990 8695 SH SOLE 8695 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 774 6340 SH SOLE 6340 0 0 SPDR S&P 500 ETF TR TR UNIT 78462f103 2906 10287 SH SOLE 10287 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467y107 282 816 SH SOLE 816 0 0 VANECK VECTORS ETF TR OIL SVCS ETF 92189f718 2484 144160 SH SOLE 144160 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 246 2130 SH SOLE 2130 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 897 17887 SH SOLE 17887 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 856 20150 SH SOLE 20150 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 504 9410 SH SOLE 9410 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1376 5300 SH SOLE 5300 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1677 13030 SH SOLE 13030 0 0 VANGUARD GROUP DIV APP ETF 921908844 217 1977 SH SOLE 1977 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1338 32735 SH SOLE 32735 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 408 2817 SH SOLE 2817 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 1158 7972 SH SOLE 7972 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 1067 5320 SH SOLE 5320 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 220 3450 SH SOLE 3450 0 0 WISDOMTREE TR EUROPE SMCP DV 97717W869 364 6225 SH SOLE 6225 0 0 WISDOMTREE TR JPN SCAP HDG EQT 97717W521 275 6910 SH SOLE 6910 0 0 HSBC HLDGS PLC ADR A 1/40PF A 404280604 258 10000 SH SOLE 10000 0 0