0000950123-21-001935.txt : 20210212 0000950123-21-001935.hdr.sgml : 20210212 20210212142447 ACCESSION NUMBER: 0000950123-21-001935 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210212 DATE AS OF CHANGE: 20210212 EFFECTIVENESS DATE: 20210212 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: 21625774 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 0001426319 XXXXXXXX 12-31-2020 12-31-2020 false Spears Abacus Advisors LLC

147 East 48th Street New York NY 10017

13F HOLDINGS REPORT 028-12956 N Robert Raich 212-230-9800 /s/ Robert Raich Brooklyn NY 02-12-2021 0 233 1196987 false INFORMATION TABLE 2 3146.xml INFORMATION TABLE FOR FORM 13F 3M CO COM 88579Y101 740 4234 SH SOLE 4234 0 0 ABBOTT LABS COM 002824100 327 2983 SH SOLE 2983 0 0 ABBVIE INC COM 00287y109 794 7411 SH SOLE 7411 0 0 ACCENTURE PLC IRELAND SHS CLASS A g1151c101 522 1999 SH SOLE 1999 0 0 ADT INC DEL COM 00090Q103 181 23058 SH SOLE 23058 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 233 1963 SH SOLE 1963 0 0 AIR PRODS & CHEMS INC COM 009158106 1561 5712 SH SOLE 5712 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 415 2326 SH SOLE 2326 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 20013 85993 SH SOLE 85993 0 0 ALLSTATE CORP COM 020002101 2433 22132 SH SOLE 22132 0 0 ALPHABET INC CAP STK CL A 02079K305 31516 17982 SH SOLE 17822 0 160 ALPHABET INC CAP STK CL C 02079K107 33857 19326 SH SOLE 19203 0 123 ALPHATEC HLDGS INC COM NEW 02081g201 1452 100000 SH SOLE 100000 0 0 ALTRIA GROUP INC COM 02209s103 479 11695 SH SOLE 11695 0 0 AMAZON COM INC COM 023135106 550 169 SH SOLE 169 0 0 AMERICAN EXPRESS CO COM 025816109 717 5928 SH SOLE 5928 0 0 AMERICAN ELEC PWR CO INC COM 025537101 362 4350 SH SOLE 4350 0 0 AMN HEALTHCARE SVCS INC COM 001744101 259 3792 SH SOLE 3792 0 0 AON PLC SHS CL A G0403H108 24123 114182 SH SOLE 113432 0 750 APPLE INC COM 037833100 67646 509804 SH SOLE 506944 0 2860 APTIV PLC SHS g6095l109 33172 254599 SH SOLE 252199 0 2400 AT&T INC COM 00206R102 1385 48155 SH SOLE 48155 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 1904 10806 SH SOLE 10806 0 0 AXIS CAP HLDGS LTD SHS g0692u109 1781 35351 SH SOLE 35351 0 0 BALL CORP COM 058498106 38391 412008 SH SOLE 409008 0 3000 BANK NEW YORK MELLON CORP COM 064058100 478 11262 SH SOLE 11262 0 0 BARCLAYS PLC ADR 06738e204 260 32545 SH SOLE 32545 0 0 BECTON DICKINSON & CO COM 075887109 32430 129605 SH SOLE 128875 0 730 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24991 107781 SH SOLE 107091 0 690 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1739 5 SH SOLE 5 0 0 BERRY GLOBAL GROUP INC COM 08579w103 17962 319670 SH SOLE 316670 0 3000 BGC PARTNERS INC CL A 05541T101 488 122034 SH SOLE 122034 0 0 BIOGEN INC COM 09062x103 1293 5280 SH SOLE 5280 0 0 BIOLIFE SOLUTIONS INC COM NEW 09062w204 1083 27143 SH SOLE 27143 0 0 BK OF AMERICA CORP COM 060505104 1504 49605 SH SOLE 49605 0 0 BLUEBIRD BIO INC COM 09609g100 202 4673 SH SOLE 4673 0 0 BRIGHTVIEW HLDGS INC COM 10948c107 6297 416500 SH SOLE 416500 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 620 10003 SH SOLE 10003 0 0 BROADCOM INC COM 11135F101 5594 12777 SH SOLE 12777 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133t103 990 6460 SH SOLE 6460 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 852 20638 SH SOLE 20638 0 0 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 444 8980 SH SOLE 8980 0 0 BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 225 5220 SH SOLE 5220 0 0 BUNGE LIMITED COM G16962105 324 4940 SH SOLE 4940 0 0 BWX TECHNOLOGIES INC COM 05605H100 328 5442 SH SOLE 5442 0 0 CANTEL MED CORP COM 138098108 561 7108 SH SOLE 7108 0 0 CARRIAGE SVCS INC COM 143905107 206 6565 SH SOLE 6565 0 0 CDK GLOBAL INC COM 12508E101 32046 618300 SH SOLE 614200 0 4100 CENTENE CORP DEL COM 15135B101 2771 46157 SH SOLE 46157 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 3127 23524 SH SOLE 23524 0 0 CHUBB LIMITED COM h1467j104 42028 273054 SH SOLE 271064 0 1990 CISCO SYS INC COM 17275r102 676 15111 SH SOLE 15111 0 0 CITIGROUP INC COM NEW 172967424 13059 211796 SH SOLE 208376 0 3420 CME GROUP INC COM 12572Q105 6384 35068 SH SOLE 35068 0 0 COCA COLA CO COM 191216100 372 6781 SH SOLE 6781 0 0 COCA COLA CONS INC COM 191098102 287 1078 SH SOLE 1078 0 0 COLGATE PALMOLIVE CO COM 194162103 536 6266 SH SOLE 6266 0 0 COMCAST CORP NEW CL A 20030N101 35038 668669 SH SOLE 663369 0 5300 COMMUNITY HEALTHCARE TR INC COM 20369C106 229 4860 SH SOLE 4860 0 0 COOPER COS INC COM NEW 216648402 254 700 SH SOLE 700 0 0 CORESITE RLTY CORP COM 21870Q105 479 3821 SH SOLE 3821 0 0 CORNING INC COM 219350105 553 15369 SH SOLE 15369 0 0 COSTCO WHSL CORP NEW COM 22160k105 717 1903 SH SOLE 1903 0 0 CROWN CASTLE INTL CORP NEW COM 22822v101 1731 10875 SH SOLE 10875 0 0 CROWN HLDGS INC COM 228368106 40938 408558 SH SOLE 405258 0 3300 CSX CORP COM 126408103 243 2673 SH SOLE 2673 0 0 CURTISS WRIGHT CORP COM 231561101 3019 25949 SH SOLE 25949 0 0 CVS HEALTH CORP COM 126650100 1268 18563 SH SOLE 18563 0 0 D R HORTON INC COM 23331A109 207 3000 SH SOLE 3000 0 0 DANAHER CORPORATION COM 235851102 43076 193913 SH SOLE 192350 0 1563 DIGITAL RLTY TR INC COM 253868103 353 2533 SH SOLE 2533 0 0 DISNEY WALT CO COM 254687106 1101 6076 SH SOLE 6076 0 0 DOMINOS PIZZA INC COM 25754A201 4012 10463 SH SOLE 10463 0 0 DOVER CORP COM 260003108 912 7226 SH SOLE 7226 0 0 DROPBOX INC CL A 26210C104 6668 300485 SH SOLE 300485 0 0 EBAY INC. COM 278642103 3083 61351 SH SOLE 61351 0 0 EBIX INC COM NEW 278715206 373 9825 SH SOLE 9825 0 0 LILLY ELI & CO COM 532457108 421 2495 SH SOLE 2495 0 0 EMERSON ELEC CO COM 291011104 547 6800 SH SOLE 6800 0 0 EQUINIX INC COM 29444u700 2912 4078 SH SOLE 4078 0 0 EVERCORE INC CLASS A 29977A105 208 1901 SH SOLE 1901 0 0 EVERTEC INC COM 30040P103 260 6603 SH SOLE 6603 0 0 EXELIXIS INC COM 30161Q104 473 23550 SH SOLE 23550 0 0 EXXON MOBIL CORP COM 30231g102 545 13228 SH SOLE 13228 0 0 FACEBOOK INC CL A 30303m102 232 849 SH SOLE 849 0 0 FIDELITY NATL INFORMATION SV COM 31620m106 5784 40886 SH SOLE 40886 0 0 FIRST INDL RLTY TR INC COM 32054K103 201 4776 SH SOLE 4776 0 0 FISERV INC COM 337738108 35163 308831 SH SOLE 306941 0 1890 FMC CORP COM NEW 302491303 1379 12000 SH SOLE 12000 0 0 FORTIVE CORP COM 34959j108 682 9624 SH SOLE 9624 0 0 FRANCO NEV CORP COM 351858105 4885 38978 SH SOLE 38978 0 0 GENERAL ELECTRIC CO COM 369604103 435 40307 SH SOLE 40307 0 0 GENERAL MTRS CO COM 37045v100 29935 718901 SH SOLE 711701 0 7200 GENERAL DYNAMICS CORP COM 369550108 609 4095 SH SOLE 4095 0 0 GENPACT LIMITED SHS G3922B107 217 5236 SH SOLE 5236 0 0 GENWORTH FINL INC COM CL A 37247d106 333 87987 SH SOLE 87987 0 0 GILEAD SCIENCES INC COM 375558103 3837 65868 SH SOLE 65868 0 0 GLOBUS MED INC CL A 379577208 343 5255 SH SOLE 5255 0 0 GOLAR LNG LTD SHS g9456a100 137 14238 SH SOLE 14238 0 0 GOLDMAN SACHS GROUP INC COM 38141g104 539 2044 SH SOLE 2044 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 174 10274 SH SOLE 10274 0 0 GRITSTONE ONCOLOGY INC COM 39868t105 112 28380 SH SOLE 28380 0 0 HERSHEY CO COM 427866108 347 2276 SH SOLE 2276 0 0 HOLOGIC INC COM 436440101 344 4723 SH SOLE 4723 0 0 HOME BANCSHARES INC COM 436893200 270 13858 SH SOLE 13858 0 0 HOME DEPOT INC COM 437076102 1295 4876 SH SOLE 4876 0 0 HONEYWELL INTL INC COM 438516106 427 2007 SH SOLE 2007 0 0 IHS MARKIT LTD SHS G47567105 5133 57140 SH SOLE 57140 0 0 ILLINOIS TOOL WKS INC COM 452308109 272 1333 SH SOLE 1333 0 0 INMODE LTD SHS M5425M103 308 6491 SH SOLE 6491 0 0 INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 252 3880 SH SOLE 3880 0 0 INTEL CORP COM 458140100 720 14458 SH SOLE 14458 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866f104 37853 328326 SH SOLE 326226 0 2100 INTERNATIONAL BUSINESS MACHS COM 459200101 388 3083 SH SOLE 3083 0 0 INTERNATIONAL PAPER CO COM 460146103 298 6000 SH SOLE 6000 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 571 698 SH SOLE 698 0 0 IQVIA HLDGS INC COM 46266C105 4874 27204 SH SOLE 27204 0 0 JOHNSON & JOHNSON COM 478160104 8642 54910 SH SOLE 54910 0 0 JPMORGAN CHASE & CO COM 46625h100 30371 239007 SH SOLE 237107 0 1900 KINDER MORGAN INC DEL COM 49456b101 1326 97008 SH SOLE 97008 0 0 KINGSTONE COS INC COM 496719105 124 18596 SH SOLE 18596 0 0 KRAFT HEINZ CO COM 500754106 385 11108 SH SOLE 11108 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 6040 31956 SH SOLE 31956 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 259 1271 SH SOLE 1271 0 0 LAUDER ESTEE COS INC CL A 518439104 619 2325 SH SOLE 2325 0 0 LAZARD LTD SHS A g54050102 246 5806 SH SOLE 5806 0 0 LENNAR CORP CL A 526057104 210 2750 SH SOLE 2750 0 0 LINCOLN NATL CORP IND COM 534187109 604 12000 SH SOLE 12000 0 0 LIVENT CORP COM 53814L108 211 11223 SH SOLE 11223 0 0 LOWES COS INC COM 548661107 449 2800 SH SOLE 2800 0 0 MANTECH INTL CORP CL A 564563104 269 3030 SH SOLE 3030 0 0 MARKEL CORP COM 570535104 954 923 SH SOLE 923 0 0 MASTERCARD INCORPORATED CL A 57636q104 5462 15301 SH SOLE 15301 0 0 MCDONALDS CORP COM 580135101 343 1600 SH SOLE 1600 0 0 MEDTRONIC PLC SHS G5960L103 235 2010 SH SOLE 2010 0 0 MERCK & CO. INC COM 58933Y105 1629 19913 SH SOLE 19913 0 0 MICROSOFT CORP COM 594918104 88866 399542 SH SOLE 397862 0 1680 MID-AMER APT CMNTYS INC COM 59522j103 274 2160 SH SOLE 2160 0 0 MODINE MFG CO COM 607828100 259 20652 SH SOLE 20652 0 0 MONDELEZ INTL INC CL A 609207105 23985 410208 SH SOLE 406908 0 3300 MORNINGSTAR INC COM 617700109 459 1982 SH SOLE 1982 0 0 MSG NETWORK INC CL A 553573106 3990 270668 SH SOLE 270668 0 0 NEW YORK TIMES CO CL A 650111107 656 12677 SH SOLE 12677 0 0 NEPTUNE WELLNESS SOLUTIONS I COM 64079L105 42 27000 SH SOLE 27000 0 0 NIKE INC CL B 654106103 692 4892 SH SOLE 4892 0 0 NUVASIVE INC COM 670704105 209 3715 SH SOLE 3715 0 0 ORACLE CORP COM 68389X105 46185 713948 SH SOLE 707478 0 6470 PAYPAL HLDGS INC COM 70450y103 3811 16272 SH SOLE 16272 0 0 PEPSICO INC COM 713448108 4024 27131 SH SOLE 27131 0 0 PFIZER INC COM 717081103 929 25245 SH SOLE 25245 0 0 PHILIP MORRIS INTL INC COM 718172109 965 11658 SH SOLE 11658 0 0 PRA HEALTH SCIENCES INC COM 69354M108 407 3246 SH SOLE 3246 0 0 PROCTER AND GAMBLE CO COM 742718109 2440 17535 SH SOLE 17535 0 0 PROGRESSIVE CORP COM 743315103 236 2388 SH SOLE 2388 0 0 PROLOGIS INC. COM 74340W103 15468 155206 SH SOLE 153806 0 1400 PROSPERITY BANCSHARES INC COM 743606105 235 3395 SH SOLE 3395 0 0 PTC INC COM 69370C100 6023 50357 SH SOLE 50357 0 0 QURATE RETAIL INC COM SER A 74915M100 4911 447659 SH SOLE 447659 0 0 REGIONS FINANCIAL CORP NEW COM 7591EP100 903 56016 SH SOLE 56016 0 0 RESTAURANT BRANDS INTL INC COM 76131d103 11038 180624 SH SOLE 177924 0 2700 ROYAL GOLD INC COM 780287108 312 2938 SH SOLE 2938 0 0 S&P GLOBAL INC COM 78409V104 908 2761 SH SOLE 2761 0 0 SCIENCE APPLICATIONS INTL CO COM 808625107 324 3424 SH SOLE 3424 0 0 SHERWIN WILLIAMS CO COM 824348106 658 896 SH SOLE 896 0 0 SHYFT GROUP INC COM 825698103 256 9006 SH SOLE 9006 0 0 SMITH A O CORP COM 831865209 339 6186 SH SOLE 6186 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417m104 3051 9560 SH SOLE 9560 0 0 STARBUCKS CORP COM 855244109 2338 21855 SH SOLE 21855 0 0 STATE STR CORP COM 857477103 546 7500 SH SOLE 7500 0 0 STRATEGIC ED INC COM 86272C103 3523 36958 SH SOLE 36958 0 0 STRYKER CORPORATION COM 863667101 1381 5636 SH SOLE 5636 0 0 SWITCH INC CL A 87105L104 325 19877 SH SOLE 19877 0 0 SYSCO CORP COM 871829107 231 3111 SH SOLE 3111 0 0 TABULA RASA HEALTHCARE INC COM 873379101 16383 382433 SH SOLE 380920 0 1513 TEXAS PAC LD TR SUB CTF PROP I T 882610108 237 326 SH SOLE 326 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 67017 143882 SH SOLE 143152 0 730 TRIMBLE INC COM 896239100 1516 22700 SH SOLE 22700 0 0 UBER TECHNOLOGIES INC COM 90353t100 319 6262 SH SOLE 6262 0 0 UBIQUITI INC COM 90353W103 401 1439 SH SOLE 1439 0 0 UNILEVER PLC SPON ADR NEW 904767704 220 3637 SH SOLE 3637 0 0 UNION BANKSHARES INC COM 905400107 1322 51439 SH SOLE 51439 0 0 UNION PAC CORP COM 907818108 208 998 SH SOLE 998 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1343 7976 SH SOLE 7976 0 0 UNITEDHEALTH GROUP INC COM 91324p102 2012 5736 SH SOLE 5736 0 0 V F CORP COM 918204108 342 4000 SH SOLE 4000 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 221 3190 SH SOLE 3190 0 0 VERISK ANALYTICS INC COM 92345y106 623 3000 SH SOLE 3000 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 511 8697 SH SOLE 8697 0 0 VIRTU FINL INC CL A 928254101 5728 227584 SH SOLE 227584 0 0 VISA INC COM CL A 92826c839 338 1544 SH SOLE 1544 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 596 14945 SH SOLE 14945 0 0 WELLS FARGO CO NEW COM 949746101 1220 40408 SH SOLE 40408 0 0 WESTERN ALLIANCE BANCORP COM 957638109 376 6272 SH SOLE 6272 0 0 WEX INC COM 96208T104 254 1250 SH SOLE 1250 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 5606 134316 SH SOLE 134316 0 0 WHIRLPOOL CORP COM 963320106 5548 30737 SH SOLE 30737 0 0 WILLIAMS COS INC COM 969457100 461 23000 SH SOLE 23000 0 0 WORLD WRESTLING ENTMT INC CL A 98156Q108 474 9860 SH SOLE 9860 0 0 YAMANA GOLD INC COM 98462y100 57 10000 SH SOLE 10000 0 0 YUM BRANDS INC COM 988498101 332 3060 SH SOLE 3060 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369y209 394 3474 SH SOLE 3474 0 0 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 210 14300 SH SOLE 14300 0 0 INVESCO QQQ TR UNIT SER 1 46090e103 756 2411 SH SOLE 2411 0 0 ISHARES TR CORE S&P SCP ETF 464287804 315 3428 SH SOLE 3428 0 0 ISHARES TR CORE S&P500 ETF 464287200 610 1625 SH SOLE 1625 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 379 7344 SH SOLE 7344 0 0 ISHARES TR NASDAQ BIOTECH 464287556 1904 12567 SH SOLE 12567 0 0 ISHARES TR EXPANDED TECH 464287515 930 2627 SH SOLE 2627 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 464 3520 SH SOLE 3520 0 0 ISHARES TR RUS 1000 ETF 464287622 2455 11589 SH SOLE 11589 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1421 5894 SH SOLE 5894 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 242 845 SH SOLE 845 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1080 5510 SH SOLE 5510 0 0 KRANESHARES TR CSI CHI INTERNET 500767306 4289 55859 SH SOLE 55859 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 431 6946 SH SOLE 6946 0 0 SELECT SECTOR SPDR TR ENERGY 81369y506 682 18000 SH SOLE 18000 0 0 SPDR GOLD TR GOLD SHS 78463v107 6376 35747 SH SOLE 35747 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 273 8087 SH SOLE 8087 0 0 SPDR S&P 500 ETF TR TR UNIT 78462f103 6431 17202 SH SOLE 17202 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467y107 294 701 SH SOLE 701 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2463 7165 SH SOLE 7165 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204a207 615 3537 SH SOLE 3537 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 291 2061 SH SOLE 2061 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 709 12156 SH SOLE 12156 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 952 20175 SH SOLE 20175 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 581 11601 SH SOLE 11601 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 351 2130 SH SOLE 2130 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 383 4513 SH SOLE 4513 0 0 VANGUARD WORLD FDS INF TECH ETF 92204a702 421 1189 SH SOLE 1189 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 527 8562 SH SOLE 8562 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 235 1205 SH SOLE 1205 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 203 1430 SH SOLE 1430 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3139 16127 SH SOLE 16127 0 0