Spear Advisors LLC

CIK

2119894

Location

East Hampton, NY

Portfolio Value

Small $134,295,441

Diversification

Diversified

Filing Date

Global Rank

#5,080 / 8,578 ▲ 22

Top Industry

Aerospace & Defense 25.5%

3Y Alpha vs SPY

+187.5%

Period ended 3 months ago

Filed May 15, 2026 · 32d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+48.8%

SPY

+11.2%

Annualised alpha

+191.3%

Max drawdown

−14.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.2%

−1.9 pts

Top 5

37.8%

−4.6 pts

Top 10

64.2%

−3.4 pts

HHI

552

Diversified−60

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	63.3%	$84,985,254	18
Industrials	25.5%	$34,230,458	5
Financial Services	7.2%	$9,728,792	1
Communication Services	4.0%	$5,346,469	1
Utilities	0.0%	$4,468	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
WULF	Terawulf Inc.	+97,608	674,206	$9,728,792
ANET	Arista Networks, Inc.	+7,319	43,919	$5,392,374
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
MRVL	Marvell Technology, Inc.	−82,648	35,802	$3,546,188
CRDO	Credo Technology Group Holding Ltd	−55,001	26,348	$2,473,286
ALAB	Astera Labs, Inc.	−48,613	46,282	$5,072,507
RKLB	Rocket Lab Corp	−48,400	78,224	$5,023,545
APLD	Applied Digital Corp.	−41,370	251,886	$5,979,773
NET	Cloudflare, Inc.	−26,961	2,679	$552,784
CIEN	Ciena Corp	−25,767	3,938	$1,528,849
COHR	Coherent Corp.	−23,658	51,712	$12,318,315
AMD	Advanced Micro Devices Inc	−19,140	2,316	$471,143
ASTS	AST SpaceMobile, Inc.	−17,608	69,306	$5,743,388
CEG	Constellation Energy Corp	−16,663	16	$4,468
SATS	EchoStar CORP	−12,027	45,669	$5,346,469
SNOW	Snowflake Inc.	−10,856	2	$301
CRWD	CrowdStrike Holdings, Inc.	−6,644	851	$332,238
NVDA	Nvidia Corp	−2,181	46,520	$8,113,088
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
KRMN	Karman Holdings Inc.	127,974	$10,244,318
KLAC	Kla Corp	6,887	$10,140,487
AVAV	AeroVironment Inc	45,700	$8,365,385
MKSI	Mks Inc	35,651	$8,192,956
LRCX	Lam Research Corp	31,887	$6,812,976
KTOS	Kratos Defense & Security Solutions, Inc.	89,439	$6,306,343
LITE	Lumentum Holdings Inc.	6,500	$4,567,940
LUNR	Intuitive Machines, Inc.	231,189	$4,290,867
TER	Teradyne, Inc	12,638	$3,746,661
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
SHOP	Shopify Inc.	34,573	$5,565,215
ZS	Zscaler, Inc.	15,382	$3,459,719
RGTI	Rigetti Computing, Inc.	93,092	$2,061,987
IONQ	IonQ, Inc.	41,291	$1,852,727
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

26 positions · $134,295,441 total · as of Mar 31, 2026

All sectors Communication Services Financial Services Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COHR	Coherent Corp. Technology	Reduced	51,712	-23,658	$12,318,315	−11.4%	9.17%
KRMN	Karman Holdings Inc. Industrials	NEW	127,974	NEW	$10,244,318	NEW	7.63%
KLAC	Kla Corp Technology	NEW	6,887	NEW	$10,140,487	NEW	7.55%
WULF	Terawulf Inc. Financial Services	Added	674,206	+97,608	$9,728,792	+46.8%	7.24%
AVAV	AeroVironment Inc Industrials	NEW	45,700	NEW	$8,365,385	NEW	6.23%
MKSI	Mks Inc Technology	NEW	35,651	NEW	$8,192,956	NEW	6.10%
NVDA	Nvidia Corp Technology	Reduced	46,520	-2,181	$8,113,088	−10.7%	6.04%
LRCX	Lam Research Corp Technology	NEW	31,887	NEW	$6,812,976	NEW	5.07%
KTOS	Kratos Defense & Security Solutions, Inc. Industrials	NEW	89,439	NEW	$6,306,343	NEW	4.70%
APLD	Applied Digital Corp. Technology	Reduced	251,886	-41,370	$5,979,773	−16.8%	4.45%
ASTS	AST SpaceMobile, Inc. Technology	Reduced	69,306	-17,608	$5,743,388	−9.0%	4.28%
ANET	Arista Networks, Inc. Technology	Added	43,919	+7,319	$5,392,374	+12.4%	4.02%
SATS	EchoStar CORP Communication Services	Reduced	45,669	-12,027	$5,346,469	−14.8%	3.98%
ALAB	Astera Labs, Inc. Technology	Reduced	46,282	-48,613	$5,072,507	−67.9%	3.78%
RKLB	Rocket Lab Corp Industrials	Reduced	78,224	-48,400	$5,023,545	−43.1%	3.74%
LITE	Lumentum Holdings Inc. Technology	NEW	6,500	NEW	$4,567,940	NEW	3.40%
LUNR	Intuitive Machines, Inc. Industrials	NEW	231,189	NEW	$4,290,867	NEW	3.20%
TER	Teradyne, Inc Technology	NEW	12,638	NEW	$3,746,661	NEW	2.79%
MRVL	Marvell Technology, Inc. Technology	Reduced	35,802	-82,648	$3,546,188	−64.8%	2.64%
CRDO	Credo Technology Group Holding Ltd Technology	Reduced	26,348	-55,001	$2,473,286	−78.9%	1.84%
CIEN	Ciena Corp Technology	Reduced	3,938	-25,767	$1,528,849	−78.0%	1.14%
NET	Cloudflare, Inc. Technology	Reduced	2,679	-26,961	$552,784	−90.5%	0.41%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,316	-19,140	$471,143	−89.7%	0.35%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	851	-6,644	$332,238	−90.5%	0.25%
CEG	Constellation Energy Corp Utilities	Reduced	16	-16,663	$4,468	−99.9%	0.00%
SNOW	Snowflake Inc. Technology	Reduced	2	-10,856	$301	−100.0%	0.00%