Spear Advisors LLC
CIK
2119894
Location
East Hampton, NY
Portfolio Value
Small
$134,046,262
Diversification
Diversified
Filing Date
Global Rank
#5,097
/ 8,605
▲ 52
· as of Mar 2026
Top Industry
Aerospace & Defense
25.5%
3Y Alpha vs SPY
+113.7%
Period ended 3 months ago
Filed May 15, 2026 · 55d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+43.6%
SPY
+10.0%
Annualised alpha
+121.7%
Max drawdown
−16.0%
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, 2025Top Position
9.2%
−2.1 pts
Top 5
37.9%
−5.3 pts
Top 10
64.3%
−4.6 pts
HHI
554
Diversified−75
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 63.2% | $84,736,075 |
| Industrials | 25.5% | $34,230,458 |
| Financial Services | 7.3% | $9,728,792 |
| Communication Services | 4.0% | $5,346,469 |
| Utilities | 0.0% | $4,468 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| ECHO | EchoStar CORP | −12,027 | 45,669 | $5,346,469 | |
| SNOW | Snowflake Inc. | −10,856 | 2 | $301 | |
| CRWD | CrowdStrike Holdings, Inc. | −6,644 | 851 | $83,059 | |
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
26 positions ·
$134,046,262 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COHR |
Coherent Corp.
Technology
|
Reduced | 51,712 | $12,318,315 | 9.19% | |
| KRMN |
Karman Holdings Inc.
Industrials
|
NEW | 127,974 | $10,244,318 | 7.64% | |
| KLAC |
Kla Corp
Technology
|
NEW | 6,887 | $10,140,487 | 7.56% | |
| WULF |
Terawulf Inc.
Financial Services
|
Added | 674,206 | $9,728,792 | 7.26% | |
| AVAV |
AeroVironment Inc
Industrials
|
NEW | 45,700 | $8,365,385 | 6.24% | |
| MKSI |
Mks Inc
Technology
|
NEW | 35,651 | $8,192,956 | 6.11% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 46,520 | $8,113,088 | 6.05% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 31,887 | $6,812,976 | 5.08% | |
| KTOS |
Kratos Defense & Security Solutions, Inc.
Industrials
|
NEW | 89,439 | $6,306,343 | 4.70% | |
| APLD |
Applied Digital Corp.
Technology
|
Reduced | 251,886 | $5,979,773 | 4.46% | |
| ASTS |
AST SpaceMobile, Inc.
Technology
|
Reduced | 69,306 | $5,743,388 | 4.28% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 43,919 | $5,392,374 | 4.02% | |
| ECHO |
EchoStar CORP
Communication Services
|
Reduced | 45,669 | $5,346,469 | 3.99% | |
| ALAB |
Astera Labs, Inc.
Technology
|
Reduced | 46,282 | $5,072,507 | 3.78% | |
| RKLB |
Rocket Lab Corp
Industrials
|
Reduced | 78,224 | $5,023,545 | 3.75% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
NEW | 6,500 | $4,567,940 | 3.41% | |
| LUNR |
Intuitive Machines, Inc.
Industrials
|
NEW | 231,189 | $4,290,867 | 3.20% | |
| TER |
Teradyne, Inc
Technology
|
NEW | 12,638 | $3,746,661 | 2.80% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 35,802 | $3,546,188 | 2.65% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
Reduced | 26,348 | $2,473,286 | 1.85% | |
| CIEN |
Ciena Corp
Technology
|
Reduced | 3,938 | $1,528,849 | 1.14% | |
| NET |
Cloudflare, Inc.
Technology
|
Reduced | 2,679 | $552,784 | 0.41% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 2,316 | $471,143 | 0.35% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 851 | $83,059 | 0.06% | |
| CEG |
Constellation Energy Corp
Utilities
|
Reduced | 16 | $4,468 | 0.00% | |
| SNOW |
Snowflake Inc.
Technology
|
Reduced | 2 | $301 | 0.00% |