Spear Advisors LLC

Position in KTOS — Kratos Defense & Security Solutions, Inc.

CIK 2119894 East Hampton, NY

Position in KTOS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$6,306,343

New position

Shares Held

89,439

first reported quarter

Ownership

0.048%

of shares outstanding

% of Portfolio

5.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Spear Advisors LLC holds $34,230,458 across 5 Aerospace & Defense names. KTOS ranks #3 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KRMN	Karman Holdings Inc.	127,974	$10,244,318
2	AVAV	AeroVironment Inc	45,700	$8,365,385
3	KTOS	Kratos Defense & Security Solutions, Inc. This page	89,439	$6,306,343
4	RKLB	Rocket Lab Corp	78,224	$5,023,545
5	LUNR	Intuitive Machines, Inc.	231,189	$4,290,867

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,306,343	89,439	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.