Spear Advisors LLC

Q1 2026 13F-HR Holdings

Location
East Hampton, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
26
Total value ($000)
$134,295
Net value change ($000)
-8,398 (-5.9%)
New positions
9
Sold out positions
4
Turnover %
56.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 3/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
KRMN 10,244 NEW
KLAC 10,140 NEW
AVAV 8,365 NEW
MKSI 8,193 NEW
LRCX 6,813 NEW
KTOS 6,306 NEW
LITE 4,568 NEW
LUNR 4,291 NEW
TER 3,747 NEW
WULF 3,104 46.9%
Top Reduces (Value $000, Stocks/ETFs)
ALAB -10,714 -67.9%
CRDO -9,232 -78.9%
MRVL -6,520 -64.8%
CEG -5,888 -99.9%
SHOP -5,565 -100.0%
CIEN -5,418 -78.0%
NET -5,291 -90.5%
AMD -4,124 -89.7%
RKLB -3,809 -43.1%
ZS -3,460 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type