Spear Advisors LLC
SEC Form 13F institutional filer · CIK 0002119894
13F-HR · 14 reported holdings · 2026-03-31
Reported long-US-equity value
$0.07B
Top-10 concentration
96.7%
Spear Advisors LLC — $70.7M AUM allocation strategy
Spear Advisors LLC files SEC Form 13F and reports $70.7M of long US equity value across 14 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 80.6%, followed by Communication Services 19.4% and Utilities 0.0%.
The top 10 holdings account for 97% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Spear Advisors LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$70.7M
total across 14 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
97% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$MRVL −82.6K sh · −$6.52M−$CIEN −25.8K sh · −$5.42M−$COHR −23.7K sh · −$1.59M
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductor Materials & Equipment29.3%—
- Electronic Components17.4%—
- Semiconductors17.2%—
- Communications Equipment16.3%—
- Integrated Telecommunication Services11.8%—
- Wireless Telecommunication Services7.6%—
- Systems Software0.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $COHR | Coherent Corp | 51.7K | $12.3M | -23.7K | 17.4% |
| $KLAC | KLA Corporation | 6.89K | $10.1M | — | 14.3% |
| $T | AT&T Inc | 45.7K | $8.37M | — | 11.8% |
| $NVDA | NVIDIA Corporation | 46.5K | $8.11M | -2.18K | 11.5% |
| $LRCX | Lam Research Corporation | 31.9K | $6.81M | — | 9.6% |
| $ANET | Arista Networks Inc | 43.9K | $5.39M | +7.32K | 7.6% |
| $ECHO | EchoStar Corporation | 45.7K | $5.35M | -12K | 7.6% |
| $LITE | Lumentum Holdings Inc | 6.5K | $4.57M | — | 6.5% |
| $TER | Teradyne Inc | 12.6K | $3.75M | — | 5.3% |
| $MRVL | Marvell Technology Inc | 35.8K | $3.55M | -82.6K | 5.0% |
…and 4 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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