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Spear Advisors Portfolio holdings

AUM $134M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$12.5M
3
+$11.3M
4
MRVL icon
Marvell Technology
MRVL
+$10.4M
5
NVDA icon
NVIDIA
NVDA
+$9.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 80.64%
2 Industrials 6.19%
3 Financials 4.64%
4 Communication Services 4.4%
5 Utilities 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALAB icon
1
Astera Labs
ALAB
$76.9B
$15.8M 11.06%
+94,895
COHR icon
2
Coherent
COHR
$68.3B
$13.9M 9.75%
+75,370
CRDO icon
3
Credo Technology Group
CRDO
$51.8B
$11.7M 8.2%
+81,349
MRVL icon
4
Marvell Technology
MRVL
$226B
$10.1M 7.05%
+118,450
NVDA icon
5
NVIDIA
NVDA
$4.76T
$9.08M 6.37%
+48,701
RKLB icon
6
Rocket Lab Corp
RKLB
$61.7B
$8.83M 6.19%
+126,624
APLD icon
7
Applied Digital
APLD
$9.97B
$7.19M 5.04%
+293,256
CIEN icon
8
Ciena
CIEN
$62.8B
$6.95M 4.87%
+29,705
WULF icon
9
TeraWulf
WULF
$11.9B
$6.63M 4.64%
+576,598
ASTS icon
10
AST SpaceMobile
ASTS
$25B
$6.31M 4.42%
+86,914
ECHO
11
EchoStar
ECHO
$29.3B
$6.27M 4.4%
+57,696
CEG icon
12
Constellation Energy
CEG
$86.9B
$5.89M 4.13%
+16,679
NET icon
13
Cloudflare
NET
$88.2B
$5.84M 4.1%
+29,640
SHOP icon
14
Shopify
SHOP
$151B
$5.57M 3.9%
+34,573
ANET icon
15
Arista Networks
ANET
$219B
$4.8M 3.36%
+36,600
AMD icon
16
Advanced Micro Devices
AMD
$928B
$4.6M 3.22%
+21,456
CRWD icon
17
CrowdStrike
CRWD
$211B
$3.51M 2.46%
+29,980
ZS icon
18
Zscaler
ZS
$24.4B
$3.46M 2.42%
+15,382
SNOW icon
19
Snowflake
SNOW
$90.2B
$2.38M 1.67%
+10,858
RGTI icon
20
Rigetti Computing
RGTI
$6.16B
$2.06M 1.45%
+93,092
IONQ icon
21
IonQ
IONQ
$18.8B
$1.85M 1.3%
+41,291