Schear Investment Advisers
Latest statistics and disclosures from Schear Investment Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AVGO, SPY, GOOGL, MSFT, and represent 26.43% of Schear Investment Advisers's stock portfolio.
- Added to shares of these 10 stocks: PG, MSFT, UNH, NVDA, VRT, CEG, VOO, META, GE, WMT.
- Reduced shares in these 10 stocks: SPY, AVGO, LULU, CINF, INTU, SMCI, ADBE, ACN, AJG, GEHC.
- Schear Investment Advisers was a net buyer of stock by $2.5M.
- Schear Investment Advisers has $225M in assets under management (AUM), dropping by 11.15%.
- Central Index Key (CIK): 0001962838
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Portfolio Holdings for Schear Investment Advisers
Schear Investment Advisers holds 86 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.1 | $18M | 98k | 186.58 |
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| Broadcom (AVGO) | 6.4 | $15M | 44k | 329.91 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.3 | $9.8M | -4% | 15k | 666.18 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $9.0M | 37k | 243.10 |
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| Microsoft Corporation (MSFT) | 3.5 | $7.8M | 15k | 517.95 |
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| Apple (AAPL) | 3.3 | $7.4M | 29k | 254.63 |
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| Ge Vernova (GEV) | 3.2 | $7.2M | 12k | 614.90 |
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| Meta Platforms Cl A (META) | 2.9 | $6.4M | 8.8k | 734.38 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.8 | $6.2M | 10k | 612.36 |
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| Amazon (AMZN) | 2.6 | $5.9M | 27k | 219.57 |
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| Eli Lilly & Co. (LLY) | 2.4 | $5.4M | 7.1k | 763.00 |
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| Costco Wholesale Corporation (COST) | 2.0 | $4.4M | 4.8k | 925.63 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $4.2M | 13k | 315.43 |
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| Micron Technology (MU) | 1.8 | $4.1M | 24k | 167.32 |
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| Oracle Corporation (ORCL) | 1.8 | $4.0M | 14k | 281.24 |
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| Citigroup Com New (C) | 1.7 | $3.8M | 38k | 101.50 |
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| Advanced Micro Devices (AMD) | 1.7 | $3.8M | 24k | 161.79 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.6 | $3.6M | 7.4k | 490.38 |
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| Caterpillar (CAT) | 1.5 | $3.3M | 6.9k | 477.15 |
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| Visa Com Cl A (V) | 1.4 | $3.2M | 9.5k | 341.38 |
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| Procter & Gamble Company (PG) | 1.4 | $3.1M | +215% | 20k | 153.65 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.3 | $2.9M | 10k | 279.29 |
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| Morgan Stanley Com New (MS) | 1.3 | $2.8M | 18k | 158.96 |
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| Goldman Sachs (GS) | 1.2 | $2.8M | 3.5k | 796.35 |
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| Home Depot (HD) | 1.2 | $2.7M | 6.7k | 405.19 |
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| Ge Aerospace Com New (GE) | 1.1 | $2.5M | 8.4k | 300.82 |
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| Boston Scientific Corporation (BSX) | 1.1 | $2.5M | 26k | 97.63 |
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| PNC Financial Services (PNC) | 1.1 | $2.5M | 12k | 200.93 |
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| Marvell Technology (MRVL) | 1.1 | $2.4M | 29k | 84.07 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.1 | $2.4M | 4.4k | 546.75 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.0 | $2.3M | 7.0k | 326.36 |
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| Modine Manufacturing (MOD) | 1.0 | $2.3M | 16k | 142.16 |
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| TJX Companies (TJX) | 1.0 | $2.2M | 16k | 144.54 |
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| Linde SHS (LIN) | 0.9 | $2.1M | 4.4k | 475.00 |
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| Motorola Solutions Com New (MSI) | 0.9 | $2.1M | 4.5k | 457.29 |
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| Eaton Corp SHS (ETN) | 0.9 | $2.1M | 5.5k | 374.25 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.9 | $2.0M | 36k | 56.75 |
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| AmerisourceBergen (COR) | 0.9 | $2.0M | 6.5k | 312.53 |
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| McKesson Corporation (MCK) | 0.9 | $2.0M | 2.6k | 772.54 |
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| Arthur J. Gallagher & Co. (AJG) | 0.9 | $2.0M | 6.4k | 309.74 |
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| Chubb (CB) | 0.8 | $1.8M | 6.5k | 282.25 |
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| Martin Marietta Materials (MLM) | 0.8 | $1.7M | 2.7k | 630.28 |
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| UnitedHealth (UNH) | 0.8 | $1.7M | +4% | 4.9k | 345.30 |
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| Amgen (AMGN) | 0.7 | $1.6M | 5.7k | 282.20 |
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| Vistra Energy (VST) | 0.7 | $1.6M | 8.2k | 195.92 |
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| United Rentals (URI) | 0.7 | $1.6M | 1.7k | 954.66 |
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| Wal-Mart Stores (WMT) | 0.7 | $1.6M | +2% | 15k | 103.06 |
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| Constellation Energy (CEG) | 0.7 | $1.6M | +3% | 4.7k | 329.07 |
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| Union Pacific Corporation (UNP) | 0.7 | $1.6M | 6.6k | 236.37 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.7 | $1.5M | 65k | 23.65 |
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| Adobe Systems Incorporated (ADBE) | 0.6 | $1.4M | 4.1k | 352.75 |
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| Chevron Corporation (CVX) | 0.6 | $1.4M | 9.0k | 155.29 |
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| Metropcs Communications (TMUS) | 0.6 | $1.4M | 5.7k | 239.38 |
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| Stryker Corporation (SYK) | 0.6 | $1.4M | 3.7k | 369.67 |
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| Honeywell International (HON) | 0.5 | $1.2M | 5.9k | 210.50 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.2M | 2.0k | 600.37 |
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| Intuit (INTU) | 0.5 | $1.2M | -4% | 1.8k | 682.91 |
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| Bank of America Corporation (BAC) | 0.5 | $1.2M | 23k | 51.59 |
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| American Express Company (AXP) | 0.5 | $1.2M | +2% | 3.5k | 332.16 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.5 | $1.1M | 15k | 75.10 |
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| Air Products & Chemicals (APD) | 0.5 | $1.1M | 3.9k | 272.72 |
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| Deere & Company (DE) | 0.5 | $1.0M | 2.3k | 457.26 |
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| Blackrock (BLK) | 0.5 | $1.0M | 870.00 | 1165.87 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $1.0M | +2% | 6.1k | 167.33 |
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| Clorox Company (CLX) | 0.4 | $998k | 8.1k | 123.30 |
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| D.R. Horton (DHI) | 0.4 | $979k | 5.8k | 169.47 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $941k | -2% | 3.8k | 246.60 |
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| Vertiv Holdings Com Cl A (VRT) | 0.4 | $828k | +7% | 5.5k | 150.86 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $759k | +2% | 1.5k | 499.21 |
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| McDonald's Corporation (MCD) | 0.3 | $759k | 2.5k | 303.89 |
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| Johnson & Johnson (JNJ) | 0.3 | $727k | 3.9k | 185.42 |
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| Marsh & McLennan Companies (MMC) | 0.3 | $656k | 3.3k | 201.53 |
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| Lululemon Athletica (LULU) | 0.2 | $512k | -13% | 2.9k | 177.93 |
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| Enterprise Products Partners (EPD) | 0.2 | $430k | 14k | 31.27 |
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| Coca-Cola Company (KO) | 0.2 | $419k | 6.3k | 66.32 |
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| L3harris Technologies (LHX) | 0.2 | $411k | +5% | 1.3k | 305.41 |
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| Cincinnati Financial Corporation (CINF) | 0.2 | $400k | -12% | 2.5k | 158.10 |
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| Target Corporation (TGT) | 0.2 | $346k | -3% | 3.9k | 89.70 |
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| Lowe's Companies (LOW) | 0.1 | $314k | 1.2k | 251.31 |
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| Zoetis Cl A (ZTS) | 0.1 | $290k | 2.0k | 146.32 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $281k | 1.5k | 192.74 |
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| Abbvie (ABBV) | 0.1 | $260k | 1.1k | 231.54 |
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| Williams Companies (WMB) | 0.1 | $234k | 3.7k | 63.35 |
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| Diamondback Energy (FANG) | 0.1 | $210k | 1.5k | 143.10 |
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| Super Micro Computer Com New (SMCI) | 0.1 | $210k | -14% | 4.4k | 47.94 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $209k | +2% | 367.00 | 568.81 |
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Past Filings by Schear Investment Advisers
SEC 13F filings are viewable for Schear Investment Advisers going back to 2022
- Schear Investment Advisers 2025 Q3 filed Oct. 21, 2025
- Schear Investment Advisers 2025 Q2 filed Aug. 14, 2025
- Schear Investment Advisers 2025 Q1 filed May 1, 2025
- Schear Investment Advisers 2024 Q4 filed Jan. 29, 2025
- Schear Investment Advisers 2024 Q3 filed Nov. 6, 2024
- Schear Investment Advisers 2024 Q2 filed July 30, 2024
- Schear Investment Advisers 2024 Q1 filed May 1, 2024
- Schear Investment Advisers 2023 Q4 filed Jan. 31, 2024
- Schear Investment Advisers 2023 Q3 filed Oct. 25, 2023
- Schear Investment Advisers 2023 Q2 filed July 17, 2023
- Schear Investment Advisers 2023 Q1 filed April 26, 2023
- Schear Investment Advisers 2022 Q4 filed Jan. 24, 2023