Schear Investment Advisers
Latest statistics and disclosures from Schear Investment Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AVGO, GOOGL, SPY, GEV, and represent 26.53% of Schear Investment Advisers's stock portfolio.
- Added to shares of these 10 stocks: VRT, META, MOD, MU, GE, TSM, WMT, CEG, GEV, VST.
- Reduced shares in these 10 stocks: MRVL, SPY, , INTU, CLX, , VOO, Marsh & McLennan Companies, PG, GEHC.
- Sold out of its positions in ADBE, CLX, FANG, INTU, LULU, Marsh & McLennan Companies, MA, SMCI, TGT, ZTS. ACN.
- Schear Investment Advisers was a net seller of stock by $-2.4M.
- Schear Investment Advisers has $232M in assets under management (AUM), dropping by 3.49%.
- Central Index Key (CIK): 0001962838
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Portfolio Holdings for Schear Investment Advisers
Schear Investment Advisers holds 75 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.9 | $18M | 99k | 186.50 |
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| Broadcom (AVGO) | 6.3 | $15M | -2% | 43k | 346.10 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $12M | 37k | 313.00 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.7 | $8.5M | -14% | 13k | 681.92 |
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| Ge Vernova (GEV) | 3.6 | $8.3M | +7% | 13k | 653.57 |
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| Micron Technology (MU) | 3.4 | $8.0M | +14% | 28k | 285.41 |
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| Apple (AAPL) | 3.4 | $7.9M | 29k | 271.86 |
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| Microsoft Corporation (MSFT) | 3.3 | $7.6M | +3% | 16k | 483.62 |
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| Eli Lilly & Co. (LLY) | 3.3 | $7.6M | 7.0k | 1074.75 |
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| Meta Platforms Cl A (META) | 3.0 | $6.9M | +18% | 10k | 660.09 |
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| Amazon (AMZN) | 2.8 | $6.5M | +4% | 28k | 230.82 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.3 | $5.5M | -14% | 8.7k | 627.15 |
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| Advanced Micro Devices (AMD) | 2.2 | $5.2M | +3% | 24k | 214.16 |
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| Citigroup Com New (C) | 1.9 | $4.4M | 38k | 116.69 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $4.4M | 14k | 322.22 |
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| Costco Wholesale Corporation (COST) | 1.8 | $4.1M | 4.8k | 862.34 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.7 | $4.0M | +28% | 13k | 303.89 |
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| Caterpillar (CAT) | 1.6 | $3.8M | -5% | 6.6k | 572.87 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.5 | $3.6M | 7.6k | 468.76 |
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| Ge Aerospace Com New (GE) | 1.5 | $3.5M | +36% | 11k | 308.03 |
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| Morgan Stanley Com New (MS) | 1.5 | $3.4M | +8% | 19k | 177.53 |
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| Visa Com Cl A (V) | 1.4 | $3.3M | 9.6k | 350.71 |
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| Modine Manufacturing (MOD) | 1.4 | $3.2M | +49% | 24k | 133.51 |
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| Oracle Corporation (ORCL) | 1.3 | $3.1M | +10% | 16k | 194.91 |
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| Goldman Sachs (GS) | 1.3 | $3.1M | 3.5k | 879.00 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.2 | $2.7M | +2% | 4.5k | 605.01 |
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| Boston Scientific Corporation (BSX) | 1.1 | $2.6M | +6% | 28k | 95.35 |
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| Delta Air Lines Inc Del Com New (DAL) | 1.1 | $2.6M | +3% | 37k | 69.40 |
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| Wal-Mart Stores (WMT) | 1.1 | $2.6M | +51% | 23k | 111.41 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.1 | $2.5M | 7.0k | 360.13 |
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| PNC Financial Services (PNC) | 1.1 | $2.5M | 12k | 208.73 |
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| TJX Companies (TJX) | 1.1 | $2.5M | +2% | 16k | 153.61 |
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| Vertiv Holdings Com Cl A (VRT) | 1.0 | $2.4M | +167% | 15k | 162.01 |
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| McKesson Corporation (MCK) | 1.0 | $2.4M | +10% | 2.9k | 820.29 |
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| Home Depot (HD) | 1.0 | $2.3M | 6.7k | 344.10 |
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| Constellation Energy (CEG) | 1.0 | $2.3M | +37% | 6.5k | 353.27 |
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| AmerisourceBergen (COR) | 1.0 | $2.3M | +3% | 6.8k | 337.75 |
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| Procter & Gamble Company (PG) | 1.0 | $2.3M | -21% | 16k | 143.31 |
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| Amgen (AMGN) | 0.9 | $2.0M | +8% | 6.2k | 327.31 |
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| Chubb (CB) | 0.8 | $2.0M | -2% | 6.3k | 312.12 |
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| Martin Marietta Materials (MLM) | 0.8 | $2.0M | +15% | 3.1k | 622.66 |
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| Vistra Energy (VST) | 0.8 | $1.9M | +44% | 12k | 161.33 |
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| Linde SHS (LIN) | 0.8 | $1.9M | 4.4k | 426.39 |
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| Motorola Solutions Com New (MSI) | 0.8 | $1.8M | +2% | 4.6k | 383.32 |
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| American Express Company (AXP) | 0.8 | $1.8M | +34% | 4.8k | 369.95 |
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| UnitedHealth (UNH) | 0.7 | $1.7M | +7% | 5.3k | 330.11 |
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| Eaton Corp SHS (ETN) | 0.7 | $1.7M | -5% | 5.2k | 318.51 |
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| Union Pacific Corporation (UNP) | 0.6 | $1.4M | -5% | 6.2k | 231.32 |
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| Chevron Corporation (CVX) | 0.6 | $1.4M | 9.0k | 152.41 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.6 | $1.4M | -20% | 52k | 26.32 |
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| United Rentals (URI) | 0.6 | $1.4M | 1.7k | 809.32 |
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| Stryker Corporation (SYK) | 0.6 | $1.3M | 3.7k | 351.47 |
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| Bank of America Corporation (BAC) | 0.5 | $1.3M | 23k | 55.00 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.2M | 2.0k | 614.34 |
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| Arthur J. Gallagher & Co. (AJG) | 0.5 | $1.1M | -32% | 4.4k | 258.79 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $1.1M | -3% | 5.8k | 183.40 |
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| Deere & Company (DE) | 0.5 | $1.1M | 2.3k | 465.48 |
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| Honeywell International (HON) | 0.4 | $962k | -15% | 4.9k | 195.09 |
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| Blackrock (BLK) | 0.4 | $934k | 873.00 | 1070.34 |
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| Metropcs Communications (TMUS) | 0.4 | $886k | -24% | 4.4k | 203.04 |
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| Air Products & Chemicals (APD) | 0.4 | $829k | -14% | 3.4k | 247.02 |
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| Johnson & Johnson (JNJ) | 0.3 | $808k | 3.9k | 206.95 |
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| D.R. Horton (DHI) | 0.3 | $799k | -3% | 5.5k | 144.03 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $723k | 1.5k | 483.67 |
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| McDonald's Corporation (MCD) | 0.3 | $713k | -6% | 2.3k | 305.63 |
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| Marvell Technology (MRVL) | 0.3 | $633k | -74% | 7.4k | 84.98 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.3 | $608k | -49% | 7.4k | 82.02 |
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| Enterprise Products Partners (EPD) | 0.2 | $491k | +11% | 15k | 32.06 |
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| Coca-Cola Company (KO) | 0.2 | $402k | -9% | 5.7k | 69.91 |
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| L3harris Technologies (LHX) | 0.2 | $395k | 1.3k | 293.57 |
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| Cincinnati Financial Corporation (CINF) | 0.2 | $362k | -12% | 2.2k | 163.32 |
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| Lowe's Companies (LOW) | 0.1 | $290k | -3% | 1.2k | 241.16 |
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| Abbvie (ABBV) | 0.1 | $248k | -3% | 1.1k | 228.54 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $237k | 1.5k | 162.63 |
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| Williams Companies (WMB) | 0.1 | $222k | 3.7k | 60.11 |
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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 Q4 filed Jan. 28, 2026
- 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