Schear Investment Advisers
Latest statistics and disclosures from Schear Investment Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MU, NVDA, AMD, AVGO, GEV, and represent 32.68% of Schear Investment Advisers's stock portfolio.
- Added to shares of these 10 stocks: QQQ, GE, DVN, HON, HONA, GOOGL, BE, DELL, MOD, CLS.
- Started 9 new stock positions in AMLP, BE, CLS, HONA, KLAC, HON, AJG, DELL, DVN.
- Reduced shares in these 10 stocks: SPY, MU, CTRA, NVDA, AMD, AVGO, Honeywell International, GEV, , VST.
- Sold out of its positions in CTRA, Honeywell International, KMI.
- Schear Investment Advisers was a net seller of stock by $-1.8M.
- Schear Investment Advisers has $299M in assets under management (AUM), dropping by 31.85%.
- Central Index Key (CIK): 0001962838
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Portfolio Holdings for Schear Investment Advisers
Schear Investment Advisers holds 83 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Micron Technology (MU) | 11.1 | $33M | -8% | 29k | 1154.29 |
|
| NVIDIA Corporation (NVDA) | 6.2 | $18M | -7% | 92k | 200.09 |
|
| Advanced Micro Devices (AMD) | 5.8 | $17M | -7% | 30k | 580.91 |
|
| Broadcom (AVGO) | 4.9 | $15M | -7% | 39k | 377.75 |
|
| Ge Vernova (GEV) | 4.7 | $14M | -5% | 12k | 1174.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $14M | +3% | 39k | 357.37 |
|
| Eli Lilly & Co. (LLY) | 2.9 | $8.6M | +2% | 7.2k | 1199.35 |
|
| Apple (AAPL) | 2.8 | $8.4M | 29k | 289.36 |
|
|
| Modine Manufacturing (MOD) | 2.4 | $7.3M | +4% | 27k | 267.02 |
|
| Caterpillar (CAT) | 2.4 | $7.2M | +3% | 6.8k | 1064.90 |
|
| Microsoft Corporation (MSFT) | 2.4 | $7.2M | 19k | 373.02 |
|
|
| Amazon (AMZN) | 2.3 | $6.8M | +2% | 28k | 238.34 |
|
| Ge Aerospace Com New (GE) | 2.2 | $6.6M | +52% | 18k | 373.73 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.2 | $6.5M | +2% | 14k | 477.57 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.9 | $5.8M | 7.6k | 763.14 |
|
|
| Citigroup Com New (C) | 1.9 | $5.6M | +4% | 40k | 139.96 |
|
| Vertiv Holdings Com Cl A (VRT) | 1.8 | $5.4M | +3% | 16k | 334.82 |
|
| Meta Platforms Cl A (META) | 1.6 | $4.8M | 8.5k | 563.29 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.6 | $4.7M | -43% | 6.3k | 746.77 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $4.7M | +4% | 14k | 327.33 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.5 | $4.6M | 7.0k | 655.89 |
|
|
| Costco Wholesale Corporation (COST) | 1.5 | $4.4M | 4.8k | 935.47 |
|
|
| Morgan Stanley Com New (MS) | 1.4 | $4.2M | +4% | 20k | 209.04 |
|
| Delta Air Lines Com New (DAL) | 1.3 | $3.8M | +5% | 40k | 93.66 |
|
| Goldman Sachs (GS) | 1.2 | $3.6M | +3% | 3.6k | 1011.37 |
|
| Visa Com Cl A (V) | 1.2 | $3.5M | +5% | 10k | 343.09 |
|
| PNC Financial Services (PNC) | 1.0 | $3.1M | 12k | 246.22 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $2.9M | +468% | 3.9k | 736.47 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $2.8M | -2% | 4.1k | 686.76 |
|
| Wal-Mart Stores (WMT) | 0.9 | $2.7M | +3% | 24k | 113.26 |
|
| TJX Companies (TJX) | 0.8 | $2.5M | +2% | 17k | 151.50 |
|
| Linde SHS (LIN) | 0.8 | $2.4M | +5% | 4.6k | 518.94 |
|
| Marvell Technology (MRVL) | 0.8 | $2.4M | +6% | 8.1k | 297.88 |
|
| Home Depot (HD) | 0.8 | $2.4M | 6.7k | 352.68 |
|
|
| McKesson Corporation (MCK) | 0.8 | $2.3M | +3% | 3.0k | 755.60 |
|
| UnitedHealth (UNH) | 0.8 | $2.3M | 5.5k | 415.63 |
|
|
| Amgen (AMGN) | 0.8 | $2.3M | 6.3k | 362.12 |
|
|
| Procter & Gamble Company (PG) | 0.7 | $2.2M | -5% | 15k | 146.64 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.7 | $2.1M | +3% | 4.7k | 450.98 |
|
| Chubb (CB) | 0.7 | $2.1M | 6.2k | 340.74 |
|
|
| Martin Marietta Materials (MLM) | 0.7 | $2.0M | +6% | 3.5k | 576.70 |
|
| Motorola Solutions Com New (MSI) | 0.6 | $1.9M | 4.7k | 415.29 |
|
|
| AmerisourceBergen (COR) | 0.6 | $1.9M | 6.8k | 282.98 |
|
|
| Medpace Hldgs (MEDP) | 0.6 | $1.9M | +16% | 3.6k | 529.59 |
|
| United Rentals (URI) | 0.6 | $1.8M | 1.6k | 1132.89 |
|
|
| Vistra Energy (VST) | 0.6 | $1.7M | -8% | 11k | 158.63 |
|
| Union Pacific Corporation (UNP) | 0.6 | $1.7M | 6.2k | 272.00 |
|
|
| American Express Company (AXP) | 0.6 | $1.7M | +2% | 5.0k | 338.25 |
|
| Constellation Energy (CEG) | 0.5 | $1.6M | 6.6k | 248.37 |
|
|
| Chevron Corporation (CVX) | 0.5 | $1.6M | +6% | 9.7k | 165.76 |
|
| Boston Scientific Corporation (BSX) | 0.5 | $1.6M | -7% | 37k | 42.68 |
|
| Devon Energy Corporation (DVN) | 0.5 | $1.5M | NEW | 37k | 41.32 |
|
| Deere & Company (DE) | 0.5 | $1.4M | 2.3k | 634.22 |
|
|
| Bank of America Corporation (BAC) | 0.4 | $1.3M | 23k | 56.98 |
|
|
| Raytheon Technologies Corp (RTX) | 0.4 | $1.1M | +2% | 6.0k | 189.73 |
|
| Stryker Corporation (SYK) | 0.4 | $1.1M | -2% | 3.6k | 314.84 |
|
| Johnson & Johnson (JNJ) | 0.3 | $999k | 3.9k | 253.97 |
|
|
| D.R. Horton (DHI) | 0.3 | $895k | 5.5k | 162.88 |
|
|
| Air Products & Chemicals (APD) | 0.3 | $886k | 3.0k | 293.18 |
|
|
| Blackrock (BLK) | 0.3 | $837k | 870.00 | 961.56 |
|
|
| Corning Incorporated (GLW) | 0.3 | $793k | +61% | 3.1k | 255.43 |
|
| Metropcs Communications (TMUS) | 0.2 | $711k | 4.2k | 167.73 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $708k | -7% | 1.4k | 509.46 |
|
| McDonald's Corporation (MCD) | 0.2 | $623k | 2.3k | 270.31 |
|
|
| Enterprise Products Partners (EPD) | 0.2 | $563k | 15k | 36.76 |
|
|
| Honeywell International (HON) | 0.2 | $549k | NEW | 2.5k | 223.90 |
|
| Honeywell Aerospace (HONA) | 0.2 | $542k | NEW | 2.5k | 221.08 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.2 | $460k | NEW | 1.5k | 302.70 |
|
| Coca-Cola Company (KO) | 0.2 | $455k | -2% | 5.6k | 81.27 |
|
| Dell Technologies CL C (DELL) | 0.1 | $446k | NEW | 1.0k | 431.46 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $438k | 1.0k | 433.33 |
|
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| L3harris Technologies (LHX) | 0.1 | $396k | 1.4k | 290.59 |
|
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| Marathon Petroleum Corp (MPC) | 0.1 | $386k | +3% | 1.5k | 255.67 |
|
| Celestica (CLS) | 0.1 | $338k | NEW | 926.00 | 364.80 |
|
| Abbvie (ABBV) | 0.1 | $310k | +13% | 1.2k | 251.69 |
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $276k | -11% | 1.5k | 185.14 |
|
| Phillips 66 (PSX) | 0.1 | $275k | +35% | 1.6k | 169.05 |
|
| Lowe's Companies (LOW) | 0.1 | $260k | 1.2k | 220.49 |
|
|
| Waste Management (WM) | 0.1 | $226k | +11% | 1.0k | 222.88 |
|
| Williams Companies (WMB) | 0.1 | $218k | -20% | 2.9k | 74.34 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $213k | NEW | 4.1k | 51.85 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $207k | NEW | 903.00 | 229.57 |
|
| Kla Corp Com New (KLAC) | 0.1 | $202k | NEW | 670.00 | 301.71 |
|
Past Filings by Schear Investment Advisers
SEC 13F filings are viewable for Schear Investment Advisers going back to 2022
- Schear Investment Advisers 2026 Q2 filed July 27, 2026
- Schear Investment Advisers 2026 Q1 filed April 28, 2026
- 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