Schear Investment Advisers
Latest statistics and disclosures from Schear Investment Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AVGO, GEV, GOOGL, MU, and represent 27.78% of Schear Investment Advisers's stock portfolio.
- Added to shares of these 10 stocks: AMD, MEDP, MSFT, MU, BSX, MOD, GLW, VRT, PSX, NVDA.
- Started 6 new stock positions in GLW, LRCX, MEDP, WM, KMI, PSX.
- Reduced shares in these 10 stocks: , VOO, ETN, AJG, META, SPY, QQQ, GEHC, AVGO, COST.
- Sold out of its positions in GEHC, AJG, ORCL, ETN.
- Schear Investment Advisers was a net seller of stock by $-3.7M.
- Schear Investment Advisers has $227M in assets under management (AUM), dropping by -2.40%.
- Central Index Key (CIK): 0001962838
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Portfolio Holdings for Schear Investment Advisers
Schear Investment Advisers holds 77 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.7 | $17M | 100k | 174.40 |
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| Broadcom (AVGO) | 5.8 | $13M | 42k | 309.51 |
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| Ge Vernova (GEV) | 4.9 | $11M | 13k | 872.90 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $11M | 38k | 287.56 |
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| Micron Technology (MU) | 4.7 | $11M | +12% | 32k | 337.84 |
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| Apple (AAPL) | 3.3 | $7.4M | 29k | 253.79 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.2 | $7.3M | -10% | 11k | 650.34 |
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| Microsoft Corporation (MSFT) | 3.2 | $7.1M | +22% | 19k | 370.17 |
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| Advanced Micro Devices (AMD) | 2.9 | $6.6M | +31% | 32k | 203.43 |
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| Eli Lilly & Co. (LLY) | 2.8 | $6.4M | 7.0k | 919.84 |
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| Amazon (AMZN) | 2.5 | $5.8M | 28k | 208.27 |
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| Modine Manufacturing (MOD) | 2.5 | $5.6M | +8% | 26k | 216.71 |
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| Meta Platforms Cl A (META) | 2.2 | $4.9M | -17% | 8.5k | 572.13 |
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| Costco Wholesale Corporation (COST) | 2.1 | $4.7M | -2% | 4.7k | 996.43 |
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| Caterpillar (CAT) | 2.1 | $4.7M | 6.6k | 708.46 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.0 | $4.5M | 13k | 337.95 |
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| Citigroup Com New (C) | 1.9 | $4.3M | 38k | 113.41 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $4.0M | 14k | 294.16 |
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| Vertiv Holdings Com Cl A (VRT) | 1.7 | $3.9M | +6% | 16k | 250.58 |
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| Ge Aerospace Com New (GE) | 1.4 | $3.3M | 12k | 283.77 |
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| Morgan Stanley Com New (MS) | 1.4 | $3.2M | 19k | 164.57 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $2.9M | 7.5k | 390.41 |
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| Goldman Sachs (GS) | 1.3 | $2.9M | 3.4k | 845.99 |
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| Visa Com Cl A (V) | 1.3 | $2.9M | 9.6k | 302.24 |
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| Wal-Mart Stores (WMT) | 1.3 | $2.9M | 23k | 124.28 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.2 | $2.7M | 7.0k | 383.40 |
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| TJX Companies (TJX) | 1.1 | $2.6M | 16k | 159.70 |
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| PNC Financial Services (PNC) | 1.1 | $2.5M | 12k | 208.09 |
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| Delta Air Lines Com New (DAL) | 1.1 | $2.5M | 38k | 66.48 |
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| McKesson Corporation (MCK) | 1.1 | $2.5M | 2.9k | 865.36 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $2.5M | -51% | 4.2k | 597.60 |
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| Boston Scientific Corporation (BSX) | 1.1 | $2.5M | +44% | 40k | 62.75 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.0 | $2.3M | 4.5k | 522.71 |
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| Procter & Gamble Company (PG) | 1.0 | $2.3M | 16k | 144.44 |
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| Home Depot (HD) | 1.0 | $2.2M | 6.7k | 328.89 |
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| Amgen (AMGN) | 1.0 | $2.2M | 6.2k | 351.85 |
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| Linde SHS (LIN) | 1.0 | $2.2M | 4.4k | 495.76 |
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| AmerisourceBergen (COR) | 0.9 | $2.1M | 6.8k | 314.14 |
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| Chubb (CB) | 0.9 | $2.0M | -2% | 6.2k | 325.93 |
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| Motorola Solutions Com New (MSI) | 0.9 | $2.0M | 4.6k | 433.97 |
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| Martin Marietta Materials (MLM) | 0.9 | $1.9M | +4% | 3.3k | 588.68 |
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| Chevron Corporation (CVX) | 0.8 | $1.9M | 9.1k | 206.90 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.8 | $1.8M | 52k | 35.14 |
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| Constellation Energy (CEG) | 0.8 | $1.8M | 6.5k | 279.25 |
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| Vistra Energy (VST) | 0.8 | $1.8M | 12k | 150.33 |
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| Union Pacific Corporation (UNP) | 0.7 | $1.5M | 6.2k | 242.62 |
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| Medpace Hldgs (MEDP) | 0.7 | $1.5M | NEW | 3.1k | 480.19 |
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| American Express Company (AXP) | 0.6 | $1.5M | 4.8k | 302.48 |
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| UnitedHealth (UNH) | 0.6 | $1.5M | 5.4k | 270.59 |
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| Deere & Company (DE) | 0.6 | $1.3M | 2.3k | 563.20 |
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| Stryker Corporation (SYK) | 0.5 | $1.2M | 3.7k | 328.59 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $1.1M | 5.9k | 192.90 |
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| United Rentals (URI) | 0.5 | $1.1M | -7% | 1.6k | 728.56 |
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| Honeywell International (HON) | 0.5 | $1.1M | 4.9k | 226.03 |
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| Bank of America Corporation (BAC) | 0.5 | $1.1M | 23k | 48.75 |
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| Johnson & Johnson (JNJ) | 0.4 | $954k | 3.9k | 244.44 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $912k | 1.5k | 604.39 |
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| Metropcs Communications (TMUS) | 0.4 | $893k | -2% | 4.3k | 210.03 |
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| Air Products & Chemicals (APD) | 0.4 | $878k | -9% | 3.0k | 290.49 |
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| Blackrock (BLK) | 0.4 | $837k | 870.00 | 961.71 |
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| D.R. Horton (DHI) | 0.3 | $754k | 5.5k | 137.22 |
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| Marvell Technology (MRVL) | 0.3 | $748k | 7.6k | 99.05 |
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| McDonald's Corporation (MCD) | 0.3 | $716k | 2.3k | 310.79 |
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| Enterprise Products Partners (EPD) | 0.3 | $579k | 15k | 37.84 |
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| L3harris Technologies (LHX) | 0.2 | $466k | 1.4k | 345.15 |
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| Coca-Cola Company (KO) | 0.2 | $435k | 5.7k | 76.05 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $397k | -66% | 687.00 | 577.28 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $356k | 1.5k | 244.18 |
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| Lowe's Companies (LOW) | 0.1 | $279k | -2% | 1.2k | 236.28 |
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| Williams Companies (WMB) | 0.1 | $269k | 3.7k | 72.78 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $264k | -24% | 1.7k | 157.35 |
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| Corning Incorporated (GLW) | 0.1 | $261k | NEW | 1.9k | 135.97 |
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| Abbvie (ABBV) | 0.1 | $237k | 1.1k | 217.54 |
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| Phillips 66 (PSX) | 0.1 | $219k | NEW | 1.2k | 182.18 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $216k | NEW | 1.0k | 213.66 |
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| Kinder Morgan (KMI) | 0.1 | $211k | NEW | 6.3k | 33.53 |
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| Waste Management (WM) | 0.1 | $208k | NEW | 907.00 | 229.79 |
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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 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