Schear Investment Advisers as of March 31, 2025
Portfolio Holdings for Schear Investment Advisers
Schear Investment Advisers holds 89 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.5 | $13M | 121k | 108.38 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.6 | $9.8M | 19k | 513.91 | |
| Broadcom (AVGO) | 4.3 | $7.5M | 45k | 167.43 | |
| Apple (AAPL) | 4.0 | $7.0M | 31k | 222.13 | |
| Eli Lilly & Co. (LLY) | 3.5 | $6.0M | 7.3k | 825.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $5.8M | 37k | 154.64 | |
| Microsoft Corporation (MSFT) | 3.3 | $5.7M | 15k | 375.39 | |
| Amazon (AMZN) | 2.9 | $5.1M | 27k | 190.26 | |
| Meta Platforms Cl A (META) | 2.9 | $5.0M | 8.7k | 576.36 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.8 | $4.9M | 11k | 468.92 | |
| Costco Wholesale Corporation (COST) | 2.6 | $4.5M | 4.8k | 945.78 | |
| Ge Vernova (GEV) | 2.0 | $3.6M | 12k | 305.28 | |
| Visa Com Cl A (V) | 1.9 | $3.4M | 9.6k | 350.46 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $3.3M | 13k | 245.30 | |
| Citigroup Com New (C) | 1.5 | $2.6M | 36k | 70.99 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.5 | $2.5M | 7.2k | 352.58 | |
| Advanced Micro Devices (AMD) | 1.5 | $2.5M | 25k | 102.74 | |
| Home Depot (HD) | 1.4 | $2.5M | 6.9k | 366.49 | |
| UnitedHealth (UNH) | 1.4 | $2.5M | 4.7k | 523.75 | |
| Boston Scientific Corporation (BSX) | 1.4 | $2.4M | 24k | 100.88 | |
| Caterpillar (CAT) | 1.3 | $2.3M | 7.0k | 329.80 | |
| PNC Financial Services (PNC) | 1.2 | $2.1M | 12k | 175.77 | |
| Arthur J. Gallagher & Co. (AJG) | 1.2 | $2.0M | 5.9k | 345.24 | |
| Linde SHS (LIN) | 1.2 | $2.0M | 4.3k | 465.64 | |
| Marvell Technology (MRVL) | 1.1 | $2.0M | 32k | 61.57 | |
| Chubb (CB) | 1.1 | $1.9M | 6.4k | 301.99 | |
| Morgan Stanley Com New (MS) | 1.1 | $1.9M | 17k | 116.67 | |
| Oracle Corporation (ORCL) | 1.1 | $1.9M | 14k | 139.81 | |
| Motorola Solutions Com New (MSI) | 1.1 | $1.9M | 4.4k | 437.81 | |
| Goldman Sachs (GS) | 1.1 | $1.9M | 3.5k | 546.29 | |
| TJX Companies (TJX) | 1.1 | $1.8M | 15k | 121.80 | |
| AmerisourceBergen (COR) | 1.0 | $1.8M | 6.4k | 278.09 | |
| Micron Technology (MU) | 1.0 | $1.8M | 20k | 86.89 | |
| Amgen (AMGN) | 1.0 | $1.8M | 5.6k | 311.55 | |
| McKesson Corporation (MCK) | 1.0 | $1.7M | 2.5k | 672.99 | |
| Cabot Oil & Gas Corporation (CTRA) | 1.0 | $1.7M | 57k | 28.90 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.9 | $1.6M | 4.5k | 366.54 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $1.6M | 4.3k | 383.53 | |
| Union Pacific Corporation (UNP) | 0.9 | $1.6M | 6.7k | 236.24 | |
| Ge Aerospace Com New (GE) | 0.9 | $1.6M | 7.9k | 200.15 | |
| Metropcs Communications (TMUS) | 0.8 | $1.5M | 5.5k | 266.71 | |
| Chevron Corporation (CVX) | 0.8 | $1.4M | 8.5k | 167.29 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $1.4M | 8.3k | 166.00 | |
| Stryker Corporation (SYK) | 0.8 | $1.4M | 3.7k | 372.25 | |
| Martin Marietta Materials (MLM) | 0.8 | $1.3M | 2.7k | 478.13 | |
| Eaton Corp SHS (ETN) | 0.8 | $1.3M | 4.8k | 271.83 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.7 | $1.3M | 29k | 43.60 | |
| Honeywell International (HON) | 0.7 | $1.3M | 6.0k | 211.75 | |
| Wal-Mart Stores (WMT) | 0.7 | $1.3M | 14k | 87.79 | |
| Clorox Company (CLX) | 0.7 | $1.2M | 8.4k | 147.25 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $1.2M | 4.0k | 312.04 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.7 | $1.2M | 15k | 80.71 | |
| Intuit (INTU) | 0.7 | $1.2M | 1.9k | 613.99 | |
| Air Products & Chemicals (APD) | 0.6 | $1.1M | 3.8k | 294.92 | |
| Deere & Company (DE) | 0.6 | $1.1M | 2.3k | 469.35 | |
| United Rentals (URI) | 0.6 | $1.1M | 1.7k | 626.70 | |
| Bank of America Corporation (BAC) | 0.6 | $973k | 23k | 41.73 | |
| Lululemon Athletica (LULU) | 0.5 | $923k | 3.3k | 283.06 | |
| Procter & Gamble Company (PG) | 0.5 | $848k | 5.0k | 170.42 | |
| Blackrock (BLK) | 0.5 | $838k | 885.00 | 946.48 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $831k | 6.3k | 132.46 | |
| D.R. Horton (DHI) | 0.5 | $807k | 6.3k | 127.13 | |
| Marsh & McLennan Companies (MMC) | 0.5 | $791k | 3.2k | 244.03 | |
| McDonald's Corporation (MCD) | 0.4 | $773k | 2.5k | 312.37 | |
| Merck & Co (MRK) | 0.4 | $720k | 8.0k | 89.76 | |
| Vistra Energy (VST) | 0.4 | $713k | 6.1k | 117.44 | |
| Johnson & Johnson (JNJ) | 0.4 | $669k | 4.0k | 165.84 | |
| Constellation Energy (CEG) | 0.4 | $659k | 3.3k | 201.63 | |
| Diamondback Energy (FANG) | 0.4 | $658k | 4.1k | 159.88 | |
| American Express Company (AXP) | 0.3 | $570k | 2.1k | 269.05 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $512k | 1.1k | 446.71 | |
| Enterprise Products Partners (EPD) | 0.3 | $470k | 14k | 34.14 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $455k | 915.00 | 497.60 | |
| Coca-Cola Company (KO) | 0.3 | $437k | 6.1k | 71.62 | |
| Target Corporation (TGT) | 0.2 | $417k | 4.0k | 104.36 | |
| Constellation Brands Cl A (STZ) | 0.2 | $399k | 2.2k | 183.52 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $374k | 668.00 | 559.39 | |
| Cincinnati Financial Corporation (CINF) | 0.2 | $365k | 2.5k | 147.72 | |
| Zoetis Cl A (ZTS) | 0.2 | $326k | 2.0k | 164.65 | |
| Lowe's Companies (LOW) | 0.2 | $291k | 1.2k | 233.23 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $279k | 1.9k | 145.69 | |
| Abbvie (ABBV) | 0.2 | $272k | 1.3k | 209.52 | |
| Pepsi (PEP) | 0.1 | $231k | 1.5k | 149.94 | |
| Williams Companies (WMB) | 0.1 | $221k | 3.7k | 59.76 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $211k | 3.0k | 69.44 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $209k | 382.00 | 548.12 | |
| L3harris Technologies (LHX) | 0.1 | $206k | 982.00 | 209.31 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $204k | 3.0k | 67.85 | |
| Phillips 66 (PSX) | 0.1 | $203k | 1.6k | 123.48 |
