Schear Investment Advisers as of June 30, 2025
Portfolio Holdings for Schear Investment Advisers
Schear Investment Advisers holds 86 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.6 | $15M | 98k | 157.99 | |
| Broadcom (AVGO) | 6.0 | $12M | 44k | 275.65 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.7 | $9.5M | 15k | 617.85 | |
| Microsoft Corporation (MSFT) | 3.7 | $7.4M | 15k | 497.41 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $6.5M | 37k | 176.23 | |
| Meta Platforms Cl A (META) | 3.2 | $6.4M | 8.7k | 738.09 | |
| Ge Vernova (GEV) | 3.1 | $6.2M | 12k | 529.15 | |
| Apple (AAPL) | 3.0 | $6.0M | 29k | 205.17 | |
| Amazon (AMZN) | 2.9 | $5.8M | 27k | 219.39 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.8 | $5.7M | 10k | 568.03 | |
| Eli Lilly & Co. (LLY) | 2.7 | $5.5M | 7.1k | 779.53 | |
| Costco Wholesale Corporation (COST) | 2.3 | $4.7M | 4.7k | 989.94 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $3.9M | 13k | 289.91 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.9 | $3.8M | 7.4k | 509.31 | |
| Visa Com Cl A (V) | 1.7 | $3.3M | 9.4k | 355.05 | |
| Advanced Micro Devices (AMD) | 1.6 | $3.3M | 23k | 141.90 | |
| Citigroup Com New (C) | 1.6 | $3.2M | 37k | 85.12 | |
| Oracle Corporation (ORCL) | 1.6 | $3.1M | 14k | 218.63 | |
| Micron Technology (MU) | 1.5 | $3.0M | 24k | 123.25 | |
| Boston Scientific Corporation (BSX) | 1.4 | $2.7M | 26k | 107.41 | |
| Caterpillar (CAT) | 1.3 | $2.7M | 6.9k | 388.21 | |
| Home Depot (HD) | 1.2 | $2.5M | 6.7k | 366.64 | |
| Morgan Stanley Com New (MS) | 1.2 | $2.5M | 18k | 140.86 | |
| Goldman Sachs (GS) | 1.2 | $2.4M | 3.5k | 707.75 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.1 | $2.3M | 10k | 226.49 | |
| PNC Financial Services (PNC) | 1.1 | $2.3M | 12k | 186.42 | |
| Marvell Technology (MRVL) | 1.1 | $2.2M | 29k | 77.40 | |
| Ge Aerospace Com New (GE) | 1.1 | $2.1M | 8.3k | 257.39 | |
| Arthur J. Gallagher & Co. (AJG) | 1.0 | $2.1M | 6.5k | 320.12 | |
| Linde SHS (LIN) | 1.0 | $2.1M | 4.4k | 469.18 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.0 | $2.1M | 4.4k | 467.82 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.0 | $2.0M | 7.0k | 278.88 | |
| AmerisourceBergen (COR) | 1.0 | $2.0M | 6.5k | 299.85 | |
| Eaton Corp SHS (ETN) | 1.0 | $1.9M | 5.4k | 356.99 | |
| TJX Companies (TJX) | 0.9 | $1.9M | 15k | 123.49 | |
| McKesson Corporation (MCK) | 0.9 | $1.9M | 2.6k | 732.78 | |
| Motorola Solutions Com New (MSI) | 0.9 | $1.9M | 4.4k | 420.46 | |
| Chubb (CB) | 0.9 | $1.8M | 6.4k | 289.72 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.9 | $1.8M | 36k | 49.18 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.8 | $1.7M | 65k | 25.38 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $1.6M | 4.1k | 386.88 | |
| Amgen (AMGN) | 0.8 | $1.6M | 5.7k | 279.21 | |
| Vistra Energy (VST) | 0.8 | $1.6M | 8.1k | 193.81 | |
| Modine Manufacturing (MOD) | 0.8 | $1.5M | 16k | 98.50 | |
| Union Pacific Corporation (UNP) | 0.7 | $1.5M | 6.5k | 230.08 | |
| Martin Marietta Materials (MLM) | 0.7 | $1.5M | 2.7k | 548.96 | |
| Constellation Energy (CEG) | 0.7 | $1.5M | 4.6k | 322.76 | |
| UnitedHealth (UNH) | 0.7 | $1.5M | 4.7k | 311.97 | |
| Intuit (INTU) | 0.7 | $1.4M | 1.8k | 787.63 | |
| Stryker Corporation (SYK) | 0.7 | $1.4M | 3.7k | 395.63 | |
| Wal-Mart Stores (WMT) | 0.7 | $1.4M | 15k | 97.78 | |
| Honeywell International (HON) | 0.7 | $1.4M | 5.9k | 232.88 | |
| Metropcs Communications (TMUS) | 0.7 | $1.3M | 5.7k | 238.26 | |
| Chevron Corporation (CVX) | 0.6 | $1.3M | 9.0k | 143.19 | |
| United Rentals (URI) | 0.6 | $1.2M | 1.6k | 753.40 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $1.2M | 3.9k | 298.89 | |
| Deere & Company (DE) | 0.6 | $1.2M | 2.3k | 508.49 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $1.1M | 2.0k | 551.64 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.5 | $1.1M | 15k | 74.07 | |
| Air Products & Chemicals (APD) | 0.5 | $1.1M | 3.9k | 282.06 | |
| American Express Company (AXP) | 0.5 | $1.1M | 3.4k | 318.98 | |
| Bank of America Corporation (BAC) | 0.5 | $1.1M | 23k | 47.32 | |
| Procter & Gamble Company (PG) | 0.5 | $1.0M | 6.4k | 159.32 | |
| Clorox Company (CLX) | 0.5 | $977k | 8.1k | 120.07 | |
| Blackrock (BLK) | 0.5 | $912k | 869.00 | 1049.25 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $866k | 5.9k | 146.02 | |
| Lululemon Athletica (LULU) | 0.4 | $794k | 3.3k | 237.58 | |
| D.R. Horton (DHI) | 0.4 | $743k | 5.8k | 128.92 | |
| McDonald's Corporation (MCD) | 0.4 | $736k | 2.5k | 292.17 | |
| Marsh & McLennan Companies (MMC) | 0.4 | $726k | 3.3k | 218.64 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $689k | 1.5k | 463.14 | |
| Vertiv Holdings Com Cl A (VRT) | 0.3 | $654k | 5.1k | 128.41 | |
| Johnson & Johnson (JNJ) | 0.3 | $598k | 3.9k | 152.75 | |
| Coca-Cola Company (KO) | 0.2 | $447k | 6.3k | 70.75 | |
| Cincinnati Financial Corporation (CINF) | 0.2 | $429k | 2.9k | 148.92 | |
| Enterprise Products Partners (EPD) | 0.2 | $426k | 14k | 31.01 | |
| Target Corporation (TGT) | 0.2 | $394k | 4.0k | 98.65 | |
| L3harris Technologies (LHX) | 0.2 | $320k | 1.3k | 250.84 | |
| Zoetis Cl A (ZTS) | 0.2 | $309k | 2.0k | 155.95 | |
| Lowe's Companies (LOW) | 0.1 | $277k | 1.2k | 221.87 | |
| Super Micro Computer Com New (SMCI) | 0.1 | $251k | 5.1k | 49.01 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $242k | 1.5k | 166.11 | |
| Williams Companies (WMB) | 0.1 | $232k | 3.7k | 62.81 | |
| Abbvie (ABBV) | 0.1 | $208k | 1.1k | 185.62 | |
| Diamondback Energy (FANG) | 0.1 | $202k | 1.5k | 137.40 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $201k | 357.00 | 561.94 |
