Schear Investment Advisers as of Sept. 30, 2025
Portfolio Holdings for Schear Investment Advisers
Schear Investment Advisers holds 86 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.1 | $18M | 98k | 186.58 | |
| Broadcom (AVGO) | 6.4 | $15M | 44k | 329.91 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.3 | $9.8M | 15k | 666.18 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $9.0M | 37k | 243.10 | |
| Microsoft Corporation (MSFT) | 3.5 | $7.8M | 15k | 517.95 | |
| Apple (AAPL) | 3.3 | $7.4M | 29k | 254.63 | |
| Ge Vernova (GEV) | 3.2 | $7.2M | 12k | 614.90 | |
| Meta Platforms Cl A (META) | 2.9 | $6.4M | 8.8k | 734.38 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.8 | $6.2M | 10k | 612.36 | |
| Amazon (AMZN) | 2.6 | $5.9M | 27k | 219.57 | |
| Eli Lilly & Co. (LLY) | 2.4 | $5.4M | 7.1k | 763.00 | |
| Costco Wholesale Corporation (COST) | 2.0 | $4.4M | 4.8k | 925.63 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $4.2M | 13k | 315.43 | |
| Micron Technology (MU) | 1.8 | $4.1M | 24k | 167.32 | |
| Oracle Corporation (ORCL) | 1.8 | $4.0M | 14k | 281.24 | |
| Citigroup Com New (C) | 1.7 | $3.8M | 38k | 101.50 | |
| Advanced Micro Devices (AMD) | 1.7 | $3.8M | 24k | 161.79 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.6 | $3.6M | 7.4k | 490.38 | |
| Caterpillar (CAT) | 1.5 | $3.3M | 6.9k | 477.15 | |
| Visa Com Cl A (V) | 1.4 | $3.2M | 9.5k | 341.38 | |
| Procter & Gamble Company (PG) | 1.4 | $3.1M | 20k | 153.65 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.3 | $2.9M | 10k | 279.29 | |
| Morgan Stanley Com New (MS) | 1.3 | $2.8M | 18k | 158.96 | |
| Goldman Sachs (GS) | 1.2 | $2.8M | 3.5k | 796.35 | |
| Home Depot (HD) | 1.2 | $2.7M | 6.7k | 405.19 | |
| Ge Aerospace Com New (GE) | 1.1 | $2.5M | 8.4k | 300.82 | |
| Boston Scientific Corporation (BSX) | 1.1 | $2.5M | 26k | 97.63 | |
| PNC Financial Services (PNC) | 1.1 | $2.5M | 12k | 200.93 | |
| Marvell Technology (MRVL) | 1.1 | $2.4M | 29k | 84.07 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.1 | $2.4M | 4.4k | 546.75 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.0 | $2.3M | 7.0k | 326.36 | |
| Modine Manufacturing (MOD) | 1.0 | $2.3M | 16k | 142.16 | |
| TJX Companies (TJX) | 1.0 | $2.2M | 16k | 144.54 | |
| Linde SHS (LIN) | 0.9 | $2.1M | 4.4k | 475.00 | |
| Motorola Solutions Com New (MSI) | 0.9 | $2.1M | 4.5k | 457.29 | |
| Eaton Corp SHS (ETN) | 0.9 | $2.1M | 5.5k | 374.25 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.9 | $2.0M | 36k | 56.75 | |
| AmerisourceBergen (COR) | 0.9 | $2.0M | 6.5k | 312.53 | |
| McKesson Corporation (MCK) | 0.9 | $2.0M | 2.6k | 772.54 | |
| Arthur J. Gallagher & Co. (AJG) | 0.9 | $2.0M | 6.4k | 309.74 | |
| Chubb (CB) | 0.8 | $1.8M | 6.5k | 282.25 | |
| Martin Marietta Materials (MLM) | 0.8 | $1.7M | 2.7k | 630.28 | |
| UnitedHealth (UNH) | 0.8 | $1.7M | 4.9k | 345.30 | |
| Amgen (AMGN) | 0.7 | $1.6M | 5.7k | 282.20 | |
| Vistra Energy (VST) | 0.7 | $1.6M | 8.2k | 195.92 | |
| United Rentals (URI) | 0.7 | $1.6M | 1.7k | 954.66 | |
| Wal-Mart Stores (WMT) | 0.7 | $1.6M | 15k | 103.06 | |
| Constellation Energy (CEG) | 0.7 | $1.6M | 4.7k | 329.07 | |
| Union Pacific Corporation (UNP) | 0.7 | $1.6M | 6.6k | 236.37 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.7 | $1.5M | 65k | 23.65 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $1.4M | 4.1k | 352.75 | |
| Chevron Corporation (CVX) | 0.6 | $1.4M | 9.0k | 155.29 | |
| Metropcs Communications (TMUS) | 0.6 | $1.4M | 5.7k | 239.38 | |
| Stryker Corporation (SYK) | 0.6 | $1.4M | 3.7k | 369.67 | |
| Honeywell International (HON) | 0.5 | $1.2M | 5.9k | 210.50 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.2M | 2.0k | 600.37 | |
| Intuit (INTU) | 0.5 | $1.2M | 1.8k | 682.91 | |
| Bank of America Corporation (BAC) | 0.5 | $1.2M | 23k | 51.59 | |
| American Express Company (AXP) | 0.5 | $1.2M | 3.5k | 332.16 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.5 | $1.1M | 15k | 75.10 | |
| Air Products & Chemicals (APD) | 0.5 | $1.1M | 3.9k | 272.72 | |
| Deere & Company (DE) | 0.5 | $1.0M | 2.3k | 457.26 | |
| Blackrock (BLK) | 0.5 | $1.0M | 870.00 | 1165.87 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $1.0M | 6.1k | 167.33 | |
| Clorox Company (CLX) | 0.4 | $998k | 8.1k | 123.30 | |
| D.R. Horton (DHI) | 0.4 | $979k | 5.8k | 169.47 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $941k | 3.8k | 246.60 | |
| Vertiv Holdings Com Cl A (VRT) | 0.4 | $828k | 5.5k | 150.86 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $759k | 1.5k | 499.21 | |
| McDonald's Corporation (MCD) | 0.3 | $759k | 2.5k | 303.89 | |
| Johnson & Johnson (JNJ) | 0.3 | $727k | 3.9k | 185.42 | |
| Marsh & McLennan Companies (MMC) | 0.3 | $656k | 3.3k | 201.53 | |
| Lululemon Athletica (LULU) | 0.2 | $512k | 2.9k | 177.93 | |
| Enterprise Products Partners (EPD) | 0.2 | $430k | 14k | 31.27 | |
| Coca-Cola Company (KO) | 0.2 | $419k | 6.3k | 66.32 | |
| L3harris Technologies (LHX) | 0.2 | $411k | 1.3k | 305.41 | |
| Cincinnati Financial Corporation (CINF) | 0.2 | $400k | 2.5k | 158.10 | |
| Target Corporation (TGT) | 0.2 | $346k | 3.9k | 89.70 | |
| Lowe's Companies (LOW) | 0.1 | $314k | 1.2k | 251.31 | |
| Zoetis Cl A (ZTS) | 0.1 | $290k | 2.0k | 146.32 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $281k | 1.5k | 192.74 | |
| Abbvie (ABBV) | 0.1 | $260k | 1.1k | 231.54 | |
| Williams Companies (WMB) | 0.1 | $234k | 3.7k | 63.35 | |
| Diamondback Energy (FANG) | 0.1 | $210k | 1.5k | 143.10 | |
| Super Micro Computer Com New (SMCI) | 0.1 | $210k | 4.4k | 47.94 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $209k | 367.00 | 568.81 |
