Schear Investment Advisers

Schear Investment Advisers as of March 31, 2026

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