Schear Investment Advisers as of June 30, 2026
Portfolio Holdings for Schear Investment Advisers
Schear Investment Advisers holds 83 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 11.1 | $33M | 29k | 1154.29 | |
| NVIDIA Corporation (NVDA) | 6.2 | $18M | 92k | 200.09 | |
| Advanced Micro Devices (AMD) | 5.8 | $17M | 30k | 580.91 | |
| Broadcom (AVGO) | 4.9 | $15M | 39k | 377.75 | |
| Ge Vernova (GEV) | 4.7 | $14M | 12k | 1174.86 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $14M | 39k | 357.37 | |
| Eli Lilly & Co. (LLY) | 2.9 | $8.6M | 7.2k | 1199.35 | |
| Apple (AAPL) | 2.8 | $8.4M | 29k | 289.36 | |
| Modine Manufacturing (MOD) | 2.4 | $7.3M | 27k | 267.02 | |
| Caterpillar (CAT) | 2.4 | $7.2M | 6.8k | 1064.90 | |
| Microsoft Corporation (MSFT) | 2.4 | $7.2M | 19k | 373.02 | |
| Amazon (AMZN) | 2.3 | $6.8M | 28k | 238.34 | |
| Ge Aerospace Com New (GE) | 2.2 | $6.6M | 18k | 373.73 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.2 | $6.5M | 14k | 477.57 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.9 | $5.8M | 7.6k | 763.14 | |
| Citigroup Com New (C) | 1.9 | $5.6M | 40k | 139.96 | |
| Vertiv Holdings Com Cl A (VRT) | 1.8 | $5.4M | 16k | 334.82 | |
| Meta Platforms Cl A (META) | 1.6 | $4.8M | 8.5k | 563.29 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.6 | $4.7M | 6.3k | 746.77 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $4.7M | 14k | 327.33 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.5 | $4.6M | 7.0k | 655.89 | |
| Costco Wholesale Corporation (COST) | 1.5 | $4.4M | 4.8k | 935.47 | |
| Morgan Stanley Com New (MS) | 1.4 | $4.2M | 20k | 209.04 | |
| Delta Air Lines Com New (DAL) | 1.3 | $3.8M | 40k | 93.66 | |
| Goldman Sachs (GS) | 1.2 | $3.6M | 3.6k | 1011.37 | |
| Visa Com Cl A (V) | 1.2 | $3.5M | 10k | 343.09 | |
| PNC Financial Services (PNC) | 1.0 | $3.1M | 12k | 246.22 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $2.9M | 3.9k | 736.47 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $2.8M | 4.1k | 686.76 | |
| Wal-Mart Stores (WMT) | 0.9 | $2.7M | 24k | 113.26 | |
| TJX Companies (TJX) | 0.8 | $2.5M | 17k | 151.50 | |
| Linde SHS (LIN) | 0.8 | $2.4M | 4.6k | 518.94 | |
| Marvell Technology (MRVL) | 0.8 | $2.4M | 8.1k | 297.88 | |
| Home Depot (HD) | 0.8 | $2.4M | 6.7k | 352.68 | |
| McKesson Corporation (MCK) | 0.8 | $2.3M | 3.0k | 755.60 | |
| UnitedHealth (UNH) | 0.8 | $2.3M | 5.5k | 415.63 | |
| Amgen (AMGN) | 0.8 | $2.3M | 6.3k | 362.12 | |
| Procter & Gamble Company (PG) | 0.7 | $2.2M | 15k | 146.64 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.7 | $2.1M | 4.7k | 450.98 | |
| Chubb (CB) | 0.7 | $2.1M | 6.2k | 340.74 | |
| Martin Marietta Materials (MLM) | 0.7 | $2.0M | 3.5k | 576.70 | |
| Motorola Solutions Com New (MSI) | 0.6 | $1.9M | 4.7k | 415.29 | |
| AmerisourceBergen (COR) | 0.6 | $1.9M | 6.8k | 282.98 | |
| Medpace Hldgs (MEDP) | 0.6 | $1.9M | 3.6k | 529.59 | |
| United Rentals (URI) | 0.6 | $1.8M | 1.6k | 1132.89 | |
| Vistra Energy (VST) | 0.6 | $1.7M | 11k | 158.63 | |
| Union Pacific Corporation (UNP) | 0.6 | $1.7M | 6.2k | 272.00 | |
| American Express Company (AXP) | 0.6 | $1.7M | 5.0k | 338.25 | |
| Constellation Energy (CEG) | 0.5 | $1.6M | 6.6k | 248.37 | |
| Chevron Corporation (CVX) | 0.5 | $1.6M | 9.7k | 165.76 | |
| Boston Scientific Corporation (BSX) | 0.5 | $1.6M | 37k | 42.68 | |
| Devon Energy Corporation (DVN) | 0.5 | $1.5M | 37k | 41.32 | |
| Deere & Company (DE) | 0.5 | $1.4M | 2.3k | 634.22 | |
| Bank of America Corporation (BAC) | 0.4 | $1.3M | 23k | 56.98 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $1.1M | 6.0k | 189.73 | |
| Stryker Corporation (SYK) | 0.4 | $1.1M | 3.6k | 314.84 | |
| Johnson & Johnson (JNJ) | 0.3 | $999k | 3.9k | 253.97 | |
| D.R. Horton (DHI) | 0.3 | $895k | 5.5k | 162.88 | |
| Air Products & Chemicals (APD) | 0.3 | $886k | 3.0k | 293.18 | |
| Blackrock (BLK) | 0.3 | $837k | 870.00 | 961.56 | |
| Corning Incorporated (GLW) | 0.3 | $793k | 3.1k | 255.43 | |
| Metropcs Communications (TMUS) | 0.2 | $711k | 4.2k | 167.73 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $708k | 1.4k | 509.46 | |
| McDonald's Corporation (MCD) | 0.2 | $623k | 2.3k | 270.31 | |
| Enterprise Products Partners (EPD) | 0.2 | $563k | 15k | 36.76 | |
| Honeywell International (HON) | 0.2 | $549k | 2.5k | 223.90 | |
| Honeywell Aerospace (HONA) | 0.2 | $542k | 2.5k | 221.08 | |
| Bloom Energy Corp Com Cl A (BE) | 0.2 | $460k | 1.5k | 302.70 | |
| Coca-Cola Company (KO) | 0.2 | $455k | 5.6k | 81.27 | |
| Dell Technologies CL C (DELL) | 0.1 | $446k | 1.0k | 431.46 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $438k | 1.0k | 433.33 | |
| L3harris Technologies (LHX) | 0.1 | $396k | 1.4k | 290.59 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $386k | 1.5k | 255.67 | |
| Celestica (CLS) | 0.1 | $338k | 926.00 | 364.80 | |
| Abbvie (ABBV) | 0.1 | $310k | 1.2k | 251.69 | |
| Cincinnati Financial Corporation (CINF) | 0.1 | $276k | 1.5k | 185.14 | |
| Phillips 66 (PSX) | 0.1 | $275k | 1.6k | 169.05 | |
| Lowe's Companies (LOW) | 0.1 | $260k | 1.2k | 220.49 | |
| Waste Management (WM) | 0.1 | $226k | 1.0k | 222.88 | |
| Williams Companies (WMB) | 0.1 | $218k | 2.9k | 74.34 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $213k | 4.1k | 51.85 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $207k | 903.00 | 229.57 | |
| Kla Corp Com New (KLAC) | 0.1 | $202k | 670.00 | 301.71 |
