Schear Investment Advisers, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$226.8M
Q ending 2026-03-31
Prior quarter
$232.4M
Q ending 2025-12-31
Change
-2.4% QoQ · +30.6% YoY
Positions
77
reported holdings
Largest positions
All 77 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $17.4M | 100K |
| Broadcom Inc | AVGO | Shares | $13.1M | 42K |
| Ge Vernova Inc | GEV | Shares | $11.1M | 13K |
| Alphabet Inc | GOOGL | Shares | $10.8M | 38K |
| Micron Technology Inc | MU | Shares | $10.6M | 32K |
| Apple Inc | AAPL | Shares | $7.4M | 29K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $7.3M | 11K |
| Microsoft Corp | MSFT | Shares | $7.1M | 19K |
| Advanced Micro Devices Inc | AMD | Shares | $6.6M | 32K |
| Eli Lilly & Co | LLY | Shares | $6.4M | 7K |
| Amazon Com Inc | AMZN | Shares | $5.8M | 28K |
| Modine Mfg Co | MOD | Shares | $5.6M | 26K |
| Meta Platforms Inc | META | Shares | $4.9M | 9K |
| Costco Wholesale Corporation | COST | Shares | $4.7M | 5K |
| Caterpillar Inc | CAT | Shares | $4.7M | 7K |
| Taiwan Semiconductor Manufac | TSM | Shares | $4.5M | 13K |
| Citigroup Inc | C | Shares | $4.3M | 38K |
| Jpmorgan Chase & Co | JPM | Shares | $4.0M | 14K |
| Vertiv Holdings Co | VRT | Shares | $3.9M | 16K |
| Ge Aerospace | GE | Shares | $3.3M | 12K |
| Morgan Stanley | MS | Shares | $3.2M | 19K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $2.9M | 8K |
| Goldman Sachs Group Inc | GS | Shares | $2.9M | 3K |
| Visa Inc | V | Shares | $2.9M | 10K |
| Walmart Inc | WMT | Shares | $2.9M | 23K |
| Vaneck Etf Trust | SMH | Shares | $2.7M | 7K |
| Tjx Cos Inc New | TJX | Shares | $2.6M | 16K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $2.5M | 12K |
| Delta Air Lines Inc | DAL | Shares | $2.5M | 38K |
| Mckesson Corp | MCK | Shares | $2.5M | 3K |
| Vanguard Index Fds | VOO | Shares | $2.5M | 4K |
| Boston Scientific Corp | BSX | Shares | $2.5M | 40K |
| Ulta Beauty Inc | ULTA | Shares | $2.3M | 4K |
| Procter & Gamble Co | PG | Shares | $2.3M | 16K |
| Home Depot Inc | HD | Shares | $2.2M | 7K |
| Amgen Inc | AMGN | Shares | $2.2M | 6K |
| Linde Plc | Shares | $2.2M | 4K | |
| Cencora Inc | COR | Shares | $2.1M | 7K |
| Chubb Ltd Switz | Shares | $2.0M | 6K | |
| Motorola Solutions Inc | MSI | Shares | $2.0M | 5K |
| Martin Marietta Matls Inc | MLM | Shares | $1.9M | 3K |
| Chevron Corporation | CVX | Shares | $1.9M | 9K |
| Coterra Energy Inc | CTRA | Shares | $1.8M | 52K |
| Constellation Energy Corp | CEG | Shares | $1.8M | 7K |
| Vistra Corp | VST | Shares | $1.8M | 12K |
| Union Pac Corp | UNP | Shares | $1.5M | 6K |
| Medpace Hldgs Inc | MEDP | Shares | $1.5M | 3K |
| American Express Co | AXP | Shares | $1.5M | 5K |
| Unitedhealth Group Inc | UNH | Shares | $1.5M | 5K |
| Deere & Co | DE | Shares | $1.3M | 2K |
| Stryker Corporation | SYK | Shares | $1.2M | 4K |
| Rtx Corporation | RTX | Shares | $1.1M | 6K |
| United Rentals Inc | URI | Shares | $1.1M | 2K |
| Honeywell Intl Inc | HONGBP | Shares | $1.1M | 5K |
| Bank America Corp | BAC | Shares | $1.1M | 23K |
| Johnson & Johnson | JNJ | Shares | $954K | 4K |
| Lockheed Martin Corp | LMT | Shares | $912K | 2K |
| T-Mobile Us Inc | TMUS | Shares | $893K | 4K |
| Air Products And Chemicals I | APD | Shares | $878K | 3K |
| Blackrock Inc | BLK | Shares | $837K | 870 |
| D R Horton Inc | DHI | Shares | $754K | 5K |
| Marvell Technology Inc | MRVL | Shares | $748K | 8K |
| Mcdonalds Corp | MCD | Shares | $716K | 2K |
| Enterprise Prods Partners L | EPD | Shares | $579K | 15K |
| L3Harris Technologies Inc | LHX | Shares | $466K | 1K |
| Coca Cola Co | KO | Shares | $435K | 6K |
| Invesco Qqq Tr | QQQ | Shares | $397K | 687 |
| Marathon Pete Corp | MPC | Shares | $356K | 1K |
| Lowes Cos Inc | LOW | Shares | $279K | 1K |
| Williams Cos Inc | WMB | Shares | $269K | 4K |
| Cincinnati Finl Corp | CINF | Shares | $264K | 2K |
| Corning Inc | GLW | Shares | $261K | 2K |
| Abbvie Inc | ABBV | Shares | $236K | 1K |
| Phillips 66 | PSX | Shares | $219K | 1K |
| Lam Research Corp | LRCX | Shares | $216K | 1K |
| Kinder Morgan Inc Del | KMI | Shares | $210K | 6K |
| Waste Mgmt Inc Del | WM | Shares | $208K | 907 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.