Schear Investment Advisers, LLC
CIK: 0001962838SEC EDGAR →
Portfolio Value
$232.4M
Holdings
75
As of
Q4 2025
New Positions
75
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 98,647 | $18.4M | 7.92% |
| 2 | BROADCOM INC | 42,574 | $14.7M | 6.34% |
| 3 | ALPHABET INC | 37,336 | $11.7M | 5.03% |
| 4 | SPDR S&P 500 ETF TR | 12,506 | $8.5M | 3.67% |
| 5 | GE VERNOVA INC | 12,684 | $8.3M | 3.57% |
| 6 | MICRON TECHNOLOGY INC | 27,990 | $8.0M | 3.44% |
| 7 | APPLE INC | 29,187 | $7.9M | 3.41% |
| 8 | MICROSOFT CORP | 15,706 | $7.6M | 3.27% |
| 9 | ELI LILLY & CO | 7,027 | $7.6M | 3.25% |
| 10 | META PLATFORMS INC | 10,407 | $6.9M | 2.96% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (75)
$18.4M · 99K shares
$14.7M · 43K shares
$11.7M · 37K shares
$8.5M · 13K shares
$8.3M · 13K shares
$8.0M · 28K shares
$7.9M · 29K shares
$7.6M · 16K shares
$7.6M · 7K shares
$6.9M · 10K shares
$6.5M · 28K shares
$5.5M · 9K shares
$5.2M · 24K shares
$4.4M · 38K shares
$4.4M · 14K shares
$4.1M · 5K shares
$4.0M · 13K shares
$3.8M · 7K shares
$3.6M · 8K shares
$3.5M · 11K shares
$3.4M · 19K shares
$3.3M · 10K shares
$3.2M · 24K shares
$3.1M · 16K shares
$3.1M · 3K shares
$2.7M · 5K shares
$2.6M · 28K shares
$2.6M · 37K shares
$2.6M · 23K shares
$2.5M · 7K shares
$2.5M · 12K shares
$2.5M · 16K shares
$2.4M · 15K shares
$2.4M · 3K shares
$2.3M · 7K shares
$2.3M · 6K shares
$2.3M · 7K shares
$2.3M · 16K shares
$2.0M · 6K shares
$2.0M · 6K shares
$2.0M · 3K shares
$1.9M · 12K shares
$1.9M · 4K shares
$1.8M · 5K shares
$1.8M · 5K shares
$1.7M · 5K shares
$1.7M · 5K shares
$1.4M · 6K shares
$1.4M · 9K shares
$1.4M · 52K shares
$1.4M · 2K shares
$1.3M · 4K shares
$1.3M · 23K shares
$1.2M · 2K shares
$1.1M · 4K shares
$1.1M · 6K shares
$1.1M · 2K shares
$961K · 5K shares
$934K · 873 shares
$885K · 4K shares
$828K · 3K shares
$807K · 4K shares
$799K · 6K shares
$723K · 1K shares
$713K · 2K shares
$632K · 7K shares
$607K · 7K shares
$490K · 15K shares
$401K · 6K shares
$395K · 1K shares
$362K · 2K shares
$290K · 1K shares
$248K · 1K shares
$236K · 1K shares
$222K · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 11 | $74.9M | 32.3% |
| Financial Services | 13 | $37.2M | 16.0% |
| Consumer Cyclical | 9 | $21.3M | 9.1% |
| Industrials | 12 | $20.9M | 9.0% |
| Communication Services | 3 | $19.4M | 8.4% |
| Healthcare | 9 | $19.3M | 8.3% |
| Utilities | 3 | $12.5M | 5.4% |
| Consumer Defensive | 4 | $9.4M | 4.0% |
| Unknown | 3 | $9.1M | 3.9% |
| Basic Materials | 3 | $4.7M | 2.0% |
| Energy | 5 | $3.7M | 1.6% |