Schear Investment Advisers, LLC
CIK: 0001962838SEC EDGAR →
Portfolio Value
$232.4B
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 | $18.4B | 7.92% |
| 2 | BROADCOM INC | 42,574 | $14.7B | 6.34% |
| 3 | ALPHABET INC | 37,336 | $11.7B | 5.03% |
| 4 | SPDR S&P 500 ETF TR | 12,506 | $8.5B | 3.67% |
| 5 | GE VERNOVA INC | 12,684 | $8.3B | 3.57% |
| 6 | MICRON TECHNOLOGY INC | 27,990 | $8.0B | 3.44% |
| 7 | APPLE INC | 29,187 | $7.9B | 3.41% |
| 8 | MICROSOFT CORP | 15,706 | $7.6B | 3.27% |
| 9 | ELI LILLY & CO | 7,027 | $7.6B | 3.25% |
| 10 | META PLATFORMS INC | 10,407 | $6.9B | 2.96% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (75)
$18.4B · 99K shares
$14.7B · 43K shares
$11.7B · 37K shares
$8.5B · 13K shares
$8.3B · 13K shares
$8.0B · 28K shares
$7.9B · 29K shares
$7.6B · 16K shares
$7.6B · 7K shares
$6.9B · 10K shares
$6.5B · 28K shares
$5.5B · 9K shares
$5.2B · 24K shares
$4.4B · 38K shares
$4.4B · 14K shares
$4.1B · 5K shares
$4.0B · 13K shares
$3.8B · 7K shares
$3.6B · 8K shares
$3.5B · 11K shares
$3.4B · 19K shares
$3.3B · 10K shares
$3.2B · 24K shares
$3.1B · 16K shares
$3.1B · 3K shares
$2.7B · 5K shares
$2.6B · 28K shares
$2.6B · 37K shares
$2.6B · 23K shares
$2.5B · 7K shares
$2.5B · 12K shares
$2.5B · 16K shares
$2.4B · 15K shares
$2.4B · 3K shares
$2.3B · 7K shares
$2.3B · 6K shares
$2.3B · 7K shares
$2.3B · 16K shares
$2.0B · 6K shares
$2.0B · 6K shares
$2.0B · 3K shares
$1.9B · 12K shares
$1.9B · 4K shares
$1.8B · 5K shares
$1.8B · 5K shares
$1.7B · 5K shares
$1.7B · 5K shares
$1.4B · 6K shares
$1.4B · 9K shares
$1.4B · 52K shares
$1.4B · 2K shares
$1.3B · 4K shares
$1.3B · 23K shares
$1.2B · 2K shares
$1.1B · 4K shares
$1.1B · 6K shares
$1.1B · 2K shares
$961.0M · 5K shares
$934.0M · 873 shares
$885.0M · 4K shares
$828.0M · 3K shares
$807.0M · 4K shares
$799.0M · 6K shares
$723.0M · 1K shares
$713.0M · 2K shares
$632.0M · 7K shares
$607.0M · 7K shares
$490.0M · 15K shares
$401.0M · 6K shares
$395.0M · 1K shares
$362.0M · 2K shares
$290.0M · 1K shares
$248.0M · 1K shares
$236.0M · 1K shares
$222.0M · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 11 | $74.9B | 32.3% |
| Financial Services | 13 | $37.2B | 16.0% |
| Consumer Cyclical | 9 | $21.3B | 9.1% |
| Industrials | 12 | $20.9B | 9.0% |
| Communication Services | 3 | $19.4B | 8.4% |
| Healthcare | 9 | $19.3B | 8.3% |
| Utilities | 3 | $12.5B | 5.4% |
| Consumer Defensive | 4 | $9.4B | 4.0% |
| Unknown | 3 | $9.1B | 3.9% |
| Basic Materials | 3 | $4.7B | 2.0% |
| Energy | 5 | $3.7B | 1.6% |