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Schear Investment Advisers, LLC

Portfolio Manager
Schear Investment Advisers, LLC
Performance
-3.25% (2026 Q1)
AUM (13F)
$226.77M
# of Holdings
77
Performance Rank
Allocation (Top 20)
63.27%

Schear Investment Advisers, LLC Holdings Map

Top 50 Schear Investment Advisers, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
7.68%99.9K$17.4M
+1.26%(+1.24K)
2025-Q1: 120.6K shares2025-Q2: 97.5K shares2025-Q3: 97.9K shares2025-Q4: 98.6K shares2026-Q1: 99.9K shares
$45.97(+391.25%)
2026-03-31
AVGO
BROADCOM INC
5.77%42.2K$13.1M
-0.78%(-334)
2025-Q1: 45.1K shares2025-Q2: 44.2K shares2025-Q3: 43.8K shares2025-Q4: 42.6K shares2026-Q1: 42.2K shares
$91.61(+354.94%)
2026-03-31
GEV
GE VERNOVA INC
4.88%12.7K$11.1M
-0.10%(-13)
2025-Q1: 11.6K shares2025-Q2: 11.7K shares2025-Q3: 11.7K shares2025-Q4: 12.7K shares2026-Q1: 12.7K shares
$240.83(+341.22%)
2026-03-31
GOOGL
ALPHABET INC
4.76%37.6K$10.8M
+0.59%(+219)
2025-Q1: 37.2K shares2025-Q2: 36.9K shares2025-Q3: 37.1K shares2025-Q4: 37.3K shares2026-Q1: 37.6K shares
$124.47(+223.47%)
2026-03-31
MU
MICRON TECHNOLOGY INC
4.69%31.5K$10.6M
+12.54%(+3.51K)
2025-Q1: 20.4K shares2025-Q2: 24.4K shares2025-Q3: 24.4K shares2025-Q4: 28.0K shares2026-Q1: 31.5K shares
$133.01(+549.59%)
2026-03-31
AAPL
APPLE INC
3.27%29.2K$7.4M
+0.11%(+33)
2025-Q1: 31.4K shares2025-Q2: 29.2K shares2025-Q3: 29.2K shares2025-Q4: 29.2K shares2026-Q1: 29.2K shares
$144.88(+106.29%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
3.22%11.2K$7.3M
-10.36%(-1.29K)
2025-Q1: 668 shares2025-Q2: 15.4K shares2025-Q3: 14.7K shares2025-Q4: 12.5K shares2026-Q1: 11.2K shares
$577.95(+28.44%)
2026-03-31
MSFT
MICROSOFT CORP
3.15%19.3K$7.1M
+22.97%(+3.61K)
2025-Q1: 15.2K shares2025-Q2: 14.9K shares2025-Q3: 15.1K shares2025-Q4: 15.7K shares2026-Q1: 19.3K shares
$324.02(+25.06%)
2026-03-31
AMD
ADVANCED MICRO DEVICES INC
2.89%32.2K$6.6M
+32.00%(+7.81K)
2025-Q1: 24.5K shares2025-Q2: 23.3K shares2025-Q3: 23.6K shares2025-Q4: 24.4K shares2026-Q1: 32.2K shares
$126.11(+253.27%)
2026-03-31
LLY
ELI LILLY & CO
2.84%7.0K$6.4M
-0.23%(-16)
2025-Q1: 7.3K shares2025-Q2: 7.1K shares2025-Q3: 7.1K shares2025-Q4: 7.0K shares2026-Q1: 7.0K shares
$405.74(+150.34%)
2026-03-31

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