StockDriftsStockDriftsTop 50 Schear Investment Advisers, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 11.08% | 28.7K | $33.1M | -8.89%(-2.80K) | $133.01(+548.09%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 6.16% | 92.1K | $18.4M | -7.80%(-7.79K) | $45.97(+379.57%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 5.8% | 29.9K | $17.4M | -7.29%(-2.35K) | $126.11(+269.56%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.92% | 39.0K | $14.7M | -7.76%(-3.28K) | $91.61(+358.84%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 4.71% | 12.0K | $14.1M | -5.31%(-673) | $240.83(+323.11%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.66% | 39.0K | $13.9M | +3.91%(+1.47K) | $131.65(+166.97%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.88% | 7.2K | $8.6M | +2.38%(+167) | $420.57(+192.20%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.82% | 29.2K | $8.4M | -0.18%(-54) | $144.88(+111.67%) | 2026-06-30 | |
| MOD | MODINE MFG CO | 2.43% | 27.2K | $7.3M | +4.89%(+1.27K) | $116.72(+70.62%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.42% | 6.8K | $7.2M | +3.44%(+226) | $270.86(+215.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +43.49% | +195.44% | — | — | +259.88% |
| Top 20 Holdings Unweighted | +39.55% | +171.78% | — | — | +222.69% |
Schear Investment Advisers, LLC reports $299.00M in US-listed equity holdings across 83 positions in its most recent 13F filing. Its largest disclosed positions are MU (11.1%), NVDA (6.2%) and AMD (5.8%). The top 20 holdings account for 67.31% of reported assets. Its disclosed equity book has returned +195.44% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Schear Investment Advisers, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1962838). View Schear Investment Advisers, LLC’s 13F filings on SEC