StockDriftsStockDriftsTop 50 Schear Investment Advisers LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PH | PARKER-HANNIFIN CORP | 8.88% | 76.3K | $72.9M | new | $966.77(-0.05%) | 2026-09-30 | |
| PGR | PROGRESSIVE CORP | 4.61% | 182.5K | $37.8M | new | $212.88(+2.93%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.87% | 30.8K | $23.5M | +386.27%(+24.50K) | $718.35(+6.70%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.81% | 69.1K | $23.0M | +137.02%(+39.96K) | $241.02(+42.29%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 2.76% | 183.8K | $22.6M | new | $121.03(+0.25%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.67% | 96.0K | $21.9M | +4.25%(+3.92K) | $52.84(+310.87%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.44% | 58.1K | $20.0M | +48.98%(+19.11K) | $203.67(+68.99%) | 2026-09-30 | |
| IVV | ISHARES TR | 2.39% | 25.6K | $19.6M | new | $757.37(+1.67%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 2.33% | 25.9K | $19.2M | +563.50%(+22.00K) | $719.44(-0.15%) | 2026-09-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.32% | 31.1K | $19.0M | +4.01%(+1.20K) | $144.26(+272.98%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +42.06% | +186.67% | — | — | +257.13% |
| Top 20 Holdings Unweighted | +39.43% | +171.07% | — | — | +225.41% |
Schear Investment Advisers LLC reports $820.71M in US-listed equity holdings across 245 positions in its most recent 13F filing. Its largest disclosed positions are PH (8.9%), PGR (4.6%) and SPY (2.9%). The top 20 holdings account for 48.96% of reported assets. Its disclosed equity book has returned +186.67% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Schear Investment Advisers LLC, compare funds side by side, and get alerts the moment positions change.
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