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Latest Schear Investment Advisers, LLC Stock Portfolio

Schear Investment Advisers, LLC Performance:
2025 Q3: 8.51%YTD: 15.48%2024: 22.43%
Performance for 2025 Q3 is 8.51%, and YTD is 15.48%, and 2024 is 22.43%.

About Schear Investment Advisers, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Schear Investment Advisers, LLC reported an equity portfolio of $224.5 Millions as of 30 Sep, 2025.

The top stock holdings of Schear Investment Advisers, LLC are NVDA, AVGO, SPY. The fund has invested 8.1% of it's portfolio in NVIDIA CORPORATION and 6.4% of portfolio in BROADCOM INC.

They significantly reduced their stock positions in SUPER MICRO COMPUTER INC (SMCI), LULULEMON ATHLETICA INC (LULU) and CINCINNATI FINL CORP (CINF). The fund showed a lot of confidence in some stocks as they added substantially to PROCTER AND GAMBLE CO (PG), VERTIV HOLDINGS CO (VRT) and L3HARRIS TECHNOLOGIES INC (LHX).

Schear Investment Advisers, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Schear Investment Advisers, LLC made a return of 8.51% in the last quarter. In trailing 12 months, it's portfolio return was 18.25%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by Schear Investment Advisers, LLC

Additions

Ticker% Inc.
procter and gamble co215
vertiv holdings co7.75
l3harris technologies inc5.49
unitedhealth group inc4.95
constellation energy corp3.43
american express co3.00
mastercard incorporated2.8
walmart inc2.62
Additions to existing portfolio by Schear Investment Advisers, LLC

Reductions

Ticker% Reduced
super micro computer inc-14.37
lululemon athletica inc-14.00
cincinnati finl corp-12.25
spdr s&p 500 etf tr-4.9
intuit-4.08
target corp-3.41
accenture plc ireland-2.13
marsh & mclennan cos inc-1.96
Schear Investment Advisers, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Schear Investment Advisers, LLC

Sector Distribution

Schear Investment Advisers, LLC has about 32% of it's holdings in Technology sector.

Sector%
Technology32
Others15
Financial Services11.9
Industrials8.2
Consumer Cyclical8.1
Communication Services7.5
Healthcare7.1
Consumer Defensive4.8
Basic Materials2.2
Energy1.8
Utilities1.4

Market Cap. Distribution

Schear Investment Advisers, LLC has about 84.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP50.6
LARGE-CAP34.3
UNALLOCATED14.1

Stocks belong to which Index?

About 81% of the stocks held by Schear Investment Advisers, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50079.9
Others19
RUSSELL 20001.1
Top 5 Winners (%)%
MOD
modine mfg co
43.3 %
GOOG
alphabet inc
37.8 %
MU
micron technology inc
35.7 %
DHI
d r horton inc
31.4 %
ORCL
oracle corp
28.6 %
Top 5 Winners ($)$
NVDA
nvidia corporation
2.8 M
GOOG
alphabet inc
2.5 M
AVGO
broadcom inc
2.4 M
AAPL
apple inc
1.4 M
MU
micron technology inc
1.1 M
Top 5 Losers (%)%
LULU
lululemon athletica inc
-25.1 %
ACN
accenture plc ireland
-17.5 %
INTU
intuit
-13.3 %
DE
deere & co
-10.1 %
HON
honeywell intl inc
-9.6 %
Top 5 Losers ($)$
COST
costco whsl corp new
-0.3 M
BSX
boston scientific corp
-0.2 M
ACN
accenture plc ireland
-0.2 M
LULU
lululemon athletica inc
-0.2 M
INTU
intuit
-0.2 M

Schear Investment Advisers, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Schear Investment Advisers, LLC

Schear Investment Advisers, LLC has 86 stocks in it's portfolio. About 41.2% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Schear Investment Advisers, LLC last quarter.

Last Reported on: 21 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions