Latest Schear Investment Advisers, LLC Stock Portfolio

Schear Investment Advisers, LLC Performance:

2026 Q1: -0.84%YTD: -0.84%2025: 23.69%

Performance for 2026 Q1 is -0.84%, and YTD is -0.84%, and 2025 is 23.69%.

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

On 2026-04-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Schear Investment Advisers, LLC reported an equity portfolio of $226.8 Millions as of 31 Mar, 2026.

The top stock holdings of Schear Investment Advisers, LLC are NVDA, AVGO, . The fund has invested 7.7% of it's portfolio in NVIDIA CORPORATION and 5.8% of portfolio in BROADCOM INC.

The fund managers got completely rid off ORACLE CORP (ORCL), EATON CORP PLC (ETN) and GALLAGHER ARTHUR J & CO (AJG) stocks. They significantly reduced their stock positions in INVESCO QQQ TR (QQQ), VANGUARD INDEX FDS (VB) and CINCINNATI FINL CORP (CINF). Schear Investment Advisers, LLC opened new stock positions in MEDPACE HLDGS INC (MEDP), CORNING INC (GLW) and PHILLIPS 66 (PSX). The fund showed a lot of confidence in some stocks as they added substantially to BOSTON SCIENTIFIC CORP (BSX), ADVANCED MICRO DEVICES INC (AMD) and MICROSOFT CORP (MSFT).

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

Our best estimate is that Schear Investment Advisers, LLC made a return of -0.84% in the last quarter. In trailing 12 months, it's portfolio return was 30.83%.

Performance
S&P 500

New Buys

Ticker	$ Bought
medpace hldgs inc	1,489,550
corning inc	261,198
phillips 66	219,345
lam research corp	216,010
kinder morgan inc del	210,468
waste mgmt inc del	208,420

New stocks bought by Schear Investment Advisers, LLC

Additions

Ticker	% Inc.
boston scientific corp	44.96
advanced micro devices inc	32.00
microsoft corp	22.97
micron technology inc	12.54
modine mfg co	8.51
vertiv holdings co	6.1
martin marietta matls inc	4.1
delta air lines inc	1.93

Additions to existing portfolio by Schear Investment Advisers, LLC

Reductions

Ticker	% Reduced
invesco qqq tr	-66.11
vanguard index fds	-51.79
cincinnati finl corp	-24.52
meta platforms inc	-18.00
state str spdr s&p 500 etf t	-10.36
air products and chemicals i	-9.98
united rentals inc	-7.35
t-mobile us inc	-2.52

Schear Investment Advisers, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
oracle corp	-3,097,700
ge healthcare technologies i	-607,932
eaton corp plc	-1,660,070
gallagher arthur j & co	-1,126,770

Schear Investment Advisers, LLC got rid off the above stocks

Sector Distribution

Schear Investment Advisers, LLC has about 30.2% of it's holdings in Technology sector.

Sector	%
Technology	30.2
Others	13.9
Financial Services	10.9
Industrials	9.7
Consumer Cyclical	8.9
Healthcare	8.4
Communication Services	7.3
Consumer Defensive	4.5
Energy	2.4
Basic Materials	2.2
Utilities	1.6

Market Cap. Distribution

Schear Investment Advisers, LLC has about 87.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	61.8
LARGE-CAP	25.3
UNALLOCATED	12.9

Stocks belong to which Index?

About 81.1% of the stocks held by Schear Investment Advisers, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	78.6
Others	18.9
RUSSELL 2000	2.5

Top 5 Winners (%)		%
MOD	modine mfg co	58.5 %
VRT	vertiv holdings co	52.3 %
MPC	marathon pete corp	50.1 %
CVX	chevron corporation	35.5 %
	ge vernova inc	33.5 %

Top 5 Winners ($)		$
	ge vernova inc	2.8 M
MOD	modine mfg co	2.1 M
MU	micron technology inc	1.6 M
VRT	vertiv holdings co	1.3 M
CAT	caterpillar inc	0.9 M

Top 5 Losers (%)		%
BSX	boston scientific corp	-30.5 %
MSFT	microsoft corp	-21.7 %
CEG	constellation energy corp	-20.9 %
AXP	american express co	-18.1 %
UNH	unitedhealth group inc	-17.9 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-2.0 M
AVGO	broadcom inc	-1.6 M
NVDA	nvidia corporation	-1.2 M
BSX	boston scientific corp	-1.1 M
LLY	eli lilly & co	-1.1 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 77 stocks in it's portfolio. About 43.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. was the most profitable stock for Schear Investment Advisers, LLC last quarter.

Last Reported on: 28 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.27	29,220	7,415,740	added	0.11

ABBV	abbvie inc	0.10	1,087	236,468	unchanged	0.00

ABC	cencora inc	0.94	6,800	2,136,150	added	0.38

AFK	vaneck etf trust	1.19	7,027	2,694,150	unchanged	0.00

AJG	gallagher arthur j & co	0.00	0.00	0.00	sold off	-100

AMD	advanced micro devices inc	2.89	32,219	6,554,310	added	32.00

AMGN	amgen inc	0.97	6,230	2,192,020	added	0.63

AMZN	amazon com inc	2.54	27,619	5,752,210	reduced	-1.18

APD	air products and chemicals i	0.39	3,021	877,570	reduced	-9.98

AVGO	broadcom inc	5.76	42,240	13,073,700	reduced	-0.78

AXP	american express co	0.64	4,821	1,458,260	added	1.26

BAC	bank america corp	0.49	22,816	1,112,280	reduced	-0.24

BSX	boston scientific corp	1.10	39,882	2,502,600	added	44.96

C	citigroup inc	1.90	38,044	4,314,570	reduced	-0.23

CAT	caterpillar inc	2.05	6,568	4,653,160	added	0.21

CB	chubb ltd switz	0.89	6,178	2,013,600	reduced	-2.15

CEG	constellation energy corp	0.80	6,508	1,817,360	added	0.17

CINF	cincinnati finl corp	0.12	1,675	263,561	reduced	-24.52

COST	costco wholesale corporation	2.07	4,701	4,684,220	reduced	-2.1

CRWD	crowdstrike hldgs inc	1.30	7,549	2,947,200	reduced	-0.38