Schear Investment Advisers, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Schear Investment Advisers, LLC reported 88 stock positions worth $187.8 million. Its top holding was Nvidia (NVDA) at 8.1% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.4%) and Invesco QQQ Trust Series 1 (QQQ, 5.8%). Compared with Q3 2024, it opened 6 new positions, sold out of 2, added to 56 and reduced 23. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +130%) and the biggest sale Diamondback Energy (FANG, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- CINCINNATI, OH
- CIK
- 0001962838
- Portfolio Value
- $187.8M (Q4 2024)
- SEC Filing
- 0001667731-25-000157 ↗ filed Jan 29, 2025
Holdings Value
Holdings 88 stocks · $187.8M
| NVDA Nvidia Corp. | 8.07% | 112,872 | $15.2M | Add +3.3% |
| VOO Vanguard S&P 500 ETF | 7.43% | 25,920 | $14.0M | Add +129.6% |
| QQQ Invesco QQQ Trust Series 1 | 5.78% | 21,247 | $10.9M | Add +201.5% |
| AVGO Broadcom Inc. | 5.01% | 40,614 | $9.4M | Add +6.0% |
| AAPL Apple Inc. | 4.36% | 32,672 | $8.2M | Add +4.3% |
| GOOGL Alphabet Inc. Class A | 3.63% | 36,066 | $6.8M | Add +6.9% |
| LLY Eli Lilly & Co. | 3.51% | 8,535 | $6.6M | Add +1.7% |
| MSFT Microsoft Corp. | 3.40% | 15,131 | $6.4M | Add +9.1% |
| AMZN Amazon.com Inc. | 3.07% | 26,259 | $5.8M | Add +5.7% |
| META Meta Platforms Inc. Class A | 2.58% | 8,273 | $4.8M | Add +9.9% |
| COST Costco Wholesale Corp. | 2.33% | 4,775 | $4.4M | Add +3.5% |
| MRVL Marvell Technology Inc. | 1.65% | 28,027 | $3.1M | Add +5.6% |
| GEV GE Vernova Inc. | 1.65% | 9,399 | $3.1M | Add +10.4% |
| JPM JPMorgan Chase & Co. | 1.64% | 12,860 | $3.1M | Add +5.9% |
| V Visa Inc. Class A | 1.61% | 9,596 | $3.0M | Add +5.7% |
| HD Home Depot Inc. | 1.42% | 6,844 | $2.7M | Reduce -0.2% |
| AMD Advanced Micro Devices | 1.40% | 21,760 | $2.6M | Add +13.8% |
| UNH Unitedhealth Group Inc. | 1.35% | 5,013 | $2.5M | Add +2.4% |
| CAT Caterpillar Inc. | 1.33% | 6,864 | $2.5M | Add +3.6% |
| C Citigroup Inc. | 1.26% | 33,607 | $2.4M | Add +7.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.16% | 6,367 | $2.2M | Add +13.6% |
| PNC PNC Financial Services Group | 1.12% | 10,927 | $2.1M | Add +18.5% |
| BSX Boston Scientific Corp. | 1.10% | 23,106 | $2.1M | Add +16.9% |
| MSI Motorola Solutions Inc. | 1.08% | 4,378 | $2.0M | Add +9.2% |
| GS Goldman Sachs Group Inc. | 1.06% | 3,470 | $2.0M | Add +7.0% |
| CB Chubb Ltd. | 1.03% | 7,002 | $1.9M | Add +2.7% |
| ADBE Adobe Inc. | 1.01% | 4,260 | $1.9M | Add +0.1% |
| ULTA Ulta Beauty Inc. | 0.99% | 4,259 | $1.9M | Add +3.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.95% | 14,834 | $1.8M | Add +8.0% |
| LIN Linde PLC | 0.93% | 4,165 | $1.7M | Add +1.3% |
| MS Morgan Stanley | 0.92% | 13,809 | $1.7M | Add +28.0% |
| UNP Union Pacific Corp. | 0.86% | 7,097 | $1.6M | Reduce -3.7% |
| DAL Delta Air Lines Inc. | 0.85% | 26,522 | $1.6M | Add +6.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.83% | 5,487 | $1.6M | Add +4.7% |
| HON Honeywell International Inc. | 0.81% | 6,768 | $1.5M | Add +0.8% |
| ORCL Oracle Corp. | 0.81% | 9,137 | $1.5M | Add +23.1% |
| MLM Martin Marietta Materials | 0.80% | 2,908 | $1.5M | Reduce -2.4% |
| AMGN Amgen Inc. | 0.76% | 5,473 | $1.4M | Reduce -5.7% |
| COR Cencora Inc. | 0.75% | 6,241 | $1.4M | Add +2.5% |
| ACN Accenture PLC Class A | 0.74% | 3,962 | $1.4M | Add +4.4% |
| CLX Clorox Company | 0.72% | 8,374 | $1.4M | Add +5.5% |
| MCK McKesson Corp. | 0.69% | 2,277 | $1.3M | Add +35.2% |
| SYK Stryker Corp. | 0.69% | 3,582 | $1.3M | Add +11.3% |
| GE General Electric filed as GE AEROSPACE | 0.67% | 7,526 | $1.3M | Reduce -0.6% |
| URI United Rentals Inc. | 0.65% | 1,745 | $1.2M | Add +4.6% |
| INTU Intuit Inc. | 0.64% | 1,917 | $1.2M | Add +8.6% |
| CTRA Coterra Energy Inc. | 0.62% | 45,676 | $1.2M | Add +2.7% |
| GEHC GE Healthcare Technology | 0.62% | 14,918 | $1.2M | Reduce -6.1% |
| FANG Diamondback Energy Inc. | 0.62% | 7,118 | $1.2M | Reduce -54.6% |
| LULU Lululemon Athletica Inc. | 0.62% | 3,045 | $1.2M | Reduce -5.8% |
| WMT Walmart Inc. | 0.61% | 12,736 | $1.2M | Add +7.3% |
| TMUS T-Mobile US Inc. | 0.61% | 5,209 | $1.1M | Add +34.3% |
| MU Micron Technology Inc. | 0.60% | 13,438 | $1.1M | Reduce -17.0% |
| APD Air Products & Chemicals Inc. | 0.57% | 3,682 | $1.1M | Reduce -1.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.55% | 23,683 | $1.0M | Add +1.7% |
| DE Deere & Co. | 0.53% | 2,351 | $996K | Add +4.5% |
| CVX Chevron Corp. | 0.51% | 6,553 | $949K | Reduce -49.8% |
| ETN Eaton Corp. PLC | 0.50% | 2,817 | $935K | New |
| BLK BlackRock Inc. | 0.49% | 892 | $914K | Add +8.5% |
| DHI D.R. Horton Inc. | 0.47% | 6,273 | $877K | Reduce -8.5% |
| PG The Procter & Gamble Co. | 0.45% | 5,036 | $844K | Add +0.7% |
| STZ Constellation Brands Inc. Class A | 0.44% | 3,732 | $825K | Reduce -9.9% |
| MRK Merck & Co. Inc. | 0.44% | 8,269 | $823K | Reduce -21.9% |
| PSX Phillips 66 | 0.39% | 6,368 | $726K | Reduce -8.0% |
| MCD McDonald's Corp. | 0.38% | 2,481 | $719K | Reduce -0.5% |
| RTX RTX Corp. | 0.38% | 6,130 | $709K | Add +5.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.33% | 3,165 | $625K | New |
| PEP Pepsico Inc. | 0.33% | 4,082 | $621K | Reduce -4.7% |
| JNJ Johnson & Johnson | 0.31% | 4,045 | $585K | Reduce -14.1% |
| LMT Lockheed Martin Corp. | 0.30% | 1,147 | $557K | Add +2.0% |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 1,001 | $521K | Reduce -14.1% |
| KO The Coca-Cola Co. | 0.27% | 8,108 | $505K | Add +15.1% |
| TGT Target Corp. | 0.25% | 3,422 | $463K | Add +122.2% |
| MRSH Marsh & McLennan Cos | 0.24% | 2,099 | $446K | Add +12.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 743 | $435K | No change |
| EPD Enterprise Products Partners | 0.23% | 13,751 | $431K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.20% | 4,274 | $368K | Reduce -33.9% |
| MDLZ Mondelez International Inc. Class A | 0.20% | 6,132 | $366K | Reduce -23.0% |
| MPC Marathon Petroleum Corp. | 0.19% | 2,511 | $350K | Add +9.8% |
| ZTS Zoetis Inc. | 0.17% | 1,981 | $323K | No change |
| LOW Lowe's Cos Inc. | 0.16% | 1,248 | $308K | Add +15.0% |
| FCX Freeport-McMoran Inc. | 0.14% | 6,993 | $266K | Add +2.6% |
| ABBV Abbvie Inc. | 0.12% | 1,311 | $233K | Reduce -3.1% |
| AXP American Express Co. | 0.12% | 784 | $233K | New |
| RGA Reinsurance Group of America | 0.12% | 1,081 | $231K | New |
| REGN Regeneron Pharmaceuticals | 0.11% | 288 | $205K | Reduce -23.8% |
| MA Mastercard Inc. Class A | 0.11% | 382 | $201K | New |
| WMB Williams Cos Inc. | 0.11% | 3,697 | $200K | New |
Portfolio Sells Q3 2024 → Q4 2024
| FANG Diamondback Energy Inc. | Reduce -54.6% | 0.62% | −1.05 |
| CVX Chevron Corp. | Reduce -49.8% | 0.51% | −0.68 |
| MU Micron Technology Inc. | Reduce -17.0% | 0.60% | −0.44 |
| AMGN Amgen Inc. | Reduce -5.7% | 0.76% | −0.40 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.39 |
| DHI D.R. Horton Inc. | Reduce -8.5% | 0.47% | −0.34 |
| MRK Merck & Co. Inc. | Reduce -21.9% | 0.44% | −0.31 |
| GEHC GE Healthcare Technology | Reduce -6.1% | 0.62% | −0.30 |
| HD Home Depot Inc. | Reduce -0.2% | 1.42% | −0.30 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -33.9% | 0.20% | −0.28 |
| UNP Union Pacific Corp. | Reduce -3.7% | 0.86% | −0.26 |
| STZ Constellation Brands Inc. Class A | Reduce -9.9% | 0.44% | −0.22 |
| GE General Electric | Reduce -0.6% | 0.67% | −0.22 |
| MLM Martin Marietta Materials | Reduce -2.4% | 0.80% | −0.19 |
| PSX Phillips 66 | Reduce -8.0% | 0.39% | −0.18 |
| TMO Thermo Fisher Scientific Inc. | Reduce -14.1% | 0.28% | −0.17 |
| MDLZ Mondelez International Inc. Class A | Reduce -23.0% | 0.20% | −0.17 |
| JNJ Johnson & Johnson | Reduce -14.1% | 0.31% | −0.16 |
| REGN Regeneron Pharmaceuticals | Reduce -23.8% | 0.11% | −0.14 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.13 |
| PEP Pepsico Inc. | Reduce -4.7% | 0.33% | −0.12 |
| APD Air Products & Chemicals Inc. | Reduce -1.3% | 0.57% | −0.12 |
| MCD McDonald's Corp. | Reduce -0.5% | 0.38% | −0.09 |
| ABBV Abbvie Inc. | Reduce -3.1% | 0.12% | −0.04 |
| LULU Lululemon Athletica Inc. | Reduce -5.8% | 0.62% | +0.08 |
Portfolio Buys Q3 2024 → Q4 2024
| VOO Vanguard S&P 500 ETF | Add +129.6% | 7.43% | +3.75 |
| QQQ Invesco QQQ Trust Series 1 | Add +201.5% | 5.78% | +3.65 |
| AVGO Broadcom Inc. | Add +6.0% | 5.01% | +0.92 |
| ETN Eaton Corp. PLC | New | 0.50% | +0.50 |
| MRVL Marvell Technology Inc. | Add +5.6% | 1.65% | +0.46 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.33% | +0.33 |
| GEV GE Vernova Inc. | Add +10.4% | 1.65% | +0.30 |
| MS Morgan Stanley | Add +28.0% | 0.92% | +0.23 |
| AMZN Amazon.com Inc. | Add +5.7% | 3.07% | +0.20 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +13.6% | 1.16% | +0.19 |
| MCK McKesson Corp. | Add +35.2% | 0.69% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +6.9% | 3.63% | +0.17 |
| AXP American Express Co. | New | 0.12% | +0.12 |
| RGA Reinsurance Group of America | New | 0.12% | +0.12 |
| TMUS T-Mobile US Inc. | Add +34.3% | 0.61% | +0.12 |
| MA Mastercard Inc. Class A | New | 0.11% | +0.11 |
| WMB Williams Cos Inc. | New | 0.11% | +0.11 |
| TGT Target Corp. | Add +122.2% | 0.25% | +0.10 |
| BSX Boston Scientific Corp. | Add +16.9% | 1.10% | +0.07 |
| V Visa Inc. Class A | Add +5.7% | 1.61% | +0.07 |
| DAL Delta Air Lines Inc. | Add +6.2% | 0.85% | +0.07 |
| PNC PNC Financial Services Group | Add +18.5% | 1.12% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +7.0% | 1.06% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +5.9% | 1.64% | +0.06 |
| C Citigroup Inc. | Add +7.7% | 1.26% | +0.05 |
| ORCL Oracle Corp. | Add +23.1% | 0.81% | +0.03 |
| WMT Walmart Inc. | Add +7.3% | 0.61% | +0.02 |
| BLK BlackRock Inc. | Add +8.5% | 0.49% | +0.00 |
| ULTA Ulta Beauty Inc. | Add +3.3% | 0.99% | −0.01 |
| BAC Bank of America Corp. | Add +1.7% | 0.55% | −0.02 |
| LOW Lowe's Cos Inc. | Add +15.0% | 0.16% | −0.02 |
| MRSH Marsh & McLennan Cos | Add +12.7% | 0.24% | −0.02 |
| SYK Stryker Corp. | Add +11.3% | 0.69% | −0.03 |
| INTU Intuit Inc. | Add +8.6% | 0.64% | −0.04 |
| MSI Motorola Solutions Inc. | Add +9.2% | 1.08% | −0.04 |
| CTRA Coterra Energy Inc. | Add +2.7% | 0.62% | −0.04 |
| MPC Marathon Petroleum Corp. | Add +9.8% | 0.19% | −0.04 |
| KO The Coca-Cola Co. | Add +15.1% | 0.27% | −0.04 |
| HON Honeywell International Inc. | Add +0.8% | 0.81% | −0.04 |
| TJX TJX Companies Inc. | Add +8.0% | 0.95% | −0.05 |
| DE Deere & Co. | Add +4.5% | 0.53% | −0.05 |
| RTX RTX Corp. | Add +5.2% | 0.38% | −0.06 |
| FCX Freeport-McMoran Inc. | Add +2.6% | 0.14% | −0.07 |
| CLX Clorox Company | Add +5.5% | 0.72% | −0.08 |
| AJG Arthur J Gallagher & Co. | Add +4.7% | 0.83% | −0.08 |
| META Meta Platforms Inc. Class A | Add +9.9% | 2.58% | −0.09 |
| PG The Procter & Gamble Co. | Add +0.7% | 0.45% | −0.09 |
| ACN Accenture PLC Class A | Add +4.4% | 0.74% | −0.09 |
| COR Cencora Inc. | Add +2.5% | 0.75% | −0.10 |
| LMT Lockheed Martin Corp. | Add +2.0% | 0.30% | −0.11 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 83 | $299.0M | MU, NVDA, AMD, AVGO, GEV |
| Q1 2026 | 77 | $226.8M | NVDA, AVGO, GEV, GOOGL, MU |
| Q4 2025 | 75 | $232.4M | NVDA, AVGO, GOOGL, SPY, GEV |
| Q3 2025 | 86 | $224.5M | NVDA, AVGO, SPY, GOOGL, MSFT |
| Q2 2025 | 86 | $202.0M | NVDA, AVGO, SPY, MSFT, GOOGL |
| Q1 2025 | 89 | $173.6M | NVDA, VOO, AVGO, AAPL, LLY |
| Q4 2024 | 88 | $187.8M | NVDA, VOO, QQQ, AVGO, AAPL |
| Q3 2024 | 84 | $161.6M | NVDA, LLY, AAPL, AVGO, MSFT |
| Q2 2024 | 80 | $138.5M | NVDA, LLY, AAPL, MSFT, VOO |
| Q1 2024 | 78 | $124.5M | NVDA, VOO, LLY, AAPL, MSFT |