Schear Investment Advisers, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Schear Investment Advisers, LLC reported 86 stock positions worth $202.0 million. Its top holding was Nvidia (NVDA) at 7.6% of the portfolio, followed by Broadcom (AVGO, 6.0%) and SS SPDR S&P 500 ETF Trust-US (SPY, 4.7%). Compared with Q1 2025, it opened 4 new positions, sold out of 7, added to 37 and reduced 41. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +2207%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- CINCINNATI, OH
- CIK
- 0001962838
- Portfolio Value
- $202.0M (Q2 2025)
- SEC Filing
- 0001667731-25-001130 ↗ filed Aug 14, 2025
Holdings Value
Holdings 86 stocks · $202.0M
| NVDA Nvidia Corp. | 7.63% | 97,495 | $15.4M | Reduce -19.2% |
| AVGO Broadcom Inc. | 6.03% | 44,160 | $12.2M | Reduce -2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.71% | 15,411 | $9.5M | Add +2207.0% |
| MSFT Microsoft Corp. | 3.68% | 14,935 | $7.4M | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 3.22% | 36,929 | $6.5M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 3.18% | 8,710 | $6.4M | Add +0.6% |
| GEV GE Vernova Inc. | 3.08% | 11,740 | $6.2M | Add +0.9% |
| AAPL Apple Inc. | 2.96% | 29,170 | $6.0M | Reduce -7.1% |
| AMZN Amazon.com Inc. | 2.89% | 26,581 | $5.8M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 2.83% | 10,063 | $5.7M | Reduce -47.3% |
| LLY Eli Lilly & Co. | 2.73% | 7,066 | $5.5M | Reduce -3.4% |
| COST Costco Wholesale Corp. | 2.32% | 4,740 | $4.7M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 1.92% | 13,368 | $3.9M | Reduce -0.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.86% | 7,380 | $3.8M | Add +2.5% |
| V Visa Inc. Class A | 1.65% | 9,414 | $3.3M | Reduce -1.6% |
| AMD Advanced Micro Devices | 1.64% | 23,335 | $3.3M | Reduce -4.9% |
| C Citigroup Inc. | 1.58% | 37,418 | $3.2M | Add +2.7% |
| ORCL Oracle Corp. | 1.55% | 14,357 | $3.1M | Add +4.5% |
| MU Micron Technology Inc. | 1.49% | 24,362 | $3.0M | Add +19.7% |
| BSX Boston Scientific Corp. | 1.36% | 25,543 | $2.7M | Add +5.3% |
| CAT Caterpillar Inc. | 1.33% | 6,904 | $2.7M | Reduce -1.1% |
| HD Home Depot Inc. | 1.22% | 6,749 | $2.5M | Reduce -1.7% |
| MS Morgan Stanley | 1.22% | 17,460 | $2.5M | Add +5.8% |
| GS Goldman Sachs Group Inc. | 1.21% | 3,456 | $2.4M | Reduce -0.9% |
| TSM Taiwan Semiconductor-SP ADR | 1.14% | 10,127 | $2.3M | Add +22.1% |
| PNC PNC Financial Services Group | 1.12% | 12,189 | $2.3M | Add +3.3% |
| MRVL Marvell Technology Inc. | 1.11% | 29,043 | $2.2M | Reduce -9.3% |
| GE General Electric filed as GE AEROSPACE | 1.05% | 8,259 | $2.1M | Add +4.9% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.03% | 6,490 | $2.1M | Add +10.4% |
| LIN Linde PLC | 1.02% | 4,398 | $2.1M | Add +1.5% |
| ULTA Ulta Beauty Inc. | 1.01% | 4,383 | $2.1M | Reduce -2.4% |
| SMH Vaneck Semiconductor ETF | 0.97% | 7,027 | $2.0M | New |
| COR Cencora Inc. | 0.97% | 6,528 | $2.0M | Add +1.7% |
| ETN Eaton Corp. PLC | 0.96% | 5,440 | $1.9M | Add +13.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.94% | 15,367 | $1.9M | Add +1.6% |
| MCK McKesson Corp. | 0.93% | 2,573 | $1.9M | Add +3.0% |
| MSI Motorola Solutions Inc. | 0.92% | 4,436 | $1.9M | Add +1.3% |
| CB Chubb Ltd. | 0.91% | 6,352 | $1.8M | Reduce -0.7% |
| DAL Delta Air Lines Inc. | 0.87% | 35,713 | $1.8M | Add +22.3% |
| CTRA Coterra Energy Inc. | 0.82% | 65,024 | $1.7M | Add +13.6% |
| ADBE Adobe Inc. | 0.79% | 4,139 | $1.6M | Reduce -2.7% |
| AMGN Amgen Inc. | 0.79% | 5,685 | $1.6M | Add +0.7% |
| VST Vistra Corp. | 0.78% | 8,143 | $1.6M | Add +34.2% |
| MOD Modine Manufacturing Co. | 0.77% | 15,706 | $1.5M | New |
| UNP Union Pacific Corp. | 0.74% | 6,505 | $1.5M | Reduce -3.0% |
| MLM Martin Marietta Materials | 0.74% | 2,715 | $1.5M | Reduce -0.6% |
| CEG Constellation Energy | 0.73% | 4,582 | $1.5M | Add +40.2% |
| UNH Unitedhealth Group Inc. | 0.72% | 4,668 | $1.5M | Reduce -0.8% |
| INTU Intuit Inc. | 0.72% | 1,839 | $1.4M | Reduce -4.1% |
| SYK Stryker Corp. | 0.72% | 3,657 | $1.4M | Reduce -0.4% |
| WMT Walmart Inc. | 0.72% | 14,789 | $1.4M | Add +2.8% |
| HON Honeywell International Inc. | 0.68% | 5,860 | $1.4M | Reduce -2.2% |
| TMUS T-Mobile US Inc. | 0.67% | 5,658 | $1.3M | Add +3.5% |
| CVX Chevron Corp. | 0.64% | 8,960 | $1.3M | Add +5.2% |
| URI United Rentals Inc. | 0.61% | 1,629 | $1.2M | Reduce -3.4% |
| ACN Accenture PLC Class A | 0.58% | 3,898 | $1.2M | Reduce -1.6% |
| DE Deere & Co. | 0.57% | 2,273 | $1.2M | Reduce -1.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.56% | 2,041 | $1.1M | Reduce -80.5% |
| GEHC GE Healthcare Technology | 0.55% | 14,908 | $1.1M | Reduce -1.0% |
| APD Air Products & Chemicals Inc. | 0.55% | 3,903 | $1.1M | Add +2.5% |
| AXP American Express Co. | 0.54% | 3,436 | $1.1M | Add +62.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.54% | 23,083 | $1.1M | Reduce -1.0% |
| PG The Procter & Gamble Co. | 0.51% | 6,409 | $1.0M | Add +28.8% |
| CLX Clorox Company | 0.48% | 8,133 | $977K | Reduce -3.5% |
| BLK BlackRock Inc. | 0.45% | 869 | $912K | Reduce -1.8% |
| RTX RTX Corp. | 0.43% | 5,929 | $866K | Reduce -5.5% |
| LULU Lululemon Athletica Inc. | 0.39% | 3,343 | $794K | Add +2.5% |
| DHI D.R. Horton Inc. | 0.37% | 5,762 | $743K | Reduce -9.2% |
| MCD McDonald's Corp. | 0.36% | 2,518 | $736K | Add +1.8% |
| MRSH Marsh & McLennan Cos | 0.36% | 3,321 | $726K | Add +2.4% |
| LMT Lockheed Martin Corp. | 0.34% | 1,488 | $689K | Add +29.8% |
| VRT Vertiv Holdings Co. Class A | 0.32% | 5,095 | $654K | New |
| JNJ Johnson & Johnson | 0.30% | 3,915 | $598K | Reduce -2.9% |
| KO The Coca-Cola Co. | 0.22% | 6,321 | $447K | Add +3.7% |
| CINF Cincinnati Financial Corp. | 0.21% | 2,881 | $429K | Add +16.6% |
| EPD Enterprise Products Partners | 0.21% | 13,751 | $426K | No change |
| TGT Target Corp. | 0.20% | 3,992 | $394K | Reduce -0.1% |
| LHX L3HARRIS Technologies Inc. | 0.16% | 1,275 | $320K | Add +29.8% |
| ZTS Zoetis Inc. | 0.15% | 1,981 | $309K | No change |
| LOW Lowe's Cos Inc. | 0.14% | 1,248 | $277K | No change |
| SMCI Super Micro Computer Inc. | 0.12% | 5,114 | $251K | New |
| MPC Marathon Petroleum Corp. | 0.12% | 1,459 | $242K | Reduce -23.9% |
| WMB Williams Cos Inc. | 0.12% | 3,697 | $232K | No change |
| ABBV Abbvie Inc. | 0.10% | 1,121 | $208K | Reduce -13.5% |
| FANG Diamondback Energy Inc. | 0.10% | 1,470 | $202K | Reduce -64.3% |
| MA Mastercard Inc. Class A | 0.10% | 357 | $201K | Reduce -6.5% |
Portfolio Sells Q1 2025 → Q2 2025
| VOO Vanguard S&P 500 ETF | Reduce -47.3% | 2.83% | −2.82 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -80.5% | 0.56% | −2.27 |
| AAPL Apple Inc. | Reduce -7.1% | 2.96% | −1.05 |
| LLY Eli Lilly & Co. | Reduce -3.4% | 2.73% | −0.75 |
| UNH Unitedhealth Group Inc. | Reduce -0.8% | 0.72% | −0.70 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.41 |
| COST Costco Wholesale Corp. | Reduce -1.1% | 2.32% | −0.29 |
| FANG Diamondback Energy Inc. | Reduce -64.3% | 0.10% | −0.28 |
| V Visa Inc. Class A | Reduce -1.6% | 1.65% | −0.28 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.26 |
| CLX Clorox Company | Reduce -3.5% | 0.48% | −0.23 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.23 |
| HD Home Depot Inc. | Reduce -1.7% | 1.22% | −0.22 |
| CB Chubb Ltd. | Reduce -0.7% | 0.91% | −0.20 |
| UNP Union Pacific Corp. | Reduce -3.0% | 0.74% | −0.17 |
| GEHC GE Healthcare Technology | Reduce -1.0% | 0.55% | −0.15 |
| ADBE Adobe Inc. | Reduce -2.7% | 0.79% | −0.15 |
| ACN Accenture PLC Class A | Reduce -1.6% | 0.58% | −0.14 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.13 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.12 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.12 |
| PSX Phillips 66 | Sold out | 0.00% | −0.12 |
| DHI D.R. Horton Inc. | Reduce -9.2% | 0.37% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 3.22% | −0.10 |
| JNJ Johnson & Johnson | Reduce -2.9% | 0.30% | −0.09 |
| SYK Stryker Corp. | Reduce -0.4% | 0.72% | −0.07 |
| HON Honeywell International Inc. | Reduce -2.2% | 0.68% | −0.06 |
| ABBV Abbvie Inc. | Reduce -13.5% | 0.10% | −0.05 |
| DE Deere & Co. | Reduce -1.4% | 0.57% | −0.05 |
| RTX RTX Corp. | Reduce -5.5% | 0.43% | −0.05 |
| TGT Target Corp. | Reduce -0.1% | 0.20% | −0.05 |
| MPC Marathon Petroleum Corp. | Reduce -23.9% | 0.12% | −0.04 |
| BLK BlackRock Inc. | Reduce -1.8% | 0.45% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 2.89% | −0.03 |
| MRVL Marvell Technology Inc. | Reduce -9.3% | 1.11% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -6.5% | 0.10% | −0.02 |
| BAC Bank of America Corp. | Reduce -1.0% | 0.54% | −0.02 |
| MLM Martin Marietta Materials | Reduce -0.6% | 0.74% | −0.01 |
| URI United Rentals Inc. | Reduce -3.4% | 0.61% | −0.00 |
| CAT Caterpillar Inc. | Reduce -1.1% | 1.33% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 1.92% | +0.03 |
| INTU Intuit Inc. | Reduce -4.1% | 0.72% | +0.04 |
| ULTA Ulta Beauty Inc. | Reduce -2.4% | 1.01% | +0.07 |
| NVDA Nvidia Corp. | Reduce -19.2% | 7.63% | +0.10 |
| GS Goldman Sachs Group Inc. | Reduce -0.9% | 1.21% | +0.11 |
| AMD Advanced Micro Devices | Reduce -4.9% | 1.64% | +0.19 |
| MSFT Microsoft Corp. | Reduce -1.7% | 3.68% | +0.39 |
| AVGO Broadcom Inc. | Reduce -2.0% | 6.03% | +1.68 |
Portfolio Buys Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2207.0% | 4.71% | +4.50 |
| GEV GE Vernova Inc. | Add +0.9% | 3.08% | +1.03 |
| SMH Vaneck Semiconductor ETF | New | 0.97% | +0.97 |
| MOD Modine Manufacturing Co. | New | 0.77% | +0.77 |
| MU Micron Technology Inc. | Add +19.7% | 1.49% | +0.47 |
| ORCL Oracle Corp. | Add +4.5% | 1.55% | +0.45 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.5% | 1.86% | +0.40 |
| VST Vistra Corp. | Add +34.2% | 0.78% | +0.37 |
| CEG Constellation Energy | Add +40.2% | 0.73% | +0.35 |
| TSM Taiwan Semiconductor-SP ADR | Add +22.1% | 1.14% | +0.34 |
| VRT Vertiv Holdings Co. Class A | New | 0.32% | +0.32 |
| META Meta Platforms Inc. Class A | Add +0.6% | 3.18% | +0.31 |
| AXP American Express Co. | Add +62.2% | 0.54% | +0.21 |
| ETN Eaton Corp. PLC | Add +13.5% | 0.96% | +0.21 |
| GE General Electric | Add +4.9% | 1.05% | +0.14 |
| DAL Delta Air Lines Inc. | Add +22.3% | 0.87% | +0.14 |
| SMCI Super Micro Computer Inc. | New | 0.12% | +0.12 |
| MS Morgan Stanley | Add +5.8% | 1.22% | +0.11 |
| C Citigroup Inc. | Add +2.7% | 1.58% | +0.09 |
| LMT Lockheed Martin Corp. | Add +29.8% | 0.34% | +0.05 |
| LHX L3HARRIS Technologies Inc. | Add +29.8% | 0.16% | +0.04 |
| PG The Procter & Gamble Co. | Add +28.8% | 0.51% | +0.02 |
| CINF Cincinnati Financial Corp. | Add +16.6% | 0.21% | +0.00 |
| WMT Walmart Inc. | Add +2.8% | 0.72% | −0.01 |
| KO The Coca-Cola Co. | Add +3.7% | 0.22% | −0.03 |
| MCK McKesson Corp. | Add +3.0% | 0.93% | −0.03 |
| BSX Boston Scientific Corp. | Add +5.3% | 1.36% | −0.05 |
| COR Cencora Inc. | Add +1.7% | 0.97% | −0.06 |
| PNC PNC Financial Services Group | Add +3.3% | 1.12% | −0.07 |
| MCD McDonald's Corp. | Add +1.8% | 0.36% | −0.08 |
| MRSH Marsh & McLennan Cos | Add +2.4% | 0.36% | −0.10 |
| APD Air Products & Chemicals Inc. | Add +2.5% | 0.55% | −0.10 |
| TJX TJX Companies Inc. | Add +1.6% | 0.94% | −0.12 |
| CTRA Coterra Energy Inc. | Add +13.6% | 0.82% | −0.14 |
| LULU Lululemon Athletica Inc. | Add +2.5% | 0.39% | −0.14 |
| AJG Arthur J Gallagher & Co. | Add +10.4% | 1.03% | −0.14 |
| LIN Linde PLC | Add +1.5% | 1.02% | −0.14 |
| TMUS T-Mobile US Inc. | Add +3.5% | 0.67% | −0.17 |
| MSI Motorola Solutions Inc. | Add +1.3% | 0.92% | −0.18 |
| CVX Chevron Corp. | Add +5.2% | 0.64% | −0.19 |
| AMGN Amgen Inc. | Add +0.7% | 0.79% | −0.23 |
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 |