Schear Investment Advisers, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Schear Investment Advisers, LLC reported 75 stock positions worth $232.4 million. Its top holding was Nvidia (NVDA) at 7.9% of the portfolio, followed by Broadcom (AVGO, 6.3%) and Alphabet Class A (GOOGL, 5.0%). Compared with Q3 2025, it sold out of 11, added to 41 and reduced 32. The biggest buy was Micron Technology (MU, shares +15%) and the biggest sale Marvell Technology (MRVL, shares −74%).
- Most Recent 13F
- Q2 2026
- Location
- CINCINNATI, OH
- CIK
- 0001962838
- Portfolio Value
- $232.4M (Q4 2025)
- SEC Filing
- 0001962838-26-000001 ↗ filed Jan 28, 2026
Holdings Value
Holdings 75 stocks · $232.4M
| NVDA Nvidia Corp. | 7.92% | 98,647 | $18.4M | Add +0.8% |
| AVGO Broadcom Inc. | 6.34% | 42,574 | $14.7M | Reduce -2.9% |
| GOOGL Alphabet Inc. Class A | 5.03% | 37,336 | $11.7M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.67% | 12,506 | $8.5M | Reduce -14.7% |
| GEV GE Vernova Inc. | 3.57% | 12,684 | $8.3M | Add +8.0% |
| MU Micron Technology Inc. | 3.44% | 27,990 | $8.0M | Add +14.8% |
| AAPL Apple Inc. | 3.41% | 29,187 | $7.9M | Add +0.1% |
| MSFT Microsoft Corp. | 3.27% | 15,706 | $7.6M | Add +3.8% |
| LLY Eli Lilly & Co. | 3.25% | 7,027 | $7.6M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 2.96% | 10,407 | $6.9M | Add +18.6% |
| AMZN Amazon.com Inc. | 2.78% | 27,948 | $6.5M | Add +4.6% |
| VOO Vanguard S&P 500 ETF | 2.35% | 8,692 | $5.5M | Reduce -14.3% |
| AMD Advanced Micro Devices | 2.25% | 24,409 | $5.2M | Add +3.5% |
| C Citigroup Inc. | 1.92% | 38,133 | $4.4M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 1.88% | 13,574 | $4.4M | Add +1.1% |
| COST Costco Wholesale Corp. | 1.78% | 4,802 | $4.1M | Add +0.8% |
| TSM Taiwan Semiconductor-SP ADR | 1.73% | 13,213 | $4.0M | Add +28.8% |
| CAT Caterpillar Inc. | 1.62% | 6,554 | $3.8M | Reduce -5.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.53% | 7,578 | $3.6M | Add +1.8% |
| GE General Electric filed as GE AEROSPACE | 1.52% | 11,440 | $3.5M | Add +36.2% |
| MS Morgan Stanley | 1.47% | 19,197 | $3.4M | Add +8.7% |
| V Visa Inc. Class A | 1.44% | 9,551 | $3.3M | Add +0.5% |
| MOD Modine Manufacturing Co. | 1.38% | 23,931 | $3.2M | Add +49.8% |
| ORCL Oracle Corp. | 1.33% | 15,893 | $3.1M | Add +10.7% |
| GS Goldman Sachs Group Inc. | 1.31% | 3,474 | $3.1M | Add +0.5% |
| ULTA Ulta Beauty Inc. | 1.18% | 4,540 | $2.7M | Add +2.8% |
| BSX Boston Scientific Corp. | 1.13% | 27,512 | $2.6M | Add +6.7% |
| DAL Delta Air Lines Inc. | 1.11% | 37,305 | $2.6M | Add +3.3% |
| WMT Walmart Inc. | 1.10% | 22,975 | $2.6M | Add +51.4% |
| SMH Vaneck Semiconductor ETF | 1.09% | 7,027 | $2.5M | No change |
| PNC PNC Financial Services Group | 1.08% | 12,050 | $2.5M | Reduce -2.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.06% | 15,970 | $2.5M | Add +3.0% |
| VRT Vertiv Holdings Co. Class A | 1.02% | 14,700 | $2.4M | Add +167.8% |
| MCK McKesson Corp. | 1.02% | 2,880 | $2.4M | Add +10.8% |
| HD Home Depot Inc. | 1.00% | 6,748 | $2.3M | Reduce -0.0% |
| CEG Constellation Energy | 0.99% | 6,497 | $2.3M | Add +37.1% |
| COR Cencora Inc. | 0.98% | 6,774 | $2.3M | Add +3.7% |
| PG The Procter & Gamble Co. | 0.98% | 15,840 | $2.3M | Reduce -21.8% |
| AMGN Amgen Inc. | 0.87% | 6,191 | $2.0M | Add +9.0% |
| CB Chubb Ltd. | 0.85% | 6,314 | $2.0M | Reduce -2.2% |
| MLM Martin Marietta Materials | 0.84% | 3,149 | $2.0M | Add +15.3% |
| VST Vistra Corp. | 0.82% | 11,810 | $1.9M | Add +44.7% |
| LIN Linde PLC | 0.81% | 4,407 | $1.9M | Reduce -0.3% |
| MSI Motorola Solutions Inc. | 0.76% | 4,624 | $1.8M | Add +2.7% |
| AXP American Express Co. | 0.76% | 4,761 | $1.8M | Add +34.5% |
| UNH Unitedhealth Group Inc. | 0.75% | 5,269 | $1.7M | Add +7.5% |
| ETN Eaton Corp. PLC | 0.71% | 5,212 | $1.7M | Reduce -5.1% |
| UNP Union Pacific Corp. | 0.62% | 6,227 | $1.4M | Reduce -5.4% |
| CVX Chevron Corp. | 0.59% | 9,045 | $1.4M | Add +0.9% |
| CTRA Coterra Energy Inc. | 0.59% | 51,888 | $1.4M | Reduce -20.1% |
| URI United Rentals Inc. | 0.58% | 1,673 | $1.4M | Add +1.3% |
| SYK Stryker Corp. | 0.56% | 3,674 | $1.3M | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.54% | 22,872 | $1.3M | Reduce -0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.54% | 2,027 | $1.2M | Reduce -1.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.48% | 4,354 | $1.1M | Reduce -32.2% |
| RTX RTX Corp. | 0.46% | 5,816 | $1.1M | Reduce -3.9% |
| DE Deere & Co. | 0.45% | 2,260 | $1.1M | Reduce -0.6% |
| HON Honeywell International Inc. | 0.41% | 4,930 | $962K | Reduce -15.9% |
| BLK BlackRock Inc. | 0.40% | 873 | $934K | Add +0.3% |
| TMUS T-Mobile US Inc. | 0.38% | 4,362 | $886K | Reduce -24.0% |
| APD Air Products & Chemicals Inc. | 0.36% | 3,356 | $829K | Reduce -14.9% |
| JNJ Johnson & Johnson | 0.35% | 3,903 | $808K | Reduce -0.5% |
| DHI D.R. Horton Inc. | 0.34% | 5,548 | $799K | Reduce -3.9% |
| LMT Lockheed Martin Corp. | 0.31% | 1,495 | $723K | Reduce -1.7% |
| MCD McDonald's Corp. | 0.31% | 2,333 | $713K | Reduce -6.6% |
| MRVL Marvell Technology Inc. | 0.27% | 7,445 | $633K | Reduce -74.3% |
| GEHC GE Healthcare Technology | 0.26% | 7,412 | $608K | Reduce -49.4% |
| EPD Enterprise Products Partners | 0.21% | 15,311 | $491K | Add +11.3% |
| KO The Coca-Cola Co. | 0.17% | 5,743 | $401K | Reduce -9.1% |
| LHX L3HARRIS Technologies Inc. | 0.17% | 1,347 | $395K | Add +0.1% |
| CINF Cincinnati Financial Corp. | 0.16% | 2,219 | $362K | Reduce -12.2% |
| LOW Lowe's Cos Inc. | 0.13% | 1,204 | $290K | Reduce -3.5% |
| ABBV Abbvie Inc. | 0.11% | 1,087 | $248K | Reduce -3.0% |
| MPC Marathon Petroleum Corp. | 0.10% | 1,457 | $237K | Reduce -0.1% |
| WMB Williams Cos Inc. | 0.10% | 3,697 | $222K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| MRVL Marvell Technology Inc. | Reduce -74.3% | 0.27% | −0.81 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -14.7% | 3.67% | −0.68 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.64 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.54 |
| CLX Clorox Company | Sold out | 0.00% | −0.44 |
| VOO Vanguard S&P 500 ETF | Reduce -14.3% | 2.35% | −0.42 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.42 |
| PG The Procter & Gamble Co. | Reduce -21.8% | 0.98% | −0.41 |
| AJG Arthur J Gallagher & Co. | Reduce -32.2% | 0.48% | −0.40 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.29 |
| TMUS T-Mobile US Inc. | Reduce -24.0% | 0.38% | −0.23 |
| GEHC GE Healthcare Technology | Reduce -49.4% | 0.26% | −0.23 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.23 |
| HD Home Depot Inc. | Reduce -0.0% | 1.00% | −0.22 |
| ETN Eaton Corp. PLC | Reduce -5.1% | 0.71% | −0.20 |
| TGT Target Corp. | Sold out | 0.00% | −0.15 |
| HON Honeywell International Inc. | Reduce -15.9% | 0.41% | −0.14 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.13 |
| LIN Linde PLC | Reduce -0.3% | 0.81% | −0.13 |
| APD Air Products & Chemicals Inc. | Reduce -14.9% | 0.36% | −0.12 |
| AVGO Broadcom Inc. | Reduce -2.9% | 6.34% | −0.10 |
| CTRA Coterra Energy Inc. | Reduce -20.1% | 0.59% | −0.10 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.09 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.09 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.09 |
| DHI D.R. Horton Inc. | Reduce -3.9% | 0.34% | −0.09 |
| UNP Union Pacific Corp. | Reduce -5.4% | 0.62% | −0.07 |
| MCD McDonald's Corp. | Reduce -6.6% | 0.31% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -1.7% | 0.31% | −0.03 |
| MPC Marathon Petroleum Corp. | Reduce -0.1% | 0.10% | −0.02 |
| CINF Cincinnati Financial Corp. | Reduce -12.2% | 0.16% | −0.02 |
| PNC PNC Financial Services Group | Reduce -2.0% | 1.08% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -3.5% | 0.13% | −0.01 |
| KO The Coca-Cola Co. | Reduce -9.1% | 0.17% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.1% | 0.54% | −0.01 |
| DE Deere & Co. | Reduce -0.6% | 0.45% | −0.01 |
| ABBV Abbvie Inc. | Reduce -3.0% | 0.11% | −0.01 |
| RTX RTX Corp. | Reduce -3.9% | 0.46% | +0.01 |
| BAC Bank of America Corp. | Reduce -0.9% | 0.54% | +0.01 |
| JNJ Johnson & Johnson | Reduce -0.5% | 0.35% | +0.02 |
| CB Chubb Ltd. | Reduce -2.2% | 0.85% | +0.04 |
| CAT Caterpillar Inc. | Reduce -5.7% | 1.62% | +0.14 |
| LLY Eli Lilly & Co. | Reduce -0.9% | 3.25% | +0.84 |
Portfolio Buys Q3 2025 → Q4 2025
| MU Micron Technology Inc. | Add +14.8% | 3.44% | +1.62 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 5.03% | +1.02 |
| VRT Vertiv Holdings Co. Class A | Add +167.8% | 1.02% | +0.66 |
| AMD Advanced Micro Devices | Add +3.5% | 2.25% | +0.55 |
| TSM Taiwan Semiconductor-SP ADR | Add +28.8% | 1.73% | +0.45 |
| WMT Walmart Inc. | Add +51.4% | 1.10% | +0.41 |
| GE General Electric | Add +36.2% | 1.52% | +0.39 |
| MOD Modine Manufacturing Co. | Add +49.8% | 1.38% | +0.36 |
| GEV GE Vernova Inc. | Add +8.0% | 3.57% | +0.35 |
| CEG Constellation Energy | Add +37.1% | 0.99% | +0.29 |
| AXP American Express Co. | Add +34.5% | 0.76% | +0.23 |
| MS Morgan Stanley | Add +8.7% | 1.47% | +0.22 |
| C Citigroup Inc. | Add +1.1% | 1.92% | +0.21 |
| DAL Delta Air Lines Inc. | Add +3.3% | 1.11% | +0.20 |
| AMZN Amazon.com Inc. | Add +4.6% | 2.78% | +0.16 |
| AMGN Amgen Inc. | Add +9.0% | 0.87% | +0.16 |
| MCK McKesson Corp. | Add +10.8% | 1.02% | +0.12 |
| VST Vistra Corp. | Add +44.7% | 0.82% | +0.11 |
| AAPL Apple Inc. | Add +0.1% | 3.41% | +0.11 |
| ULTA Ulta Beauty Inc. | Add +2.8% | 1.18% | +0.11 |
| GS Goldman Sachs Group Inc. | Add +0.5% | 1.31% | +0.09 |
| META Meta Platforms Inc. Class A | Add +18.6% | 2.96% | +0.09 |
| MLM Martin Marietta Materials | Add +15.3% | 0.84% | +0.08 |
| COR Cencora Inc. | Add +3.7% | 0.98% | +0.08 |
| TJX TJX Companies Inc. | Add +3.0% | 1.06% | +0.06 |
| EPD Enterprise Products Partners | Add +11.3% | 0.21% | +0.02 |
| BSX Boston Scientific Corp. | Add +6.7% | 1.13% | +0.01 |
| V Visa Inc. Class A | Add +0.5% | 1.44% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +1.1% | 1.88% | −0.00 |
| UNH Unitedhealth Group Inc. | Add +7.5% | 0.75% | −0.00 |
| LHX L3HARRIS Technologies Inc. | Add +0.1% | 0.17% | −0.01 |
| CVX Chevron Corp. | Add +0.9% | 0.59% | −0.03 |
| SYK Stryker Corp. | Add +0.3% | 0.56% | −0.05 |
| BLK BlackRock Inc. | Add +0.3% | 0.40% | −0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.8% | 1.53% | −0.10 |
| URI United Rentals Inc. | Add +1.3% | 0.58% | −0.12 |
| MSI Motorola Solutions Inc. | Add +2.7% | 0.76% | −0.15 |
| COST Costco Wholesale Corp. | Add +0.8% | 1.78% | −0.18 |
| NVDA Nvidia Corp. | Add +0.8% | 7.92% | −0.22 |
| MSFT Microsoft Corp. | Add +3.8% | 3.27% | −0.22 |
| ORCL Oracle Corp. | Add +10.7% | 1.33% | −0.47 |
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 |