Schear Investment Advisers, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Schear Investment Advisers, LLC reported 77 stock positions worth $226.8 million. Its top holding was Nvidia (NVDA) at 7.7% of the portfolio, followed by Broadcom (AVGO, 5.8%) and GE Vernova (GEV, 4.9%). Compared with Q4 2025, it opened 6 new positions, sold out of 4, added to 35 and reduced 29. The biggest buy was Micron Technology (MU, shares +13%) and the biggest sale an exit from Oracle (ORCL).
- Most Recent 13F
- Q2 2026
- Location
- CINCINNATI, OH
- CIK
- 0001962838
- Portfolio Value
- $226.8M (Q1 2026)
- SEC Filing
- 0001962838-26-000002 ↗ filed Apr 28, 2026
Holdings Value
Holdings 77 stocks · $226.8M
| NVDA Nvidia Corp. | 7.68% | 99,890 | $17.4M | Add +1.3% |
| AVGO Broadcom Inc. | 5.77% | 42,240 | $13.1M | Reduce -0.8% |
| GEV GE Vernova Inc. | 4.88% | 12,671 | $11.1M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 4.76% | 37,555 | $10.8M | Add +0.6% |
| MU Micron Technology Inc. | 4.69% | 31,501 | $10.6M | Add +12.5% |
| AAPL Apple Inc. | 3.27% | 29,220 | $7.4M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.22% | 11,211 | $7.3M | Reduce -10.4% |
| MSFT Microsoft Corp. | 3.15% | 19,313 | $7.1M | Add +23.0% |
| AMD Advanced Micro Devices | 2.89% | 32,219 | $6.6M | Add +32.0% |
| LLY Eli Lilly & Co. | 2.84% | 7,011 | $6.4M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 2.54% | 27,619 | $5.8M | Reduce -1.2% |
| MOD Modine Manufacturing Co. | 2.48% | 25,967 | $5.6M | Add +8.5% |
| META Meta Platforms Inc. Class A | 2.15% | 8,534 | $4.9M | Reduce -18.0% |
| COST Costco Wholesale Corp. | 2.07% | 4,701 | $4.7M | Reduce -2.1% |
| CAT Caterpillar Inc. | 2.05% | 6,568 | $4.7M | Add +0.2% |
| TSM Taiwan Semiconductor-SP ADR | 2.00% | 13,416 | $4.5M | Add +1.5% |
| C Citigroup Inc. | 1.90% | 38,044 | $4.3M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 1.77% | 13,654 | $4.0M | Add +0.6% |
| VRT Vertiv Holdings Co. Class A | 1.72% | 15,597 | $3.9M | Add +6.1% |
| GE General Electric filed as GE AEROSPACE | 1.44% | 11,526 | $3.3M | Add +0.8% |
| MS Morgan Stanley | 1.41% | 19,380 | $3.2M | Add +0.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.30% | 7,549 | $2.9M | Reduce -0.4% |
| GS Goldman Sachs Group Inc. | 1.29% | 3,445 | $2.9M | Reduce -0.8% |
| V Visa Inc. Class A | 1.27% | 9,566 | $2.9M | Add +0.2% |
| WMT Walmart Inc. | 1.27% | 23,190 | $2.9M | Add +0.9% |
| SMH Vaneck Semiconductor ETF | 1.19% | 7,027 | $2.7M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.14% | 16,129 | $2.6M | Add +1.0% |
| PNC PNC Financial Services Group | 1.12% | 12,213 | $2.5M | Add +1.4% |
| DAL Delta Air Lines Inc. | 1.11% | 38,024 | $2.5M | Add +1.9% |
| MCK McKesson Corp. | 1.11% | 2,907 | $2.5M | Add +0.9% |
| VOO Vanguard S&P 500 ETF | 1.10% | 4,190 | $2.5M | Reduce -51.8% |
| BSX Boston Scientific Corp. | 1.10% | 39,882 | $2.5M | Add +45.0% |
| ULTA Ulta Beauty Inc. | 1.03% | 4,489 | $2.3M | Reduce -1.1% |
| PG The Procter & Gamble Co. | 1.01% | 15,840 | $2.3M | No change |
| HD Home Depot Inc. | 0.98% | 6,739 | $2.2M | Reduce -0.1% |
| AMGN Amgen Inc. | 0.97% | 6,230 | $2.2M | Add +0.6% |
| LIN Linde PLC | 0.96% | 4,404 | $2.2M | Reduce -0.1% |
| COR Cencora Inc. | 0.94% | 6,800 | $2.1M | Add +0.4% |
| CB Chubb Ltd. | 0.89% | 6,178 | $2.0M | Reduce -2.1% |
| MSI Motorola Solutions Inc. | 0.88% | 4,604 | $2.0M | Reduce -0.4% |
| MLM Martin Marietta Materials | 0.85% | 3,278 | $1.9M | Add +4.1% |
| CVX Chevron Corp. | 0.83% | 9,146 | $1.9M | Add +1.1% |
| CTRA Coterra Energy Inc. | 0.81% | 51,995 | $1.8M | Add +0.2% |
| CEG Constellation Energy | 0.80% | 6,508 | $1.8M | Add +0.2% |
| VST Vistra Corp. | 0.79% | 11,920 | $1.8M | Add +0.9% |
| UNP Union Pacific Corp. | 0.66% | 6,196 | $1.5M | Reduce -0.5% |
| MEDP Medpace Holdings Inc. | 0.66% | 3,102 | $1.5M | New |
| AXP American Express Co. | 0.64% | 4,821 | $1.5M | Add +1.3% |
| UNH Unitedhealth Group Inc. | 0.64% | 5,361 | $1.5M | Add +1.8% |
| DE Deere & Co. | 0.56% | 2,261 | $1.3M | Add +0.0% |
| SYK Stryker Corp. | 0.53% | 3,661 | $1.2M | Reduce -0.3% |
| RTX RTX Corp. | 0.50% | 5,875 | $1.1M | Add +1.0% |
| URI United Rentals Inc. | 0.50% | 1,550 | $1.1M | Reduce -7.3% |
| HON Honeywell International Inc. | 0.49% | 4,938 | $1.1M | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.49% | 22,816 | $1.1M | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.42% | 3,903 | $954K | No change |
| LMT Lockheed Martin Corp. | 0.40% | 1,509 | $912K | Add +0.9% |
| TMUS T-Mobile US Inc. | 0.39% | 4,252 | $893K | Reduce -2.5% |
| APD Air Products & Chemicals Inc. | 0.39% | 3,021 | $878K | Reduce -10.0% |
| BLK BlackRock Inc. | 0.37% | 870 | $837K | Reduce -0.3% |
| DHI D.R. Horton Inc. | 0.33% | 5,496 | $754K | Reduce -0.9% |
| MRVL Marvell Technology Inc. | 0.33% | 7,551 | $748K | Add +1.4% |
| MCD McDonald's Corp. | 0.32% | 2,304 | $716K | Reduce -1.2% |
| EPD Enterprise Products Partners | 0.26% | 15,311 | $579K | No change |
| LHX L3HARRIS Technologies Inc. | 0.21% | 1,350 | $466K | Add +0.2% |
| KO The Coca-Cola Co. | 0.19% | 5,717 | $435K | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 687 | $397K | Reduce -66.1% |
| MPC Marathon Petroleum Corp. | 0.16% | 1,457 | $356K | No change |
| LOW Lowe's Cos Inc. | 0.12% | 1,179 | $279K | Reduce -2.1% |
| WMB Williams Cos Inc. | 0.12% | 3,697 | $269K | No change |
| CINF Cincinnati Financial Corp. | 0.12% | 1,675 | $264K | Reduce -24.5% |
| GLW Corning Inc. | 0.12% | 1,921 | $261K | New |
| ABBV Abbvie Inc. | 0.10% | 1,087 | $236K | No change |
| PSX Phillips 66 | 0.10% | 1,204 | $219K | New |
| LRCX Lam Research Corp. | 0.10% | 1,011 | $216K | New |
| KMI Kinder Morgan Inc. | 0.09% | 6,277 | $210K | New |
| WM Waste Management Inc. | 0.09% | 907 | $208K | New |
Portfolio Sells Q4 2025 → Q1 2026
| ORCL Oracle Corp. | Sold out | 0.00% | −1.33 |
| VOO Vanguard S&P 500 ETF | Reduce -51.8% | 1.10% | −1.24 |
| META Meta Platforms Inc. Class A | Reduce -18.0% | 2.15% | −0.80 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.71 |
| AVGO Broadcom Inc. | Reduce -0.8% | 5.77% | −0.58 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.48 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -10.4% | 3.22% | −0.46 |
| LLY Eli Lilly & Co. | Reduce -0.2% | 2.84% | −0.41 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -66.1% | 0.17% | −0.36 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.26 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 2.54% | −0.24 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.4% | 1.30% | −0.23 |
| ULTA Ulta Beauty Inc. | Reduce -1.1% | 1.03% | −0.15 |
| URI United Rentals Inc. | Reduce -7.3% | 0.50% | −0.08 |
| BAC Bank of America Corp. | Reduce -0.2% | 0.49% | −0.05 |
| CINF Cincinnati Financial Corp. | Reduce -24.5% | 0.12% | −0.04 |
| BLK BlackRock Inc. | Reduce -0.3% | 0.37% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -0.8% | 1.29% | −0.03 |
| SYK Stryker Corp. | Reduce -0.3% | 0.53% | −0.03 |
| HD Home Depot Inc. | Reduce -0.1% | 0.98% | −0.02 |
| C Citigroup Inc. | Reduce -0.2% | 1.90% | −0.01 |
| DHI D.R. Horton Inc. | Reduce -0.9% | 0.33% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -2.1% | 0.12% | −0.00 |
| MCD McDonald's Corp. | Reduce -1.2% | 0.32% | +0.01 |
| TMUS T-Mobile US Inc. | Reduce -2.5% | 0.39% | +0.01 |
| KO The Coca-Cola Co. | Reduce -0.5% | 0.19% | +0.02 |
| APD Air Products & Chemicals Inc. | Reduce -10.0% | 0.39% | +0.03 |
| CB Chubb Ltd. | Reduce -2.1% | 0.89% | +0.04 |
| UNP Union Pacific Corp. | Reduce -0.5% | 0.66% | +0.04 |
| MSI Motorola Solutions Inc. | Reduce -0.4% | 0.88% | +0.12 |
| LIN Linde PLC | Reduce -0.1% | 0.96% | +0.15 |
| COST Costco Wholesale Corp. | Reduce -2.1% | 2.07% | +0.28 |
| GEV GE Vernova Inc. | Reduce -0.1% | 4.88% | +1.31 |
Portfolio Buys Q4 2025 → Q1 2026
| MU Micron Technology Inc. | Add +12.5% | 4.69% | +1.25 |
| MOD Modine Manufacturing Co. | Add +8.5% | 2.48% | +1.11 |
| VRT Vertiv Holdings Co. Class A | Add +6.1% | 1.72% | +0.70 |
| MEDP Medpace Holdings Inc. | New | 0.66% | +0.66 |
| AMD Advanced Micro Devices | Add +32.0% | 2.89% | +0.64 |
| CAT Caterpillar Inc. | Add +0.2% | 2.05% | +0.44 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.5% | 2.00% | +0.27 |
| CVX Chevron Corp. | Add +1.1% | 0.83% | +0.24 |
| CTRA Coterra Energy Inc. | Add +0.2% | 0.81% | +0.22 |
| WMT Walmart Inc. | Add +0.9% | 1.27% | +0.17 |
| GLW Corning Inc. | New | 0.12% | +0.12 |
| DE Deere & Co. | Add +0.0% | 0.56% | +0.11 |
| PSX Phillips 66 | New | 0.10% | +0.10 |
| LRCX Lam Research Corp. | New | 0.10% | +0.10 |
| AMGN Amgen Inc. | Add +0.6% | 0.97% | +0.09 |
| KMI Kinder Morgan Inc. | New | 0.09% | +0.09 |
| MCK McKesson Corp. | Add +0.9% | 1.11% | +0.09 |
| WM Waste Management Inc. | New | 0.09% | +0.09 |
| LMT Lockheed Martin Corp. | Add +0.9% | 0.40% | +0.09 |
| TJX TJX Companies Inc. | Add +1.0% | 1.14% | +0.08 |
| HON Honeywell International Inc. | Add +0.2% | 0.49% | +0.08 |
| MRVL Marvell Technology Inc. | Add +1.4% | 0.33% | +0.06 |
| RTX RTX Corp. | Add +1.0% | 0.50% | +0.04 |
| PNC PNC Financial Services Group | Add +1.4% | 1.12% | +0.04 |
| LHX L3HARRIS Technologies Inc. | Add +0.2% | 0.21% | +0.04 |
| MLM Martin Marietta Materials | Add +4.1% | 0.85% | +0.01 |
| DAL Delta Air Lines Inc. | Add +1.9% | 1.11% | +0.00 |
| BSX Boston Scientific Corp. | Add +45.0% | 1.10% | −0.03 |
| VST Vistra Corp. | Add +0.9% | 0.79% | −0.03 |
| COR Cencora Inc. | Add +0.4% | 0.94% | −0.04 |
| MS Morgan Stanley | Add +0.9% | 1.41% | −0.06 |
| GE General Electric | Add +0.8% | 1.44% | −0.07 |
| UNH Unitedhealth Group Inc. | Add +1.8% | 0.64% | −0.11 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 1.77% | −0.11 |
| AXP American Express Co. | Add +1.3% | 0.64% | −0.12 |
| MSFT Microsoft Corp. | Add +23.0% | 3.15% | −0.12 |
| AAPL Apple Inc. | Add +0.1% | 3.27% | −0.14 |
| V Visa Inc. Class A | Add +0.2% | 1.27% | −0.17 |
| CEG Constellation Energy | Add +0.2% | 0.80% | −0.19 |
| NVDA Nvidia Corp. | Add +1.3% | 7.68% | −0.24 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 4.76% | −0.27 |
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 |