Schear Investment Advisers, LLC Top Holdings and 13F Report (2025) About Schear Investment Advisers, LLCInvestment ActivitySchear Investment Advisers, LLC has $224.52 million in total holdings as of September 30, 2025.Schear Investment Advisers, LLC owns shares of 86 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 1.55% of the portfolio was purchased this quarter.About 0.42% of the portfolio was sold this quarter.This quarter, Schear Investment Advisers, LLC has purchased 86 new stocks and bought additional shares in 53 stocks.Schear Investment Advisers, LLC sold shares of 19 stocks and completely divested from 0 stocks this quarter.Largest Holdings NVIDIA $18,264,316Broadcom $14,466,224SPDR S&P 500 ETF Trust $9,763,534Alphabet $9,009,286Microsoft $7,836,584 Largest Purchases this Quarter Procter & Gamble 13,841 shares (about $2.13M)Microsoft 195 shares (about $101.00K)UnitedHealth Group 231 shares (about $79.76K)NVIDIA 395 shares (about $73.70K)Vertiv 395 shares (about $59.59K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 755 shares (about $502.97K)Broadcom 311 shares (about $102.60K)lululemon athletica 468 shares (about $83.27K)Cincinnati Financial 353 shares (about $55.81K)Intuit 75 shares (about $51.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSchear Investment Advisers, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$18,264,316$73,699 ▲0.4%97,8908.1%Computer and TechnologyAVGOBroadcom$14,466,224$102,602 ▼-0.7%43,8496.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$9,763,534$502,966 ▼-4.9%14,6564.3%FinanceGOOGLAlphabet$9,009,286$31,846 ▲0.4%37,0604.0%Computer and TechnologyMSFTMicrosoft$7,836,584$101,000 ▲1.3%15,1303.5%Computer and TechnologyAAPLApple$7,426,793$764 ▼0.0%29,1673.3%Computer and TechnologyGE VERNOVA INC$7,223,230$4,304 ▲0.1%11,7473.2%COMMETAMeta Platforms$6,444,919$48,469 ▲0.8%8,7762.9%Computer and TechnologyVOOVanguard S&P 500 ETF$6,211,189$48,989 ▲0.8%10,1432.8%ETFAMZNAmazon.com$5,864,934$28,544 ▲0.5%26,7112.6%Retail/WholesaleLLYEli Lilly and Company$5,408,907$17,549 ▲0.3%7,0892.4%MedicalCOSTCostco Wholesale$4,407,850$20,364 ▲0.5%4,7622.0%Retail/WholesaleJPMJPMorgan Chase & Co.$4,236,540$19,872 ▲0.5%13,4311.9%FinanceMUMicron Technology$4,079,262$3,012 ▲0.1%24,3801.8%Computer and TechnologyORCLOracle$4,038,888$1,125 ▲0.0%14,3611.8%Computer and TechnologyCCitigroup$3,828,783$30,856 ▲0.8%37,7221.7%Financial ServicesAMDAdvanced Micro Devices$3,814,846$39,477 ▲1.0%23,5791.7%Computer and TechnologyCRWDCrowdStrike$3,648,918$29,913 ▲0.8%7,4411.6%Computer and TechnologyCATCaterpillar$3,315,238$20,995 ▲0.6%6,9481.5%IndustrialsVVisa$3,244,817$31,066 ▲1.0%9,5051.4%Business ServicesPGProcter & Gamble$3,111,412$2,126,669 ▲216.0%20,2501.4%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$2,864,398$36,028 ▲1.3%10,2561.3%Computer and TechnologyMSMorgan Stanley$2,807,869$32,428 ▲1.2%17,6641.3%FinanceGSThe Goldman Sachs Group$2,752,1860.0%3,4561.2%FinanceHDHome Depot$2,734,6270.0%6,7491.2%Retail/WholesaleGEGE Aerospace$2,527,189$42,716 ▲1.7%8,4011.1%AerospaceBSXBoston Scientific$2,516,511$22,748 ▲0.9%25,7761.1%MedicalPNCThe PNC Financial Services Group$2,469,832$20,696 ▲0.8%12,2921.1%FinanceMRVLMarvell Technology$2,440,384$1,261 ▼-0.1%29,0281.1%Computer and TechnologyULTAUlta Beauty$2,415,542$19,136 ▲0.8%4,4181.1%Retail/WholesaleSMHVanEck Semiconductor ETF$2,293,3320.0%7,0271.0%ManufacturingMODModine Manufacturing$2,271,290$38,525 ▲1.7%15,9771.0%Auto/Tires/TrucksTJXTJX Companies$2,241,382$20,236 ▲0.9%15,5071.0%Retail/WholesaleLINDE PLC$2,099,500$10,450 ▲0.5%4,4200.9%SHSMSIMotorola Solutions$2,058,262$29,724 ▲1.5%4,5010.9%Computer and TechnologyETNEaton$2,056,130$20,210 ▲1.0%5,4940.9%IndustrialsDALDelta Air Lines$2,049,299$22,586 ▲1.1%36,1110.9%TransportationCORCencora$2,041,446$1,250 ▲0.1%6,5320.9%MedicalMCKMcKesson$2,007,831$20,086 ▲1.0%2,5990.9%MedicalAJGArthur J. Gallagher & Co.$1,989,770$20,443 ▼-1.0%6,4240.9%FinanceCBChubb$1,822,771$29,919 ▲1.7%6,4580.8%FinanceMLMMartin Marietta Materials$1,721,295$10,084 ▲0.6%2,7310.8%ConstructionUNHUnitedHealth Group$1,691,625$79,764 ▲4.9%4,8990.8%MedicalAMGNAmgen$1,603,460$847 ▼-0.1%5,6820.7%MedicalVSTVistra$1,599,099$3,722 ▲0.2%8,1620.7%UtilitiesURIUnited Rentals$1,577,098$21,957 ▲1.4%1,6520.7%ConstructionWMTWalmart$1,564,142$39,987 ▲2.6%15,1770.7%Retail/WholesaleCEGConstellation Energy$1,559,463$51,664 ▲3.4%4,7390.7%EnergyUNPUnion Pacific$1,556,260$18,673 ▲1.2%6,5840.7%TransportationCTRACoterra Energy$1,536,753$1,064 ▼-0.1%64,9790.7%EnergyADBEAdobe$1,438,515$21,518 ▼-1.5%4,0780.6%Computer and TechnologyCVXChevron$1,391,3980.0%8,9600.6%EnergyTMUST-Mobile US$1,374,281$19,869 ▲1.5%5,7410.6%Computer and TechnologySYKStryker$1,354,471$2,588 ▲0.2%3,6640.6%MedicalHONHoneywell International$1,233,5300.0%5,8600.5%Multi-Sector ConglomeratesQQQInvesco QQQ$1,230,158$4,803 ▲0.4%2,0490.5%FinanceINTUIntuit$1,204,653$51,218 ▼-4.1%1,7640.5%Computer and TechnologyBACBank of America$1,190,8520.0%23,0830.5%FinanceAXPAmerican Express$1,175,514$34,212 ▲3.0%3,5390.5%FinanceGEHCGE HealthCare Technologies$1,099,389$20,202 ▼-1.8%14,6390.5%MedicalAPDAir Products and Chemicals$1,075,608$11,182 ▲1.1%3,9440.5%Basic MaterialsDEDeere & Company$1,039,3520.0%2,2730.5%IndustrialsBLACKROCK INC$1,014,307$1,166 ▲0.1%8700.5%COMRTXRTX$1,012,346$20,247 ▲2.0%6,0500.5%AerospaceCLXClorox$997,990$4,809 ▼-0.5%8,0940.4%Consumer StaplesDHID.R. Horton$978,520$2,034 ▲0.2%5,7740.4%ConstructionACNAccenture$940,779$20,468 ▼-2.1%3,8150.4%Computer and TechnologyVRTVertiv$828,221$59,590 ▲7.8%5,4900.4%Computer and TechnologyLMTLockheed Martin$759,298$16,474 ▲2.2%1,5210.3%AerospaceMCDMcDonald's$759,117$6,078 ▼-0.8%2,4980.3%Retail/WholesaleJNJJohnson & Johnson$727,217$1,298 ▲0.2%3,9220.3%MedicalMMCMarsh & McLennan Companies$656,182$13,099 ▼-2.0%3,2560.3%FinanceLULUlululemon athletica$511,549$83,271 ▼-14.0%2,8750.2%Consumer DiscretionaryEPDEnterprise Products Partners$429,9940.0%13,7510.2%EnergyKOCocaCola$419,2090.0%6,3210.2%Consumer StaplesLHXL3Harris Technologies$410,776$21,379 ▲5.5%1,3450.2%AerospaceCINFCincinnati Financial$399,677$55,809 ▼-12.3%2,5280.2%FinanceTGTTarget$345,883$12,199 ▼-3.4%3,8560.2%Retail/WholesaleLOWLowe's Companies$313,6350.0%1,2480.1%Retail/WholesaleZTSZoetis$289,8600.0%1,9810.1%MedicalMPCMarathon Petroleum$281,2080.0%1,4590.1%EnergyABBVAbbVie$259,5560.0%1,1210.1%MedicalWMBWilliams Companies$234,2050.0%3,6970.1%EnergyFANGDiamondback Energy$210,214$143 ▼-0.1%1,4690.1%EnergySUPER MICRO COMPUTER INC$209,929$35,236 ▼-14.4%4,3790.1%COM NEWMAMastercard$208,753$5,688 ▲2.8%3670.1%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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