Schear Investment Advisers, LLC Top Holdings and 13F Report (2025) About Schear Investment Advisers, LLCInvestment ActivitySchear Investment Advisers, LLC has $226.77 million in total holdings as of September 30, 2025.Schear Investment Advisers, LLC owns shares of 77 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 3.96% of the portfolio was purchased this quarter.About 5.57% of the portfolio was sold this quarter.This quarter, Schear Investment Advisers, LLC has purchased 75 new stocks and bought additional shares in 35 stocks.Schear Investment Advisers, LLC sold shares of 29 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $17,420,816Broadcom $13,073,702GE VERNOVA INC $11,060,516Alphabet $10,799,316Micron Technology $10,642,298 Largest New Holdings this Quarter 58506Q109 - Medpace $1,489,549 Holding219350105 - Corning $261,198 Holding718546104 - Phillips 66 $219,345 Holding512807306 - LAM RESEARCH CORP $216,010 Holding49456B101 - Kinder Morgan $210,468 Holding Largest Purchases this Quarter Advanced Micro Devices 7,810 shares (about $1.59M)Medpace 3,102 shares (about $1.49M)Microsoft 3,607 shares (about $1.34M)Micron Technology 3,511 shares (about $1.19M)Boston Scientific 12,370 shares (about $776.22K) Largest Sales this Quarter Vanguard S&P 500 ETF 4,502 shares (about $2.69M)Meta Platforms 1,873 shares (about $1.07M)SPDR S&P 500 ETF Trust 1,295 shares (about $842.19K)Invesco QQQ 1,340 shares (about $773.55K)Broadcom 334 shares (about $103.38K) 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$17,420,816$216,779 ▲1.3%99,8907.7%Computer and TechnologyAVGOBroadcom$13,073,702$103,376 ▼-0.8%42,2405.8%Computer and TechnologyGE VERNOVA INC$11,060,516$11,348 ▼-0.1%12,6714.9%COMGOOGLAlphabet$10,799,316$62,976 ▲0.6%37,5554.8%Computer and TechnologyMUMicron Technology$10,642,298$1,186,156 ▲12.5%31,5014.7%Computer and TechnologyAAPLApple$7,415,744$8,375 ▲0.1%29,2203.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$7,290,962$842,190 ▼-10.4%11,2113.2%FinanceMSFTMicrosoft$7,149,093$1,335,203 ▲23.0%19,3133.2%Computer and TechnologyAMDAdvanced Micro Devices$6,554,311$1,588,788 ▲32.0%32,2192.9%Computer and TechnologyLLYEli Lilly and Company$6,448,965$14,717 ▼-0.2%7,0112.8%MedicalAMZNAmazon.com$5,752,209$68,521 ▼-1.2%27,6192.5%Retail/WholesaleMODModine Manufacturing$5,627,309$441,222 ▲8.5%25,9672.5%Auto/Tires/TrucksMETAMeta Platforms$4,882,557$1,071,599 ▼-18.0%8,5342.2%Computer and TechnologyCOSTCostco Wholesale$4,684,217$100,639 ▼-2.1%4,7012.1%Retail/WholesaleCATCaterpillar$4,653,165$9,918 ▲0.2%6,5682.1%IndustrialsTSMTaiwan Semiconductor Manufacturing$4,533,937$68,604 ▲1.5%13,4162.0%Computer and TechnologyCCitigroup$4,314,570$10,093 ▼-0.2%38,0441.9%Financial ServicesJPMJPMorgan Chase & Co.$4,016,461$23,533 ▲0.6%13,6541.8%FinanceVRTVertiv$3,908,296$224,770 ▲6.1%15,5971.7%Computer and TechnologyGEGE Aerospace$3,270,733$24,404 ▲0.8%11,5261.4%AerospaceMSMorgan Stanley$3,189,367$30,116 ▲1.0%19,3801.4%FinanceCRWDCrowdStrike$2,947,205$11,322 ▼-0.4%7,5491.3%Computer and TechnologyGSThe Goldman Sachs Group$2,914,436$24,534 ▼-0.8%3,4451.3%FinanceVVisa$2,891,228$4,534 ▲0.2%9,5661.3%Business ServicesWALMART INC$2,882,053$26,720 ▲0.9%23,1901.3%COMSMHVanEck Semiconductor ETF$2,694,1520.0%7,0271.2%ManufacturingTJXTJX Companies$2,575,879$25,393 ▲1.0%16,1291.1%Retail/WholesalePNCThe PNC Financial Services Group$2,541,403$33,919 ▲1.4%12,2131.1%FinanceDALDelta Air Lines$2,527,853$47,799 ▲1.9%38,0241.1%TransportationMCKMcKesson$2,515,602$23,365 ▲0.9%2,9071.1%MedicalVOOVanguard S&P 500 ETF$2,503,934$2,690,384 ▼-51.8%4,1901.1%ETFBSXBoston Scientific$2,502,596$776,218 ▲45.0%39,8821.1%MedicalULTAUlta Beauty$2,346,445$26,658 ▼-1.1%4,4891.0%Retail/WholesalePGProcter & Gamble$2,287,9300.0%15,8401.0%Consumer StaplesHDHome Depot$2,216,390$2,960 ▼-0.1%6,7391.0%Retail/WholesaleAMGNAmgen$2,192,025$13,722 ▲0.6%6,2301.0%MedicalLINDE PLC$2,183,327$1,487 ▼-0.1%4,4041.0%SHSCORCencora$2,136,152$8,168 ▲0.4%6,8000.9%MedicalCBChubb$2,013,596$44,326 ▼-2.2%6,1780.9%FinanceMSIMotorola Solutions$1,997,998$8,679 ▼-0.4%4,6040.9%Computer and TechnologyMLMMartin Marietta Materials$1,929,693$75,940 ▲4.1%3,2780.9%ConstructionCVXChevron$1,892,307$20,897 ▲1.1%9,1460.8%EnergyCTRACoterra Energy$1,827,104$3,760 ▲0.2%51,9950.8%EnergyCEGConstellation Energy$1,817,359$3,072 ▲0.2%6,5080.8%EnergyVSTVistra$1,791,934$16,536 ▲0.9%11,9200.8%UtilitiesUNPUnion Pacific$1,503,274$7,521 ▼-0.5%6,1960.7%TransportationMEDPMedpace$1,489,549$1,489,549 ▲New Holding3,1020.7%MedicalAXPAmerican Express$1,458,256$18,149 ▲1.3%4,8210.6%FinanceUNHUnitedHealth Group$1,450,633$24,894 ▲1.7%5,3610.6%MedicalDEDeere & Company$1,273,393$563 ▲0.0%2,2610.6%IndustrialsSYKStryker$1,202,968$4,272 ▼-0.4%3,6610.5%MedicalRTXRTX$1,133,288$11,381 ▲1.0%5,8750.5%AerospaceURIUnited Rentals$1,129,268$89,613 ▼-7.4%1,5500.5%ConstructionHONHoneywell International$1,116,136$1,808 ▲0.2%4,9380.5%Multi-Sector ConglomeratesBACBank of America$1,112,280$2,730 ▼-0.2%22,8160.5%FinanceJNJJohnson & Johnson$954,0490.0%3,9030.4%MedicalLMTLockheed Martin$912,025$8,461 ▲0.9%1,5090.4%AerospaceTMUST-Mobile US$893,048$23,103 ▼-2.5%4,2520.4%Computer and TechnologyAPDAir Products and Chemicals$877,570$97,314 ▼-10.0%3,0210.4%Basic MaterialsBLACKROCK INC$836,688$2,885 ▼-0.3%8700.4%COMDHID.R. Horton$754,161$7,135 ▼-0.9%5,4960.3%ConstructionMRVLMarvell Technology$747,927$10,499 ▲1.4%7,5510.3%Computer and TechnologyMCDMcDonald's$716,060$9,013 ▼-1.2%2,3040.3%Retail/WholesaleEPDEnterprise Products Partners$579,3680.0%15,3110.3%EnergyLHXL3Harris Technologies$465,953$1,035 ▲0.2%1,3500.2%AerospaceKOCocaCola$434,778$1,977 ▼-0.5%5,7170.2%Consumer StaplesQQQInvesco QQQ$396,591$773,554 ▼-66.1%6870.2%FinanceMPCMarathon Petroleum$355,7700.0%1,4570.2%EnergyLOWLowe's Companies$278,574$5,907 ▼-2.1%1,1790.1%Retail/WholesaleWMBWilliams Companies$269,0680.0%3,6970.1%EnergyCINFCincinnati Financial$263,561$85,598 ▼-24.5%1,6750.1%FinanceGLWCorning$261,198$261,198 ▲New Holding1,9210.1%Computer and TechnologyABBVAbbVie$236,4680.0%1,0870.1%MedicalPSXPhillips 66$219,345$219,345 ▲New Holding1,2040.1%EnergyLAM RESEARCH CORP$216,010$216,010 ▲New Holding1,0110.1%COM NEWKMIKinder Morgan$210,468$210,468 ▲New Holding6,2770.1%EnergyWMWaste Management$208,420$208,420 ▲New Holding9070.1%Business ServicesORCLOracle$0$3,097,705 ▼-100.0%00.0%Computer and TechnologyETNEaton$0$1,660,074 ▼-100.0%00.0%IndustrialsAJGArthur J. Gallagher & Co.$0$1,126,772 ▼-100.0%00.0%FinanceGEHCGE HealthCare Technologies$0$607,932 ▼-100.0%00.0%MedicalShowing 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. 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