Schear Investment Advisers, LLC

CIK

1962838

Location

CINCINNATI, OH

Portfolio Value

Small $219,418,748

Diversification

Diversified

Filing Date

Global Rank

#3,974 / 8,603 ▲ 106 · as of Mar 2026

Top Industry

Semiconductors 25.0%

3Y Alpha vs SPY

+6.8%

Period ended 3 months ago

Filed Apr 28, 2026 · 2mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+106.6%

SPY

+76.0%

Annualised alpha

+6.6%

Max drawdown

−21.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

75 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.9%

−0.4 pts

Top 5

28.7%

+0.9 pts

Top 10

44.6%

−0.3 pts

HHI

297

Diversified−2

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.2%	$70,749,831	12
Industrials	15.1%	$33,216,955	13
Financial Services	11.6%	$25,551,840	11
Healthcare	9.6%	$21,128,488	10
Consumer Cyclical	9.2%	$20,266,947	8
Communication Services	7.6%	$16,574,919	3
Consumer Defensive	4.7%	$10,288,976	4
Unclassified	3.5%	$7,687,483	2
Energy	2.4%	$5,353,427	7
Basic Materials	2.3%	$4,990,590	3
Utilities	1.6%	$3,609,292	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BSX	Boston Scientific Corp	+12,370	39,882	$2,502,595
AMD	Advanced Micro Devices Inc	+7,810	32,219	$6,554,311
MSFT	Microsoft Corp	+3,607	19,313	$7,149,093
MU	Micron Technology Inc	+3,511	31,501	$10,642,297
MOD	Modine Manufacturing Co	+2,036	25,967	$5,627,308
NVDA	Nvidia Corp	+1,243	99,890	$17,420,816
VRT	Vertiv Holdings Co	+897	15,597	$3,908,296
DAL	Delta Air Lines, Inc.	+719	38,024	$2,527,835
GOOGL	Alphabet Inc.	+219	37,555	$10,799,315
WMT	Walmart Inc.	+215	23,190	$2,882,053
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+203	13,416	$4,533,937
MS	Morgan Stanley	+183	19,380	$3,189,366
PNC	Pnc Financial Services Group, Inc.	+163	12,213	$2,541,403
TJX	Tjx Companies Inc /De/	+159	16,129	$2,575,801
MLM	Martin Marietta Materials Inc	+129	3,278	$1,929,693
VST	Vistra Corp.	+110	11,920	$1,791,933
CTRA	Coterra Energy Inc.	+107	51,995	$1,827,104
MRVL	Marvell Technology, Inc.	+106	7,551	$747,926
CVX	Chevron Corp	+101	9,146	$1,892,307
UNH	Unitedhealth Group Inc	+92	5,361	$1,450,632
GE	General Electric Co	+86	11,526	$3,270,733
JPM	Jpmorgan Chase & Co	+80	13,654	$4,016,460
AXP	American Express Co	+60	4,821	$1,458,256
RTX	RTX Corp	+59	5,875	$1,133,287
AMGN	Amgen Inc	+39	6,230	$2,192,025
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
META	Meta Platforms, Inc.	−1,873	8,534	$4,882,557
QQQ	Invesco Qqq Trust, Series 1	−1,340	687	$396,522
SPY	Spdr S&P 500 ETF Trust	−1,295	11,211	$7,290,961
CINF	Cincinnati Financial Corp	−544	1,675	$263,561
APD	Air Products & Chemicals, Inc.	−335	3,021	$877,570
AVGO	Broadcom Inc.	−334	42,240	$13,073,702
AMZN	Amazon Com Inc	−329	27,619	$5,752,209
CB	Chubb Ltd	−136	6,178	$2,013,595
URI	United Rentals, Inc.	−123	1,550	$1,129,268
TMUS	T-Mobile US, Inc.	−110	4,252	$893,047
COST	Costco Wholesale Corp /New	−101	4,701	$4,684,217
C	Citigroup Inc	−89	38,044	$4,314,570
BAC	Bank Of America Corp /De/	−56	22,816	$1,112,280
DHI	Horton D R Inc /De/	−52	5,496	$754,161
ULTA	Ulta Beauty, Inc.	−51	4,489	$2,346,445
UNP	Union Pacific Corp	−31	6,196	$1,503,273
CRWD	CrowdStrike Holdings, Inc.	−29	7,549	$736,801
GS	Goldman Sachs Group Inc	−29	3,445	$2,914,435
MCD	Mcdonalds Corp	−29	2,304	$716,060
KO	Coca Cola Co	−26	5,717	$434,777
LOW	Lowes Companies Inc	−25	1,179	$278,574
MSI	Motorola Solutions, Inc.	−20	4,604	$1,997,997
LLY	ELI LILLY & Co	−16	7,011	$6,448,507
GEV	GE Vernova Inc.	−13	12,671	$11,060,515
SYK	Stryker Corp	−13	3,661	$1,202,967
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
MEDP	Medpace Holdings, Inc.	3,102	$1,489,549
GLW	Corning Inc /Ny	1,921	$261,198
PSX	Phillips 66	1,204	$219,344
LRCX	Lam Research Corp	1,011	$216,010
KMI	Kinder Morgan, Inc.	6,277	$210,467
WM	Waste Management Inc	907	$208,419
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
ORCL	Oracle Corp	15,893	$3,097,704
ETN	Eaton Corp plc	5,212	$1,660,074
AJG	Arthur J. Gallagher & Co.	4,354	$1,126,771
GEHC	GE HealthCare Technologies Inc.	7,412	$607,932
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

75 positions · $219,418,748 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 75 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	99,890	+1,243	$17,420,816	−5.3%	7.94%
AVGO	Broadcom Inc. Technology	Reduced	42,240	-334	$13,073,702	−11.3%	5.96%
GEV	GE Vernova Inc. Industrials	Reduced	12,671	-13	$11,060,515	+33.4%	5.04%
GOOGL	Alphabet Inc. Communication Services	Added	37,555	+219	$10,799,315	−7.6%	4.92%
MU	Micron Technology Inc Technology	Added	31,501	+3,511	$10,642,297	+33.2%	4.85%
AAPL	Apple Inc. Technology	Added	29,220	+33	$7,415,743	−6.5%	3.38%
SPY	Spdr S&P 500 ETF Trust	Reduced	11,211	-1,295	$7,290,961	−14.5%	3.32%
MSFT	Microsoft Corp Technology	Added	19,313	+3,607	$7,149,093	−5.9%	3.26%
AMD	Advanced Micro Devices Inc Technology	Added	32,219	+7,810	$6,554,311	+25.4%	2.99%
LLY	ELI LILLY & Co Healthcare	Reduced	7,011	-16	$6,448,507	−14.6%	2.94%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	27,619	-329	$5,752,209	−10.8%	2.62%
MOD	Modine Manufacturing Co Consumer Cyclical	Added	25,967	+2,036	$5,627,308	+76.1%	2.56%
META	Meta Platforms, Inc. Communication Services	Reduced	8,534	-1,873	$4,882,557	−28.9%	2.23%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	4,701	-101	$4,684,217	+13.1%	2.13%
CAT	Caterpillar Inc Industrials	Added	6,568	+14	$4,653,165	+23.9%	2.12%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	13,416	+203	$4,533,937	+12.9%	2.07%
C	Citigroup Inc Financial Services	Reduced	38,044	-89	$4,314,570	−3.0%	1.97%
JPM	Jpmorgan Chase & Co Financial Services	Added	13,654	+80	$4,016,460	−8.2%	1.83%
VRT	Vertiv Holdings Co Industrials	Added	15,597	+897	$3,908,296	+64.1%	1.78%
GE	General Electric Co Industrials	Added	11,526	+86	$3,270,733	−7.2%	1.49%
MS	Morgan Stanley Financial Services	Added	19,380	+183	$3,189,366	−6.4%	1.45%
GS	Goldman Sachs Group Inc Financial Services	Reduced	3,445	-29	$2,914,435	−4.6%	1.33%
V	Visa Inc. Financial Services	Added	9,566	+15	$2,891,227	−13.7%	1.32%
WMT	Walmart Inc. Consumer Defensive	Added	23,190	+215	$2,882,053	+12.6%	1.31%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	16,129	+159	$2,575,801	+5.0%	1.17%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	12,213	+163	$2,541,403	+1.0%	1.16%
DAL	Delta Air Lines, Inc. Industrials	Added	38,024	+719	$2,527,835	−2.4%	1.15%
MCK	Mckesson Corp Healthcare	Added	2,907	+27	$2,515,601	+6.5%	1.15%
BSX	Boston Scientific Corp Healthcare	Added	39,882	+12,370	$2,502,595	−4.6%	1.14%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Reduced	4,489	-51	$2,346,445	−14.6%	1.07%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	15,840	0	$2,287,929	+0.8%	1.04%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	6,739	-9	$2,216,389	−4.5%	1.01%
AMGN	Amgen Inc Healthcare	Added	6,230	+39	$2,192,025	+8.2%	1.00%
LIN	Linde PLC Basic Materials	Reduced	4,404	-3	$2,183,327	+16.2%	1.00%
COR	Cencora, Inc. Healthcare	Added	6,800	+26	$2,136,152	−6.6%	0.97%
CB	Chubb Ltd Financial Services	Reduced	6,178	-136	$2,013,595	+2.2%	0.92%
MSI	Motorola Solutions, Inc. Technology	Reduced	4,604	-20	$1,997,997	+12.7%	0.91%
MLM	Martin Marietta Materials Inc Basic Materials	Added	3,278	+129	$1,929,693	−1.6%	0.88%
CVX	Chevron Corp Energy	Added	9,146	+101	$1,892,307	+37.3%	0.86%
CTRA	Coterra Energy Inc. Energy	Added	51,995	+107	$1,827,104	+33.8%	0.83%
CEG	Constellation Energy Corp Utilities	Added	6,508	+11	$1,817,359	−20.8%	0.83%
VST	Vistra Corp. Utilities	Added	11,920	+110	$1,791,933	−6.0%	0.82%
UNP	Union Pacific Corp Industrials	Reduced	6,196	-31	$1,503,273	+4.4%	0.69%
MEDP	Medpace Holdings, Inc. Healthcare	NEW	3,102	NEW	$1,489,549	NEW	0.68%
AXP	American Express Co Financial Services	Added	4,821	+60	$1,458,256	−17.2%	0.66%
UNH	Unitedhealth Group Inc Healthcare	Added	5,361	+92	$1,450,632	−16.6%	0.66%
DE	Deere & Co Industrials	Added	2,261	+1	$1,273,621	+21.0%	0.58%
SYK	Stryker Corp Healthcare	Reduced	3,661	-13	$1,202,967	−6.8%	0.55%
HON	Honeywell International Inc Industrials	Added	4,938	+8	$1,170,567	+16.0%	0.53%
RTX	RTX Corp Industrials	Added	5,875	+59	$1,133,287	+6.2%	0.52%