Schear Investment Advisers, LLC

CIK

1962838

Location

CINCINNATI, OH

Portfolio Value

Micro $3,609,292

Diversification

Diversified

Filing Date

Global Rank

#3,644 / 8,232 ▲ 189

Top Industry

Semiconductors 24.8%

3Y Alpha vs SPY

+6.4%

Period ended 2 months ago

Filed Apr 28, 2026 · 47d

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+105.9%

SPY

+76.3%

Annualised alpha

+6.4%

Max drawdown

−21.0%

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%

−0.3 pts

Top 5

28.4%

+1.0 pts

Top 10

44.2%

−0.2 pts

HHI

293

Diversified−1

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.9%	$72,960,235	12
Industrials	15.0%	$33,162,524	13
Financial Services	11.5%	$25,551,840	11
Healthcare	9.5%	$21,128,488	10
Consumer Cyclical	9.1%	$20,266,947	8
Communication Services	7.5%	$16,574,919	3
Consumer Defensive	4.6%	$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
MCD	Mcdonalds Corp	−29	2,304	$716,060
GS	Goldman Sachs Group Inc	−29	3,445	$2,914,435
CRWD	CrowdStrike Holdings, Inc.	−29	7,549	$2,947,205
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

2 positions · $3,609,292 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
CEG	Constellation Energy Corp Utilities	Added	6,508	+11	$1,817,359	−20.8%	50.35%
VST	Vistra Corp. Utilities	Added	11,920	+110	$1,791,933	−6.0%	49.65%