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Funds / Schear Investment Advisers, LLC
Institutional Fund

Schear Investment Advisers, LLC

Cincinnati, OHCIK 19628385 filings on record

Portfolio Value
$226.77M
Q1 2026
Holdings
77
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-2.4%
from $232.36M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Nvidia Corporation7.7%
  • Broadcom Inc5.8%
  • Ge Vernova Inc4.9%
  • Alphabet Inc4.8%
  • Micron Technology Inc4.7%
  • Apple Inc3.3%
  • Other69.0%

Portfolio Holdings

77 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Nvidia Corporation99.9K$17.42M7.7%+1.2KAdded
2Broadcom Inc42.2K$13.07M5.8%334Reduced
3Ge Vernova Inc12.7K$11.06M4.9%13Reduced
4Alphabet Inc37.6K$10.80M4.8%+219Added
5Micron Technology Inc31.5K$10.64M4.7%+3.5KAdded
6Apple Inc29.2K$7.42M3.3%+33Added
7Spdr S&P 500 ETF Tr11.2K$7.29M3.2%1.3KReduced
8Microsoft Corp19.3K$7.15M3.2%+3.6KAdded
9Advanced Micro Devices Inc32.2K$6.55M2.9%+7.8KAdded
10Eli Lilly & Co7.0K$6.45M2.8%16Reduced

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