Q2 2026 13F · SEC CIK 1962838

Schear Investment Advisers, LLC

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $299.0M
Reported positions: 83
Top holdings a year, 3 yrs: +35.6%
Assets under management: $268.8M

Schear Investment Advisers, LLC is a wealth manager that reported 83 positions worth $299.0M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Micron Technology Inc (MU, 11.1%), Nvidia Corporation Com (NVDA, 6.2%), Advanced Micro Devices Inc (AMD, 5.8%). A portfolio copying its top holdings returned 35.6% a year over the last 3 years, against 20.4% for the S&P 500.

Schear Investment Advisers, LLC holdings largest 50 of 83 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Schear Investment Advisers, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MUMicron Technology Inc	11.1%	4.7%	28,700	-8.9%	$33.1M
NVDANvidia Corporation Com	6.2%	7.7%	92,102	-7.8%	$18.4M
AMDAdvanced Micro Devices Inc	5.8%	2.9%	29,871	-7.3%	$17.4M
AVGOBroadcom Inc	4.9%	5.8%	38,961	-7.8%	$14.7M
GEVGe Vernova Inc	4.7%	4.9%	11,998	-5.3%	$14.1M
GOOGLAlphabet Inc	4.7%	4.8%	39,022	+3.9%	$13.9M
LLYLilly Eli & Co	2.9%	2.8%	7,178	+2.4%	$8.6M
AAPLApple Inc	2.8%	3.3%	29,166	-0.2%	$8.4M
MODModine Mfg Co	2.4%	2.5%	27,236	+4.9%	$7.3M
CATCaterpillar Inc Com	2.4%	2.1%	6,794	+3.4%	$7.2M
MSFTMicrosoft Corp	2.4%	3.2%	19,290	-0.1%	$7.2M
AMZNAmazon Com Inc Com	2.3%	2.5%	28,403	+2.8%	$6.8M
GEGe Aerospace	2.2%	1.4%	17,627	+52.9%	$6.6M
TSMTaiwan Semiconductor Manufac	2.2%	2.0%	13,705	+2.2%	$6.5M
CRWDCrowdstrike Hldgs Inc Class A	1.9%	1.3%	7,624	+1.0%	$5.8M
CCitigroup Inc Com New	1.9%	1.9%	39,824	+4.7%	$5.6M
VRTVertiv Holdings Co	1.8%	1.7%	16,200	+3.9%	$5.4M
METAMeta Platforms Inc Class A	1.6%	2.2%	8,546	+0.1%	$4.8M
SPYSpdr S&p 500 ETF Tr	1.6%	3.2%	6,342	-43.4%	$4.7M
JPMJpmorgan Chase & Co	1.6%	1.8%	14,236	+4.3%	$4.7M
SMHVaneck Semiconductor ETF	1.5%	1.2%	7,027	+0.0%	$4.6M
COSTCostco Whsl Corp New	1.5%	2.1%	4,755	+1.1%	$4.4M
MSMorgan Stanley Com New	1.4%	1.4%	20,156	+4.0%	$4.2M
DALDelta Air Lines Inc Com New	1.3%	1.1%	40,161	+5.6%	$3.8M
GSGoldman Sachs Group Inc	1.2%	1.3%	3,581	+3.9%	$3.6M
VVisa Inc Com Cl A	1.2%	1.3%	10,107	+5.7%	$3.5M
PNCPnc Finl Svcs Group Inc	1.0%	1.1%	12,416	+1.7%	$3.1M
QQQInvesco Qqq Tr	1.0%	—	3,904	—	$2.9M
VOOVanguard S&p 500 ETF	0.9%	1.1%	4,087	-2.5%	$2.8M
WMTWalmart Inc	0.9%	1.3%	23,912	+3.1%	$2.7M
TJXTjx Cos Inc New Com	0.8%	1.1%	16,589	+2.9%	$2.5M
LINLinde PLC	0.8%	1.0%	4,641	+5.4%	$2.4M
MRVLMarvell Technology Inc	0.8%	—	8,056	—	$2.4M
HDHome Depot Inc Com	0.8%	1.0%	6,719	-0.3%	$2.4M
MCKMckesson Corp Com	0.8%	1.1%	3,023	+4.0%	$2.3M
UNHUnitedhealth Group Inc Com	0.8%	0.6%	5,460	+1.8%	$2.3M
AMGNAmgen Inc Com	0.8%	1.0%	6,265	+0.6%	$2.3M
PGProcter & Gamble Co Com	0.7%	1.0%	14,989	-5.4%	$2.2M
ULTAUlta Beauty Inc	0.7%	1.0%	4,660	+3.8%	$2.1M
CBChubb Limited Com	0.7%	0.9%	6,154	-0.4%	$2.1M
MLMMartin Marietta Matls Inc	0.7%	0.9%	3,484	+6.3%	$2.0M
MSIMotorola Solutions Inc	0.6%	0.9%	4,662	+1.3%	$1.9M
CORCencora Inc Com	0.6%	0.9%	6,812	+0.2%	$1.9M
MEDPMedpace Hldgs Inc	0.6%	0.7%	3,604	+16.2%	$1.9M
URIUnited Rentals Inc Com	0.6%	—	1,550	—	$1.8M
VSTVistra Corp Com	0.6%	0.8%	10,946	-8.2%	$1.7M
UNPUnion Pac Corp	0.6%	0.7%	6,186	-0.2%	$1.7M
AXPAmerican Express Co Com	0.6%	0.6%	4,950	+2.7%	$1.7M
CEGConstellation Energy Corp	0.5%	0.8%	6,583	+1.2%	$1.6M
CVXChevron Corp New	0.5%	0.8%	9,701	+6.1%	$1.6M

What Schear Investment Advisers, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

GE Ge Aerospace+52.9% shares
MEDP Medpace Hldgs Inc+16.2% shares
MLM Martin Marietta Matls Inc+6.3% shares
CVX Chevron Corp New+6.1% shares
V Visa Inc Com Cl A+5.7% shares
DAL Delta Air Lines Inc Com New+5.6% shares
LIN Linde PLC+5.4% shares

Reduced

SPY Spdr S&p 500 ETF Tr-43.4% shares
MU Micron Technology Inc-8.9% shares
VST Vistra Corp Com-8.2% shares
NVDA Nvidia Corporation Com-7.8% shares
AVGO Broadcom Inc-7.8% shares
AMD Advanced Micro Devices Inc-7.3% shares
PG Procter & Gamble Co Com-5.4% shares
GEV Ge Vernova Inc-5.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +44.7% /yr; S&P 500 +20.1%
3 years: +35.6% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$299.0M	83
Q1 2026	$226.8M	77
Q4 2025	$232.4M	75
Q3 2025	$224.5M	86
Q2 2025	$202.0M	86
Q1 2025	$173.6M	89
Q4 2024	$187.8M	88
Q3 2024	$161.6M	84
Q2 2024	$138.5M	81
Q1 2024	$124.5M	79
Q4 2023	$103.7M	78
Q3 2023	$92.7M	78

Questions about Schear Investment Advisers, LLC's portfolio

What stocks does Schear Investment Advisers, LLC own?

Schear Investment Advisers, LLC's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 83 positions worth $299.0M. The largest are Micron Technology Inc (MU) at 11.1%, Nvidia Corporation Com (NVDA) at 6.2%, Advanced Micro Devices Inc (AMD) at 5.8%, Broadcom Inc (AVGO) at 4.9% and Ge Vernova Inc (GEV) at 4.7%.

What did Schear Investment Advisers, LLC buy last quarter?

In Q2 2026, Schear Investment Advisers, LLC added Ge Aerospace (GE) (+52.9% shares), Medpace Hldgs Inc (MEDP) (+16.2% shares) and Martin Marietta Matls Inc (MLM) (+6.3% shares), compared with its Q1 2026 filing.

What did Schear Investment Advisers, LLC sell last quarter?

In Q2 2026, Schear Investment Advisers, LLC cut from its top 50 Boston Scientific Corp (BSX), cut from its top 50 Coterra Energy Inc (COG), cut from its top 50 Deere & Co Com (DE), Spdr S&p 500 ETF Tr (SPY) (-43.4% shares), Micron Technology Inc (MU) (-8.9% shares) and Vistra Corp Com (VST) (-8.2% shares), compared with its Q1 2026 filing.

How has Schear Investment Advisers, LLC's portfolio performed?

A portfolio copying Schear Investment Advisers, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +35.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +44.7% against +20.1%.

When is Schear Investment Advisers, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Schear Investment Advisers, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Schear Investment Advisers, LLC manage?

Schear Investment Advisers, LLC reported $268.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $299.0M.