Schear Investment Advisers, LLC Portfolio Holdings

Schear Investment Advisers, LLC

  • $156 Million
  • Q3 2024

Schear Investment Advisers, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $156 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $13.3M, Eli Lilly & CO with a value of $7.44M, Apple Inc. with a value of $7.29M, Broadcom Inc. with a value of $6.61M, and Microsoft Corp with a value of $5.97M.

Examining the 13F form we can see an increase of $21.5M in the current position value, from $134M to 156M.

Schear Investment Advisers, LLC is based out at Cincinnati, OH

Below you can find more details about Schear Investment Advisers, LLC portfolio as well as his latest detailed transactions.

Portfolio value $156 Million
Technology: $49.8 Million
Healthcare: $21.5 Million
Financial Services: $17 Million
Consumer Cyclical: $13.9 Million
Industrials: $12.4 Million
Communication Services: $10.7 Million
Consumer Defensive: $10.3 Million
ETFs: $9.82 Million
Other: $10.4 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $156 Million
  • Prior Value $134 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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