Schear Investment Advisers, LLC Portfolio Holdings

Schear Investment Advisers, LLC

  • $213 Million
  • Q4 2025

Schear Investment Advisers, LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $213 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $18.4M, Broadcom Inc. with a value of $14.6M, Alphabet Inc. with a value of $10.3M, Spdr S&P 500 ETF Trust with a value of $8.32M, and Microsoft Corp with a value of $7.97M.

Examining the 13F form we can see an increase of $1.54M in the current position value, from $212M to 213M.

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 $213 Million
Technology: $75.2 Million
Financial Services: $25.1 Million
Healthcare: $19.8 Million
Industrials: $19.2 Million
Consumer Cyclical: $18.6 Million
Communication Services: $17.6 Million
ETFs: $17.3 Million
Consumer Defensive: $9.46 Million
Other: $10.8 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 75
  • Current Value $213 Million
  • Prior Value $212 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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