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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$18.4 Million 8.63% of portfolio
98,647
Q4 2025 Added 0.77%
$139B
$14.6 Million 6.84% of portfolio
42,574
Q4 2025 Reduced 2.91%
$1.65T
$10.3 Million 4.84% of portfolio
37,336
Q4 2025 Added 0.74%
$0
$8.32 Million 3.9% of portfolio
12,506
Q4 2025 Reduced 14.67%
$3.78T
$7.97 Million 3.74% of portfolio
15,706
Q4 2025 Added 3.81%
$4.3T
$7.81 Million 3.66% of portfolio
29,187
Q4 2025 Added 0.07%
$971B
$7.18 Million 3.37% of portfolio
7,027
Q4 2025 Reduced 0.87%
$268B
$6.91 Million 3.24% of portfolio
27,990
Q4 2025 Added 14.81%
$2.39T
$6.56 Million 3.08% of portfolio
27,948
Q4 2025 Added 4.63%
$1.37T
$6.34 Million 2.97% of portfolio
10,407
Q4 2025 Added 18.58%
$388B
$5.87 Million 2.75% of portfolio
24,409
Q4 2025 Added 3.52%
$0
$5.37 Million 2.52% of portfolio
8,692
Q4 2025 Reduced 14.31%
$404B
$4.38 Million 2.06% of portfolio
4,802
Q4 2025 Added 0.84%
$115B
$4.07 Million 1.91% of portfolio
7,578
Q4 2025 Added 1.84%
$881B
$4.08 Million 1.91% of portfolio
13,574
Q4 2025 Added 1.06%
$190B
$3.74 Million 1.76% of portfolio
38,133
Q4 2025 Added 1.09%
$291B
$3.62 Million 1.7% of portfolio
6,554
Q4 2025 Reduced 5.67%
$593B
$3.49 Million 1.64% of portfolio
15,893
Q4 2025 Added 10.67%
$328B
$3.43 Million 1.61% of portfolio
11,440
Q4 2025 Added 36.17%
$6.87B
$3.16 Million 1.48% of portfolio
23,931
Q4 2025 Added 49.78%
$533B
$3.11 Million 1.46% of portfolio
9,551
Q4 2025 Added 0.48%
$270B
$3.06 Million 1.44% of portfolio
19,197
Q4 2025 Added 8.68%
$147B
$2.83 Million 1.33% of portfolio
27,512
Q4 2025 Added 6.73%
$265B
$2.69 Million 1.26% of portfolio
3,474
Q4 2025 Added 0.52%
$121B
$2.43 Million 1.14% of portfolio
2,880
Q4 2025 Added 10.81%
$0
$2.42 Million 1.14% of portfolio
7,027
Q2 2025 New
$27.1B
$2.4 Million 1.13% of portfolio
4,540
Q4 2025 Added 2.76%
$367B
$2.42 Million 1.13% of portfolio
6,748
Q4 2025 Reduced 0.01%
$279B
$2.37 Million 1.11% of portfolio
22,975
Q4 2025 Added 51.38%
$170B
$2.33 Million 1.09% of portfolio
15,970
Q4 2025 Added 2.99%
$346B
$2.31 Million 1.08% of portfolio
15,840
Q4 2025 Reduced 21.78%
$74.3B
$2.22 Million 1.04% of portfolio
12,050
Q4 2025 Reduced 1.97%
$111B
$2.2 Million 1.03% of portfolio
6,497
Q4 2025 Added 37.1%
$37.5B
$2.18 Million 1.02% of portfolio
37,305
Q4 2025 Added 3.31%
$183B
$2.12 Million 0.99% of portfolio
6,191
Q4 2025 Added 8.96%
$72.7B
$2.06 Million 0.97% of portfolio
11,810
Q4 2025 Added 44.69%
$37.2B
$1.88 Million 0.88% of portfolio
3,149
Q4 2025 Added 15.31%
$123B
$1.87 Million 0.88% of portfolio
6,314
Q4 2025 Reduced 2.23%
$140B
$1.84 Million 0.86% of portfolio
5,212
Q4 2025 Reduced 5.13%
$63.4B
$1.76 Million 0.82% of portfolio
4,624
Q4 2025 Added 2.73%
$300B
$1.69 Million 0.79% of portfolio
5,269
Q4 2025 Added 7.55%
$255B
$1.62 Million 0.76% of portfolio
4,761
Q4 2025 Added 34.53%
$303B
$1.4 Million 0.66% of portfolio
9,045
Q4 2025 Added 0.95%
$136B
$1.38 Million 0.65% of portfolio
6,227
Q4 2025 Reduced 5.42%
$21B
$1.37 Million 0.64% of portfolio
51,888
Q4 2025 Reduced 20.15%
$55.9B
$1.35 Million 0.63% of portfolio
1,673
Q4 2025 Added 1.27%
$136B
$1.32 Million 0.62% of portfolio
3,674
Q4 2025 Added 0.27%
$32.7B
$1.27 Million 0.6% of portfolio
14,700
Q4 2025 Added 167.76%
$38.4B
$1.25 Million 0.59% of portfolio
6,774
Q4 2025 Added 3.7%

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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