Schear Investment Advisers, LLC

CIK 0001962838 · CINCINNATI, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

Schear Investment Advisers, LLC reported 83 positions worth $299.0M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: MU (11.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$299.0M
2026 Q2
Positions
83
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
47.9%
Est. Net Flow (Q)
2026 Q2
10 / 83 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MUMICRON TECHNOLOGY INCSH$33.1M11.08%28,700
2NVDANVIDIA CORPORATIONSH$18.4M6.16%92,102
3AMDADVANCED MICRO DEVICES INCSH$17.4M5.80%29,871
4AVGOBROADCOM INCSH$14.7M4.92%38,961
5GEVGE VERNOVA INCSH$14.1M4.71%11,998
6GOOGLALPHABET INCSH$13.9M4.66%39,022
7LLYELI LILLY & COSH$8.6M2.88%7,178
8AAPLAPPLE INCSH$8.4M2.82%29,166
9MODMODINE MFG COSH$7.3M2.43%27,236
10CATCATERPILLAR INCSH$7.2M2.42%6,794

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Schear Investment Advisers, LLC hold as of Q2 2026?

Schear Investment Advisers, LLC reported 83 positions worth $299.0M in its Q2 2026 13F filing. Largest positions: MU (11.1%), NVDA (6.2%), AMD (5.8%), AVGO (4.9%) and GEV (4.7%).

What did Schear Investment Advisers, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Schear Investment Advisers, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.