Schear Investment Advisers, LLC Portfolio Holdings

Schear Investment Advisers, LLC

  • $190 Million
  • Q2 2025

Schear Investment Advisers, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $190 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $15.4M, Broadcom Inc. with a value of $12.2M, Spdr S&P 500 ETF Trust with a value of $9.52M, Microsoft Corp with a value of $7.43M, and Alphabet Inc. with a value of $6.51M.

Examining the 13F form we can see an increase of $25.1M in the current position value, from $165M to 190M.

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 $190 Million
Technology: $64.8 Million
Financial Services: $25 Million
ETFs: $18.3 Million
Healthcare: $16.9 Million
Consumer Cyclical: $16.3 Million
Industrials: $16.1 Million
Communication Services: $14.3 Million
Consumer Defensive: $8.98 Million
Other: $9.68 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$15.4 Million 8.09% of portfolio
97,495
Q2 2025 Reduced 19.16%
$127B
$12.2 Million 6.39% of portfolio
44,160
Q2 2025 Reduced 2.05%
$0
$9.52 Million 5.0% of portfolio
15,411
Q2 2025 Added 2,207.04%
$3.95T
$7.43 Million 3.9% of portfolio
14,935
Q2 2025 Reduced 1.67%
$1.21T
$6.51 Million 3.42% of portfolio
36,929
Q2 2025 Reduced 0.86%
$1.78T
$6.43 Million 3.37% of portfolio
8,710
Q2 2025 Added 0.6%
$3.69T
$5.98 Million 3.14% of portfolio
29,170
Q2 2025 Reduced 7.1%
$2.26T
$5.83 Million 3.06% of portfolio
26,581
Q2 2025 Reduced 0.09%
$0
$5.72 Million 3.0% of portfolio
10,063
Q2 2025 Reduced 47.25%
$608B
$5.51 Million 2.89% of portfolio
7,066
Q2 2025 Reduced 3.43%
$439B
$4.69 Million 2.46% of portfolio
4,740
Q2 2025 Reduced 1.13%
$859B
$3.88 Million 2.03% of portfolio
13,368
Q2 2025 Reduced 0.13%
$93.6B
$3.76 Million 1.97% of portfolio
7,380
Q2 2025 Added 2.51%
$551B
$3.34 Million 1.75% of portfolio
9,414
Q2 2025 Reduced 1.64%
$282B
$3.31 Million 1.74% of portfolio
23,335
Q2 2025 Reduced 4.9%
$185B
$3.19 Million 1.67% of portfolio
37,418
Q2 2025 Added 2.67%
$139B
$3 Million 1.58% of portfolio
24,362
Q2 2025 Added 19.68%
$147B
$2.74 Million 1.44% of portfolio
25,543
Q2 2025 Added 5.33%
$218B
$2.68 Million 1.41% of portfolio
6,904
Q2 2025 Reduced 1.1%
$405B
$2.47 Million 1.3% of portfolio
6,749
Q2 2025 Reduced 1.7%
$250B
$2.46 Million 1.29% of portfolio
17,460
Q2 2025 Added 5.84%
$254B
$2.45 Million 1.28% of portfolio
3,456
Q2 2025 Reduced 0.89%
$1.27T
$2.29 Million 1.2% of portfolio
10,127
Q2 2025 Added 22.14%
$77.3B
$2.27 Million 1.19% of portfolio
12,189
Q2 2025 Added 3.25%
$66.3B
$2.25 Million 1.18% of portfolio
29,043
Q2 2025 Reduced 9.3%
$306B
$2.13 Million 1.12% of portfolio
8,259
Q2 2025 Added 4.88%
$61.1B
$2.08 Million 1.09% of portfolio
6,490
Q2 2025 Added 10.41%
$26.4B
$2.05 Million 1.08% of portfolio
4,383
Q2 2025 Reduced 2.38%
$0
$1.96 Million 1.03% of portfolio
7,027
Q2 2025 New
$145B
$1.94 Million 1.02% of portfolio
5,440
Q2 2025 Added 13.48%
$155B
$1.9 Million 1.0% of portfolio
15,367
Q2 2025 Added 1.61%
$94.7B
$1.89 Million 0.99% of portfolio
2,573
Q2 2025 Added 3.04%
$78.6B
$1.87 Million 0.98% of portfolio
4,436
Q2 2025 Added 1.28%
$112B
$1.84 Million 0.97% of portfolio
6,352
Q2 2025 Reduced 0.72%
$37.5B
$1.76 Million 0.92% of portfolio
35,713
Q2 2025 Added 22.29%
$19.1B
$1.65 Million 0.87% of portfolio
65,024
Q2 2025 Added 13.64%
$157B
$1.6 Million 0.84% of portfolio
4,139
Q2 2025 Reduced 2.73%
$87.2B
$1.58 Million 0.83% of portfolio
8,143
Q2 2025 Added 34.17%
$152B
$1.59 Million 0.83% of portfolio
5,685
Q2 2025 Added 0.69%
$7.39B
$1.55 Million 0.81% of portfolio
15,706
Q2 2025 New
$135B
$1.5 Million 0.79% of portfolio
6,505
Q2 2025 Reduced 3.04%
$38.4B
$1.49 Million 0.78% of portfolio
2,715
Q2 2025 Reduced 0.55%
$111B
$1.48 Million 0.78% of portfolio
4,582
Q2 2025 Added 40.21%
$142B
$1.45 Million 0.76% of portfolio
3,657
Q2 2025 Reduced 0.38%
$201B
$1.45 Million 0.76% of portfolio
1,839
Q2 2025 Reduced 4.07%
$245B
$1.46 Million 0.76% of portfolio
4,668
Q2 2025 Reduced 0.79%
$281B
$1.45 Million 0.76% of portfolio
14,789
Q2 2025 Added 2.83%
$146B
$1.36 Million 0.72% of portfolio
5,860
Q2 2025 Reduced 2.2%
$314B
$1.35 Million 0.71% of portfolio
5,658
Q2 2025 Added 3.46%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $190 Million
  • Prior Value $165 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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