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 Market Cap. of $300 Millions to $2 Billions

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

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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