Schear Investment Advisers, LLC Portfolio Holdings

Schear Investment Advisers, LLC

  • $212 Million
  • Q3 2025

Schear Investment Advisers, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $212 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 $18.3M, Broadcom Inc. with a value of $14.5M, Spdr S&P 500 ETF Trust with a value of $9.76M, Alphabet Inc. with a value of $9.01M, and Microsoft Corp with a value of $7.84M.

Examining the 13F form we can see an increase of $21.2M in the current position value, from $190M to 212M.

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 $212 Million
Technology: $74.5 Million
Financial Services: $26.8 Million
ETFs: $19.5 Million
Consumer Cyclical: $18.1 Million
Industrials: $18 Million
Healthcare: $17.1 Million
Communication Services: $16.8 Million
Consumer Defensive: $10.8 Million
Other: $10 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$451B
$18.3 Million 8.63% of portfolio
97,890
Q3 2025 Added 0.41%
$139B
$14.5 Million 6.83% of portfolio
43,849
Q3 2025 Reduced 0.7%
$0
$9.76 Million 4.61% of portfolio
14,656
Q3 2025 Reduced 4.9%
$1.5T
$9.01 Million 4.26% of portfolio
37,060
Q3 2025 Added 0.35%
$3.86T
$7.84 Million 3.7% of portfolio
15,130
Q3 2025 Added 1.31%
$4.22T
$7.43 Million 3.51% of portfolio
29,167
Q3 2025 Reduced 0.01%
$1.65T
$6.44 Million 3.04% of portfolio
8,776
Q3 2025 Added 0.76%
$0
$6.21 Million 2.93% of portfolio
10,143
Q3 2025 Added 0.79%
$2.26T
$5.86 Million 2.77% of portfolio
26,711
Q3 2025 Added 0.49%
$760B
$5.41 Million 2.56% of portfolio
7,089
Q3 2025 Added 0.33%
$415B
$4.41 Million 2.08% of portfolio
4,762
Q3 2025 Added 0.46%
$871B
$4.24 Million 2.0% of portfolio
13,431
Q3 2025 Added 0.47%
$220B
$4.08 Million 1.93% of portfolio
24,380
Q3 2025 Added 0.07%
$742B
$4.04 Million 1.91% of portfolio
14,361
Q3 2025 Added 0.03%
$190B
$3.83 Million 1.81% of portfolio
37,722
Q3 2025 Added 0.81%
$384B
$3.81 Million 1.8% of portfolio
23,579
Q3 2025 Added 1.05%
$277B
$3.32 Million 1.57% of portfolio
6,948
Q3 2025 Added 0.64%
$568B
$3.24 Million 1.53% of portfolio
9,505
Q3 2025 Added 0.97%
$359B
$3.11 Million 1.47% of portfolio
20,250
Q3 2025 Added 215.96%
$1.53T
$2.86 Million 1.35% of portfolio
10,256
Q3 2025 Added 1.27%
$270B
$2.81 Million 1.33% of portfolio
17,664
Q3 2025 Added 1.17%
$259B
$2.75 Million 1.3% of portfolio
3,456
Q2 2025 Reduced 0.89%
$400B
$2.73 Million 1.29% of portfolio
6,749
Q2 2025 Reduced 1.7%
$335B
$2.53 Million 1.19% of portfolio
8,401
Q3 2025 Added 1.72%
$143B
$2.52 Million 1.19% of portfolio
25,776
Q3 2025 Added 0.91%
$73.5B
$2.47 Million 1.17% of portfolio
12,292
Q3 2025 Added 0.85%
$71.8B
$2.44 Million 1.15% of portfolio
29,028
Q3 2025 Reduced 0.05%
$26.9B
$2.42 Million 1.14% of portfolio
4,418
Q3 2025 Added 0.8%
$0
$2.29 Million 1.08% of portfolio
7,027
Q2 2025 New
$8.2B
$2.27 Million 1.07% of portfolio
15,977
Q3 2025 Added 1.73%
$167B
$2.24 Million 1.06% of portfolio
15,507
Q3 2025 Added 0.91%
$149B
$2.06 Million 0.97% of portfolio
5,494
Q3 2025 Added 0.99%
$74.8B
$2.06 Million 0.97% of portfolio
4,501
Q3 2025 Added 1.47%
$40B
$2.05 Million 0.97% of portfolio
36,111
Q3 2025 Added 1.11%
$113B
$2.01 Million 0.95% of portfolio
2,599
Q3 2025 Added 1.01%
$58.7B
$1.99 Million 0.94% of portfolio
6,424
Q3 2025 Reduced 1.02%
$112B
$1.82 Million 0.86% of portfolio
6,458
Q3 2025 Added 1.67%
$39.4B
$1.72 Million 0.81% of portfolio
2,731
Q3 2025 Added 0.59%
$342B
$1.69 Million 0.8% of portfolio
4,899
Q3 2025 Added 4.95%
$161B
$1.6 Million 0.76% of portfolio
5,682
Q3 2025 Reduced 0.05%
$77.7B
$1.6 Million 0.76% of portfolio
8,162
Q3 2025 Added 0.23%
$69.5B
$1.58 Million 0.75% of portfolio
1,652
Q3 2025 Added 1.41%
$288B
$1.56 Million 0.74% of portfolio
15,177
Q3 2025 Added 2.62%
$117B
$1.56 Million 0.74% of portfolio
4,739
Q3 2025 Added 3.43%
$139B
$1.56 Million 0.74% of portfolio
6,584
Q3 2025 Added 1.21%
$18.6B
$1.54 Million 0.73% of portfolio
64,979
Q3 2025 Reduced 0.07%
$166B
$1.44 Million 0.68% of portfolio
4,078
Q3 2025 Reduced 1.47%
$301B
$1.39 Million 0.66% of portfolio
8,960
Q2 2025 Added 5.15%
$285B
$1.37 Million 0.65% of portfolio
5,741
Q3 2025 Added 1.47%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $212 Million
  • Prior Value $190 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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