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CIK: 0001962838
Total reported value
$820.7M
$820.7M
83 檔
11.9%
The Q2 2026 SEC filing reveals that Schear Investment Advisers, LLC held a total portfolio value of $820.7M, covering 83 public equity positions.
In Q2 2026, Schear Investment Advisers, LLC displayed an active expansion posture, initiating 9 new positions and adding to 45 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MU, NVDA, AMD) accounted for 11.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
DVN
市值: $1.5M
Top Position Liquidated / Trimmed
CTRA
前期市值: $1.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | Stock-Tech | 11.08% | -9.99% | -8.89% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.16% | -3.49% | -7.80% | |
| 3 | AMD | Advanced Micro Devices | Stock-Tech | 5.80% | -3.48% | -7.29% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 4.92% | -3.52% | -7.76% | |
| 5 | GEV | GE Vernova Inc | Stock-Industrials | 4.71% | -4.46% | -5.31% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.66% | -2.22% | +3.91% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.88% | -2.64% | +2.38% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.82% | -0.02% | -0.18% | |
| 9 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 2.43% | -2.43% | EXIT | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 2.42% | -2.21% | +3.44% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.41% | -0.52% | -0.12% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.26% | -0.47% | +2.84% | |
| 13 | GE | General Electric | Stock-Industrials | 2.20% | -2.09% | +52.93% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.19% | -1.80% | +2.15% | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.95% | -1.46% | +0.99% | |
| 16 | C | Citigroup Inc | Stock-Financials | 1.86% | -1.79% | +4.68% | |
| 17 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.81% | -1.59% | +3.87% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.61% | -0.71% | +0.14% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.58% | +1.29% | -43.43% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.56% | -0.91% | +4.26% | |
| 21 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.54% | -1.51% | — | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.49% | -0.93% | +1.15% | |
| 23 | MS | Morgan Stanley | Stock-Financials | 1.41% | -1.34% | +4.00% | |
| 24 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.26% | -1.26% | EXIT | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.21% | -0.73% | +3.95% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.16% | -0.76% | +5.66% | |
| 27 | PNC | Pnc Financial Services Group | Stock-Financials | 1.02% | -0.94% | +1.66% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.96% | +1.37% | +468.27% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.11% | -2.46% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.91% | -0.66% | +3.11% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.84% | -0.79% | +2.85% | |
| 32 | LIN | Linde plc | Stock-Materials | 0.81% | -0.77% | +5.38% | |
| 33 | MRVL | Marvell Technology Inc | Stock-Tech | 0.80% | -0.59% | +6.69% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | -0.60% | -0.30% | |
| 35 | MCK | Mckesson CORP | Stock-Healthcare | 0.76% | -0.72% | +3.99% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.76% | -0.62% | +1.85% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.76% | -0.64% | +0.56% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.74% | -0.52% | -5.37% | |
| 39 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.70% | -0.70% | EXIT | |
| 40 | CB | Chubb Limited | Stock-Financials | 0.70% | -0.70% | EXIT | |
| 41 | MLM | Martin Marietta Materials | Stock-Materials | 0.67% | -0.67% | EXIT | |
| 42 | MSI | Motorola Solutions Inc | Stock-Tech | 0.65% | -0.65% | EXIT | |
| 43 | COR | Cencora Inc | Stock-Healthcare | 0.64% | -0.58% | +0.18% | |
| 44 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 0.64% | -0.64% | EXIT | |
| 45 | URI | United Rentals Inc | Stock-Industrials | 0.59% | -0.59% | EXIT | |
| 46 | VST | Vistra CORP | Stock-Utilities | 0.58% | -0.58% | EXIT | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.56% | -0.56% | EXIT | |
| 48 | AXP | American Express Co | Stock-Financials | 0.56% | -0.41% | +2.68% | |
| 49 | CEG | Constellation Energy | Stock-Utilities | 0.55% | -0.34% | +1.15% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.54% | -0.47% | +6.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +6.4% | -8.89% | Trim |
| 2 | AMD | Advanced Micro Devices | +2.9% | -7.29% | Trim |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +468.27% | Add |
| 4 | GE | General Electric | +0.8% | +52.93% | Add |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.7% | +0.99% | Add |
| 6 | DVN | Devon Energy CORP | +0.5% | NEW | New buy |
| 7 | MRVL | Marvell Technology Inc | +0.5% | +6.69% | Add |
| 8 | CAT | Caterpillar Inc | +0.4% | +3.44% | Add |
| 9 | SMH | Vaneck Semiconductor ETF | +0.4% | — | Unchanged |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +2.15% | Add |
| 11 | ✓ | +0.2% | NEW | New buy | |
| 12 | ✓ | +0.2% | NEW | New buy | |
| 13 | DAL | Delta Air Lines Inc | +0.2% | +5.62% | Add |
| 14 | GLW | Corning Inc | +0.2% | +61.63% | Add |
| 15 | BE | Bloom Energy Corp- A | +0.2% | NEW | New buy |
| 16 | DELL | Dell Technologies -c | +0.2% | NEW | New buy |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | +1.85% | Add |
| 18 | CLS | Celestica Inc | +0.1% | NEW | New buy |
| 19 | VRT | Vertiv Holdings Co-a | +0.1% | +3.87% | Add |
| 20 | URI | United Rentals Inc | +0.1% | — | Unchanged |
| 21 | AMLP | Alerian Mlp ETF | +0.1% | NEW | New buy |
| 22 | AJG | Arthur J Gallagher & Co | +0.1% | NEW | New buy |
| 23 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 24 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 25 | LLY | Eli Lilly & Co | 0% | +2.38% | Add |
| 26 | MS | Morgan Stanley | — | +4.00% | Add |
| 27 | ABBV | Abbvie Inc | — | +13.25% | Add |
| 28 | PSX | Phillips 66 | 0% | +35.05% | Add |
| 29 | WM | Waste Management Inc | 0% | +11.69% | Add |
| 30 | MEDP | Medpace Holdings Inc | 0% | +16.18% | Add |
| 31 | DHI | Dr Horton Inc | 0% | +0.02% | Add |
| 32 | MPC | Marathon Petroleum CORP | 0% | +3.50% | Add |
| 33 | LOW | Lowe's Cos Inc | 0% | — | Unchanged |
| 34 | CINF | Cincinnati Financial CORP | 0% | -11.04% | Trim |
| 35 | C | Citigroup Inc | 0% | +4.68% | Add |
| 36 | KO | Coca-cola Co/the | 0% | -2.03% | Trim |
| 37 | MOD | Modine Manufacturing Co | -0.1% | +4.89% | Add |
| 38 | BAC | Bank Of America CORP | -0.1% | +0.07% | Add |
| 39 | WMB | Williams Cos Inc | -0.1% | -20.80% | Trim |
| 40 | EPD | Enterprise Products Partners | -0.1% | — | Unchanged |
| 41 | GS | Goldman Sachs Group Inc | -0.1% | +3.95% | Add |
| 42 | AXP | American Express Co | -0.1% | +2.68% | Add |
| 43 | DE | Deere & Co | -0.1% | +0.13% | Add |
| 44 | LHX | L3harris Technologies Inc | -0.1% | +0.89% | Add |
| 45 | KMI | Kinder Morgan, Inc. | -0.1% | EXIT | Sold out |
| 46 | JNJ | Johnson & Johnson | -0.1% | +0.77% | Add |
| 47 | APD | Air Products & Chemicals Inc | -0.1% | — | Unchanged |
| 48 | BLK | Blackrock Inc | -0.1% | — | Unchanged |
| 49 | GOOGL | Alphabet Inc-cl A | -0.1% | +3.91% | Add |
| 50 | PNC | Pnc Financial Services Group | -0.1% | +1.66% | Add |
According to official SEC Form 13F filings, Schear Investment Advisers, LLC reported a total U.S. public equity portfolio value of $820.7M across 83 disclosed positions in Q2 2026.
During Q2 2026, Schear Investment Advisers, LLC's top holdings by market value included MU (11.1%)、NVDA (6.2%)、AMD (5.8%). The largest single position, MU, represented 11.1% of total portfolio value.
In Q2 2026, Schear Investment Advisers, LLC made 78 total portfolio adjustments, initiating 9 new buys, adding to 45 positions, trimming 21 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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