13F HOLDINGS REPORT
Schear Investment Advisers, LLC
Quarter ended Q4 2025 · Filed January 28, 2026 · Accession 0001962838-26-000001
Total Value
$232.4M
Positions
75
Other Managers
0
Confidential Omitted
No
Holdings (75)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 98,647 | $18.4M | 7.92% |
| 2 | BROADCOM INC | AVGO | 42,574 | $14.7M | 6.34% |
| 3 | ALPHABET INC | GOOG | 37,336 | $11.7M | 5.03% |
| 4 | SPDR S&P 500 ETF TR | SPY | 12,506 | $8.5M | 3.67% |
| 5 | GE VERNOVA INC | GEV | 12,684 | $8.3M | 3.57% |
| 6 | MICRON TECHNOLOGY INC | MU | 27,990 | $8.0M | 3.44% |
| 7 | APPLE INC | AAPL | 29,187 | $7.9M | 3.41% |
| 8 | MICROSOFT CORP | MSFT | 15,706 | $7.6M | 3.27% |
| 9 | ELI LILLY & CO | LLY | 7,027 | $7.6M | 3.25% |
| 10 | META PLATFORMS INC | META | 10,407 | $6.9M | 2.96% |
| 11 | AMAZON COM INC | AMZN | 27,948 | $6.5M | 2.78% |
| 12 | VANGUARD INDEX FDS | 922908363 | 8,692 | $5.5M | 2.35% |
| 13 | ADVANCED MICRO DEVICES INC | AMD | 24,409 | $5.2M | 2.25% |
| 14 | CITIGROUP INC | C-PR | 38,133 | $4.4M | 1.92% |
| 15 | JPMORGAN CHASE & CO. | VYLD | 13,574 | $4.4M | 1.88% |
| 16 | COSTCO WHSL CORP NEW | 22160K105 | 4,802 | $4.1M | 1.78% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 13,213 | $4.0M | 1.73% |
| 18 | CATERPILLAR INC | CAT | 6,554 | $3.8M | 1.62% |
| 19 | CROWDSTRIKE HLDGS INC | CRWD | 7,578 | $3.6M | 1.53% |
| 20 | GE AEROSPACE | 369604301 | 11,440 | $3.5M | 1.52% |
| 21 | MORGAN STANLEY | MS-PQ | 19,197 | $3.4M | 1.47% |
| 22 | VISA INC | V | 9,551 | $3.3M | 1.44% |
| 23 | MODINE MFG CO | 607828100 | 23,931 | $3.2M | 1.38% |
| 24 | ORACLE CORP | ORCL-PD | 15,893 | $3.1M | 1.33% |
| 25 | GOLDMAN SACHS GROUP INC | GSCE | 3,474 | $3.1M | 1.31% |
| 26 | ULTA BEAUTY INC | ULTA | 4,540 | $2.7M | 1.18% |
| 27 | BOSTON SCIENTIFIC CORP | BSX | 27,512 | $2.6M | 1.13% |
| 28 | DELTA AIR LINES INC DEL | DAL | 37,305 | $2.6M | 1.11% |
| 29 | WALMART INC | WMT | 22,975 | $2.6M | 1.10% |
| 30 | VANECK ETF TRUST | 92189F676 | 7,027 | $2.5M | 1.09% |
| 31 | PNC FINL SVCS GROUP INC | 693475105 | 12,050 | $2.5M | 1.08% |
| 32 | TJX COS INC NEW | 872540109 | 15,970 | $2.5M | 1.06% |
| 33 | VERTIV HOLDINGS CO | VRT | 14,700 | $2.4M | 1.02% |
| 34 | MCKESSON CORP | MCK | 2,880 | $2.4M | 1.02% |
| 35 | HOME DEPOT INC | HD | 6,748 | $2.3M | 1.00% |
| 36 | CONSTELLATION ENERGY CORP | CEG | 6,497 | $2.3M | 0.99% |
| 37 | CENCORA INC | COR | 6,774 | $2.3M | 0.98% |
| 38 | PROCTER AND GAMBLE CO | 742718109 | 15,840 | $2.3M | 0.98% |
| 39 | AMGEN INC | AMGN | 6,191 | $2.0M | 0.87% |
| 40 | CHUBB LIMITED | CB | 6,314 | $2.0M | 0.85% |
| 41 | MARTIN MARIETTA MATLS INC | 573284106 | 3,149 | $2.0M | 0.84% |
| 42 | VISTRA CORP | VST | 11,810 | $1.9M | 0.82% |
| 43 | LINDE PLC | LIN | 4,407 | $1.9M | 0.81% |
| 44 | MOTOROLA SOLUTIONS INC | MSI | 4,624 | $1.8M | 0.76% |
| 45 | AMERICAN EXPRESS CO | AXP | 4,761 | $1.8M | 0.76% |
| 46 | UNITEDHEALTH GROUP INC | UNH | 5,269 | $1.7M | 0.75% |
| 47 | EATON CORP PLC | ETN | 5,212 | $1.7M | 0.71% |
| 48 | UNION PAC CORP | UNP | 6,227 | $1.4M | 0.62% |
| 49 | CHEVRON CORP NEW | CVX | 9,045 | $1.4M | 0.59% |
| 50 | COTERRA ENERGY INC | CTRA | 51,888 | $1.4M | 0.59% |
| 51 | UNITED RENTALS INC | URI | 1,673 | $1.4M | 0.58% |
| 52 | STRYKER CORPORATION | SYK | 3,674 | $1.3M | 0.56% |
| 53 | BANK AMERICA CORP | 060505104 | 22,872 | $1.3M | 0.54% |
| 54 | INVESCO QQQ TR | IVZ | 2,027 | $1.2M | 0.54% |
| 55 | GALLAGHER ARTHUR J & CO | 363576109 | 4,354 | $1.1M | 0.48% |
| 56 | RTX CORPORATION | RTX | 5,816 | $1.1M | 0.46% |
| 57 | DEERE & CO | DE | 2,260 | $1.1M | 0.45% |
| 58 | HONEYWELL INTL INC | 438516106 | 4,930 | $961,794 | 0.41% |
| 59 | BLACKROCK INC | BLK | 873 | $934,407 | 0.40% |
| 60 | T-MOBILE US INC | TMUSZ | 4,362 | $885,660 | 0.38% |
| 61 | AIR PRODS & CHEMS INC | AIIR | 3,356 | $828,999 | 0.36% |
| 62 | JOHNSON & JOHNSON | JNJ | 3,903 | $807,726 | 0.35% |
| 63 | D R HORTON INC | 23331A109 | 5,548 | $799,078 | 0.34% |
| 64 | LOCKHEED MARTIN CORP | LMT | 1,495 | $723,087 | 0.31% |
| 65 | MCDONALDS CORP | MCD | 2,333 | $713,035 | 0.31% |
| 66 | MARVELL TECHNOLOGY INC | MRVL | 7,445 | $632,676 | 0.27% |
| 67 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 7,412 | $607,932 | 0.26% |
| 68 | ENTERPRISE PRODS PARTNERS L | 293792107 | 15,311 | $490,871 | 0.21% |
| 69 | COCA COLA CO | KO | 5,743 | $401,493 | 0.17% |
| 70 | L3HARRIS TECHNOLOGIES INC | LHX | 1,347 | $395,439 | 0.17% |
| 71 | CINCINNATI FINL CORP | 172062101 | 2,219 | $362,407 | 0.16% |
| 72 | LOWES COS INC | 548661107 | 1,204 | $290,357 | 0.12% |
| 73 | ABBVIE INC | ABBV | 1,087 | $248,427 | 0.11% |
| 74 | MARATHON PETE CORP | MARA | 1,457 | $236,952 | 0.10% |
| 75 | WILLIAMS COS INC | 969457100 | 3,697 | $222,227 | 0.10% |