Schear Investment Advisers, LLC
83 holdingsFiling period: 2026-06-30Current AUM: $282.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | 28.7K | $33.1M | $25.9M | 9.17% | -2,801 | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 92.1K | $18.4M | $19.9M | 7.03% | -7,788 | 2026-06-30 |
| 3 | AMD | Advanced Micro Devices Inc | 29.9K | $17.4M | $15.9M | 5.61% | -2,348 | 2026-06-30 |
| 4 | AVGO | Broadcom Inc | 39.0K | $14.7M | $12.8M | 4.53% | -3,279 | 2026-06-30 |
| 5 | GEV | GE Vernova Inc | 12.0K | $14.1M | $10.3M | 3.63% | -673 | 2026-06-30 |
| 6 | GOOGL | Alphabet Inc | 39.0K | $13.9M | $12.4M | 4.37% | +1.5K | 2026-06-30 |
| 7 | LLY | Eli Lilly & Co | 7.2K | $8.6M | $9.2M | 3.25% | +167 | 2026-06-30 |
| 8 | AAPL | Apple Inc | 29.2K | $8.4M | $10.0M | 3.55% | -54 | 2026-06-30 |
| 9 | MOD | Modine Mfg Co | 27.2K | $7.3M | $3.5M | 1.25% | +1.3K | 2026-06-30 |
| 10 | CAT | Caterpillar Inc | 6.8K | $7.2M | $4.7M | 1.66% | +226 | 2026-06-30 |
| 11 | MSFT | Microsoft Corp | 19.3K | $7.2M | $10.3M | 3.63% | -23 | 2026-06-30 |
| 12 | AMZN | Amazon.com Inc | 28.4K | $6.8M | $7.1M | 2.50% | +784 | 2026-06-30 |
| 13 | GE | GE Aerospace | 17.6K | $6.6M | $5.1M | 1.80% | +6.1K | 2026-06-30 |
| 14 | TSM | Taiwan Semiconductor Manufac | 13.7K | $6.5M | $5.8M | 2.06% | +289 | 2026-06-30 |
| 15 | CRWD | Crowdstrike Hldgs Inc | 7.6K | $5.8M | $8.0M | 2.82% | +75 | 2026-06-30 |
| 16 | C | Citigroup Inc | 39.8K | $5.6M | $4.8M | 1.70% | +1.8K | 2026-06-30 |
| 17 | VRT | Vertiv Holdings Co | 16.2K | $5.4M | $3.2M | 1.14% | +603 | 2026-06-30 |
| 18 | META | Meta Platforms Inc | 8.5K | $4.8M | $5.4M | 1.90% | +12 | 2026-06-30 |
| 19 | SPY | State Str Spdr S&P 500 ETF T | 6.3K | $4.7M | $4.9M | 1.72% | -4,869 | 2026-06-30 |
| 20 | JPM | JPMorgan Chase & Co | 14.2K | $4.7M | $4.8M | 1.68% | +582 | 2026-06-30 |
| 21 | SMH | VanEck ETF Trust | 7.0K | $4.6M | $3.8M | 1.35% | -- | 2026-06-30 |
| 22 | COST | Costco Wholesale Corporation | 4.8K | $4.4M | $4.8M | 1.69% | +54 | 2026-06-30 |
| 23 | MS | Morgan Stanley | 20.2K | $4.2M | $3.7M | 1.31% | +776 | 2026-06-30 |
| 24 | DAL | Delta Air Lines Inc | 40.2K | $3.8M | $3.2M | 1.12% | +2.1K | 2026-06-30 |
| 25 | GS | Goldman Sachs Group Inc | 3.6K | $3.6M | $3.2M | 1.13% | +136 | 2026-06-30 |
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