Schear Investment Advisers, LLC
83 holdingsFiling period: 2026-06-30Current AUM: $282.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 28.7K | $33.1M | $26.6M | 9.42% | -2,801 | 2026-06-30 |
| 2 | NVDA | NVIDIA CORPORATION | 92.1K | $18.4M | $19.5M | 6.91% | -7,788 | 2026-06-30 |
| 3 | AMD | ADVANCED MICRO DEVICES INC | 29.9K | $17.4M | $15.1M | 5.33% | -2,348 | 2026-06-30 |
| 4 | AVGO | BROADCOM INC | 39.0K | $14.7M | $13.2M | 4.68% | -3,279 | 2026-06-30 |
| 5 | GEV | GE VERNOVA INC | 12.0K | $14.1M | $10.6M | 3.75% | -673 | 2026-06-30 |
| 6 | GOOGL | ALPHABET INC | 39.0K | $13.9M | $13.5M | 4.76% | +1.5K | 2026-06-30 |
| 7 | LLY | ELI LILLY & CO | 7.2K | $8.6M | $8.2M | 2.89% | +167 | 2026-06-30 |
| 8 | AAPL | APPLE INC | 29.2K | $8.4M | $9.7M | 3.42% | -54 | 2026-06-30 |
| 9 | MOD | MODINE MFG CO | 27.2K | $7.3M | $4.9M | 1.72% | +1.3K | 2026-06-30 |
| 10 | CAT | CATERPILLAR INC | 6.8K | $7.2M | $5.3M | 1.88% | +226 | 2026-06-30 |
| 11 | MSFT | MICROSOFT CORP | 19.3K | $7.2M | $9.6M | 3.39% | -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 | $5.4M | 1.91% | +6.1K | 2026-06-30 |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 13.7K | $6.5M | $5.7M | 2.01% | +289 | 2026-06-30 |
| 15 | CRWD | CROWDSTRIKE HLDGS INC | 7.6K | $5.8M | $7.4M | 2.62% | +75 | 2026-06-30 |
| 16 | C | CITIGROUP INC | 39.8K | $5.6M | $5.4M | 1.92% | +1.8K | 2026-06-30 |
| 17 | VRT | VERTIV HOLDINGS CO | 16.2K | $5.4M | $3.8M | 1.34% | +603 | 2026-06-30 |
| 18 | META | META PLATFORMS INC | 8.5K | $4.8M | $5.7M | 2.03% | +12 | 2026-06-30 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | 6.3K | $4.7M | $4.8M | 1.70% | -4,869 | 2026-06-30 |
| 20 | JPM | JPMORGAN CHASE & CO | 14.2K | $4.7M | $5.0M | 1.78% | +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 | $4.3M | 1.52% | +54 | 2026-06-30 |
| 23 | MS | MORGAN STANLEY | 20.2K | $4.2M | $4.2M | 1.47% | +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 | $3.5M | 1.24% | +136 | 2026-06-30 |
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