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The Analysis of Schear Investment Advisers, LLC's Holdings & P&L

Currently, Schear Investment Advisers, LLC holds 77 types of securities in its portfolio with a total value $226.8M. In the most recent quarter, they have increased their positions in AMD (+7.8K shares, valued at $1.6M), MEDP (+3.1K shares, valued at $1.5M), MSFT (+3.6K shares, valued at $1.3M); decreased their positions in N/A (-4.5K shares, valued at $2.7M), META (-1.9K shares, valued at $1.1M), SPY (-1.3K shares, valued at $842.2K); initiated new positions in MEDP (+3.1K shares, valued at $1.5M), GLW (+1.9K shares, valued at $261.2K), PSX (+1.2K shares, valued at $219.3K).

1M P&L

+18.7M+8.90%

3M P&L

+30.9M+15.63%

HY P&L

+50.0M+28.05%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors39.2M

21.0%

2Utilities - Renewable12.9M

6.9%

3Software - Infrastructure10.1M

5.4%

Top Industries by Stock Count

1Drug Manufacturers - General4 stocks

6.1%

2Semiconductors4 stocks

6.1%

3Oil & Gas Midstream3 stocks

4.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION99.9K shares1.26%2026-03-312026-04-28

BROADCOM INC BROADCOM INC42.2K shares-0.78%2026-03-312026-04-28

GEV GE VERNOVA INC12.7K shares-0.10%2026-03-312026-04-28

ALPHABET INC ALPHABET INC37.6K shares0.59%2026-03-312026-04-28

MU MICRON TECHNOLOGY INC31.5K shares12.54%2026-03-312026-04-28

AAPL APPLE INC29.2K shares0.11%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T11.2K shares-10.36%2026-03-312026-04-28

MSFT MICROSOFT CORP19.3K shares22.97%2026-03-312026-04-28

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AMD ADVANCED MICRO DEVICES INC32.2K shares32.00%2026-03-312026-04-28

LLY ELI LILLY & CO7.0K shares-0.23%2026-03-312026-04-28

AMZN AMAZON COM INC27.6K shares-1.18%2026-03-312026-04-28

MOD MODINE MFG CO26.0K shares8.51%2026-03-312026-04-28

META META PLATFORMS INC8.5K shares-18.00%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION4.7K shares-2.10%2026-03-312026-04-28

CAT CATERPILLAR INC6.6K shares0.21%2026-03-312026-04-28

TSM TAIWAN SEMICONDUCTOR MANUFAC13.4K shares1.54%2026-03-312026-04-28

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CITIGROUP INC CITIGROUP INC38.0K shares-0.23%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO13.7K shares0.59%2026-03-312026-04-28

VRT VERTIV HOLDINGS CO15.6K shares6.10%2026-03-312026-04-28

GE AEROSPACE GE AEROSPACE11.5K shares0.75%2026-03-312026-04-28

MS MORGAN STANLEY19.4K shares0.95%2026-03-312026-04-28

CRWD CROWDSTRIKE HLDGS INC7.5K shares-0.38%2026-03-312026-04-28

GS GOLDMAN SACHS GROUP INC3.4K shares-0.83%2026-03-312026-04-28

V VISA INC9.6K shares0.16%2026-03-312026-04-28

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WMT WALMART INC23.2K shares0.94%2026-03-312026-04-28

SMH VANECK ETF TRUST7.0K shares0.00%2026-03-312026-04-28

TJX TJX COS INC NEW16.1K shares1.00%2026-03-312026-04-28

PNC PNC FINL SVCS GROUP INC12.2K shares1.35%2026-03-312026-04-28

DAL DELTA AIR LINES INC38.0K shares1.93%2026-03-312026-04-28

MCK MCKESSON CORP2.9K shares0.94%2026-03-312026-04-28

VANGUARD INDEX FDS VANGUARD INDEX FDS4.2K shares-51.79%2026-03-312026-04-28

BSX BOSTON SCIENTIFIC CORP39.9K shares44.96%2026-03-312026-04-28

Sponsored

ULTA ULTA BEAUTY INC4.5K shares-1.12%2026-03-312026-04-28

PG PROCTER & GAMBLE CO15.8K shares0.00%2026-03-312026-04-28

HD HOME DEPOT INC6.7K shares-0.13%2026-03-312026-04-28

AMGN AMGEN INC6.2K shares0.63%2026-03-312026-04-28

LINDE PLC LINDE PLC4.4K shares-0.07%2026-03-312026-04-28

CENCORA INC CENCORA INC6.8K shares0.38%2026-03-312026-04-28

CB CHUBB LTD SWITZ6.2K shares-2.15%2026-03-312026-04-28

MSI MOTOROLA SOLUTIONS INC4.6K shares-0.43%2026-03-312026-04-28

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MLM MARTIN MARIETTA MATLS INC3.3K shares4.10%2026-03-312026-04-28

CVX CHEVRON CORPORATION9.1K shares1.12%2026-03-312026-04-28

CTRA COTERRA ENERGY INC52.0K shares0.21%2026-03-312026-04-28

CEG CONSTELLATION ENERGY CORP6.5K shares0.17%2026-03-312026-04-28

VST VISTRA CORP11.9K shares0.93%2026-03-312026-04-28

UNP UNION PAC CORP6.2K shares-0.50%2026-03-312026-04-28

MEDP MEDPACE HLDGS INC3.1K sharesnew addition2026-03-312026-04-28

AXP AMERICAN EXPRESS CO4.8K shares1.26%2026-03-312026-04-28

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UNH UNITEDHEALTH GROUP INC5.4K shares1.75%2026-03-312026-04-28

DE DEERE & CO2.3K shares0.04%2026-03-312026-04-28

SYK STRYKER CORPORATION3.7K shares-0.35%2026-03-312026-04-28

RTX RTX CORPORATION5.9K shares1.01%2026-03-312026-04-28

URI UNITED RENTALS INC1.6K shares-7.35%2026-03-312026-04-28

HON HONEYWELL INTL INC4.9K shares0.16%2026-03-312026-04-28

BAC BANK AMERICA CORP22.8K shares-0.24%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON3.9K shares0.00%2026-03-312026-04-28

Sponsored

LMT LOCKHEED MARTIN CORP1.5K shares0.94%2026-03-312026-04-28

TMUS T-MOBILE US INC4.3K shares-2.52%2026-03-312026-04-28

APD AIR PRODUCTS AND CHEMICALS I3.0K shares-9.98%2026-03-312026-04-28

BLACKROCK INC BLACKROCK INC870 shares-0.34%2026-03-312026-04-28

DHI D R HORTON INC5.5K shares-0.94%2026-03-312026-04-28

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC7.6K shares1.42%2026-03-312026-04-28

MCD MCDONALDS CORP2.3K shares-1.24%2026-03-312026-04-28

EPD ENTERPRISE PRODS PARTNERS L15.3K shares0.00%2026-03-312026-04-28

Sponsored

LHX L3HARRIS TECHNOLOGIES INC1.4K shares0.22%2026-03-312026-04-28

KO COCA COLA CO5.7K shares-0.45%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR687 shares-66.11%2026-03-312026-04-28

MPC MARATHON PETE CORP1.5K shares0.00%2026-03-312026-04-28

LOW LOWES COS INC1.2K shares-2.08%2026-03-312026-04-28

WMB WILLIAMS COS INC3.7K shares0.00%2026-03-312026-04-28

CINF CINCINNATI FINL CORP1.7K shares-24.52%2026-03-312026-04-28

GLW CORNING INC1.9K sharesnew addition2026-03-312026-04-28

Sponsored

ABBV ABBVIE INC1.1K shares0.00%2026-03-312026-04-28

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-04-28

LAM RESEARCH CORP LAM RESEARCH CORP1.0K sharesnew addition2026-03-312026-04-28

KMI KINDER MORGAN INC DEL6.3K sharesnew addition2026-03-312026-04-28

WM WASTE MGMT INC DEL907 sharesnew addition2026-03-312026-04-28

NVDA

NVIDIA CORPORATION

1.26%

Shares99.9K

Event2026-03-31

Filed2026-04-28

BROADCOM INC

-0.78%

Shares42.2K

Event2026-03-31

Filed2026-04-28

GEV

GE VERNOVA INC

-0.10%

Shares12.7K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

0.59%

Shares37.6K

Event2026-03-31

Filed2026-04-28

MICRON TECHNOLOGY INC

12.54%

Shares31.5K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

0.11%

Shares29.2K

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

-10.36%

Shares11.2K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

22.97%

Shares19.3K

Event2026-03-31

Filed2026-04-28

AMD

ADVANCED MICRO DEVICES INC

32.00%

Shares32.2K

Event2026-03-31

Filed2026-04-28

LLY

ELI LILLY & CO

-0.23%

Shares7.0K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

-1.18%

Shares27.6K

Event2026-03-31

Filed2026-04-28

MOD

MODINE MFG CO

8.51%

Shares26.0K

Event2026-03-31

Filed2026-04-28