The Analysis of Schear Investment Advisers, LLC's Holdings
Currently, Schear Investment Advisers, LLC holds 86 types of securities in its portfolio with a total value $224.5M. In the most recent quarter, they have increased their positions in PG (+13.8K shares, valued at $2.1M), MSFT (+195 shares, valued at $101.0K), UNH (+231 shares, valued at $79.8K); decreased their positions in SPY (-755 shares, valued at $503.0K), AVGO (-311 shares, valued at $102.6K), LULU (-468 shares, valued at $83.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION97.9K shares0.41%2025-09-302025-10-21
AVGO BROADCOM INC43.8K shares-0.70%2025-09-302025-10-21 SPY SPDR S&P 500 ETF TR14.7K shares-4.90%2025-09-302025-10-21 GOOGL ALPHABET INC37.1K shares0.35%2025-09-302025-10-21 MSFT MICROSOFT CORP15.1K shares1.31%2025-09-302025-10-21 AAPL APPLE INC29.2K shares-0.01%2025-09-302025-10-21 GEV GE VERNOVA INC11.7K shares0.06%2025-09-302025-10-21 META META PLATFORMS INC8.8K shares0.76%2025-09-302025-10-21 VOO VANGUARD INDEX FDS10.1K shares0.79%2025-09-302025-10-21 AMZN AMAZON COM INC26.7K shares0.49%2025-09-302025-10-21 LLY ELI LILLY & CO7.1K shares0.33%2025-09-302025-10-21 COST COSTCO WHSL CORP NEW4.8K shares0.46%2025-09-302025-10-21 JPM JPMORGAN CHASE & CO.13.4K shares0.47%2025-09-302025-10-21 MU MICRON TECHNOLOGY INC24.4K shares0.07%2025-09-302025-10-21 ORCL ORACLE CORP14.4K shares0.03%2025-09-302025-10-21 C CITIGROUP INC37.7K shares0.81%2025-09-302025-10-21 AMD ADVANCED MICRO DEVICES INC23.6K shares1.05%2025-09-302025-10-21 CRWD CROWDSTRIKE HLDGS INC7.4K shares0.83%2025-09-302025-10-21 CAT CATERPILLAR INC6.9K shares0.64%2025-09-302025-10-21 V VISA INC9.5K shares0.97%2025-09-302025-10-21 PG PROCTER AND GAMBLE CO20.3K shares215.96%2025-09-302025-10-21 TSM TAIWAN SEMICONDUCTOR MFG LTD10.3K shares1.27%2025-09-302025-10-21 MS MORGAN STANLEY17.7K shares1.17%2025-09-302025-10-21 GS GOLDMAN SACHS GROUP INC3.5K shares0.00%2025-09-302025-10-21 HD HOME DEPOT INC6.7K shares0.00%2025-09-302025-10-21 GE GE AEROSPACE8.4K shares1.72%2025-09-302025-10-21 BSX BOSTON SCIENTIFIC CORP25.8K shares0.91%2025-09-302025-10-21 PNC PNC FINL SVCS GROUP INC12.3K shares0.85%2025-09-302025-10-21 MRVL MARVELL TECHNOLOGY INC29.0K shares-0.05%2025-09-302025-10-21 ULTA ULTA BEAUTY INC4.4K shares0.80%2025-09-302025-10-21 SMH VANECK ETF TRUST7.0K shares0.00%2025-09-302025-10-21 MOD MODINE MFG CO16.0K shares1.73%2025-09-302025-10-21 TJX TJX COS INC NEW15.5K shares0.91%2025-09-302025-10-21 LIN LINDE PLC4.4K shares0.50%2025-09-302025-10-21 MSI MOTOROLA SOLUTIONS INC4.5K shares1.47%2025-09-302025-10-21 ETN EATON CORP PLC5.5K shares0.99%2025-09-302025-10-21 DAL DELTA AIR LINES INC DEL36.1K shares1.11%2025-09-302025-10-21 COR CENCORA INC6.5K shares0.06%2025-09-302025-10-21 MCK MCKESSON CORP2.6K shares1.01%2025-09-302025-10-21 AJG GALLAGHER ARTHUR J & CO6.4K shares-1.02%2025-09-302025-10-21 CB CHUBB LIMITED6.5K shares1.67%2025-09-302025-10-21 MLM MARTIN MARIETTA MATLS INC2.7K shares0.59%2025-09-302025-10-21 UNH UNITEDHEALTH GROUP INC4.9K shares4.95%2025-09-302025-10-21 AMGN AMGEN INC5.7K shares-0.05%2025-09-302025-10-21 VST VISTRA CORP8.2K shares0.23%2025-09-302025-10-21 URI UNITED RENTALS INC1.7K shares1.41%2025-09-302025-10-21 WMT WALMART INC15.2K shares2.62%2025-09-302025-10-21 CEG CONSTELLATION ENERGY CORP4.7K shares3.43%2025-09-302025-10-21 UNP UNION PAC CORP6.6K shares1.21%2025-09-302025-10-21 CTRA COTERRA ENERGY INC65.0K shares-0.07%2025-09-302025-10-21 ADBE ADOBE INC4.1K shares-1.47%2025-09-302025-10-21 CVX CHEVRON CORP NEW9.0K shares0.00%2025-09-302025-10-21 TMUS T-MOBILE US INC5.7K shares1.47%2025-09-302025-10-21 SYK STRYKER CORPORATION3.7K shares0.19%2025-09-302025-10-21 HON HONEYWELL INTL INC5.9K shares0.00%2025-09-302025-10-21 QQQ INVESCO QQQ TR2.0K shares0.39%2025-09-302025-10-21 INTU INTUIT1.8K shares-4.08%2025-09-302025-10-21 BAC BANK AMERICA CORP23.1K shares0.00%2025-09-302025-10-21 AXP AMERICAN EXPRESS CO3.5K shares3.00%2025-09-302025-10-21 GEHC GE HEALTHCARE TECHNOLOGIES I14.6K shares-1.80%2025-09-302025-10-21 APD AIR PRODS & CHEMS INC3.9K shares1.05%2025-09-302025-10-21 DE DEERE & CO2.3K shares0.00%2025-09-302025-10-21 BLK BLACKROCK INC870 shares0.12%2025-09-302025-10-21 RTX RTX CORPORATION6.0K shares2.04%2025-09-302025-10-21 CLX CLOROX CO DEL8.1K shares-0.48%2025-09-302025-10-21 DHI D R HORTON INC5.8K shares0.21%2025-09-302025-10-21 ACN ACCENTURE PLC IRELAND3.8K shares-2.13%2025-09-302025-10-21 VRT VERTIV HOLDINGS CO5.5K shares7.75%2025-09-302025-10-21 LMT LOCKHEED MARTIN CORP1.5K shares2.22%2025-09-302025-10-21 MCD MCDONALDS CORP2.5K shares-0.79%2025-09-302025-10-21 JNJ JOHNSON & JOHNSON3.9K shares0.18%2025-09-302025-10-21 MMC MARSH & MCLENNAN COS INC3.3K shares-1.96%2025-09-302025-10-21 LULU LULULEMON ATHLETICA INC2.9K shares-14.00%2025-09-302025-10-21 EPD ENTERPRISE PRODS PARTNERS L13.8K shares0.00%2025-09-302025-10-21 KO COCA COLA CO6.3K shares0.00%2025-09-302025-10-21 LHX L3HARRIS TECHNOLOGIES INC1.3K shares5.49%2025-09-302025-10-21 CINF CINCINNATI FINL CORP2.5K shares-12.25%2025-09-302025-10-21 TGT TARGET CORP3.9K shares-3.41%2025-09-302025-10-21 LOW LOWES COS INC1.2K shares0.00%2025-09-302025-10-21 ZTS ZOETIS INC2.0K shares0.00%2025-09-302025-10-21 MPC MARATHON PETE CORP1.5K shares0.00%2025-09-302025-10-21 ABBV ABBVIE INC1.1K shares0.00%2025-09-302025-10-21 WMB WILLIAMS COS INC3.7K shares0.00%2025-09-302025-10-21 FANG DIAMONDBACK ENERGY INC1.5K shares-0.07%2025-09-302025-10-21 SMCI SUPER MICRO COMPUTER INC4.4K shares-14.37%2025-09-302025-10-21 MA MASTERCARD INCORPORATED367 shares2.80%2025-09-302025-10-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available