Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Schear Investment Advisers, LLC (CIK 1962838) reported $226.8M across 77 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($17.4M, 7.68%), AVGO ($13.1M, 5.77%), GEV ($11.1M, 4.88%), GOOGL ($10.8M, 4.76%), MU ($10.6M, 4.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $17.4M | 7.68% | 99,890 | Added |
| 2 | AVGO | BROADCOM INC | $13.1M | 5.77% | 42,240 | Trimmed |
| 3 | GEV | GE VERNOVA INC | $11.1M | 4.88% | 12,671 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $10.8M | 4.76% | 37,555 | Added |
| 5 | MU | MICRON TECHNOLOGY INC | $10.6M | 4.69% | 31,501 | Added |
| 6 | AAPL | APPLE INC | $7.4M | 3.27% | 29,220 | Added |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $7.3M | 3.22% | 11,211 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $7.1M | 3.15% | 19,313 | Added |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $6.6M | 2.89% | 32,219 | Added |
| 10 | LLY | ELI LILLY & CO | $6.4M | 2.84% | 7,011 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $5.8M | 2.54% | 27,619 | Trimmed |
| 12 | MOD | MODINE MFG CO | $5.6M | 2.48% | 25,967 | Added |
| 13 | META | META PLATFORMS INC | $4.9M | 2.15% | 8,534 | Trimmed |
| 14 | COST | COSTCO WHOLESALE CORPORATION | $4.7M | 2.07% | 4,701 | Trimmed |
| 15 | CAT | CATERPILLAR INC | $4.7M | 2.05% | 6,568 | Added |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.5M | 2.00% | 13,416 | Added |
| 17 | C | CITIGROUP INC | $4.3M | 1.90% | 38,044 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $4.0M | 1.77% | 13,654 | Added |
| 19 | VRT | VERTIV HOLDINGS CO | $3.9M | 1.72% | 15,597 | Added |
| 20 | GE | GE AEROSPACE | $3.3M | 1.44% | 11,526 | Added |
| 21 | MS | MORGAN STANLEY | $3.2M | 1.41% | 19,380 | Added |
| 22 | CRWD | CROWDSTRIKE HLDGS INC | $2.9M | 1.30% | 7,549 | Trimmed |
| 23 | GS | GOLDMAN SACHS GROUP INC | $2.9M | 1.29% | 3,445 | Trimmed |
| 24 | V | VISA INC | $2.9M | 1.27% | 9,566 | Added |
| 25 | WMT | WALMART INC | $2.9M | 1.27% | 23,190 | Added |
Source: SEC Form 13F filings · as of 2026-03-31