Schear Investment Advisers, LLC

CINCINNATI, OH · CIK 1962838 · 13F filing filed 2026-07-27

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCincinnati, OH

$299.0m reported value +31.8% vs Q1 2026

83positions

47.9%in top 10

9 new 45 added 21 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICRON TECHNOLOGY INC COM MU	MU	28,700	$33.1m11.08%	11.08%	Reduced -2.8k	-2,801 -8.9%
2	NVIDIA CORPORATION COM NVDA	NVDA	92,102	$18.4m6.16%	6.16%	Reduced -7.8k	-7,788 -7.8%
3	ADVANCED MICRO DEVICES INC COM AMD	AMD	29,871	$17.4m5.80%	5.80%	Reduced -2.3k	-2,348 -7.3%
4	BROADCOM INC COM AVGO	AVGO	38,961	$14.7m4.92%	4.92%	Reduced -3.3k	-3,279 -7.8%
5	GE VERNOVA INC COM GEV	GEV	11,998	$14.1m4.71%	4.71%	Reduced -673	-673 -5.3%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	39,022	$13.9m4.66%	4.66%	Added +1.5k	+1,467 3.9%
7	ELI LILLY & CO COM LLY	LLY	7,178	$8.6m2.88%	2.88%	Added +167	+167 2.4%
8	APPLE INC COM AAPL	AAPL	29,166	$8.4m2.82%	2.82%	Reduced -54	-54 -0.2%
9	MODINE MFG CO COM MOD	MOD	27,236	$7.3m2.43%	2.43%	Added +1.3k	+1,269 4.9%
10	CATERPILLAR INC COM CAT	CAT	6,794	$7.2m2.42%	2.42%	Added +226	+226 3.4%
11	MICROSOFT CORP COM MSFT	MSFT	19,290	$7.2m2.41%	2.41%	Reduced -23	-23 -0.1%
12	AMAZON COM INC COM AMZN	AMZN	28,403	$6.8m2.26%	2.26%	Added +784	+784 2.8%
13	GE AEROSPACE COM NEW GE	GE	17,627	$6.6m2.20%	2.20%	Added +6.1k	+6,101 52.9%
14	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	13,705	$6.5m2.19%	2.19%	Added +289	+289 2.1%
15	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	7,624	$5.8m1.95%	1.95%	Added +75	+75 1.0%
16	CITIGROUP INC COM NEW C	C	39,824	$5.6m1.86%	1.86%	Added +1.8k	+1,780 4.7%
17	VERTIV HOLDINGS CO COM CL A VRT	VRT	16,200	$5.4m1.81%	1.81%	Added +603	+603 3.9%
18	META PLATFORMS INC CL A META	META	8,546	$4.8m1.61%	1.61%	Added +12	+12 0.1%
19	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	6,342	$4.7m1.58%	1.58%	Reduced -4.9k	-4,869 -43.4%
20	JPMORGAN CHASE & CO COM JPM	JPM	14,236	$4.7m1.56%	1.56%	Added +582	+582 4.3%
21	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	7,027	$4.6m1.54%	1.54%	Unchanged
22	COSTCO WHSL CORP NEW COM COST	COST	4,755	$4.4m1.49%	1.49%	Added +54	+54 1.1%
23	MORGAN STANLEY COM NEW MS	MS	20,156	$4.2m1.41%	1.41%	Added +776	+776 4.0%
24	DELTA AIR LINES INC DEL COM NEW DAL	DAL	40,161	$3.8m1.26%	1.26%	Added +2.1k	+2,137 5.6%
25	GOLDMAN SACHS GROUP INC COM GS	GS	3,581	$3.6m1.21%	1.21%	Added +136	+136 4.0%
26	VISA INC COM CL A V	V	10,107	$3.5m1.16%	1.16%	Added +541	+541 5.7%
27	PNC FINL SVCS GROUP INC COM PNC	PNC	12,416	$3.1m1.02%	1.02%	Added +203	+203 1.7%
28	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,904	$2.9m0.96%	0.96%	Added +3.2k	+3,217 468.3%
29	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	4,087	$2.8m0.94%	0.94%	Reduced -103	-103 -2.5%
30	WALMART INC COM WMT	WMT	23,912	$2.7m0.91%	0.91%	Added +722	+722 3.1%
31	TJX COS INC NEW COM TJX	TJX	16,589	$2.5m0.84%	0.84%	Added +460	+460 2.9%
32	LINDE PLC SHS LIN	LIN	4,641	$2.4m0.81%	0.81%	Added +237	+237 5.4%
33	MARVELL TECHNOLOGY INC COM MRVL	MRVL	8,056	$2.4m0.80%	0.80%	Added +505	+505 6.7%
34	HOME DEPOT INC COM HD	HD	6,719	$2.4m0.79%	0.79%	Reduced -20	-20 -0.3%
35	MCKESSON CORP COM MCK	MCK	3,023	$2.3m0.76%	0.76%	Added +116	+116 4.0%
36	UNITEDHEALTH GROUP INC COM UNH	UNH	5,460	$2.3m0.76%	0.76%	Added +99	+99 1.9%
37	AMGEN INC COM AMGN	AMGN	6,265	$2.3m0.76%	0.76%	Added +35	+35 0.6%
38	PROCTER AND GAMBLE CO COM PG	PG	14,989	$2.2m0.74%	0.74%	Reduced -851	-851 -5.4%
39	ULTA BEAUTY INC COM ULTA	ULTA	4,660	$2.1m0.70%	0.70%	Added +171	+171 3.8%
40	CHUBB LIMITED COM CB	CB	6,154	$2.1m0.70%	0.70%	Reduced -24	-24 -0.4%
41	MARTIN MARIETTA MATLS INC COM MLM	MLM	3,484	$2.0m0.67%	0.67%	Added +206	+206 6.3%
42	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	4,662	$1.9m0.65%	0.65%	Added +58	+58 1.3%
43	CENCORA INC COM COR	COR	6,812	$1.9m0.64%	0.64%	Added +12	+12 0.2%
44	MEDPACE HLDGS INC COM MEDP	MEDP	3,604	$1.9m0.64%	0.64%	Added +502	+502 16.2%
45	UNITED RENTALS INC COM URI	URI	1,550	$1.8m0.59%	0.59%	Unchanged
46	VISTRA CORP COM VST	VST	10,946	$1.7m0.58%	0.58%	Reduced -974	-974 -8.2%
47	UNION PAC CORP COM UNP	UNP	6,186	$1.7m0.56%	0.56%	Reduced -10	-10 -0.2%
48	AMERICAN EXPRESS CO COM AXP	AXP	4,950	$1.7m0.56%	0.56%	Added +129	+129 2.7%
49	CONSTELLATION ENERGY CORP COM CEG	CEG	6,583	$1.6m0.55%	0.55%	Added +75	+75 1.1%
50	CHEVRON CORP NEW COM CVX	CVX	9,701	$1.6m0.54%	0.54%	Added +555	+555 6.1%
51	BOSTON SCIENTIFIC CORP COM BSX	BSX	36,860	$1.6m0.53%	0.53%	Reduced -3.0k	-3,022 -7.6%
52	DEVON ENERGY CORP NEW COM DVN	DVN	36,562	$1.5m0.51%	0.51%	New
53	DEERE & CO COM DE	DE	2,264	$1.4m0.48%	0.48%	Added +3	+3 0.1%
54	BANK AMERICA CORP COM BAC	BAC	22,831	$1.3m0.44%	0.44%	Added +15	+15 0.1%
55	RTX CORPORATION COM RTX	RTX	6,012	$1.1m0.38%	0.38%	Added +137	+137 2.3%
56	STRYKER CORPORATION COM SYK	SYK	3,583	$1.1m0.38%	0.38%	Reduced -78	-78 -2.1%
57	JOHNSON & JOHNSON COM JNJ	JNJ	3,933	$998.9k0.33%	0.33%	Added +30	+30 0.8%
58	D R HORTON INC COM DHI	DHI	5,497	$895.4k0.30%	0.30%	Added +1	+1 0.0%
59	AIR PRODS & CHEMS INC COM APD	APD	3,021	$885.7k0.30%	0.30%	Unchanged
60	BLACKROCK INC COM BLK	BLK	870	$836.6k0.28%	0.28%	Unchanged
61	CORNING INC COM GLW	GLW	3,105	$793.1k0.27%	0.27%	Added +1.2k	+1,184 61.6%
62	T-MOBILE US INC COM TMUS	TMUS	4,239	$711.0k0.24%	0.24%	Reduced -13	-13 -0.3%
63	LOCKHEED MARTIN CORP COM LMT	LMT	1,390	$708.1k0.24%	0.24%	Reduced -119	-119 -7.9%
64	MCDONALDS CORP COM MCD	MCD	2,304	$622.8k0.21%	0.21%	Unchanged
65	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	15,311	$562.8k0.19%	0.19%	Unchanged
66	HONEYWELL INTL INC COM HON	HON	2,450	$548.6k0.18%	0.18%	New
67	HONEYWELL AEROSPACE INC COM HONA	HONA	2,450	$541.6k0.18%	0.18%	New
68	BLOOM ENERGY CORP COM CL A BE	BE	1,520	$460.1k0.15%	0.15%	New
69	COCA COLA CO COM KO	KO	5,601	$455.2k0.15%	0.15%	Reduced -116	-116 -2.0%
70	DELL TECHNOLOGIES INC CL C DELL	DELL	1,033	$445.7k0.15%	0.15%	New
71	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,011	$438.1k0.15%	0.15%	Unchanged
72	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	1,362	$395.8k0.13%	0.13%	Added +12	+12 0.9%
73	MARATHON PETE CORP COM MPC	MPC	1,508	$385.6k0.13%	0.13%	Added +51	+51 3.5%
74	CELESTICA INC COM CLS	CLS	926	$337.8k0.11%	0.11%	New
75	ABBVIE INC COM ABBV	ABBV	1,231	$309.8k0.10%	0.10%	Added +144	+144 13.2%
76	CINCINNATI FINL CORP COM CINF	CINF	1,490	$275.9k0.09%	0.09%	Reduced -185	-185 -11.0%
77	PHILLIPS 66 COM PSX	PSX	1,626	$274.9k0.09%	0.09%	Added +422	+422 35.0%
78	LOWES COS INC COM LOW	LOW	1,179	$260.0k0.09%	0.09%	Unchanged
79	WASTE MGMT INC DEL COM WM	WM	1,013	$225.8k0.08%	0.08%	Added +106	+106 11.7%
80	WILLIAMS COS INC COM WMB	WMB	2,928	$217.7k0.07%	0.07%	Reduced -769	-769 -20.8%
81	ALPS ETF TR ALERIAN MLP AMLP	AMLP	4,110	$213.1k0.07%	0.07%	New
82	GALLAGHER ARTHUR J & CO COM AJG	AJG	903	$207.3k0.07%	0.07%	New
83	KLA CORP COM NEW KLAC	KLAC	670	$202.1k0.07%	0.07%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
COTERRA ENERGY INC CTRA	CTRA	51,995	$1.8m52.0k shares
HONEYWELL INTL INC		2,469	$1.1m2.5k shares
KINDER MORGAN INC DEL KMI	KMI	6,277	$210.5k6.3k shares