Schear Investment Advisers, LLC
Sector Allocation
- Technology35.1%$288.3M
- Other33.9%$278.0M
- Financials12.3%$101.1M
- Industrials10.7%$87.4M
- Consumer Discretionary3.3%$26.7M
- Healthcare1.8%$14.5M
- Consumer Staples1.3%$10.9M
- Utilities0.7%$5.4M
- Materials0.5%$3.9M
- Energy0.3%$2.9M
AUM History
13fpro.ai/research/fund/schear-investment-advisers-llc-1962838
Conviction and streaks
Diversifying · top 10 = 45.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
SPCX$115.5MPH
$72.9MPGR
$37.8MSPY
$23.5MAAPL
$23.0M- SPDR$22.6M
NVDA
$21.9MGOOGL
$20.0M- ISHARES$19.6M
QQQ
$19.2MAMD
$19.0M- SPDR$16.3M
MSFT
$15.5MAMZN
$14.7M- VANGUARD$13.4M
- ISHARES$11.6M
AVGO
$11.5M- VANGUARD$11.4M
- ISHARES$9.5M
IVZ
$9.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/schear-investment-advisers-llc-1962838
Schear Investment Advisers, LLC 13F holdings — Q3 2026
$820.7M portfolio (+174.5% QoQ) · 245 holdings · Q3 2026 13F · top 10 are 46% of the stock portfolio
$115.5M
14.1% of stocks
NewThis quarter-3.5%Since filedNew this quarterHeld$72.9M
8.9% of stocks
NewThis quarter-5.4%Since filedNew this quarterHeld$37.8M
4.6% of stocks
NewThis quarter+7.4%Since filedNew this quarterHeld$23.5M
2.9% of stocks
+386%This quarter-0.6%Since filed11+ qtrsHeld$23.0M
2.8% of stocks
+137%This quarter+0.3%Since filed11+ qtrsHeld- 6
SPDR SERIES TRUST - ST STR P500GRW
$22.6M
2.8% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $21.9M
2.7% of stocks
+4%This quarter-2.4%Since filed11+ qtrsHeld$20.0M
2.4% of stocks
+49%This quarter-8.6%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row- 9
ISHARES TR - CORE S&P500 ETF
$19.6M
2.4% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $19.2M
2.3% of stocks
+563%This quarter-2.3%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
All holdings — Schear Investment Advisers, LLC (Q3 2026)
245 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ADVANCED MICRO DEVICES INC | Technology | $19.0M | 2.3% | 31K | +4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | SPDR SERIES TRUST - ST STR P500VALetf/fund | — | $16.3M | 2.0% | 267K | New | — | — | 13F |
| 13 | MICROSOFT CORP | Technology | $15.5M | 1.9% | 30K | +57% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | AMAZON COM INC | Consumer Discretionary | $14.7M | 1.8% | 59K | +107% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund | — | $13.4M | 1.6% | 173K | New | — | — | 13F |
| 16 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $11.6M | 1.4% | 86K | New | — | — | 13F |
| 17 | Broadcom Inc. | Technology | $11.5M | 1.4% | 33K | -16% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETFetf/fund | — | $11.4M | 1.4% | 53K | New | — | — | 13F |
| 19 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $9.5M | 1.2% | 132K | New | — | — | 13F |
| 20 | Invesco Ltd.etf/fund | Financials | $9.2M | 1.1% | 30K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | MICRON TECHNOLOGY INC | Technology | $8.9M | 1.1% | 8,388 | -71% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $8.6M | 1.1% | 12K | +201% | — | — | 13F |
| 23 | — | ISHARES TR - CORE DIV GRWTHetf/fund | — | $7.8M | 0.9% | 104K | New | — | — | 13F |
| 24 | Meta Platforms, Inc. | Technology | $7.3M | 0.9% | 10K | +19% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SPDR SERIES TRUST - ST STR R1K LOWVetf/fund | — | $6.9M | 0.8% | 40K | New | — | — | 13F |
| 26 | $MA | Mastercard Inc | Financials | $6.7M | 0.8% | 12K | New | |||
| 27 | — | PACER FDS TR - US CASH COWS 100 | — | $6.7M | 0.8% | 100K | New | |||
| 28 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $6.2M | 0.8% | 69K | New | |||
| 29 | — | ISHARES TR - MSCI USA QLT FCT | — | $5.7M | 0.7% | 26K | New | |||
| 30 | $PLTR | Palantir Technologies Inc. | Technology | $5.4M | 0.7% | 29K | New | |||
| 31 | $JPM | JPMORGAN CHASE & CO | Financials | $5.3M | 0.7% | 16K | +13% | |||
| 32 | — | ISHARES TR - FLTG RATE NT ETF | — | $5.0M | 0.6% | 98K | New | |||
| 33 | $JNJ | JOHNSON & JOHNSON | Healthcare | $5.0M | 0.6% | 19K | +378% | |||
| 34 | $GOOG | Alphabet Inc. | Technology | $5.0M | 0.6% | 15K | New | |||
| 35 | — | ISHARES TR - MSCI EAFE ETF | — | $4.7M | 0.6% | 45K | New | |||
| 36 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $4.6M | 0.6% | 5,093 | +7% | |||
| 37 | $INTC | INTEL CORP | Technology | $4.4M | 0.5% | 37K | New | |||
| 38 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $4.4M | 0.5% | 8,825 | New | |||
| 39 | $STT | STATE STREET CORP | Financials | $4.3M | 0.5% | 41K | New | |||
| 40 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $4.1M | 0.5% | 125K | New | |||
| 41 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $4.0M | 0.5% | 15K | +98% | |||
| 42 | $GS | GOLDMAN SACHS GROUP INC | Financials | $4.0M | 0.5% | 4,393 | +23% | |||
| 43 | $TSLA | Tesla, Inc. | Consumer Discretionary | $3.9M | 0.5% | 11K | New | |||
| 44 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $3.7M | 0.5% | 19K | New | |||
| 45 | $V | VISA INC. | Financials | $3.3M | 0.4% | 9,143 | -10% | |||
| 46 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $3.3M | 0.4% | 47K | New | |||
| 47 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $3.3M | 0.4% | 64K | New | |||
| 48 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $3.2M | 0.4% | 7,103 | -48% | |||
| 49 | — | ISHARES TR - MSCI USA MMENTM | — | $3.2M | 0.4% | 10K | New | |||
| 50 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX | — | $3.1M | 0.4% | 25K | New | |||
| 51 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $2.8M | 0.3% | 15K | +1176% | |||
| 52 | $BLK | BlackRock, Inc. | Financials | $2.7M | 0.3% | 2,549 | +193% | |||
| 53 | — | ISHARES TR - CORE S&P TTL STK | — | $2.7M | 0.3% | 16K | New | |||
| 54 | — | SPDR SERIES TRUST - ST STR SP600GRWO | — | $2.6M | 0.3% | 24K | New | |||
| 55 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $2.4M | 0.3% | 28K | New | |||
| 56 | $IVZ | Invesco Ltd. | Financials | $2.3M | 0.3% | 116K | New | |||
| 57 | $SHW | SHERWIN WILLIAMS CO | Materials | $2.3M | 0.3% | 7,045 | New | |||
| 58 | $IVZ | Invesco Ltd. | Financials | $2.3M | 0.3% | 111K | New | |||
| 59 | $RKLB | Rocket Lab Corp | Industrials | $2.2M | 0.3% | 32K | New | |||
| 60 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $2.2M | 0.3% | 37K | New | |||
| 61 | $SO | SOUTHERN CO | Utilities | $2.1M | 0.3% | 26K | New | |||
| 62 | $GEV | GE Vernova Inc. | Industrials | $2.0M | 0.3% | 2,139 | -82% | |||
| 63 | $WMT | Walmart Inc. | Consumer Staples | $2.0M | 0.3% | 19K | -19% | |||
| 64 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $1.9M | 0.2% | 12K | New | |||
| 65 | $LLY | ELI LILLY & Co | Healthcare | $1.9M | 0.2% | 1,671 | -77% | |||
| 66 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.9M | 0.2% | 26K | New | |||
| 67 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.8M | 0.2% | 11K | New | |||
| 68 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.8M | 0.2% | 12K | -18% | |||
| 69 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 GRTH | — | $1.8M | 0.2% | 13K | New | |||
| 70 | $VRT | Vertiv Holdings Co | Technology | $1.8M | 0.2% | 7,385 | -54% | |||
| 71 | $CAT | CATERPILLAR INC | Industrials | $1.8M | 0.2% | 2,160 | -68% | |||
| 72 | $IVZ | Invesco Ltd. | Financials | $1.7M | 0.2% | 89K | New | |||
| 73 | $MRVL | Marvell Technology, Inc. | Technology | $1.7M | 0.2% | 6,527 | -19% | |||
| 74 | — | ISHARES TR - ISHARES SEMICDTR | — | $1.7M | 0.2% | 3,024 | New | |||
| 75 | $CEG | Constellation Energy Corp | Utilities | $1.7M | 0.2% | 6,732 | +2% | |||
| 76 | — | VANGUARD WORLD FD - MRNGSTR MEGA CAP | — | $1.7M | 0.2% | 18K | New | |||
| 77 | — | ISHARES TR - GLOBAL TECH ETF | — | $1.6M | 0.2% | 11K | New | |||
| 78 | $ANET | Arista Networks, Inc. | Technology | $1.6M | 0.2% | 7,844 | New | |||
| 79 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.6M | 0.2% | 5,606 | -17% | |||
| 80 | $IVZ | Invesco Ltd. | Financials | $1.6M | 0.2% | 80K | New | |||
| 81 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | — | $1.5M | 0.2% | 12K | New | |||
| 82 | $DDOG | Datadog, Inc. | Technology | $1.5M | 0.2% | 5,351 | New | |||
| 83 | $ORCL | ORACLE CORP | Technology | $1.5M | 0.2% | 11K | New | |||
| 84 | — | ISHARES TR - SELECT DIVID ETF | — | $1.5M | 0.2% | 9,596 | New | |||
| 85 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $1.4M | 0.2% | 27K | New | |||
| 86 | $FTNT | Fortinet, Inc. | Technology | $1.4M | 0.2% | 7,914 | New | |||
| 87 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $1.4M | 0.2% | 37K | New | |||
| 88 | — | ISHARES TR - MSCI EAFE MIN VL | — | $1.4M | 0.2% | 15K | New | |||
| 89 | $SHOP | SHOPIFY INC. | Technology | $1.4M | 0.2% | 9,224 | New | |||
| 90 | — | ISHARES TR - USD INV GRDE ETF | — | $1.3M | 0.2% | 28K | New | |||
| 91 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $1.3M | 0.2% | 7,944 | New | |||
| 92 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.3M | 0.2% | 11K | New | |||
| 93 | — | AB ACTIVE ETFS INC - TAX AWARE SHRT | — | $1.3M | 0.1% | 51K | New | |||
| 94 | $PANW | Palo Alto Networks Inc | Technology | $1.2M | 0.1% | 3,130 | New | |||
| 95 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.2M | 0.1% | 2,397 | New | |||
| 96 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $1.2M | 0.1% | 3,262 | New | |||
| 97 | $AXP | AMERICAN EXPRESS CO | Financials | $1.2M | 0.1% | 4,005 | -19% | |||
| 98 | — | ISHARES TR - 20 YR TR BD ETF | — | $1.2M | 0.1% | 15K | New | |||
| 99 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.1% | 19K | New | |||
| 100 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.1% | 64K | New | |||
| 101 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.2M | 0.1% | 3,158 | -42% | |||
| 102 | $DE | DEERE & CO | Industrials | $1.1M | 0.1% | 1,681 | -26% | |||
| 103 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $1.1M | 0.1% | 4,767 | +250% | |||
| 104 | $CRM | Salesforce, Inc. | Technology | $1.1M | 0.1% | 4,859 | New | |||
| 105 | $RTX | RTX Corp | Industrials | $1.1M | 0.1% | 5,997 | -0.2% | |||
| 106 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $1.1M | 0.1% | 2,287 | New | |||
| 107 | $ALPS | Alps Group Inc | Healthcare | $1.1M | 0.1% | 18K | New | |||
| 108 | $ETN | Eaton Corp plc | Industrials | $1.1M | 0.1% | 2,543 | New | |||
| 109 | $LECO | LINCOLN ELECTRIC HOLDINGS INC | Industrials | $1.1M | 0.1% | 4,116 | New | |||
| 110 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.1M | 0.1% | 2,068 | +49% | |||
| 111 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.0M | 0.1% | 4,728 | New | |||
| 112 | $IVZ | Invesco Ltd. | Financials | $1.0M | 0.1% | 17K | New | |||
| 113 | — | VANGUARD INDEX FDS - MRNGSTR MD CP GR | — | $1.0M | 0.1% | 3,425 | New | |||
| 114 | $AMGN | AMGEN INC | Healthcare | $1000K | 0.1% | 2,372 | -62% | |||
| 115 | — | ISHARES TR - CORE MSCI EAFE | — | $943K | 0.1% | 9,730 | New | |||
| 116 | $ABBV | AbbVie Inc. | Healthcare | $920K | 0.1% | 3,515 | +186% | |||
| 117 | $IVZ | Invesco Ltd. | Financials | $906K | 0.1% | 15K | New | |||
| 118 | $IQV | IQVIA HOLDINGS INC. | Healthcare | $886K | 0.1% | 3,296 | New | |||
| 119 | $GE | GENERAL ELECTRIC CO | Industrials | $865K | 0.1% | 2,771 | -84% | |||
| 120 | $WTW | WILLIS TOWERS WATSON PLC | Financials | $859K | 0.1% | 2,982 | New | |||
| 121 | $MRK | Merck & Co., Inc. | Healthcare | $854K | 0.1% | 5,880 | New | |||
| 122 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $839K | 0.1% | 15K | -32% | |||
| 123 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | — | $816K | 0.1% | 17K | New | |||
| 124 | $BX | Blackstone Inc. | Financials | $811K | 0.1% | 7,233 | New | |||
| 125 | — | ISHARES TR - S&P 500 VAL ETF | — | $785K | 0.1% | 3,440 | New | |||
| 126 | $CSCO | CISCO SYSTEMS, INC. | Technology | $785K | 0.1% | 7,293 | New | |||
| 127 | — | ISHARES TR - RUS 1000 ETF | — | $784K | 0.1% | 1,884 | New | |||
| 128 | $NOW | ServiceNow, Inc. | Technology | $758K | 0.1% | 5,656 | New | |||
| 129 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 GRTH | — | $738K | 0.1% | 5,405 | New | |||
| 130 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $722K | 0.1% | 12K | New | |||
| 131 | $RGTI | Rigetti Computing, Inc. | Technology | $717K | 0.1% | 46K | New | |||
| 132 | — | ISHARES TR - RUS 1000 GRW ETF | — | $709K | 0.1% | 5,657 | New | |||
| 133 | $IBIT | iShares Bitcoin Trust ETF | Financials | $707K | 0.1% | 15K | New | |||
| 134 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $691K | 0.1% | 14K | New | |||
| 135 | $IVZ | Invesco Ltd. | Financials | $684K | 0.1% | 42K | New | |||
| 136 | — | ISHARES INC - CORE MSCI EMKT | — | $684K | 0.1% | 8,422 | New | |||
| 137 | — | INNOVATOR ETFS TRUST - EQUITY DEF PROTN | — | $655K | 0.1% | 21K | New | |||
| 138 | $QBTS | D-Wave Quantum Inc. | Technology | $635K | 0.1% | 38K | New | |||
| 139 | — | ISHARES INC - MSCI GBL MIN VOL | — | $634K | 0.1% | 5,167 | New | |||
| 140 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $630K | 0.1% | 2,834 | -77% | |||
| 141 | $HOOD | Robinhood Markets, Inc. | Financials | $622K | 0.1% | 5,529 | New | |||
| 142 | $ASML | ASML HOLDING NV | Technology | $616K | 0.1% | 340 | New | |||
| 143 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $606K | 0.1% | 5,876 | New | |||
| 144 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $605K | 0.1% | 7,732 | New | |||
| 145 | $WM | WASTE MANAGEMENT INC | Utilities | $599K | 0.1% | 2,939 | +190% | |||
| 146 | $GLD | SPDR GOLD TRUST | Financials | $599K | 0.1% | 1,572 | New | |||
| 147 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $597K | 0.1% | 2,581 | New | |||
| 148 | — | ISHARES TR - ESG AWRE 1 5 YR | — | $584K | 0.1% | 24K | New | |||
| 149 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $579K | 0.1% | 2,484 | New | |||
| 150 | $KO | COCA COLA CO | Consumer Staples | $575K | 0.1% | 6,675 | +19% |
What changed in Q3 2026
Against the previous quarter's 13F: 188 new, 24 added to, 32 trimmed, 27 sold out. Share-count changes; largest moves by dollar size first.
New positions (188)
- $SPCXSPACE EXPLORATION TECHNOLOGIES CORP$115.5M
first bought this quarter
first bought this quarter
first bought this quarter
- SPDR SERIES TRUST - ST STR P500GRW$22.6M
first bought this quarter
- ISHARES TR - CORE S&P500 ETF$19.6M
first bought this quarter
- SPDR SERIES TRUST - ST STR P500VAL$16.3M
first bought this quarter
+182 more in the Excel export
Added to (24)
now $23.5M · held 11+ qtrs
now $19.2M · held 11+ qtrs, 2 adds in a row
now $23.0M · held 11+ qtrs
now $14.7M · held 11+ qtrs, 2 adds in a row
now $20.0M · held 11+ qtrs, 2 adds in a row
- VANGUARD INDEX FDS - S&P 500 ETF SHS+201%
now $8.6M
+18 more in the Excel export
Trimmed (32)
$MUMICRON TECHNOLOGY INC-71%
now $8.9M · held 11+ qtrs, 2 trims in a row
$GEVGE Vernova Inc.-82%
now $2.0M · held 10 qtrs, 2 trims in a row
$LLYELI LILLY & Co-77%
now $1.9M · held 11+ qtrs
$GEGENERAL ELECTRIC CO-84%
now $865K · held 11+ qtrs
$CCITIGROUP INC-89%
now $573K · held 11+ qtrs
- VANECK ETF TRUST - SEMICONDUCTR ETF-95%
now $228K
+26 more in the Excel export
Sold out (27)
$MODMODINE MANUFACTURING COwas $7.3M
held 5 qtrs
$DALDELTA AIR LINES, INC.was $3.8M
held 10+ qtrs
$ULTAUlta Beauty, Inc.was $2.1M
held 10+ qtrs
$CBChubb Ltdwas $2.1M
held 10+ qtrs
$MLMMARTIN MARIETTA MATERIALS INCwas $2.0M
held 10+ qtrs
$MSIMotorola Solutions, Inc.was $1.9M
+21 more in the Excel export
Holdings by quarter
Every 13F Schear Investment Advisers, LLC has filed, 15 earlier quarters. Pick one to see what it held then.
Is it too late to follow Schear Investment Advisers?
Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Schear Investment Advisers's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-2.3%
Value-weighted move of the 10 largest stock positions
Turnover
22%
Last quarter; 37% over the last 4
Top 10 weight
46%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
43%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Schear Investment Advisers, LLC disclosed 245 positions worth $820.7M in its Form 13F-HR for Q3 2026, led by $SPCX (SPACE EXPLORATION TECHNOLOGIES CORP) at 14.1% of the equity portfolio, followed by $PH and $PGR. During the quarter the fund opened 188 new positions and exited 27 — including a new stake in $SPCX and a full exit from $MOD. The portfolio is most concentrated in Technology (35.1% of disclosed assets). All figures are sourced directly from Schear Investment Advisers, LLC’s Form 13F-HR filing with the SEC under CIK 1962838.
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