Filed: 1/29/2025ACC: 0001667731-25-000157
📋 What this filing means
SCHEAR INVESTMENT ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 88 equity positions with a total reported market value of $187.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
88
Positions
$187.84M
Total AUM (reported)
914.58K
Total Shares
Allocation by class
COM$128.27M68.3%
S&P 500 ETF SHS$13.97M7.4%
UNIT SER 1$10.86M5.8%
COM NEW$9.22M4.9%
CL A$8.74M4.7%
CAP STK CL A$6.83M3.6%
COM CL A$3.03M1.6%
Portfolio Concentration
Top 3$39.99M21.3%
4–10$48.00M25.6%
11–25$39.72M21.1%
Rest$60.14M32.0%
Top 3 weight
21.3%
Top 10 weight
46.8%
Voting Authority Distribution
Total shares with voting rights: 914.58K
Sole
Full voting authority
914.58K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole88
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings88
Rows:
NVIDIA CORPORATION
SOLEShares112.87K
TypeSH
Market value$15.16M
8.07%
Sole
112.87K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares25.92K
TypeSH
Market value$13.97M
7.43%
Sole
25.92K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares21.25K
TypeSH
Market value$10.86M
5.78%
Sole
21.25K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares40.61K
TypeSH
Market value$9.42M
5.01%
Sole
40.61K
Shared
0.00
None
0.00
APPLE INC
SOLEShares32.67K
TypeSH
Market value$8.18M
4.36%
Sole
32.67K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares36.07K
TypeSH
Market value$6.83M
3.63%
Sole
36.07K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares8.54K
TypeSH
Market value$6.59M
3.51%
Sole
8.54K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares15.13K
TypeSH
Market value$6.38M
3.40%
Sole
15.13K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares26.26K
TypeSH
Market value$5.76M
3.07%
Sole
26.26K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares8.27K
TypeSH
Market value$4.84M
2.58%
Sole
8.27K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares4.78K
TypeSH
Market value$4.38M
2.33%
Sole
4.78K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares28.03K
TypeSH
Market value$3.10M
1.65%
Sole
28.03K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares9.40K
TypeSH
Market value$3.09M
1.65%
Sole
9.40K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares12.86K
TypeSH
Market value$3.08M
1.64%
Sole
12.86K
Shared
0.00
None
0.00
VISA INC
SOLEShares9.60K
TypeSH
Market value$3.03M
1.61%
Sole
9.60K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares6.84K
TypeSH
Market value$2.66M
1.42%
Sole
6.84K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares21.76K
TypeSH
Market value$2.63M
1.40%
Sole
21.76K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares5.01K
TypeSH
Market value$2.54M
1.35%
Sole
5.01K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares6.86K
TypeSH
Market value$2.49M
1.33%
Sole
6.86K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares33.61K
TypeSH
Market value$2.37M
1.26%
Sole
33.61K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares6.37K
TypeSH
Market value$2.18M
1.16%
Sole
6.37K
Shared
0.00
None
0.00
PNC FINL SVCS GROUP INC
SOLEShares10.93K
TypeSH
Market value$2.11M
1.12%
Sole
10.93K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares23.11K
TypeSH
Market value$2.06M
1.10%
Sole
23.11K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS INC
SOLEShares4.38K
TypeSH
Market value$2.02M
1.08%
Sole
4.38K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares3.47K
TypeSH
Market value$1.99M
1.06%
Sole
3.47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 112.87K | SH | $15.16M 8.07% | 112.87K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 25.92K | SH | $13.97M 7.43% | 25.92K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 21.25K | SH | $10.86M 5.78% | 21.25K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 40.61K | SH | $9.42M 5.01% | 40.61K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 32.67K | SH | $8.18M 4.36% | 32.67K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 36.07K | SH | $6.83M 3.63% | 36.07K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 8.54K | SH | $6.59M 3.51% | 8.54K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.13K | SH | $6.38M 3.40% | 15.13K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 26.26K | SH | $5.76M 3.07% | 26.26K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 8.27K | SH | $4.84M 2.58% | 8.27K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 4.78K | SH | $4.38M 2.33% | 4.78K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 28.03K | SH | $3.10M 1.65% | 28.03K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 9.40K | SH | $3.09M 1.65% | 9.40K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 12.86K | SH | $3.08M 1.64% | 12.86K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 9.60K | SH | $3.03M 1.61% | 9.60K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 6.84K | SH | $2.66M 1.42% | 6.84K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 21.76K | SH | $2.63M 1.40% | 21.76K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 5.01K | SH | $2.54M 1.35% | 5.01K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 6.86K | SH | $2.49M 1.33% | 6.86K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 33.61K | SH | $2.37M 1.26% | 33.61K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 6.37K | SH | $2.18M 1.16% | 6.37K | 0.00 | 0.00 |
PNC FINL SVCS GROUP INCSOLE | COM | 10.93K | SH | $2.11M 1.12% | 10.93K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 23.11K | SH | $2.06M 1.10% | 23.11K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 4.38K | SH | $2.02M 1.08% | 4.38K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 3.47K | SH | $1.99M 1.06% | 3.47K | 0.00 | 0.00 |
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