Filed: 5/1/2025ACC: 0001667731-25-000568
📋 What this filing means
SCHEAR INVESTMENT ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 89 equity positions with a total reported market value of $173.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
89
Positions
$173.61M
Total AUM (reported)
951.71K
Total Shares
Allocation by class
COM$124.10M71.5%
S&P 500 ETF SHS$9.80M5.6%
COM NEW$9.28M5.3%
CL A$8.67M5.0%
CAP STK CL A$5.76M3.3%
UNIT SER 1$4.91M2.8%
COM CL A$3.35M1.9%
Portfolio Concentration
Top 3$30.42M17.5%
4–10$39.44M22.7%
11–25$40.19M23.2%
Rest$63.55M36.6%
Top 3 weight
17.5%
Top 10 weight
40.2%
Voting Authority Distribution
Total shares with voting rights: 951.71K
Sole
Full voting authority
951.71K
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)
Sole89
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings89
Rows:
NVIDIA CORPORATION
SOLEShares120.60K
TypeSH
Market value$13.07M
7.53%
Sole
120.60K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares19.08K
TypeSH
Market value$9.80M
5.65%
Sole
19.08K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares45.09K
TypeSH
Market value$7.55M
4.35%
Sole
45.09K
Shared
0.00
None
0.00
APPLE INC
SOLEShares31.40K
TypeSH
Market value$6.97M
4.02%
Sole
31.40K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares7.32K
TypeSH
Market value$6.04M
3.48%
Sole
7.32K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares37.25K
TypeSH
Market value$5.76M
3.32%
Sole
37.25K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares15.19K
TypeSH
Market value$5.70M
3.28%
Sole
15.19K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares26.61K
TypeSH
Market value$5.06M
2.92%
Sole
26.61K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares8.66K
TypeSH
Market value$4.99M
2.87%
Sole
8.66K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares10.47K
TypeSH
Market value$4.91M
2.83%
Sole
10.47K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares4.79K
TypeSH
Market value$4.53M
2.61%
Sole
4.79K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares11.64K
TypeSH
Market value$3.55M
2.05%
Sole
11.64K
Shared
0.00
None
0.00
VISA INC
SOLEShares9.57K
TypeSH
Market value$3.35M
1.93%
Sole
9.57K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares13.38K
TypeSH
Market value$3.28M
1.89%
Sole
13.38K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares36.45K
TypeSH
Market value$2.59M
1.49%
Sole
36.45K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares7.20K
TypeSH
Market value$2.54M
1.46%
Sole
7.20K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares24.54K
TypeSH
Market value$2.52M
1.45%
Sole
24.54K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares6.87K
TypeSH
Market value$2.52M
1.45%
Sole
6.87K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares4.71K
TypeSH
Market value$2.46M
1.42%
Sole
4.71K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares24.25K
TypeSH
Market value$2.45M
1.41%
Sole
24.25K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares6.98K
TypeSH
Market value$2.30M
1.33%
Sole
6.98K
Shared
0.00
None
0.00
PNC FINL SVCS GROUP INC
SOLEShares11.80K
TypeSH
Market value$2.07M
1.20%
Sole
11.80K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares5.88K
TypeSH
Market value$2.03M
1.17%
Sole
5.88K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares4.33K
TypeSH
Market value$2.02M
1.16%
Sole
4.33K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares32.02K
TypeSH
Market value$1.97M
1.14%
Sole
32.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 120.60K | SH | $13.07M 7.53% | 120.60K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 19.08K | SH | $9.80M 5.65% | 19.08K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 45.09K | SH | $7.55M 4.35% | 45.09K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 31.40K | SH | $6.97M 4.02% | 31.40K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 7.32K | SH | $6.04M 3.48% | 7.32K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 37.25K | SH | $5.76M 3.32% | 37.25K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.19K | SH | $5.70M 3.28% | 15.19K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 26.61K | SH | $5.06M 2.92% | 26.61K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 8.66K | SH | $4.99M 2.87% | 8.66K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 10.47K | SH | $4.91M 2.83% | 10.47K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 4.79K | SH | $4.53M 2.61% | 4.79K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 11.64K | SH | $3.55M 2.05% | 11.64K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 9.57K | SH | $3.35M 1.93% | 9.57K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 13.38K | SH | $3.28M 1.89% | 13.38K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 36.45K | SH | $2.59M 1.49% | 36.45K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 7.20K | SH | $2.54M 1.46% | 7.20K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 24.54K | SH | $2.52M 1.45% | 24.54K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 6.87K | SH | $2.52M 1.45% | 6.87K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 4.71K | SH | $2.46M 1.42% | 4.71K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 24.25K | SH | $2.45M 1.41% | 24.25K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 6.98K | SH | $2.30M 1.33% | 6.98K | 0.00 | 0.00 |
PNC FINL SVCS GROUP INCSOLE | COM | 11.80K | SH | $2.07M 1.20% | 11.80K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | COM | 5.88K | SH | $2.03M 1.17% | 5.88K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 4.33K | SH | $2.02M 1.16% | 4.33K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 32.02K | SH | $1.97M 1.14% | 32.02K | 0.00 | 0.00 |
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