Filed: 8/14/2025ACC: 0001667731-25-001130
📋 What this filing means
SCHEAR INVESTMENT ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $202.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$202.01M
Total AUM (reported)
959.62K
Total Shares
Allocation by class
COM$142.27M70.4%
COM NEW$11.64M5.8%
CL A$10.70M5.3%
TR UNIT$9.52M4.7%
CAP STK CL A$6.51M3.2%
S&P 500 ETF SHS$5.72M2.8%
SHS$4.01M2.0%
Portfolio Concentration
Top 3$37.10M18.4%
4–10$44.11M21.8%
11–25$48.91M24.2%
Rest$71.89M35.6%
Top 3 weight
18.4%
Top 10 weight
40.2%
Voting Authority Distribution
Total shares with voting rights: 959.62K
Sole
Full voting authority
959.62K
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)
Sole86
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings86
Rows:
NVIDIA CORPORATION
SOLEShares97.50K
TypeSH
Market value$15.40M
7.63%
Sole
97.50K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares44.16K
TypeSH
Market value$12.17M
6.03%
Sole
44.16K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares15.41K
TypeSH
Market value$9.52M
4.71%
Sole
15.41K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares14.94K
TypeSH
Market value$7.43M
3.68%
Sole
14.94K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares36.93K
TypeSH
Market value$6.51M
3.22%
Sole
36.93K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares8.71K
TypeSH
Market value$6.43M
3.18%
Sole
8.71K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares11.74K
TypeSH
Market value$6.21M
3.08%
Sole
11.74K
Shared
0.00
None
0.00
APPLE INC
SOLEShares29.17K
TypeSH
Market value$5.98M
2.96%
Sole
29.17K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares26.58K
TypeSH
Market value$5.83M
2.89%
Sole
26.58K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares10.06K
TypeSH
Market value$5.72M
2.83%
Sole
10.06K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares7.07K
TypeSH
Market value$5.51M
2.73%
Sole
7.07K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares4.74K
TypeSH
Market value$4.69M
2.32%
Sole
4.74K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares13.37K
TypeSH
Market value$3.88M
1.92%
Sole
13.37K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares7.38K
TypeSH
Market value$3.76M
1.86%
Sole
7.38K
Shared
0.00
None
0.00
VISA INC
SOLEShares9.41K
TypeSH
Market value$3.34M
1.65%
Sole
9.41K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares23.34K
TypeSH
Market value$3.31M
1.64%
Sole
23.34K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares37.42K
TypeSH
Market value$3.19M
1.58%
Sole
37.42K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares14.36K
TypeSH
Market value$3.14M
1.55%
Sole
14.36K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares24.36K
TypeSH
Market value$3.00M
1.49%
Sole
24.36K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares25.54K
TypeSH
Market value$2.74M
1.36%
Sole
25.54K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares6.90K
TypeSH
Market value$2.68M
1.33%
Sole
6.90K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares6.75K
TypeSH
Market value$2.47M
1.22%
Sole
6.75K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares17.46K
TypeSH
Market value$2.46M
1.22%
Sole
17.46K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares3.46K
TypeSH
Market value$2.45M
1.21%
Sole
3.46K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares10.13K
TypeSH
Market value$2.29M
1.14%
Sole
10.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 97.50K | SH | $15.40M 7.63% | 97.50K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 44.16K | SH | $12.17M 6.03% | 44.16K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 15.41K | SH | $9.52M 4.71% | 15.41K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 14.94K | SH | $7.43M 3.68% | 14.94K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 36.93K | SH | $6.51M 3.22% | 36.93K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 8.71K | SH | $6.43M 3.18% | 8.71K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 11.74K | SH | $6.21M 3.08% | 11.74K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 29.17K | SH | $5.98M 2.96% | 29.17K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 26.58K | SH | $5.83M 2.89% | 26.58K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.06K | SH | $5.72M 2.83% | 10.06K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 7.07K | SH | $5.51M 2.73% | 7.07K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 4.74K | SH | $4.69M 2.32% | 4.74K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 13.37K | SH | $3.88M 1.92% | 13.37K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 7.38K | SH | $3.76M 1.86% | 7.38K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 9.41K | SH | $3.34M 1.65% | 9.41K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 23.34K | SH | $3.31M 1.64% | 23.34K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 37.42K | SH | $3.19M 1.58% | 37.42K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 14.36K | SH | $3.14M 1.55% | 14.36K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 24.36K | SH | $3.00M 1.49% | 24.36K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 25.54K | SH | $2.74M 1.36% | 25.54K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 6.90K | SH | $2.68M 1.33% | 6.90K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 6.75K | SH | $2.47M 1.22% | 6.75K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 17.46K | SH | $2.46M 1.22% | 17.46K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 3.46K | SH | $2.45M 1.21% | 3.46K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 10.13K | SH | $2.29M 1.14% | 10.13K | 0.00 | 0.00 |
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