Filed: 1/28/2026ACC: 0001962838-26-000001
📋 What this filing means
SCHEAR INVESTMENT ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 75 equity positions with a total reported market value of $232.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
75
Positions
$232.36M
Total AUM (reported)
938.57K
Total Shares
Allocation by class
COM$162.86M70.1%
COM NEW$15.74M6.8%
CAP STK CL A$11.69M5.0%
CL A$10.42M4.5%
TR UNIT$8.53M3.7%
COM CL A$5.73M2.5%
S&P 500 ETF SHS$5.45M2.3%
Portfolio Concentration
Top 3$44.82M19.3%
4–10$54.76M23.6%
11–25$61.04M26.3%
Rest$71.73M30.9%
Top 3 weight
19.3%
Top 10 weight
42.9%
Voting Authority Distribution
Total shares with voting rights: 938.57K
Sole
Full voting authority
938.57K
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)
Sole75
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings75
Rows:
NVIDIA CORPORATION
SOLEShares98.65K
TypeSH
Market value$18.40M
7.92%
Sole
98.65K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares42.57K
TypeSH
Market value$14.73M
6.34%
Sole
42.57K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares37.34K
TypeSH
Market value$11.69M
5.03%
Sole
37.34K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares12.51K
TypeSH
Market value$8.53M
3.67%
Sole
12.51K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares12.68K
TypeSH
Market value$8.29M
3.57%
Sole
12.68K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares27.99K
TypeSH
Market value$7.99M
3.44%
Sole
27.99K
Shared
0.00
None
0.00
APPLE INC
SOLEShares29.19K
TypeSH
Market value$7.93M
3.41%
Sole
29.19K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares15.71K
TypeSH
Market value$7.60M
3.27%
Sole
15.71K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares7.03K
TypeSH
Market value$7.55M
3.25%
Sole
7.03K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares10.41K
TypeSH
Market value$6.87M
2.96%
Sole
10.41K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares27.95K
TypeSH
Market value$6.45M
2.78%
Sole
27.95K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.69K
TypeSH
Market value$5.45M
2.35%
Sole
8.69K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares24.41K
TypeSH
Market value$5.23M
2.25%
Sole
24.41K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares38.13K
TypeSH
Market value$4.45M
1.92%
Sole
38.13K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares13.57K
TypeSH
Market value$4.37M
1.88%
Sole
13.57K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares4.80K
TypeSH
Market value$4.14M
1.78%
Sole
4.80K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares13.21K
TypeSH
Market value$4.02M
1.73%
Sole
13.21K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares6.55K
TypeSH
Market value$3.75M
1.62%
Sole
6.55K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares7.58K
TypeSH
Market value$3.55M
1.53%
Sole
7.58K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares11.44K
TypeSH
Market value$3.52M
1.52%
Sole
11.44K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares19.20K
TypeSH
Market value$3.41M
1.47%
Sole
19.20K
Shared
0.00
None
0.00
VISA INC
SOLEShares9.55K
TypeSH
Market value$3.35M
1.44%
Sole
9.55K
Shared
0.00
None
0.00
MODINE MFG CO
SOLEShares23.93K
TypeSH
Market value$3.20M
1.38%
Sole
23.93K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares15.89K
TypeSH
Market value$3.10M
1.33%
Sole
15.89K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares3.47K
TypeSH
Market value$3.05M
1.31%
Sole
3.47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 98.65K | SH | $18.40M 7.92% | 98.65K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 42.57K | SH | $14.73M 6.34% | 42.57K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 37.34K | SH | $11.69M 5.03% | 37.34K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 12.51K | SH | $8.53M 3.67% | 12.51K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 12.68K | SH | $8.29M 3.57% | 12.68K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 27.99K | SH | $7.99M 3.44% | 27.99K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 29.19K | SH | $7.93M 3.41% | 29.19K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.71K | SH | $7.60M 3.27% | 15.71K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 7.03K | SH | $7.55M 3.25% | 7.03K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 10.41K | SH | $6.87M 2.96% | 10.41K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 27.95K | SH | $6.45M 2.78% | 27.95K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.69K | SH | $5.45M 2.35% | 8.69K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 24.41K | SH | $5.23M 2.25% | 24.41K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 38.13K | SH | $4.45M 1.92% | 38.13K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 13.57K | SH | $4.37M 1.88% | 13.57K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 4.80K | SH | $4.14M 1.78% | 4.80K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 13.21K | SH | $4.02M 1.73% | 13.21K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 6.55K | SH | $3.75M 1.62% | 6.55K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 7.58K | SH | $3.55M 1.53% | 7.58K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 11.44K | SH | $3.52M 1.52% | 11.44K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 19.20K | SH | $3.41M 1.47% | 19.20K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 9.55K | SH | $3.35M 1.44% | 9.55K | 0.00 | 0.00 |
MODINE MFG COSOLE | COM | 23.93K | SH | $3.20M 1.38% | 23.93K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 15.89K | SH | $3.10M 1.33% | 15.89K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 3.47K | SH | $3.05M 1.31% | 3.47K | 0.00 | 0.00 |
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