Filed: 4/28/2026ACC: 0001962838-26-000002
📋 What this filing means
SCHEAR INVESTMENT ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $226.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$226.77M
Total AUM (reported)
943.06K
Total Shares
Allocation by class
COM$166.23M73.3%
COM NEW$15.52M6.8%
CAP STK CL A$10.80M4.8%
CL A$7.83M3.5%
TR UNIT$7.29M3.2%
COM CL A$6.80M3.0%
SPONSORED ADS$4.53M2.0%
Portfolio Concentration
Top 3$41.56M18.3%
4–10$56.30M24.8%
11–25$60.47M26.7%
Rest$68.45M30.2%
Top 3 weight
18.3%
Top 10 weight
43.2%
Voting Authority Distribution
Total shares with voting rights: 943.06K
Sole
Full voting authority
943.06K
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)
Sole77
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings77
Rows:
NVIDIA CORPORATION
SOLEShares99.89K
TypeSH
Market value$17.42M
7.68%
Sole
99.89K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares42.24K
TypeSH
Market value$13.07M
5.77%
Sole
42.24K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares12.67K
TypeSH
Market value$11.06M
4.88%
Sole
12.67K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares37.55K
TypeSH
Market value$10.80M
4.76%
Sole
37.55K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares31.50K
TypeSH
Market value$10.64M
4.69%
Sole
31.50K
Shared
0.00
None
0.00
APPLE INC
SOLEShares29.22K
TypeSH
Market value$7.42M
3.27%
Sole
29.22K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares11.21K
TypeSH
Market value$7.29M
3.22%
Sole
11.21K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares19.31K
TypeSH
Market value$7.15M
3.15%
Sole
19.31K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares32.22K
TypeSH
Market value$6.55M
2.89%
Sole
32.22K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares7.01K
TypeSH
Market value$6.45M
2.84%
Sole
7.01K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares27.62K
TypeSH
Market value$5.75M
2.54%
Sole
27.62K
Shared
0.00
None
0.00
MODINE MFG CO
SOLEShares25.97K
TypeSH
Market value$5.63M
2.48%
Sole
25.97K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares8.53K
TypeSH
Market value$4.88M
2.15%
Sole
8.53K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares4.70K
TypeSH
Market value$4.68M
2.07%
Sole
4.70K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares6.57K
TypeSH
Market value$4.65M
2.05%
Sole
6.57K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares13.42K
TypeSH
Market value$4.53M
2.00%
Sole
13.42K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares38.04K
TypeSH
Market value$4.31M
1.90%
Sole
38.04K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares13.65K
TypeSH
Market value$4.02M
1.77%
Sole
13.65K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares15.60K
TypeSH
Market value$3.91M
1.72%
Sole
15.60K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares11.53K
TypeSH
Market value$3.27M
1.44%
Sole
11.53K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares19.38K
TypeSH
Market value$3.19M
1.41%
Sole
19.38K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares7.55K
TypeSH
Market value$2.95M
1.30%
Sole
7.55K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares3.44K
TypeSH
Market value$2.91M
1.29%
Sole
3.44K
Shared
0.00
None
0.00
VISA INC
SOLEShares9.57K
TypeSH
Market value$2.89M
1.27%
Sole
9.57K
Shared
0.00
None
0.00
WALMART INC
SOLEShares23.19K
TypeSH
Market value$2.88M
1.27%
Sole
23.19K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 99.89K | SH | $17.42M 7.68% | 99.89K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 42.24K | SH | $13.07M 5.77% | 42.24K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 12.67K | SH | $11.06M 4.88% | 12.67K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 37.55K | SH | $10.80M 4.76% | 37.55K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 31.50K | SH | $10.64M 4.69% | 31.50K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 29.22K | SH | $7.42M 3.27% | 29.22K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 11.21K | SH | $7.29M 3.22% | 11.21K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 19.31K | SH | $7.15M 3.15% | 19.31K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 32.22K | SH | $6.55M 2.89% | 32.22K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 7.01K | SH | $6.45M 2.84% | 7.01K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 27.62K | SH | $5.75M 2.54% | 27.62K | 0.00 | 0.00 |
MODINE MFG COSOLE | COM | 25.97K | SH | $5.63M 2.48% | 25.97K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 8.53K | SH | $4.88M 2.15% | 8.53K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 4.70K | SH | $4.68M 2.07% | 4.70K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 6.57K | SH | $4.65M 2.05% | 6.57K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 13.42K | SH | $4.53M 2.00% | 13.42K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 38.04K | SH | $4.31M 1.90% | 38.04K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 13.65K | SH | $4.02M 1.77% | 13.65K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 15.60K | SH | $3.91M 1.72% | 15.60K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 11.53K | SH | $3.27M 1.44% | 11.53K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 19.38K | SH | $3.19M 1.41% | 19.38K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 7.55K | SH | $2.95M 1.30% | 7.55K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 3.44K | SH | $2.91M 1.29% | 3.44K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 9.57K | SH | $2.89M 1.27% | 9.57K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 23.19K | SH | $2.88M 1.27% | 23.19K | 0.00 | 0.00 |
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