Filed: 10/21/2025ACC: 0002085853-25-000121
📋 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 $224.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$224.52M
Total AUM (reported)
975.57K
Total Shares
Allocation by class
COM$158.81M70.7%
COM NEW$13.48M6.0%
CL A$10.59M4.7%
TR UNIT$9.76M4.3%
CAP STK CL A$9.01M4.0%
S&P 500 ETF SHS$6.21M2.8%
SHS$4.16M1.9%
Portfolio Concentration
Top 3$42.49M18.9%
4–10$50.02M22.3%
11–25$54.29M24.2%
Rest$77.72M34.6%
Top 3 weight
18.9%
Top 10 weight
41.2%
Voting Authority Distribution
Total shares with voting rights: 975.57K
Sole
Full voting authority
975.57K
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)
Sole86
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings86
Rows:
NVIDIA CORPORATION
SOLEShares97.89K
TypeSH
Market value$18.26M
8.13%
Sole
97.89K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares43.85K
TypeSH
Market value$14.47M
6.44%
Sole
43.85K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares14.66K
TypeSH
Market value$9.76M
4.35%
Sole
14.66K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares37.06K
TypeSH
Market value$9.01M
4.01%
Sole
37.06K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares15.13K
TypeSH
Market value$7.84M
3.49%
Sole
15.13K
Shared
0.00
None
0.00
APPLE INC
SOLEShares29.17K
TypeSH
Market value$7.43M
3.31%
Sole
29.17K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares11.75K
TypeSH
Market value$7.22M
3.22%
Sole
11.75K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares8.78K
TypeSH
Market value$6.44M
2.87%
Sole
8.78K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares10.14K
TypeSH
Market value$6.21M
2.77%
Sole
10.14K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares26.71K
TypeSH
Market value$5.86M
2.61%
Sole
26.71K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares7.09K
TypeSH
Market value$5.41M
2.41%
Sole
7.09K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares4.76K
TypeSH
Market value$4.41M
1.96%
Sole
4.76K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares13.43K
TypeSH
Market value$4.24M
1.89%
Sole
13.43K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares24.38K
TypeSH
Market value$4.08M
1.82%
Sole
24.38K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares14.36K
TypeSH
Market value$4.04M
1.80%
Sole
14.36K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares37.72K
TypeSH
Market value$3.83M
1.71%
Sole
37.72K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares23.58K
TypeSH
Market value$3.81M
1.70%
Sole
23.58K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares7.44K
TypeSH
Market value$3.65M
1.63%
Sole
7.44K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares6.95K
TypeSH
Market value$3.32M
1.48%
Sole
6.95K
Shared
0.00
None
0.00
VISA INC
SOLEShares9.51K
TypeSH
Market value$3.24M
1.45%
Sole
9.51K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares20.25K
TypeSH
Market value$3.11M
1.39%
Sole
20.25K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares10.26K
TypeSH
Market value$2.86M
1.28%
Sole
10.26K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares17.66K
TypeSH
Market value$2.81M
1.25%
Sole
17.66K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares3.46K
TypeSH
Market value$2.75M
1.23%
Sole
3.46K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares6.75K
TypeSH
Market value$2.73M
1.22%
Sole
6.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 97.89K | SH | $18.26M 8.13% | 97.89K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 43.85K | SH | $14.47M 6.44% | 43.85K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 14.66K | SH | $9.76M 4.35% | 14.66K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 37.06K | SH | $9.01M 4.01% | 37.06K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.13K | SH | $7.84M 3.49% | 15.13K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 29.17K | SH | $7.43M 3.31% | 29.17K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 11.75K | SH | $7.22M 3.22% | 11.75K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 8.78K | SH | $6.44M 2.87% | 8.78K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.14K | SH | $6.21M 2.77% | 10.14K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 26.71K | SH | $5.86M 2.61% | 26.71K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 7.09K | SH | $5.41M 2.41% | 7.09K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 4.76K | SH | $4.41M 1.96% | 4.76K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 13.43K | SH | $4.24M 1.89% | 13.43K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 24.38K | SH | $4.08M 1.82% | 24.38K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 14.36K | SH | $4.04M 1.80% | 14.36K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 37.72K | SH | $3.83M 1.71% | 37.72K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 23.58K | SH | $3.81M 1.70% | 23.58K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 7.44K | SH | $3.65M 1.63% | 7.44K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 6.95K | SH | $3.32M 1.48% | 6.95K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 9.51K | SH | $3.24M 1.45% | 9.51K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 20.25K | SH | $3.11M 1.39% | 20.25K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 10.26K | SH | $2.86M 1.28% | 10.26K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 17.66K | SH | $2.81M 1.25% | 17.66K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 3.46K | SH | $2.75M 1.23% | 3.46K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 6.75K | SH | $2.73M 1.22% | 6.75K | 0.00 | 0.00 |
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