SCHEAR INVESTMENT ADVISERS, LLC

PrivateCIK: 1962838
Location

CINCINNATI, OH

77
Positions
$226.77M
Total AUM (reported)
943.06K
Total Shares

Allocation by class

TOTAL AUM$226.77M77 positions
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 318.3%4–1024.8%11–2526.7%Rest30.2%TOP 1043.2%0%100%
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

SOLE
COM
Shares99.89K
TypeSH
Market value$17.42M
7.68%
Sole
99.89K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares42.24K
TypeSH
Market value$13.07M
5.77%
Sole
42.24K
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares12.67K
TypeSH
Market value$11.06M
4.88%
Sole
12.67K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares37.55K
TypeSH
Market value$10.80M
4.76%
Sole
37.55K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares31.50K
TypeSH
Market value$10.64M
4.69%
Sole
31.50K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares29.22K
TypeSH
Market value$7.42M
3.27%
Sole
29.22K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares11.21K
TypeSH
Market value$7.29M
3.22%
Sole
11.21K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares19.31K
TypeSH
Market value$7.15M
3.15%
Sole
19.31K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares32.22K
TypeSH
Market value$6.55M
2.89%
Sole
32.22K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares7.01K
TypeSH
Market value$6.45M
2.84%
Sole
7.01K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares27.62K
TypeSH
Market value$5.75M
2.54%
Sole
27.62K
Shared
0.00
None
0.00

MODINE MFG CO

SOLE
COM
Shares25.97K
TypeSH
Market value$5.63M
2.48%
Sole
25.97K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares8.53K
TypeSH
Market value$4.88M
2.15%
Sole
8.53K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares4.70K
TypeSH
Market value$4.68M
2.07%
Sole
4.70K
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
COM
Shares6.57K
TypeSH
Market value$4.65M
2.05%
Sole
6.57K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares13.42K
TypeSH
Market value$4.53M
2.00%
Sole
13.42K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM NEW
Shares38.04K
TypeSH
Market value$4.31M
1.90%
Sole
38.04K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares13.65K
TypeSH
Market value$4.02M
1.77%
Sole
13.65K
Shared
0.00
None
0.00

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares15.60K
TypeSH
Market value$3.91M
1.72%
Sole
15.60K
Shared
0.00
None
0.00

GE AEROSPACE

SOLE
COM NEW
Shares11.53K
TypeSH
Market value$3.27M
1.44%
Sole
11.53K
Shared
0.00
None
0.00

MORGAN STANLEY

SOLE
COM NEW
Shares19.38K
TypeSH
Market value$3.19M
1.41%
Sole
19.38K
Shared
0.00
None
0.00

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares7.55K
TypeSH
Market value$2.95M
1.30%
Sole
7.55K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares3.44K
TypeSH
Market value$2.91M
1.29%
Sole
3.44K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares9.57K
TypeSH
Market value$2.89M
1.27%
Sole
9.57K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares23.19K
TypeSH
Market value$2.88M
1.27%
Sole
23.19K
Shared
0.00
None
0.00
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