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13F-HR filed by Schear Investment Advisers, LLC

Schear Investment Advisers, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-27, with 83 holding rows worth $298,998,552.

Accession
0001962838-26-000003
Filed
2026-07-27
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 83 entries on the cover page, a total value of $298,998,552 stated on the cover page (in dollars after the unit check, H1), rows summing to $298,998,552 with VALUE read as dollars as filed, 13F file number 028-22751. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Micron Technology,Inc.595112103COM28,700$33,128,123dollars as filed
NVIDIA Corp67066G104COM92,102$18,428,732dollars as filed
Advanced Micro Devices,Inc.007903107COM29,871$17,352,363dollars as filed
Broadcom Inc.11135F101COM38,961$14,717,518dollars as filed
GE Vernova Inc.36828A101COM11,998$14,095,970dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM39,022$13,945,306dollars as filed
Eli Lilly and Company532457108COM7,178$8,608,924dollars as filed
Apple Inc037833100COM29,166$8,439,474dollars as filed
MODINE MFG CO COM607828100Stock27,236$7,272,557dollars as filed
Caterpillar Inc.149123101COM6,794$7,234,931dollars as filed
Microsoft Corp594918104COM19,290$7,195,556dollars as filed
Amazon.com, Inc023135106COM28,403$6,769,571dollars as filed
General Electric Company369604301COM17,627$6,587,739dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS13,705$6,545,097dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM7,624$5,818,179dollars as filed
Citigroup Inc.172967424COM39,824$5,573,767dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock16,200$5,424,084dollars as filed
META PLATFORMS INC CL A30303M102COM8,546$4,813,876dollars as filed
SPY78462F103SHS6,342$4,736,015dollars as filed
JPMorgan Chase & Co46625H100COM14,236$4,659,870dollars as filed
VANECK ETF TRUST92189F676COM7,027$4,608,939dollars as filed
Costco Wholesale Corporation22160K105COM4,755$4,448,160dollars as filed
Morgan Stanley617446448COM20,156$4,213,410dollars as filed
DELTA AIR LINES INC COM NEW247361702Stock40,161$3,761,504dollars as filed
Goldman Sachs Group,Inc.38141G104COM3,581$3,621,716dollars as filed
Visa Inc92826C839COM10,107$3,467,611dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock12,416$3,057,068dollars as filed
INVESCO QQQ TR46090E103COM3,904$2,875,165dollars as filed
Vanguard S&P 500 ETF922908363COM4,087$2,806,779dollars as filed
Walmart Inc.931142103COM23,912$2,708,273dollars as filed
TJX Companies Inc872540109COM16,589$2,513,166dollars as filed
Linde plcG54950103COM4,641$2,408,401dollars as filed
MARVELL TECHNOLOGY INC573874104COM8,056$2,399,685dollars as filed
Home Depot, Inc437076102COM6,719$2,369,657dollars as filed
MCKESSON CORP COM58155Q103Stock3,023$2,284,179dollars as filed
UnitedHealth Group Inc91324P102COM5,460$2,269,340dollars as filed
Amgen Inc.031162100COM6,265$2,268,682dollars as filed
Procter & Gamble Co742718109COM14,989$2,197,987dollars as filed
ULTA BEAUTY INC COM90384S303Stock4,660$2,101,567dollars as filed
Chubb LimitedH1467J104COM6,154$2,096,914dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock3,484$2,009,223dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock4,662$1,936,082dollars as filed
CENCORA INC COM03073E105Stock6,812$1,927,660dollars as filed
MEDPACE HLDGS INC COM58506Q109Stock3,604$1,908,642dollars as filed
UNITED RENTALS INC COM911363109Stock1,550$1,755,979dollars as filed
VISTRA CORP COM92840M102Stock10,946$1,736,364dollars as filed
Union Pacific Corporation907818108COM6,186$1,682,592dollars as filed
American Express Company025816109COM4,950$1,674,338dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock6,583$1,635,020dollars as filed
Chevron Corporation166764100COM9,701$1,608,038dollars as filed
Boston Scientific Corporation101137107COM36,860$1,573,185dollars as filed
DEVON ENERGY CORP NEW COM25179M103Stock36,562$1,510,742dollars as filed
Deere & Company244199105COM2,264$1,435,877dollars as filed
Bank of America Corp060505104COM22,831$1,300,910dollars as filed
Raytheon Technologies Corporation75513E101COM6,012$1,140,657dollars as filed
Stryker Corporation863667101COM3,583$1,128,072dollars as filed
Johnson & Johnson478160104COM3,933$998,864dollars as filed
D R HORTON INC COM23331A109Stock5,497$895,351dollars as filed
AIR PRODS & CHEMS INC009158106COM3,021$885,697dollars as filed
BlackRock,Inc.09290D101COM870$836,557dollars as filed
CORNING INC219350105COM3,105$793,110dollars as filed
T-Mobile US,Inc.872590104COM4,239$711,007dollars as filed
Lockheed Martin Corporation539830109COM1,390$708,149dollars as filed
McDonalds Corporation580135101COM2,304$622,794dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM15,311$562,832dollars as filed
HONEYWELL INTL INC COM438516205Stock2,450$548,555dollars as filed
HONEYWELL AEROSPACE INC COM43849R105Stock2,450$541,646dollars as filed
BLOOM ENERGY CORP093712107COM1,520$460,104dollars as filed
Coca-Cola Company191216100COM5,601$455,193dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock1,033$445,698dollars as filed
Lam Research Corporation512807306COM1,011$438,097dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock1,362$395,784dollars as filed
MARATHON PETE CORP COM56585A102Stock1,508$385,550dollars as filed
CELESTICA INC COM15101Q207Stock926$337,805dollars as filed
AbbVie,Inc.00287Y109COM1,231$309,834dollars as filed
CINCINNATI FINL CORP COM172062101Stock1,490$275,859dollars as filed
PHILLIPS 66 COM718546104Stock1,626$274,875dollars as filed
Lowes Companies,Inc.548661107COM1,179$259,958dollars as filed
Waste Management, Inc.94106L109COM1,013$225,777dollars as filed
WILLIAMS COS INC COM969457100Stock2,928$217,668dollars as filed
ALPS ETF TR00162Q452ALERIAN MLP4,110$213,104dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock903$207,302dollars as filed
KLA CORP482480100COM670$202,146dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001962838-26-000003this filing2026-07-27acceptance time not in the bulk data set