13F Insight
DOSSIER · 13F-HR · Q2 2026

Schear Investment Advisers, LLC

$299M in tracked AUM across 83 positions as of Q2 2026.

SI
CIK 0001962838 · last filed Jun 30, 2026
Total AUM
$299M
as of Q2 2026
Holdings
83
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Schear Investment Advisers, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MU
MICRON TECHNOLOGY INC
$33M29K11.1%02
NVDA
NVIDIA CORPORATION
$18M92K6.2%03
AMD
ADVANCED MICRO DEVICES INC
$17M30K5.8%04
AVGO
BROADCOM INC
$15M39K4.9%05
GEV
GE VERNOVA INC
$14M12K4.7%06
GOOGL
ALPHABET INC
$14M39K4.7%07
LLY
ELI LILLY & CO
$9M7K2.9%08
AAPL
APPLE INC
$8M29K2.8%09
MOD
MODINE MFG CO
$7M27K2.4%10
CAT
CATERPILLAR INC
$7M7K2.4%

Filing history

2026Q2Jun 30
$299M▲ 31.8%
83 positionsView →2026Q1Mar 31
$227M▼ 2.4%
77 positionsView →2025Q4Dec 31
$232M▲ 3.5%
75 positionsView →2025Q3Sep 30
$225M▲ 11.1%
86 positionsView →2025Q2Jun 30
$202M▲ 16.4%
86 positionsLocked2025Q1Mar 31
$174M▼ 7.6%
89 positionsLocked2024Q4Dec 31
$188M▲ 16.2%
88 positionsLocked2024Q3Sep 30
$162M▲ 16.7%
84 positionsLocked2024Q2Jun 30
$138M▲ 11.2%
81 positionsLocked2024Q1Mar 31
$125M▲ 20.1%
79 positionsLocked2023Q4Dec 31
$104M▲ 11.8%
78 positionsLocked2023Q3Sep 30
$93M▼ 2.0%
78 positionsLocked
Showing 12 of 15