DOSSIER · 13F-HR · Q3 2026

Schear Investment Advisers, LLC

$821M in tracked AUM across 245 positions as of Q3 2026.

SI
CIK 0001962838 · last filed Sep 30, 2026
Total AUM
$821M
as of Q3 2026
Holdings
245
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Schear Investment Advisers, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SPCX
SPACE EXPLORATION TECHN CORP
$116M766K14.1%
02
PH
PARKER-HANNIFIN CORP
$73M76K8.9%
03
PGR
PROGRESSIVE CORP
$38M182K4.6%
04
SPY
STATE STR SPDR S&P 500 ETF T
$24M31K2.9%
05
AAPL
APPLE INC
$23M69K2.8%
06
SPYG
SPDR SERIES TRUST
$23M184K2.8%
07
NVDA
NVIDIA CORPORATION
$22M96K2.7%
08
GOOGL
ALPHABET INC
$20M58K2.4%
09
IVV
ISHARES TR
$20M26K2.4%
10
QQQ
INVESCO QQQ TR
$19M26K2.3%

Filing history

2026Q3Sep 30
$821M▲ 174.5%
245 positionsView →
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 positionsLocked
2025Q2Jun 30
$202M▲ 16.4%
86 positionsLocked
2025Q1Mar 31
$174M▼ 7.6%
89 positionsLocked
2024Q4Dec 31
$188M▲ 16.2%
88 positionsLocked
2024Q3Sep 30
$162M▲ 16.7%
84 positionsLocked
2024Q2Jun 30
$138M▲ 11.2%
81 positionsLocked
2024Q1Mar 31
$125M▲ 20.1%
79 positionsLocked
2023Q4Dec 31
$104M▲ 11.8%
78 positionsLocked
Showing 12 of 16