Schear Investment Advisers, LLC

Q1 2026 13F-HR Holdings

Location
Cincinnati, OH
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
77
Total value ($000)
$226,773
Net value change ($000)
-5,582 (-2.4%)
New positions
6
Sold out positions
4
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GEV 2,771 33.4%
MU 2,653 33.2%
MOD 2,432 76.1%
VRT 1,526 64.1%
MEDP 1,490 NEW
AMD 1,327 25.4%
CAT 898 23.9%
COST 543 13.1%
TSM 519 12.9%
CVX 513 37.2%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -3,098 -100.0%
VOO -2,947 -54.1%
META -1,987 -28.9%
AVGO -1,661 -11.3%
ETN -1,660 -100.0%
SPY -1,237 -14.5%
AJG -1,127 -100.0%
LLY -1,103 -14.6%
NVDA -977 -5.3%
GOOGL -887 -7.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type