Schear-Investment-Advisers

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MU",
  "ACN",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "AXP",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BSX",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "META",
  "LHX",
  "LIN",
  "MPC",
  "MMC",
  "MRVL",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "GE",
  "ORCL",
  "PEP",
  "PNC",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "GEHC",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  "RTX",
  "SYK",
  "TGT",
  "TMO",
  "TJX",
  "ULTA",
  "TSM",
  null,
  "AMD",
  "AJG",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "VOO",
  "V",
  "VST",
  "WMT",
  "WMB",
  "PSX",
  "GEV",
  "MCK",
  "LULU",
  "BAC",
  "CVX",
  "CINF",
  "CB",
  "C",
  "CLX",
  "KO",
  "STZ",
  "CEG",
  "CTRA",
  "COST",
  "CRWD",
  "DE",
  "FANG",
  "DAL",
  "QQQ",
  "EPD",
  "ETN",
  "JNJ",
  "LLY",
  "MLM",
  "URI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 89
Total Value: 173611520
Accession Number: 0001667731-25-000568
Form Type: 13F-HR
CIK: schear-investment-advisers
Manager Name: Schear-Investment-Advisers

Data Enrichment

99% identified

88 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

89 positions • $173.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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NVIDIA CORP

NVDA|67066G104

Shares:120.6K

Value:$13.1M

% of Portfolio:7.5% ($13.1M/$173.6M)

922908363

VOO|922908363

Shares:19.1K

Value:$9.8M

% of Portfolio:5.6% ($9.8M/$173.6M)

Broadcom Inc.

AVGO|11135F101

Shares:45.1K

Value:$7.5M

% of Portfolio:4.3% ($7.5M/$173.6M)

Apple Inc.

AAPL|037833100

Shares:31.4K

Value:$7.0M

% of Portfolio:4.0% ($7.0M/$173.6M)

ELI LILLY & Co

LLY|532457108

Shares:7.3K

Value:$6.0M

% of Portfolio:3.5% ($6.0M/$173.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:37.2K

Value:$5.8M

% of Portfolio:3.3% ($5.8M/$173.6M)

MICROSOFT CORP

MSFT|594918104

Shares:15.2K

Value:$5.7M

% of Portfolio:3.3% ($5.7M/$173.6M)

AMAZON COM INC

AMZN|023135106

Shares:26.6K

Value:$5.1M

% of Portfolio:2.9% ($5.1M/$173.6M)

Meta Platforms, Inc.

META|30303M102

Shares:8.7K

Value:$5.0M

% of Portfolio:2.9% ($5.0M/$173.6M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:10.5K

Value:$4.9M

% of Portfolio:2.8% ($4.9M/$173.6M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:4.8K

Value:$4.5M

% of Portfolio:2.6% ($4.5M/$173.6M)

GE Vernova Inc.

GEV|36828A101

Shares:11.6K

Value:$3.6M

% of Portfolio:2.0% ($3.6M/$173.6M)

VISA INC.

V|92826C839

Shares:9.6K

Value:$3.4M

% of Portfolio:1.9% ($3.4M/$173.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:13.4K

Value:$3.3M

% of Portfolio:1.9% ($3.3M/$173.6M)

CITIGROUP INC

C|172967424

Shares:36.4K

Value:$2.6M

% of Portfolio:1.5% ($2.6M/$173.6M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:7.2K

Value:$2.5M

% of Portfolio:1.5% ($2.5M/$173.6M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:24.5K

Value:$2.5M

% of Portfolio:1.5% ($2.5M/$173.6M)

HOME DEPOT, INC.

HD|437076102

Shares:6.9K

Value:$2.5M

% of Portfolio:1.4% ($2.5M/$173.6M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:4.7K

Value:$2.5M

% of Portfolio:1.4% ($2.5M/$173.6M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:24.3K

Value:$2.4M

% of Portfolio:1.4% ($2.4M/$173.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	120.6K	QoQ +6.84% (-7.7K) YoY +1197.56% (+111.3K)	All Managers (Combined)	$13.1M	7.5% ($13.1M/$173.6M)	QoQ -13.77% (-$2.1M) YoY +55.64% (+$4.7M)
(VOOcusip922908363)	19.1K	QoQ -26.39% (-6.8K) YoY +19.41% (+3.1K)	All Managers (Combined)	$9.8M	5.6% ($9.8M/$173.6M)	QoQ -29.79% (-$4.2M) YoY +27.66% (+$2.1M)
Broadcom Inc.(AVGOcusip11135F101)	45.1K	QoQ +11.01% (-4.5K) YoY +1339.52% (+42.0K)	All Managers (Combined)	$7.5M	4.3% ($7.5M/$173.6M)	QoQ -19.83% (-$1.9M) YoY +81.84% (+$3.4M)
Apple Inc.(AAPLcusip037833100)	31.4K	QoQ -3.89% (-1.3K) YoY +5.55% (+1.7K)	All Managers (Combined)	$7.0M	4.0% ($7.0M/$173.6M)	QoQ -14.75% (-$1.2M) YoY +36.73% (+$1.9M)
ELI LILLY & Co(LLYcusip532457108)	7.3K	QoQ -14.27% (-1.2K) YoY -3.86% (-294)	All Managers (Combined)	$6.0M	3.5% ($6.0M/$173.6M)	QoQ -8.28% (-$545.8K) YoY +2.06% (-$122.1K)
Alphabet Inc.(GOOGLcusip02079K305)	37.2K	QoQ +3.28% (-1.2K) YoY +41.53% (+10.9K)	All Managers (Combined)	$5.8M	3.3% ($5.8M/$173.6M)	QoQ -15.63% (-$1.1M) YoY +45.01% (+$1.8M)
MICROSOFT CORP(MSFTcusip594918104)	15.2K	QoQ +0.37% (-57) YoY +28.13% (+3.3K)	All Managers (Combined)	$5.7M	3.3% ($5.7M/$173.6M)	QoQ -10.60% (-$676.3K) YoY +14.33% (+$714.6K)
AMAZON COM INC(AMZNcusip023135106)	26.6K	QoQ +1.31% (-346) YoY +20.72% (+4.6K)	All Managers (Combined)	$5.1M	2.9% ($5.1M/$173.6M)	QoQ -12.13% (-$699.1K) YoY +27.34% (+$1.1M)
Meta Platforms, Inc.(METAcusip30303M102)	8.7K	QoQ +4.65% (+385) YoY +62.07% (+3.3K)	All Managers (Combined)	$5.0M	2.9% ($5.0M/$173.6M)	QoQ +3.01% (+$146.2K) YoY +92.37% (+$2.4M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	10.5K	QoQ -50.71% (-10.8K) YoY +80.72% (+4.7K)	All Managers (Combined)	$4.9M	2.8% ($4.9M/$173.6M)	QoQ -54.79% (-$6.0M) YoY +90.86% (+$2.3M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	4.8K	QoQ +0.39% (+19) YoY +23.23% (+904)	All Managers (Combined)	$4.5M	2.6% ($4.5M/$173.6M)	QoQ +3.63% (+$158.9K) YoY +59.09% (+$1.7M)
GE Vernova Inc.(GEVcusip36828A101)	11.6K	QoQ +23.84% (+2.2K) YoY NEW(+11.6K)	All Managers (Combined)	$3.6M	2.0% ($3.6M/$173.6M)	QoQ +14.93% (+$461.8K) YoY NEW(+$3.6M)
VISA INC.(Vcusip92826C839)	9.6K	QoQ -0.26% (-25) YoY +25.86% (+2.0K)	All Managers (Combined)	$3.4M	1.9% ($3.4M/$173.6M)	QoQ +10.60% (-$321.5K) YoY +58.06% (+$1.2M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	13.4K	QoQ +4.08% (+525) YoY +42.19% (+4.0K)	All Managers (Combined)	$3.3M	1.9% ($3.3M/$173.6M)	QoQ +6.50% (+$200.7K) YoY +74.14% (+$1.4M)
CITIGROUP INC(Ccusip172967424)	36.4K	QoQ +8.44% (+2.8K) YoY +80.13% (+16.2K)	All Managers (Combined)	$2.6M	1.5% ($2.6M/$173.6M)	QoQ +9.37% (+$221.7K) YoY +102.20% (+$1.3M)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	7.2K	QoQ +13.06% (+832) YoY +126.74% (+4.0K)	All Managers (Combined)	$2.5M	1.5% ($2.5M/$173.6M)	QoQ +16.51% (+$359.7K) YoY +149.36% (+$1.5M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	24.5K	QoQ +12.76% (-2.8K) YoY +51.84% (-8.4K)	All Managers (Combined)	$2.5M	1.5% ($2.5M/$173.6M)	QoQ -4.08% (-$107.4K) YoY -13.56% (-$395.7K)
HOME DEPOT, INC.(HDcusip437076102)	6.9K	QoQ +0.32% (-22) YoY +17.06% (+1.0K)	All Managers (Combined)	$2.5M	1.4% ($2.5M/$173.6M)	QoQ -5.48% (-$145.9K) YoY +11.84% (+$266.5K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	4.7K	QoQ -6.14% (-308) YoY +10.29% (+439)	All Managers (Combined)	$2.5M	1.4% ($2.5M/$173.6M)	QoQ -2.82% (-$71.6K) YoY +16.76% (+$353.9K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	24.3K	QoQ +4.95% (+1.1K) YoY +47.73% (+7.8K)	All Managers (Combined)	$2.4M	1.4% ($2.4M/$173.6M)	QoQ +18.53% (+$382.5K) YoY +117.60% (+$1.3M)