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

89 positions • $173.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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CATERPILLAR INC

Shares:7.0K

Value:$2.3M

% of Portfolio:1.3% ($2.3M/$173.6M)

PNC FINANCIAL SERVICES GROUP, INC.

Shares:11.8K

Value:$2.1M

% of Portfolio:1.2% ($2.1M/$173.6M)

Arthur J. Gallagher & Co.

Shares:5.9K

Value:$2.0M

% of Portfolio:1.2% ($2.0M/$173.6M)

LINDE PLC

Shares:4.3K

Value:$2.0M

% of Portfolio:1.2% ($2.0M/$173.6M)

Marvell Technology, Inc.

Shares:32.0K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$173.6M)

Chubb Ltd

Shares:6.4K

Value:$1.9M

% of Portfolio:1.1% ($1.9M/$173.6M)

MORGAN STANLEY

Shares:16.5K

Value:$1.9M

% of Portfolio:1.1% ($1.9M/$173.6M)

ORACLE CORP

Shares:13.7K

Value:$1.9M

% of Portfolio:1.1% ($1.9M/$173.6M)

Motorola Solutions, Inc.

Shares:4.4K

Value:$1.9M

% of Portfolio:1.1% ($1.9M/$173.6M)

GOLDMAN SACHS GROUP INC

Shares:3.5K

Value:$1.9M

% of Portfolio:1.1% ($1.9M/$173.6M)

TJX COMPANIES INC /DE/

Shares:15.1K

Value:$1.8M

% of Portfolio:1.1% ($1.8M/$173.6M)

03073E105

Shares:6.4K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$173.6M)

MICRON TECHNOLOGY INC

Shares:20.4K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$173.6M)

AMGEN INC

Shares:5.6K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$173.6M)

MCKESSON CORP

Shares:2.5K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$173.6M)

Coterra Energy Inc.

Shares:57.2K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$173.6M)

Ulta Beauty, Inc.

Shares:4.5K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$173.6M)

ADOBE INC.

Shares:4.3K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$173.6M)

UNION PACIFIC CORP

Shares:6.7K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$173.6M)

GENERAL ELECTRIC CO

Shares:7.9K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$173.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CATERPILLAR INC(CATcusip149123101)	7.0K	QoQ +1.70% (-117) YoY +26.55% (+1.5K)	All Managers (Combined)	$2.3M	1.3% ($2.3M/$173.6M)	QoQ -7.53% (-$187.7K) YoY +13.90% (+$281.1K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	11.8K	QoQ +8.03% (-878) YoY +60.61% (+4.5K)	All Managers (Combined)	$2.1M	1.2% ($2.1M/$173.6M)	QoQ -1.53% (-$32.3K) YoY +74.69% (+$887.2K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	5.9K	QoQ +7.12% (+391) YoY +23.15% (+1.1K)	All Managers (Combined)	$2.0M	1.2% ($2.0M/$173.6M)	QoQ +30.29% (+$471.8K) YoY +70.03% (+$835.9K)
LINDE PLC(LINcusipG54950103)	4.3K	QoQ +4.05% (+169) YoY +24.57% (+855)	All Managers (Combined)	$2.0M	1.2% ($2.0M/$173.6M)	QoQ +15.73% (+$274.3K) YoY +24.93% (+$402.7K)
Marvell Technology, Inc.(MRVLcusip573874104)	32.0K	QoQ +14.24% (-4.0K) YoY +24.84% (+6.4K)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$173.6M)	QoQ -36.31% (-$1.1M) YoY +8.44% (+$153.5K)
Chubb Ltd(CBcusipH1467J104)	6.4K	QoQ -8.62% (-604) YoY +49.45% (+2.1K)	All Managers (Combined)	$1.9M	1.1% ($1.9M/$173.6M)	QoQ -0.13% (-$2.5K) YoY +74.17% (+$822.8K)
MORGAN STANLEY(MScusip617446448)	16.5K	QoQ +19.45% (+2.7K) YoY +62.92% (+6.4K)	All Managers (Combined)	$1.9M	1.1% ($1.9M/$173.6M)	QoQ +10.85% (+$188.5K) YoY +101.87% (+$971.2K)
ORACLE CORP(ORCLcusip68389X105)	13.7K	QoQ +50.33% (+4.6K) YoY NEW(+13.7K)	All Managers (Combined)	$1.9M	1.1% ($1.9M/$173.6M)	QoQ +26.12% (+$397.8K) YoY NEW(+$1.9M)
Motorola Solutions, Inc.(MSIcusip620076307)	4.4K	QoQ +0.04% (-2) YoY +22.79% (+813)	All Managers (Combined)	$1.9M	1.1% ($1.9M/$173.6M)	QoQ -5.23% (-$106.0K) YoY +51.44% (+$651.4K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	3.5K	QoQ +0.48% (-17) YoY +22.82% (+648)	All Managers (Combined)	$1.9M	1.1% ($1.9M/$173.6M)	QoQ -4.13% (-$82.1K) YoY +60.64% (+$719.1K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	15.1K	QoQ +1.95% (+290) YoY +18.63% (+2.4K)	All Managers (Combined)	$1.8M	1.1% ($1.8M/$173.6M)	QoQ +2.79% (+$50.0K) YoY +42.47% (+$549.2K)
(cusip03073E105)✕	6.4K	QoQ +2.82% (+176) YoY +15.41% (+857)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$173.6M)	QoQ +27.26% (+$382.3K) YoY +32.08% (+$433.5K)
MICRON TECHNOLOGY INC(MUcusip595112103)	20.4K	QoQ +51.48% (+6.9K) YoY +227.21% (+14.1K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$173.6M)	QoQ +56.39% (+$637.8K) YoY +141.17% (+$1.0M)
AMGEN INC(AMGNcusip031162100)	5.6K	QoQ +3.16% (+173) YoY +33.41% (+1.4K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$173.6M)	QoQ +23.31% (+$332.5K) YoY +46.18% (+$555.8K)
MCKESSON CORP(MCKcusip58155Q103)	2.5K	QoQ +9.66% (+220) YoY +75.22% (+1.1K)	All Managers (Combined)	$1.7M	1.0% ($1.7M/$173.6M)	QoQ +29.49% (+$382.8K) YoY +119.66% (+$915.4K)
Coterra Energy Inc.(CTRAcusip127097103)	57.2K	QoQ +25.27% (+11.5K) YoY +73.80% (+24.3K)	All Managers (Combined)	$1.7M	1.0% ($1.7M/$173.6M)	QoQ +41.75% (+$487.1K) YoY +80.16% (+$735.8K)
Ulta Beauty, Inc.(ULTAcusip90384S303)	4.5K	QoQ +5.42% (-231) YoY +55.30% (+1.6K)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$173.6M)	QoQ -11.15% (-$206.6K) YoY +8.87% (+$134.1K)
ADOBE INC.(ADBEcusip00724F101)	4.3K	QoQ -0.11% (-5) YoY +15.46% (-570)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$173.6M)	QoQ -13.85% (-$262.4K) YoY -12.23% (-$227.5K)
UNION PACIFIC CORP(UNPcusip907818108)	6.7K	QoQ -5.46% (-388) YoY -0.45% (-31)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$173.6M)	QoQ -2.06% (-$33.5K) YoY -4.38% (-$72.6K)
GENERAL ELECTRIC CO(GEcusip369604301)	7.9K	QoQ +4.63% (+349) YoY NEW(+7.9K)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$173.6M)	QoQ +25.56% (+$320.9K) YoY NEW(+$1.6M)