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:

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Marathon Petroleum Corp

MPC|56585A102

Shares:1.9K

Value:$279.1K

% of Portfolio:0.2% ($279.1K/$173.6M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.3K

Value:$271.5K

% of Portfolio:0.2% ($271.5K/$173.6M)

PEPSICO INC

PEP|713448108

Shares:1.5K

Value:$231.1K

% of Portfolio:0.1% ($231.1K/$173.6M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:3.7K

Value:$220.9K

% of Portfolio:0.1% ($220.9K/$173.6M)

NOVO NORDISK A S

NVO|670100205

Shares:3.0K

Value:$211.4K

% of Portfolio:0.1% ($211.4K/$173.6M)

Mastercard Inc

MA|57636Q104

Shares:382

Value:$209.4K

% of Portfolio:0.1% ($209.4K/$173.6M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:982

Value:$205.5K

% of Portfolio:0.1% ($205.5K/$173.6M)

Mondelez International, Inc.

MDLZ|609207105

Shares:3.0K

Value:$203.9K

% of Portfolio:0.1% ($203.9K/$173.6M)

Phillips 66

PSX|718546104

Shares:1.6K

Value:$203.1K

% of Portfolio:0.1% ($203.1K/$173.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Marathon Petroleum Corp(MPCcusip56585A102)	1.9K	QoQ -23.69% (-595) YoY -19.89% (-476)	All Managers (Combined)	$279.1K	0.2% ($279.1K/$173.6M)	QoQ -20.31% (-$71.1K) YoY -42.08% (-$202.8K)
AbbVie Inc.(ABBVcusip00287Y109)	1.3K	QoQ -1.14% (-15) YoY NEW(+1.3K)	All Managers (Combined)	$271.5K	0.2% ($271.5K/$173.6M)	QoQ +16.55% (-$38.6K) YoY NEW(+$271.5K)
PEPSICO INC(PEPcusip713448108)	1.5K	QoQ -62.24% (-2.5K) YoY -70.47% (-3.7K)	All Managers (Combined)	$231.1K	0.1% ($231.1K/$173.6M)	QoQ -62.77% (-$389.7K) YoY -74.70% (-$682.5K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	3.7K	QoQ 0.00% (+0) YoY NEW(+3.7K)	All Managers (Combined)	$220.9K	0.1% ($220.9K/$173.6M)	QoQ +10.42% (+$20.9K) YoY NEW(+$220.9K)
NOVO NORDISK A S(NVOcusip670100205)	3.0K	QoQ -28.77% (-1.2K) YoY -37.91% (-1.9K)	All Managers (Combined)	$211.4K	0.1% ($211.4K/$173.6M)	QoQ -42.50% (-$156.3K) YoY -66.42% (-$418.2K)
Mastercard Inc(MAcusip57636Q104)	382	QoQ 0.00% (+0) YoY NEW(+382)	All Managers (Combined)	$209.4K	0.1% ($209.4K/$173.6M)	QoQ +4.09% (+$8.2K) YoY NEW(+$209.4K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	982	QoQ NEW(+982) YoY NEW(+982)	All Managers (Combined)	$205.5K	0.1% ($205.5K/$173.6M)	QoQ NEW(+$205.5K) YoY NEW(+$205.5K)
Mondelez International, Inc.(MDLZcusip609207105)	3.0K	QoQ -50.99% (-3.1K) YoY -64.63% (-5.5K)	All Managers (Combined)	$203.9K	0.1% ($203.9K/$173.6M)	QoQ -44.33% (-$162.4K) YoY -65.72% (-$391.0K)
Phillips 66(PSXcusip718546104)	1.6K	QoQ -74.16% (-4.7K) YoY -73.26% (-4.5K)	All Managers (Combined)	$203.1K	0.1% ($203.1K/$173.6M)	QoQ -72.00% (-$522.4K) YoY -79.78% (-$801.7K)