Schear Investment Advisers, LLC holds a focused book of 83 stocks worth $299.0M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Devon Energy Corp and trimmed Micron Technology Inc. Their largest long position is Micron Technology Inc at 11% of the equity book. Cloning the disclosed picks since 2024 would be +55% (+29.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1962838/holdings"
Use Arkolith to show Schear Investment Advisers, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.2 points over this window.
Growth of $10,000 cloning Schear Investment Advisers, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Schear Investment Advisers, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $14.0B |
| TD Waterhouse Canada Inc. | 80 / 80 | $11.0B |
| QRG CAPITAL MANAGEMENT, INC. | 80 / 80 | $6.3B |
| Merit Financial Group, LLC | 80 / 80 | $2.9B |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 80 / 80 | $2.9B |
| IFP Advisors, Inc | 80 / 80 | $1.2B |
| FIRST HORIZON CORP | 80 / 80 | $824.9M |
| Blue Trust, Inc. | 80 / 80 | $798.0M |
Ranked by how many of Schear Investment Advisers, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Micron Technology Inc COM | $33.1M | 28.7K | 11.1% | ▼−8.9% Reduced · −3K sh | |
| 2 | Nvidia Corporation COM | $18.4M | 92.1K | 6.2% | ▼−7.8% Reduced · −8K sh | |
| 3 | Advanced Micro Devices Inc COM | $17.4M | 29.9K | 5.8% | ▼−7.3% Reduced · −2K sh | |
| 4 | Broadcom Inc COM | $14.7M | 39.0K | 4.9% | ▼−7.8% Reduced · −3K sh | |
| 5 | Ge Vernova Inc COM | $14.1M | 12.0K | 4.7% | ▼−5.3% Reduced · −673 sh | |
| 6 | Alphabet Inc CAP STK CL A | $13.9M | 39.0K | 4.7% | ▲+3.9% Added · +1K sh | |
| 7 | Eli Lilly & Co COM | $8.6M | 7.2K | 2.9% | ▲+2.4% Added · +167 sh | |
| 8 | Apple Inc COM | $8.4M | 29.2K | 2.8% | ▼−0.2% Reduced · −54 sh | |
| 9 | Modine MFG Co COM | $7.3M | 27.2K | 2.4% | ▲+4.9% Added · +1K sh | |
| 10 | Caterpillar Inc COM | $7.2M | 6.8K | 2.4% | ▲+3.4% Added · +226 sh | |
| 11 | Microsoft Corp COM | $7.2M | 19.3K | 2.4% | ▼−0.1% Reduced · −23 sh | |
| 12 | Amazon Com Inc COM | $6.8M | 28.4K | 2.3% | ▲+2.8% Added · +784 sh | |
| 13 | Ge Aerospace COM NEW | $6.6M | 17.6K | 2.2% | ▲+53% Added · +6K sh | |
| 14 | Taiwan Semiconductor Manufac SPONSORED ADS | $6.5M | 13.7K | 2.2% | ▲+2.1% Added · +289 sh | |
| 15 | Crowdstrike Hldgs Inc CL A | $5.8M | 7.6K | 1.9% | ▲+1.0% Added · +75 sh | |
| 16 | Citigroup Inc COM NEW | $5.6M | 39.8K | 1.9% | ▲+4.7% Added · +2K sh | |
| 17 | Vertiv Holdings Co COM CL A | $5.4M | 16.2K | 1.8% | ▲+3.9% Added · +603 sh | |
| 18 | Meta Platforms Inc CL A | $4.8M | 8.5K | 1.6% | ▲+0.1% Added · +12 sh | |
| 19 | State STR SPDR S&P 500 ETF T TR UNIT | $4.7M | 6.3K | 1.6% | ▼−43% Reduced · −5K sh | |
| 20 | JPMorgan Chase & Co COM | $4.7M | 14.2K | 1.6% | ▲+4.3% Added · +582 sh | |
| 21 | Vaneck ETF Trust SEMICONDUCTR ETF | $4.6M | 7.0K | 1.5% | —Held | |
| 22 | Costco Wholesale Corporation COM | $4.4M | 4.8K | 1.5% | ▲+1.1% Added · +54 sh | |
| 23 | Morgan Stanley COM NEW | $4.2M | 20.2K | 1.4% | ▲+4.0% Added · +776 sh | |
| 24 | Delta Air Lines Inc COM NEW | $3.8M | 40.2K | 1.3% | ▲+5.6% Added · +2K sh | |
| 25 | Goldman Sachs Group Inc COM | $3.6M | 3.6K | 1.2% | ▲+3.9% Added · +136 sh | |
| 26 | Visa Inc COM CL A | $3.5M | 10.1K | 1.2% | ▲+5.7% Added · +541 sh | |
| 27 | PNC Finl Svcs Group Inc COM | $3.1M | 12.4K | 1.0% | ▲+1.7% Added · +203 sh | |
| 28 | Invesco QQQ TR UNIT SER 1 | $2.9M | 3.9K | 1.0% | ▲+468% Added · +3K sh | |
| 29 | Vanguard Index FDS S&P 500 ETF SHS | $2.8M | 4.1K | 0.9% | ▼−2.5% Reduced · −103 sh | |
| 30 | Walmart Inc COM | $2.7M | 23.9K | 0.9% | ▲+3.1% Added · +722 sh | |
| 31 | TJX Cos Inc New COM | $2.5M | 16.6K | 0.8% | ▲+2.9% Added · +460 sh | |
| 32 | Linde PLC SHS | $2.4M | 4.6K | 0.8% | ▲+5.4% Added · +237 sh | |
| 33 | Marvell Technology Inc COM | $2.4M | 8.1K | 0.8% | ▲+6.7% Added · +505 sh | |
| 34 | Home Depot Inc COM | $2.4M | 6.7K | 0.8% | ▼−0.3% Reduced · −20 sh | |
| 35 | McKesson Corp COM | $2.3M | 3.0K | 0.8% | ▲+4.0% Added · +116 sh | |
| 36 | Unitedhealth Group Inc COM | $2.3M | 5.5K | 0.8% | ▲+1.8% Added · +99 sh | |
| 37 | Amgen Inc COM | $2.3M | 6.3K | 0.8% | ▲+0.6% Added · +35 sh | |
| 38 | Procter & Gamble Co COM | $2.2M | 15.0K | 0.7% | ▼−5.4% Reduced · −851 sh | |
| 39 | Ulta Beauty Inc COM | $2.1M | 4.7K | 0.7% | ▲+3.8% Added · +171 sh | |
| 40 | Chubb Limited COM | $2.1M | 6.2K | 0.7% | ▼−0.4% Reduced · −24 sh | |
| 41 | Martin Marietta Matls Inc COM | $2.0M | 3.5K | 0.7% | ▲+6.3% Added · +206 sh | |
| 42 | Motorola Solutions Inc COM NEW | $1.9M | 4.7K | 0.6% | ▲+1.3% Added · +58 sh | |
| 43 | Cencora Inc COM | $1.9M | 6.8K | 0.6% | ▲+0.2% Added · +12 sh | |
| 44 | Medpace Hldgs Inc COM | $1.9M | 3.6K | 0.6% | ▲+16% Added · +502 sh | |
| 45 | United Rentals Inc COM | $1.8M | 1.6K | 0.6% | —Held | |
| 46 | Vistra Corp COM | $1.7M | 10.9K | 0.6% | ▼−8.2% Reduced · −974 sh | |
| 47 | Union Pac Corp COM | $1.7M | 6.2K | 0.6% | ▼−0.2% Reduced · −10 sh | |
| 48 | American Express Co COM | $1.7M | 5.0K | 0.6% | ▲+2.7% Added · +129 sh | |
| 49 | Constellation Energy Corp COM | $1.6M | 6.6K | 0.5% | ▲+1.1% Added · +75 sh | |
| 50 | Chevron Corporation COM | $1.6M | 9.7K | 0.5% | ▲+6.1% Added · +555 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 83 | $299.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 77 | $226.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 75 | $232.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 86 | $224.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 86 | $202.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 89 | $173.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 88 | $187.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 84 | $161.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.