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SIA
Schear Investment Advisers Portfolio holdings
AUM
$227M
1-Year Est. Return
47.81%
This Fund
S&P 500
1 Year Est. Return
+47.81%
AUM
$227M
AUM Growth
-$5.58M
(-2.4%)
Holding
81
Top Buys
| 1 | +$1.67M | |
| 2 | +$1.59M | |
| 3 | +$1.51M | |
| 4 |
Micron Technology
MU
|
+$1.38M |
| 5 |
Boston Scientific
BSX
|
+$990K |
Top Sells
| 1 | +$3.1M | |
| 2 | +$2.82M | |
| 3 | +$1.66M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.2M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$1.13M |
Sector Composition
| 1 | Technology | 32.17% |
| 2 | Industrials | 14.62% |
| 3 | Financials | 11.27% |
| 4 | Healthcare | 9.32% |
| 5 | Consumer Discretionary | 8.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.87T
| $17.4M | 7.68% |
99,890
+1,243
|
|
||
2
Broadcom
AVGO
$1.79T
| $13.1M | 5.77% |
42,240
-334
|
|
||
3
GE Vernova
GEV
$242B
| $11.1M | 4.88% |
12,671
-13
|
|
||
4
Alphabet (Google) Class A
GOOGL
$4.23T
| $10.8M | 4.76% |
37,555
+219
|
|
||
|
5
Micron Technology
MU
$1.03T
| $10.6M | 4.69% |
31,501
+3,511
|
|
||
6
Apple
AAPL
$4.27T
| $7.42M | 3.27% |
29,220
+33
|
|
||
7
State Street SPDR S&P 500 ETF Trust
SPY
$759B
| $7.29M | 3.22% |
11,211
-1,295
|
|
||
8
Microsoft
MSFT
$2.89T
| $7.15M | 3.15% |
19,313
+3,607
|
|
||
9
Advanced Micro Devices
AMD
$760B
| $6.55M | 2.89% |
32,219
+7,810
|
|
||
10
Eli Lilly
LLY
$1.04T
| $6.45M | 2.84% |
7,011
-16
|
|
||
11
Amazon
AMZN
$2.54T
| $5.75M | 2.54% |
27,619
-329
|
|
||
12
Modine Manufacturing
MOD
$13.5B
| $5.63M | 2.48% |
25,967
+2,036
|
|
||
|
13
Meta Platforms (Facebook)
META
$1.42T
| $4.88M | 2.15% |
8,534
-1,873
|
|
||
14
Costco
COST
$436B
| $4.68M | 2.07% |
4,701
-101
|
|
||
15
Caterpillar
CAT
$407B
| $4.65M | 2.05% |
6,568
+14
|
|
||
16
TSMC
TSM
$2.14T
| $4.53M | 2% |
13,416
+203
|
|
||
17
Citigroup
C
$229B
| $4.31M | 1.9% |
38,044
-89
|
|
||
18
JPMorgan Chase
JPM
$829B
| $4.02M | 1.77% |
13,654
+80
|
|
||
19
Vertiv
VRT
$111B
| $3.91M | 1.72% |
15,597
+897
|
|
||
20
GE Aerospace
GE
$336B
| $3.27M | 1.44% |
11,526
+86
|
|
||
21
Morgan Stanley
MS
$327B
| $3.19M | 1.41% |
19,380
+183
|
|
||
22
CrowdStrike
CRWD
$172B
| $2.95M | 1.3% |
7,549
-29
|
|
||
23
Goldman Sachs
GS
$297B
| $2.91M | 1.29% |
3,445
-29
|
|
||
24
Visa
V
$606B
| $2.89M | 1.27% |
9,566
+15
|
|
||
25
Walmart Inc
WMT
$963B
| $2.88M | 1.27% |
23,190
+215
|
|