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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 | |
|---|---|---|---|---|---|---|
26
VanEck Semiconductor ETF
SMH
$67.3B
| $2.69M | 1.19% |
7,027
|
|
||
27
TJX Companies
TJX
$186B
| $2.58M | 1.14% |
16,129
+159
|
|
||
28
PNC Financial Services
PNC
$93.5B
| $2.54M | 1.12% |
12,213
+163
|
|
||
29
Delta Air Lines
DAL
$50.8B
| $2.53M | 1.11% |
38,024
+719
|
|
||
30
McKesson
MCK
$96B
| $2.52M | 1.11% |
2,907
+27
|
|
||
31
Vanguard S&P 500 ETF
VOO
$959B
| $2.5M | 1.1% |
4,190
-4,502
|
|
||
|
32
Boston Scientific
BSX
$70.1B
| $2.5M | 1.1% |
39,882
+12,370
|
|
||
33
Ulta Beauty
ULTA
$20.5B
| $2.35M | 1.03% |
4,489
-51
|
|
||
34
Procter & Gamble
PG
$345B
| $2.29M | 1.01% |
15,840
|
|
||
35
Home Depot
HD
$319B
| $2.22M | 0.98% |
6,739
-9
|
|
||
36
Amgen
AMGN
$189B
| $2.19M | 0.97% |
6,230
+39
|
|
||
37
Linde
LIN
$238B
| $2.18M | 0.96% |
4,404
-3
|
|
||
38
Cencora
COR
$55.2B
| $2.14M | 0.94% |
6,800
+26
|
|
||
39
Chubb
CB
$128B
| $2.01M | 0.89% |
6,178
-136
|
|
||
40
Motorola Solutions
MSI
$68.1B
| $2M | 0.88% |
4,604
-20
|
|
||
41
Martin Marietta Materials
MLM
$32.8B
| $1.93M | 0.85% |
3,278
+129
|
|
||
42
Chevron
CVX
$379B
| $1.89M | 0.83% |
9,146
+101
|
|
||
|
CTRA
43
DELISTED
Coterra Energy
CTRA
| $1.83M | 0.81% |
51,995
+107
|
|
||
44
Constellation Energy
CEG
$87.5B
| $1.82M | 0.8% |
6,508
+11
|
|
||
45
Vistra
VST
$48.8B
| $1.79M | 0.79% |
11,920
+110
|
|
||
46
Union Pacific
UNP
$157B
| $1.5M | 0.66% |
6,196
-31
|
|
||
47
Medpace
MEDP
$13.5B
| $1.49M | 0.66% |
+3,102
|
|
||
48
American Express
AXP
$213B
| $1.46M | 0.64% |
4,821
+60
|
|
||
49
UnitedHealth
UNH
$369B
| $1.45M | 0.64% |
5,361
+92
|
|
||
50
Deere & Co
DE
$151B
| $1.27M | 0.56% |
2,261
+1
|
|