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Schear Investment Advisers Portfolio holdings

AUM $227M
1-Year Est. Return 47.81%
This Fund
S&P 500
This Quarter Est. Return
+2.14%
1 Year Est. Return
+47.81%
3 Year Est. Return
+144.38%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$227M
AUM Growth
-$5.58M
Cap. Flow
-$3.37M
Cap. Flow %
-1.49%
Top 10 Hldgs %
43.15%
Holding
81
New
6
Increased
35
Reduced
29
Closed
4

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$1.67M
2
MEDP icon
Medpace
MEDP
+$1.59M
3
MSFT icon
Microsoft
MSFT
+$1.51M
4
MU icon
Micron Technology
MU
+$1.38M
5
BSX icon
Boston Scientific
BSX
+$990K

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$3.1M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.82M
3
ETN icon
Eaton
ETN
+$1.66M
4
META icon
Meta Platforms (Facebook)
META
+$1.2M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.13M

Sector Composition

Rank Sector Weight
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
KMI icon
76
Kinder Morgan
KMI
$73.1B
$210K 0.09%
+6,277
New +$196K
WM icon
77
Waste Management
WM
$95.9B
$208K 0.09%
+907
New +$208K
AJG icon
78
Arthur J. Gallagher & Co
AJG
$63.7B
– –
-4,354
Closed -$1.13M
ETN icon
79
Eaton
ETN
$157B
– –
-5,212
Closed -$1.66M
GEHC icon
80
GE HealthCare
GEHC
$27.6B
– –
-7,412
Closed -$608K
ORCL icon
81
Oracle
ORCL
$331B
– –
-15,893
Closed -$3.1M
1 2 3
4

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DCM
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OCP
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SCM
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YRHAM
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WAM
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Schear Investment Advisers's Q1 2026 Portfolio in Review

As of Q1 2026, Schear Investment Advisers held 81 positions worth $227M, down 2.4% from $232M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Schear Investment Advisers's Q1 2026 filing shows 6 new, 35 increased, 29 reduced and 4 closed positions. Its largest new stake was Medpace: 3,102 shares worth $1.49M. The largest sale was Oracle, an estimated $3.1M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 32% a quarter earlier, followed by Industrials and Financials.

  • Schear Investment Advisers's largest Q1 2026 buy was Medpace: 3,102 shares worth $1.49M.
  • Schear Investment Advisers added most to Advanced Micro Devices in Q1 2026, an estimated $1.67M increase.
  • Schear Investment Advisers's biggest Q1 2026 reduction was Vanguard S&P 500 ETF, cutting an estimated $2.82M.
  • Schear Investment Advisers fully exited Oracle in Q1 2026, selling an estimated $3.1M.
  • Schear Investment Advisers's ten largest holdings make up 43% of its $227M portfolio in Q1 2026.
  • Schear Investment Advisers opened 6 new positions and closed 4 in Q1 2026.
  • Schear Investment Advisers's portfolio value fell 2.4% quarter-over-quarter to $227M.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.