Schear Investment Advisers, LLC
SEC Form 13F institutional filer · CIK 0001962838
13F-HR · 71 reported holdings · 2026-03-31
Reported long-US-equity value
$0.21B
Top-10 concentration
46.6%
Schear Investment Advisers, LLC — $210M AUM allocation strategy
Schear Investment Advisers, LLC files SEC Form 13F and reports $210M of long US equity value across 71 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 31.0%, followed by Industrials 10.9% and Communication Services 7.4%.
The top 10 holdings account for 47% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Schear Investment Advisers, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$210M
total across 71 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
47% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BSX +12.4K sh · −$121K+$AMD +7.81K sh · +$1.33M+$MSFT +3.61K sh · −$447K
Biggest trims (shares)
−$VOO −4.5K sh · −$2.95M−$META −1.87K sh · −$1.99M−$QQQ −1.34K sh · −$849K
Exited to nil (held last quarter, gone now)
$ORCL ($3.1M last qtr)$ETN ($1.66M last qtr)$AJG ($1.13M last qtr)$GEHC ($608K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors22.7%—
- Interactive Media & Services7.4%—
- Heavy Electrical Equipment5.2%—
- Systems Software4.8%—
- Diversified Banks4.0%—
- Technology Hardware, Storage & Peripherals3.5%—
- Pharmaceuticals3.1%—
- Broadline Retail2.7%—
- Other holdings46.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 99.9K | $17.4M | +1.24K | 8.3% |
| $AVGO | Broadcom Inc | 42.2K | $13.1M | -334 | 6.2% |
| $GEV | GE Vernova Inc | 12.7K | $11.1M | -13 | 5.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 37.6K | $10.8M | +219 | 5.1% |
| $MU | Micron Technology Inc | 31.5K | $10.6M | +3.51K | 5.1% |
| $AAPL | Apple Inc | 29.2K | $7.42M | +33 | 3.5% |
| $MSFT | Microsoft Corporation | 19.3K | $7.15M | +3.61K | 3.4% |
| $AMD | Advanced Micro Devices Inc | 32.2K | $6.55M | +7.81K | 3.1% |
| $LLY | Eli Lilly and Company | 7.01K | $6.45M | -16 | 3.1% |
…and 62 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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