IE
Insider Edges

SCHEAR INVESTMENT ADVISERS, LLC 13F portfolio summary

SCHEAR INVESTMENT ADVISERS, LLC of SCHEAR INVESTMENT ADVISERS, LLC has 77 current stock holdings with a reported portfolio value of $226.8M. The portfolio 1 year return is +32.74%. Top holdings include SPY (0.00%), QQQ (0.00%), NVDA (7.95%), AVGO (5.97%), GEV (5.05%).

Back to investors

SCHEAR INVESTMENT ADVISERS, LLC

SCHEAR INVESTMENT ADVISERS, LLC
Latest filing: 2026-03-31

SCHEAR INVESTMENT ADVISERS, LLC runs SCHEAR INVESTMENT ADVISERS, LLC and currently holds 77 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $226.77M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SCHEAR INVESTMENT ADVISERS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SCHEAR INVESTMENT ADVISERS, LLC's portfolio at SCHEAR INVESTMENT ADVISERS, LLC has delivered returns of +32.74%. Their 3-year annualized return is +91.16%. Looking at the 5-year horizon, SCHEAR INVESTMENT ADVISERS, LLC has achieved +99.86% annualized returns at SCHEAR INVESTMENT ADVISERS, LLC.

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+32.74%
#0/1000
3 Year
+91.16%
#0/1000
5 Year
+99.86%
#0/1000

Portfolio Value

$226.77M

Alpha Score

73.8

#0 of 1000

Holdings

77

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change