SCHEAR INVESTMENT ADVISERS, LLC 13F Portfolio
SCHEAR INVESTMENT ADVISERS, LLC runs SCHEAR INVESTMENT ADVISERS, LLC and currently holds 83 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $299.00M. Their top holdings are MU, NVDA, AMD, AVGO, GEV. The top five represent 32.7% of reported portfolio weight. SCHEAR INVESTMENT ADVISERS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SCHEAR INVESTMENT ADVISERS, LLC initiated 6 new positions. They added to 46 existing positions. They trimmed 21 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$299.00M
Alpha Score
121.0
#0 of 1000
Holdings
83
SCHEAR INVESTMENT ADVISERS, LLC Current 13F Holdings
Reported holdings from SCHEAR INVESTMENT ADVISERS, LLC's latest SEC 13F filing, ranked by portfolio weight.
83 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 MU MICRON TECHNOLOGY INC | 11.08% | $144.05 | $1,029.00 | +614.34% | Trimmed -8.89% |
 NVDA NVIDIA CORPORATION | 6.16% | $46.59 | $229.28 | +392.12% | Trimmed -7.80% |
 AMD ADVANCED MICRO DEVICES INC | 5.80% | $124.29 | $608.10 | +389.26% | Trimmed -7.29% |
 AVGO BROADCOM INC | 4.92% | $95.88 | $361.54 | +277.08% | Trimmed -7.76% |
 GEV GE VERNOVA INC | 4.71% | $257.68 | $1,004.66 | +289.89% | Trimmed -5.31% |
 GOOGL ALPHABET INC | 4.66% | $132.26 | $351.66 | +165.89% | Added +3.91% |
 LLY ELI LILLY & CO | 2.88% | $441.93 | $1,178.52 | +166.67% | Added +2.38% |
 AAPL APPLE INC | 2.82% | $144.43 | $336.68 | +133.11% | Trimmed -0.18% |
 MOD MODINE MFG CO | 2.43% | $125.85 | $181.25 | +44.02% | Added +4.89% |
 CAT CATERPILLAR INC | 2.42% | $304.74 | $800.60 | +162.72% | Added +3.44% |
Showing 1-10 of 83