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Schear Investment Advisers, LLC
Schear Investment Advisers, LLC is an SEC-registered investment adviser headquartered in Cincinnati, Ohio. The firm manages portfolios for individuals (including high net worth clients), pension/profit sharing plans, charitable organizations, and some corporate accounts. As of early 2025, Schear Investment Advisers manages approximately $236.6 million in assets across about 154 client accounts, with a staff typically reported between 2 to 3 employees, all focused on investment management. It is closely linked operationally and by location to Schear & Schear, a CPA and retirement planning practice. Founded in or before 2011, the firm offers personalized portfolio management and advisory services.
Investment Strategy
Schear Investment Advisers manages discretionary portfolios focused on large-cap public equities, concentrated in high-quality, growth-oriented stocks. They diversify across major sectors and manage risk via careful security selection, with a focus on outperforming benchmarks over the long term. Their client base includes high net worth individuals and institutional clients—service is highly personalized, often integrated with retirement planning and tax-efficient strategies.
Latest 13F Filing Activity
Schear Investment Advisers, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 85 equity positions with a total 13F market value of $225M. The fund increased holdings in Nvidia Corporation, Alphabet Inc., Broadcom Inc. among other positions. Schear Investment Advisers, LLC reduced exposure to Costco WHSL Corp. New, Lululemon Athletica Inc., Intuit among others.
Top Holdings
Equity Positions (85)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 8.13% | $18.3M | 97,890 | $43.88 | $186.58 | +$2.9M |
A AVGO | BROADCOM INC | 6.44% | $14.5M | 43,849 | $131.78 | $329.91 | +$2.3M |
S SPY | SPDR S&P 500 ETF TR | 4.35% | $9.8M | 14,656 | $608.29 | $666.18 | +$241.8K |
| ALPHABET INC | 4.01% | $9.0M | 37,060 | $121.09 | $243.10 | +$2.5M | |
M MSFT | MICROSOFT CORP | 3.49% | $7.8M | 15,130 | $298.04 | $517.95 | +$407.8K |
Industry Allocation
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