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| Happy Holidays!! thanks for using AUM13F!! |
| Schear Investment Advisers LLC
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| CRD # | 146401 |
| SEC # | 801-124976 |
| CIK # | 0001962838 |
| AUM | $236.6 M (2025-02-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 513-984-5700 |
| Address | 9987 Carver Road Cincinnati, OH 45242 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001962838 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 15.4 | ||
| Broadcom Inc | 12.2 | ||
| Microsoft Corp | 7.4 | ||
| Alphabet Inc | 6.5 | ||
| Facebook Inc | 6.4 | ||
| GE Vernova Inc | 6.2 | ||
| Apple Inc | 6.0 | ||
| Amazon Com Inc | 5.8 | ||
| Lilly Eli & Co | 5.5 | ||
| Costco Wholesale Corp /NEW | 4.7 | ||
| J P Morgan Chase & Co | 3.9 | ||
| CrowdStrike Holdings Inc | 3.8 | ||
| VISA Inc | 3.3 | ||
| Advanced Micro Devices Inc | 3.3 | ||
| Citigroup Inc | 3.2 | ||
| Oracle Corp | 3.1 | ||
| Micron Technology Inc | 3.0 | ||
| Boston Scientific Corp | 2.7 | ||
| Caterpillar Inc | 2.7 | ||
| Home Depot Inc | 2.5 | ||
| Morgan Stanley | 2.5 | ||
| Goldman Sachs Group Inc | 2.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.3 | ||
| PNC Financial Services Group Inc | 2.3 | ||
| Marvell Technology Inc | 2.2 | ||
| General Electric Co | 2.1 | ||
| Gallagher Arthur J & Co | 2.1 | ||
| Linde PLC | 2.1 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Schear Investment Partners LP | 2022-04-08 | 9.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 11.1 |
| (b) Individuals (high net worth individuals) | 30 | 181.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 9.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 10.1 |
| (h) Charitable organizations | 2 | 14.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 9.7 |
| (n) Other | 0 | 0.0 |
| Total | 171 | 236.6 |
| By Discretionary | ||
| Discretionary | 171 | 236.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 171 | 236.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 236.6 | |
| Total | 171 | 236.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001962838] |
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