Schear Investment Advisers, LLC
Schear Investment Advisers, LLC, managed by Neal Schear, reported 83 positions worth $299.04M in its 2026 Q2 13F filing: 8 new and 2 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +68.2% against +38.3% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +16.4% | +11.4% |
| 2025 Q3 | +9.9% | +7.6% |
| 2025 Q4 | +4.5% | +3.1% |
| 2026 Q1 | -1.2% | -5.8% |
| 2026 Q2 | +32.6% | +15.5% |
| 2026 Q3 | -3.9% | +2.9% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $33.13M | 11.10% | -8.9% |
| NVDA | NVIDIA CORPORATION | $18.43M | 6.20% | -7.8% |
| AMD | ADVANCED MICRO DEVICES INC | $17.35M | 5.80% | -7.3% |
| AVGO | BROADCOM INC | $14.72M | 4.90% | -7.8% |
| GEV | GE VERNOVA INC | $14.10M | 4.70% | -5.3% |
| GOOGL | ALPHABET INC | $13.95M | 4.70% | +3.9% |
| LLY | ELI LILLY & CO | $8.61M | 2.90% | +2.4% |
| AAPL | APPLE INC | $8.44M | 2.80% | -0.2% |
| MOD | MODINE MFG CO | $7.27M | 2.40% | +4.9% |
| CAT | CATERPILLAR INC | $7.23M | 2.40% | +3.4% |
| MSFT | MICROSOFT CORP | $7.20M | 2.40% | -0.1% |
| AMZN | AMAZON COM INC | $6.77M | 2.30% | +2.8% |
| GE | GE AEROSPACE | $6.59M | 2.20% | +52.9% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6.55M | 2.20% | +2.2% |
| CRWD | CROWDSTRIKE HLDGS INC | $5.82M | 1.90% | +1% |
| C | CITIGROUP INC | $5.57M | 1.90% | +4.7% |
| VRT | VERTIV HOLDINGS CO | $5.42M | 1.80% | +3.9% |
| META | META PLATFORMS INC | $4.81M | 1.60% | +0.1% |
| SPY | STATE STR SPDR S&P 500 ETF T | $4.74M | 1.60% | -43.4% |
| JPM | JPMORGAN CHASE & CO | $4.66M | 1.60% | +4.3% |
| SMH | VANECK ETF TRUST | $4.61M | 1.50% | NO CHANGE |
| COST | COSTCO WHOLESALE CORPORATION | $4.45M | 1.50% | +1.1% |
| MS | MORGAN STANLEY | $4.21M | 1.40% | +4% |
| DAL | DELTA AIR LINES INC | $3.76M | 1.30% | +5.6% |
| GS | GOLDMAN SACHS GROUP INC | $3.62M | 1.20% | +3.9% |
| V | VISA INC | $3.47M | 1.20% | +5.7% |
| PNC | PNC FINL SVCS GROUP INC | $3.06M | 1.00% | +1.7% |
| QQQ | INVESCO QQQ TR | $2.88M | 0.96% | +468.3% |
| VOO | VANGUARD INDEX FDS | $2.81M | 0.94% | -2.5% |
| WMT | WALMART INC | $2.71M | 0.91% | +3.1% |
| TJX | TJX COS INC NEW | $2.51M | 0.84% | +2.9% |
| LIN | LINDE PLC | $2.41M | 0.81% | +5.4% |
| MRVL | MARVELL TECHNOLOGY INC | $2.40M | 0.80% | +6.7% |
| HD | HOME DEPOT INC | $2.37M | 0.79% | -0.3% |
| MCK | MCKESSON CORP | $2.28M | 0.76% | +4% |
| UNH | UNITEDHEALTH GROUP INC | $2.27M | 0.76% | +1.8% |
| AMGN | AMGEN INC | $2.27M | 0.76% | +0.6% |
| PG | PROCTER & GAMBLE CO | $2.20M | 0.74% | -5.4% |
| ULTA | ULTA BEAUTY INC | $2.10M | 0.70% | +3.8% |
| CB | CHUBB LIMITED | $2.10M | 0.70% | -0.4% |
| MLM | MARTIN MARIETTA MATLS INC | $2.01M | 0.67% | +6.3% |
| MSI | MOTOROLA SOLUTIONS INC | $1.94M | 0.65% | +1.3% |
| COR | CENCORA INC | $1.93M | 0.64% | +0.2% |
| MEDP | MEDPACE HLDGS INC | $1.91M | 0.64% | +16.2% |
| URI | UNITED RENTALS INC | $1.76M | 0.59% | NO CHANGE |
| VST | VISTRA CORP | $1.74M | 0.58% | -8.2% |
| UNP | UNION PAC CORP | $1.68M | 0.56% | -0.2% |
| AXP | AMERICAN EXPRESS CO | $1.67M | 0.56% | +2.7% |
| CEG | CONSTELLATION ENERGY CORP | $1.64M | 0.55% | +1.2% |
| CVX | CHEVRON CORPORATION | $1.61M | 0.54% | +6.1% |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.