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Home > Institutional Investor > Schear Investment Advisers, Llc > Profile

Instuitional Investor - Schear Investment Advisers, Llc

Fund Profile
Filing Period:
Fund Name: Schear Investment Advisers, Llc
Portfolio Value $202,006,055
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 97,495 $15,403,235 7.63%
2.
Broadcom Inc.
 AVGO 44,160 $12,172,704 6.03%
3.
Spdr S & P 500 Etf Trust
 SPY 15,411 $9,521,686 4.71%
4.
Microsoft Corp
 MSFT 14,935 $7,428,818 3.68%
5.
Alphabet Inc.
 GOOGL 36,929 $6,507,998 3.22%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)