| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 7 | Q2 2024 | 8.9% |
| APPLE INC | 7 | Q2 2024 | 6.4% |
| NVIDIA CORPORATION | 7 | Q2 2024 | 8.4% |
| LILLY ELI & CO | 7 | Q2 2024 | 5.0% |
| MICROSOFT CORP | 7 | Q2 2024 | 4.1% |
| ALPHABET INC | 7 | Q2 2024 | 3.8% |
| BROADCOM INC | 7 | Q2 2024 | 3.9% |
| AMAZON COM INC | 7 | Q2 2024 | 3.2% |
| DIAMONDBACK ENERGY INC | 7 | Q2 2024 | 3.3% |
| COSTCO WHSL CORP NEW | 7 | Q2 2024 | 2.5% |
View Schear Investment Advisers, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-24 |
View Schear Investment Advisers, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.