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  Name: Schear Investment Advisers LLC
  City: Cincinnati
  State: OH
  Zip: 45242
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $124,531,000
  Total Value Change : $20,840,000
  Securities Held Change : 1
   
All Securities Held : 79
  New Positions : 10
  Closed Positions : 9
  Increased Positions : 45
  Unchanged Positions : 1
  Decreased Positions : 23

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (C)1 Year Chart         C Citigroup Inc 30 New $60.78 $1,280,000 20,233 1.03% 1,280,000 20,233 0.001    Domestic Money Center...
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 37 New $263.03 $1,109,000 4,281 0.89% 1,109,000 4,281 0.001    Property & Casualty I...
   (GEHC)1 Year Chart         GEHC Ge Healthcare Holding Llc 40 New $78.27 $1,067,000 11,733 0.86% 1,067,000 11,733 0.003    N/A
   (CLX)1 Year Chart         CLX Clorox Co 42 New $138.63 $1,048,000 6,847 0.84% 1,048,000 6,847 0.005    Cleaning Products
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 43 New $389.51 $1,018,000 3,175 0.82% 1,018,000 3,175 0.002    N/A
   (URI)1 Year Chart         URI United Rentals Inc 45 New $644.89 $986,000 1,367 0.79% 986,000 1,367 0.002    Rental & Leasing Serv...
   (INTU)1 Year Chart         INTU Intuit Inc 48 New $609.68 $943,000 1,451 0.76% 943,000 1,451 0.001    Application Software
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 61 New $140.80 $630,000 4,903 0.51% 630,000 4,903 0    Drug Manufacturers - ...
   (MMC)1 Year Chart         MMC Marsh & McLennan Companies Inc 77 New $212.72 $250,000 1,212 0.2% 250,000 1,212 0    Insurance Brokers

      9 Records Found
  1    
Page 1 of 1
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