Newman Dignan & Sheerar, Inc. Portfolio Holdings

Newman Dignan & Sheerar, Inc.

  • $429 Million
  • Q2 2025

Newman Dignan & Sheerar, Inc. has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $429 Million distributed in 195 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $38.2M, ETF Opportunities Tr Applied F with a value of $27M, Schwab Strategic Tr Us Dividen with a value of $23.9M, Usaa ETF Tr Core Intermediate with a value of $20.9M, and Microsoft Corp with a value of $13.9M.

Examining the 13F form we can see an increase of $66.7M in the current position value, from $363M to 429M.

Below you can find more details about Newman Dignan & Sheerar, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $429 Million
ETFs: $231 Million
Technology: $61.8 Million
Financial Services: $20.6 Million
Industrials: $18.6 Million
Communication Services: $18.3 Million
Healthcare: $18 Million
Consumer Cyclical: $14.2 Million
Consumer Defensive: $10.3 Million
Other: $8.54 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$38.2 Million 8.9% of portfolio
1,564,224
Q2 2025 Added 0.46%
$0
$27 Million 6.28% of portfolio
688,643
Q2 2025 New
$0
$23.9 Million 5.58% of portfolio
903,333
Q2 2025 Added 2.82%
$0
$20.9 Million 4.86% of portfolio
443,544
Q2 2025 Added 10.0%
$3.83T
$13.9 Million 3.23% of portfolio
27,883
Q2 2025 Reduced 5.65%
$4.6B
$13.2 Million 3.07% of portfolio
418,637
Q2 2025 Reduced 4.36%
$3.36T
$12.5 Million 2.91% of portfolio
60,853
Q2 2025 Reduced 10.9%
$0
$10 Million 2.34% of portfolio
346,996
Q2 2025 Added 3.39%
$1.18T
$9.6 Million 2.24% of portfolio
54,496
Q2 2025 Reduced 4.02%
$447B
$9.48 Million 2.21% of portfolio
60,009
Q2 2025 Reduced 11.23%
$123B
$7.45 Million 1.73% of portfolio
27,020
Q2 2025 Reduced 1.69%
$0
$7.28 Million 1.7% of portfolio
329,440
Q2 2025 Added 0.15%
$0
$7.25 Million 1.69% of portfolio
12,762
Q2 2025 Reduced 5.62%
$0
$6.81 Million 1.59% of portfolio
382,411
Q2 2025 Added 8.12%
$0
$6.73 Million 1.57% of portfolio
230,380
Q2 2025 Reduced 3.25%
$2.35T
$6.3 Million 1.47% of portfolio
28,730
Q2 2025 Added 2.38%
$879B
$5.91 Million 1.38% of portfolio
20,399
Q2 2025 Reduced 7.23%
$0
$5.56 Million 1.29% of portfolio
176,397
Q2 2025 Added 3.98%
$0
$4.99 Million 1.16% of portfolio
100,576
Q2 2025 Added 16.67%
$0
$4.41 Million 1.03% of portfolio
159,555
Q2 2025 Reduced 2.94%
$0
$4.35 Million 1.01% of portfolio
15,538
Q2 2025 Reduced 3.41%
$0
$4.36 Million 1.01% of portfolio
155,302
Q2 2025 Reduced 5.33%
$0
$4.17 Million 0.97% of portfolio
67,278
Q2 2025 Reduced 1.24%
$1.57T
$3.95 Million 0.92% of portfolio
5,350
Q2 2025 Reduced 0.56%
$0
$3.9 Million 0.91% of portfolio
79,631
Q2 2025 Reduced 51.21%
$0
$3.84 Million 0.89% of portfolio
164,675
Q2 2025 New
$0
$3.73 Million 0.87% of portfolio
108,003
Q2 2025 Added 12.23%
$207B
$3.64 Million 0.85% of portfolio
45,934
Q2 2025 Reduced 2.24%
$58.8B
$3.56 Million 0.83% of portfolio
9,429
Q2 2025 Reduced 4.52%
$437B
$3.5 Million 0.82% of portfolio
22,934
Q2 2025 New
$0
$3.42 Million 0.8% of portfolio
50,836
Q2 2025 Added 2.63%
$0
$3.46 Million 0.8% of portfolio
67,285
Q2 2025 New
$0
$3.35 Million 0.78% of portfolio
132,589
Q2 2025 Reduced 14.02%
$104B
$3.23 Million 0.75% of portfolio
10,584
Q2 2025 Reduced 2.05%
$619B
$3.14 Million 0.73% of portfolio
6,462
Q2 2025 Reduced 0.45%
$233B
$3.01 Million 0.7% of portfolio
20,639
Q2 2025 Reduced 0.7%
$362B
$3.01 Million 0.7% of portfolio
18,923
Q2 2025 Reduced 8.21%
$0
$2.88 Million 0.67% of portfolio
4,666
Q2 2025 Added 5.8%
$54.8B
$2.88 Million 0.67% of portfolio
14,055
Q2 2025 Reduced 1.26%
$233B
$2.83 Million 0.66% of portfolio
9,601
Q2 2025 Reduced 5.78%
$0
$2.74 Million 0.64% of portfolio
27,180
Q2 2025 Reduced 17.68%
$0
$2.71 Million 0.63% of portfolio
105,943
Q2 2025 New
$0
$2.59 Million 0.6% of portfolio
23,732
Q2 2025 Reduced 8.54%
$0
$2.58 Million 0.6% of portfolio
19,014
Q2 2025 Reduced 0.13%
$141B
$2.53 Million 0.59% of portfolio
11,421
Q2 2025 Reduced 0.68%
$385B
$2.5 Million 0.58% of portfolio
52,926
Q2 2025 Reduced 2.03%
$1.2T
$2.43 Million 0.57% of portfolio
13,714
Q2 2025 Reduced 6.7%
$161B
$2.25 Million 0.52% of portfolio
8,055
Q2 2025 Reduced 0.37%
$280B
$2.21 Million 0.51% of portfolio
31,821
Q2 2025 Reduced 1.71%

Summary

  • Portfolio
  • No. of Stocks 195
  • Current Value $429 Million
  • Prior Value $363 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 28 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 88 stocks
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