Newman Dignan & Sheerar, Inc. Portfolio Holdings

Newman Dignan & Sheerar, Inc.

  • $457 Million
  • Q3 2025

Newman Dignan & Sheerar, Inc. has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $457 Million distributed in 180 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 $40.7M, ETF Opportunities Tr Applied F with a value of $29.4M, Schwab Strategic Tr Us Dividen with a value of $25.2M, Usaa ETF Tr Core Intermediate with a value of $21.9M, and Apple Inc. with a value of $15M.

Examining the 13F form we can see an increase of $27.9M in the current position value, from $429M to 457M.

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

Portfolio value $457 Million
ETFs: $246 Million
Technology: $67 Million
Communication Services: $22.2 Million
Financial Services: $21.2 Million
Industrials: $19 Million
Healthcare: $18.8 Million
Consumer Cyclical: $14.1 Million
Consumer Defensive: $9.44 Million
Other: $8.82 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$15 Million 3.29% of portfolio
59,087
Q3 2025 Reduced 2.9%
$3.78T
$14 Million 3.07% of portfolio
27,068
Q3 2025 Reduced 2.92%
$1.65T
$12.9 Million 2.82% of portfolio
53,038
Q3 2025 Reduced 2.68%
$465B
$11 Million 2.4% of portfolio
58,924
Q3 2025 Reduced 1.81%
$139B
$8.18 Million 1.79% of portfolio
24,802
Q3 2025 Reduced 8.21%
$2.39T
$6.32 Million 1.38% of portfolio
28,790
Q3 2025 Added 0.21%
$881B
$6.12 Million 1.34% of portfolio
19,405
Q3 2025 Reduced 4.87%
$522B
$4.03 Million 0.88% of portfolio
21,720
Q3 2025 Reduced 5.29%
$235B
$3.75 Million 0.82% of portfolio
44,695
Q3 2025 Reduced 2.7%
$1.37T
$3.72 Million 0.81% of portfolio
5,065
Q3 2025 Reduced 5.33%
$61.4B
$3.73 Million 0.81% of portfolio
8,991
Q3 2025 Reduced 4.65%
$258B
$3.46 Million 0.76% of portfolio
20,669
Q3 2025 Added 0.15%
$1.74T
$3.29 Million 0.72% of portfolio
13,529
Q3 2025 Reduced 1.35%
$662B
$3.28 Million 0.72% of portfolio
6,516
Q3 2025 Added 0.84%
$61.4B
$2.81 Million 0.61% of portfolio
13,795
Q3 2025 Reduced 1.85%
$413B
$2.73 Million 0.6% of portfolio
52,909
Q3 2025 Reduced 0.03%
$140B
$2.7 Million 0.59% of portfolio
10,738
Q3 2025 Reduced 5.98%
$266B
$2.5 Million 0.55% of portfolio
8,875
Q3 2025 Reduced 7.56%
$55.4B
$2.29 Million 0.5% of portfolio
7,507
Q3 2025 Reduced 9.51%
$319B
$2.21 Million 0.48% of portfolio
32,238
Q3 2025 Added 1.31%
$136B
$2.18 Million 0.48% of portfolio
9,227
Q2 2025 Reduced 2.1%
$183B
$2.16 Million 0.47% of portfolio
7,647
Q3 2025 Reduced 5.07%
$303B
$2.16 Million 0.47% of portfolio
13,925
Q3 2025 Reduced 7.15%
$204B
$2.07 Million 0.45% of portfolio
14,750
Q3 2025 Reduced 4.8%
$593B
$2 Million 0.44% of portfolio
7,108
Q3 2025 Reduced 0.7%
$367B
$1.94 Million 0.42% of portfolio
4,796
Q2 2025 Reduced 2.42%
$104B
$1.71 Million 0.37% of portfolio
5,835
Q1 2025 Reduced 1.1%
$512B
$1.62 Million 0.36% of portfolio
2,856
Q3 2025 Reduced 8.78%
$533B
$1.61 Million 0.35% of portfolio
4,708
Q3 2025 Added 1.47%
$79.5B
$1.57 Million 0.34% of portfolio
12,514
Q3 2025 Added 1.71%
$224B
$1.45 Million 0.32% of portfolio
4,777
Q3 2025 Reduced 4.92%
$75.4B
$1.41 Million 0.31% of portfolio
10,785
Q3 2025 Reduced 1.37%
$168B
$1.37 Million 0.3% of portfolio
18,177
Q3 2025 Added 6.5%
$172B
$1.3 Million 0.28% of portfolio
29,477
Q3 2025 Reduced 0.18%
$187B
$1.24 Million 0.27% of portfolio
7,442
Q3 2025 Reduced 11.3%
$161B
$1.23 Million 0.27% of portfolio
1,138
Q3 2025 Added 0.53%
$490B
$1.23 Million 0.27% of portfolio
10,892
Q3 2025 Added 1.5%
$128B
$1.23 Million 0.27% of portfolio
12,961
Q3 2025 Reduced 7.16%
$222B
$1.17 Million 0.26% of portfolio
2,422
Q3 2025 Reduced 5.28%
$98.1B
$1.04 Million 0.23% of portfolio
6,106
Q3 2025 Reduced 1.52%
$25.6B
$1.04 Million 0.23% of portfolio
19,485
Q3 2025 Reduced 1.22%
$197B
$1.03 Million 0.22% of portfolio
5,022
Q3 2025 Added 2.05%
$47.7B
$994,000 0.22% of portfolio
1,995
Q3 2025 Reduced 11.41%
$237B
$988,000 0.22% of portfolio
4,170
Q3 2025 Reduced 0.69%
$193B
$962,000 0.21% of portfolio
8,405
Q3 2025 Added 2.9%
$414B
$977,000 0.21% of portfolio
4,220
Q3 2025 Added 4.46%
$265B
$910,000 0.2% of portfolio
1,143
Q3 2025 Added 5.54%
$279B
$905,000 0.2% of portfolio
8,785
Q3 2025 Reduced 1.04%
$306B
$908,000 0.2% of portfolio
13,693
Q3 2025 Added 0.02%

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $457 Million
  • Prior Value $429 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 88 stocks
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