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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$13.9 Million 3.23% of portfolio
27,883
Q2 2025 Reduced 5.65%
$3.38T
$12.5 Million 2.91% of portfolio
60,853
Q2 2025 Reduced 10.9%
$1.07T
$9.6 Million 2.24% of portfolio
54,496
Q2 2025 Reduced 4.02%
$431B
$9.48 Million 2.21% of portfolio
60,009
Q2 2025 Reduced 11.23%
$116B
$7.45 Million 1.73% of portfolio
27,020
Q2 2025 Reduced 1.69%
$2.28T
$6.3 Million 1.47% of portfolio
28,730
Q2 2025 Added 2.38%
$850B
$5.91 Million 1.38% of portfolio
20,399
Q2 2025 Reduced 7.23%
$1.62T
$3.95 Million 0.92% of portfolio
5,350
Q2 2025 Reduced 0.56%
$207B
$3.64 Million 0.85% of portfolio
45,934
Q2 2025 Reduced 2.24%
$56.9B
$3.56 Million 0.83% of portfolio
9,429
Q2 2025 Reduced 4.52%
$426B
$3.5 Million 0.82% of portfolio
22,934
Q2 2025 New
$631B
$3.14 Million 0.73% of portfolio
6,462
Q2 2025 Reduced 0.45%
$223B
$3.01 Million 0.7% of portfolio
20,639
Q2 2025 Reduced 0.7%
$369B
$3.01 Million 0.7% of portfolio
18,923
Q2 2025 Reduced 8.21%
$58.7B
$2.88 Million 0.67% of portfolio
14,055
Q2 2025 Reduced 1.26%
$253B
$2.83 Million 0.66% of portfolio
9,601
Q2 2025 Reduced 5.78%
$377B
$2.5 Million 0.58% of portfolio
52,926
Q2 2025 Reduced 2.03%
$1.12T
$2.43 Million 0.57% of portfolio
13,714
Q2 2025 Reduced 6.7%
$160B
$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%
$296B
$2.15 Million 0.5% of portfolio
14,998
Q2 2025 Reduced 0.45%
$140B
$2.12 Million 0.49% of portfolio
9,227
Q2 2025 Reduced 2.1%
$200B
$2.05 Million 0.48% of portfolio
15,494
Q2 2025 Reduced 1.7%
$50.8B
$2.08 Million 0.48% of portfolio
8,296
Q2 2025 Reduced 2.65%
$125B
$1.8 Million 0.42% of portfolio
5,835
Q1 2025 Reduced 1.1%
$368B
$1.76 Million 0.41% of portfolio
4,796
Q2 2025 Reduced 2.42%
$530B
$1.76 Million 0.41% of portfolio
3,131
Q2 2025 Reduced 5.98%
$572B
$1.65 Million 0.38% of portfolio
4,640
Q2 2025 Reduced 2.21%
$671B
$1.56 Million 0.36% of portfolio
7,158
Q2 2025 Reduced 0.93%
$79.5B
$1.54 Million 0.36% of portfolio
12,304
Q2 2025 Reduced 1.59%
$221B
$1.47 Million 0.34% of portfolio
5,024
Q2 2025 Reduced 0.4%
$85.4B
$1.46 Million 0.34% of portfolio
10,935
Q2 2025 Reduced 7.67%
$171B
$1.34 Million 0.31% of portfolio
8,390
Q2 2025 Added 0.31%
$172B
$1.28 Million 0.3% of portfolio
29,530
Q2 2025 Reduced 3.56%
$57.9B
$1.28 Million 0.3% of portfolio
2,252
Q2 2025 Added 2.22%
$148B
$1.18 Million 0.28% of portfolio
17,067
Q2 2025 Reduced 7.83%
$119B
$1.22 Million 0.28% of portfolio
13,960
Q2 2025 Reduced 2.85%
$260B
$1.15 Million 0.27% of portfolio
4,199
Q2 2025 Reduced 1.29%
$465B
$1.16 Million 0.27% of portfolio
10,731
Q2 2025 Reduced 20.39%
$167B
$1.04 Million 0.24% of portfolio
2,557
Q2 2025 Reduced 0.97%
$223B
$1.01 Million 0.24% of portfolio
8,168
Q2 2025 New
$133B
$1.01 Million 0.24% of portfolio
1,132
Q2 2025 Added 1.43%
$305B
$968,000 0.23% of portfolio
13,690
Q2 2025 Added 1.0%
$122B
$927,000 0.22% of portfolio
6,200
Q2 2025 Added 0.11%
$166B
$900,000 0.21% of portfolio
4,921
Q2 2025 Reduced 2.24%
$24.2B
$882,000 0.21% of portfolio
19,725
Q2 2025 Reduced 3.09%
$95.7B
$864,000 0.2% of portfolio
12,815
Q2 2025 Reduced 10.79%
$258B
$867,000 0.2% of portfolio
8,877
Q2 2025 Reduced 28.56%
$724B
$799,000 0.19% of portfolio
1,026
Q2 2025 Reduced 14.85%

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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