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
$170B
$811,000 0.19% of portfolio
2,098
Q2 2025 Reduced 1.92%
$102B
$833,000 0.19% of portfolio
18,008
Q2 2025 Added 0.22%
$79.2B
$759,000 0.18% of portfolio
3,073
Q2 2025 Reduced 3.3%
$241B
$766,000 0.18% of portfolio
1,083
Q2 2025 Added 6.59%
$142B
$749,000 0.17% of portfolio
3,794
Q2 2025 Reduced 10.39%
$338B
$749,000 0.17% of portfolio
4,040
Q2 2025 Added 0.12%
$142B
$736,000 0.17% of portfolio
5,968
Q2 2025 Added 1.12%
$211B
$668,000 0.16% of portfolio
4,917
Q2 2025 Added 0.22%
$6.16B
$652,000 0.15% of portfolio
13,345
Q2 2025 Added 0.8%
$39.4B
$639,000 0.15% of portfolio
6,011
Q2 2025 Added 0.18%
$302B
$659,000 0.15% of portfolio
4,836
Q2 2025 Added 11.76%
$83.1B
$625,000 0.15% of portfolio
9,064
Q2 2025 Reduced 3.15%
$284B
$654,000 0.15% of portfolio
2,543
Q2 2025 Reduced 10.3%
$422B
$587,000 0.14% of portfolio
593
Q1 2025 Added 1.37%
$25.6B
$594,000 0.14% of portfolio
24,294
Q2 2025 Added 1.17%
$213B
$511,000 0.12% of portfolio
650
Q2 2025 Added 1.56%
$104B
$458,000 0.11% of portfolio
2,076
Q2 2025 Reduced 4.42%
$85.4B
$487,000 0.11% of portfolio
6,560
Q2 2025 Added 23.19%
$50.8B
$417,000 0.1% of portfolio
8,100
Q2 2025 Reduced 2.41%
$246B
$447,000 0.1% of portfolio
3,699
Q4 2021 Reduced 1.07%
$17.7B
$366,000 0.09% of portfolio
20,118
Q2 2025 Added 6.62%
$15.6B
$392,000 0.09% of portfolio
7,013
Q2 2025 Added 0.53%
$73.4B
$371,000 0.09% of portfolio
1,041
Q2 2025 Reduced 0.86%
$1.01T
$382,000 0.09% of portfolio
1,205
Q2 2025 Added 18.14%
$138B
$379,000 0.09% of portfolio
15,645
Q2 2025 Reduced 9.11%
$61.8B
$377,000 0.09% of portfolio
12,832
Q2 2025 Reduced 4.95%
$119B
$349,000 0.08% of portfolio
786
Q2 2025 Added 3.29%
$47.7B
$348,000 0.08% of portfolio
3,531
Q2 2025 Added 25.04%
$59.7B
$342,000 0.08% of portfolio
7,968
Q2 2025 Reduced 14.47%
$64.3B
$342,000 0.08% of portfolio
4,680
Q2 2024 Reduced 0.3%
$239B
$327,000 0.08% of portfolio
2,328
Q4 2023 New
$87.9B
$349,000 0.08% of portfolio
2,297
Q2 2025 Added 0.04%
$91.9B
$342,000 0.08% of portfolio
4,821
Q2 2025 Added 0.04%
$278B
$359,000 0.08% of portfolio
1,972
Q2 2025 Added 1.13%
$15.3B
$331,000 0.08% of portfolio
4,865
Q2 2025 Added 2.7%
$118B
$308,000 0.07% of portfolio
3,440
Q2 2025 Added 1.03%
$10.1B
$308,000 0.07% of portfolio
8,323
Q2 2025 Added 3.28%
$91B
$283,000 0.07% of portfolio
859
Q2 2025 Added 0.35%
$303B
$312,000 0.07% of portfolio
3,906
Q2 2025 Reduced 3.08%
$80.6B
$281,000 0.07% of portfolio
563
Q2 2025 Added 1.81%
$93.6B
$256,000 0.06% of portfolio
11,433
Q2 2025 Added 0.04%
$152B
$257,000 0.06% of portfolio
4,217
Q2 2025 Added 0.4%
$54.1B
$271,000 0.06% of portfolio
14,965
Q2 2025 New
$75B
$242,000 0.06% of portfolio
2,300
Q2 2025 New
$104B
$250,000 0.06% of portfolio
4,278
Q2 2025 Added 0.56%
$27.3B
$218,000 0.05% of portfolio
1,920
Q3 2023 Reduced 0.36%
$55.8B
$214,000 0.05% of portfolio
1,596
Q2 2025 New
$123B
$229,000 0.05% of portfolio
496
Q2 2025 Added 0.4%
$83.7B
$203,000 0.05% of portfolio
957
Q2 2025 New

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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