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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40.7 Million 8.89% of portfolio
1,544,007
Q3 2025 Reduced 1.29%
$0
$29.4 Million 6.42% of portfolio
688,156
Q3 2025 Reduced 0.07%
$0
$25.2 Million 5.5% of portfolio
921,785
Q3 2025 Added 2.04%
$0
$21.9 Million 4.79% of portfolio
461,389
Q3 2025 Added 4.02%
$5.68B
$15 Million 3.27% of portfolio
406,451
Q3 2025 Reduced 2.91%
$0
$11.1 Million 2.42% of portfolio
350,866
Q3 2025 Added 1.12%
$0
$7.7 Million 1.68% of portfolio
12,579
Q3 2025 Reduced 1.43%
$0
$7.66 Million 1.67% of portfolio
328,868
Q3 2025 Reduced 0.17%
$0
$7.4 Million 1.62% of portfolio
405,771
Q3 2025 Added 6.11%
$0
$7.19 Million 1.57% of portfolio
225,323
Q3 2025 Reduced 2.2%
$0
$6.63 Million 1.45% of portfolio
102,472
Q3 2025 Added 3.58%
$0
$5.9 Million 1.29% of portfolio
116,905
Q3 2025 Added 16.24%
$0
$5.66 Million 1.24% of portfolio
108,175
Q3 2025 Added 60.77%
$0
$5.43 Million 1.19% of portfolio
172,192
Q3 2025 Reduced 2.38%
$0
$4.59 Million 1.0% of portfolio
157,737
Q3 2025 Reduced 1.14%
$0
$4.59 Million 1.0% of portfolio
15,613
Q3 2025 Added 0.48%
$0
$4.32 Million 0.94% of portfolio
66,126
Q3 2025 Reduced 1.71%
$0
$4.18 Million 0.91% of portfolio
115,035
Q3 2025 Added 6.51%
$0
$4.11 Million 0.9% of portfolio
174,944
Q3 2025 Added 6.24%
$128B
$3.73 Million 0.81% of portfolio
10,484
Q3 2025 Reduced 0.94%
$0
$3.71 Million 0.81% of portfolio
51,918
Q3 2025 Added 2.13%
$0
$3.61 Million 0.79% of portfolio
129,408
Q3 2025 Reduced 2.4%
$0
$3.06 Million 0.67% of portfolio
4,587
Q3 2025 Reduced 1.69%
$0
$3.01 Million 0.66% of portfolio
60,044
Q3 2025 Reduced 24.6%
$0
$2.73 Million 0.6% of portfolio
26,452
Q3 2025 Reduced 2.68%
$0
$2.75 Million 0.6% of portfolio
23,174
Q3 2025 Reduced 2.35%
$0
$2.58 Million 0.56% of portfolio
18,407
Q3 2025 Reduced 3.19%
$0
$2.46 Million 0.54% of portfolio
96,059
Q3 2025 Reduced 9.33%
$0
$1.79 Million 0.39% of portfolio
69,764
Q3 2025 Reduced 2.08%
$0
$1.68 Million 0.37% of portfolio
65,953
Q3 2025 Reduced 4.41%
$0
$1.49 Million 0.33% of portfolio
35,710
Q3 2025 Reduced 0.48%
$0
$1.45 Million 0.32% of portfolio
5,159
Q3 2025 Added 0.02%
$0
$1.39 Million 0.3% of portfolio
6,664
Q3 2025 Reduced 0.82%
$0
$1.24 Million 0.27% of portfolio
48,256
Q1 2025 Added 22.58%
$0
$1.12 Million 0.24% of portfolio
32,095
Q3 2025 Reduced 4.78%
$0
$986,000 0.22% of portfolio
2,057
Q3 2025 Reduced 13.06%
$0
$925,000 0.2% of portfolio
1,383
Q3 2025 Reduced 1.43%
$0
$859,000 0.19% of portfolio
8,581
Q2 2025 Reduced 5.45%
$0
$873,000 0.19% of portfolio
4,683
Q3 2025 Reduced 10.03%
$0
$869,000 0.19% of portfolio
40,966
Q3 2025 Added 47.57%
$0
$827,000 0.18% of portfolio
4,544
Q3 2025 Reduced 0.5%
$0
$816,000 0.18% of portfolio
8,929
Q3 2025 Reduced 6.82%
$0
$825,000 0.18% of portfolio
15,394
Q3 2025 Reduced 5.13%
$0
$682,000 0.15% of portfolio
9,772
Q3 2025 Reduced 6.68%
$0
$632,000 0.14% of portfolio
28,549
Q3 2025 Added 20.17%
$0
$499,000 0.11% of portfolio
1,521
Q3 2025 Added 0.07%
$0
$501,000 0.11% of portfolio
2,347
Q4 2024 Reduced 13.74%
$0
$502,000 0.11% of portfolio
4,159
Q3 2025 Reduced 5.46%
$0
$405,000 0.09% of portfolio
681
Q3 2025 Added 1.19%

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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