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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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