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

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%
$4.35T
$15 Million 3.29% of portfolio
59,087
Q3 2025 Reduced 2.9%
$5.53B
$15 Million 3.27% of portfolio
406,451
Q3 2025 Reduced 2.91%
$3.86T
$14 Million 3.07% of portfolio
27,068
Q3 2025 Reduced 2.92%
$1.68T
$12.9 Million 2.82% of portfolio
53,038
Q3 2025 Reduced 2.68%
$0
$11.1 Million 2.42% of portfolio
350,866
Q3 2025 Added 1.12%
$505B
$11 Million 2.4% of portfolio
58,924
Q3 2025 Reduced 1.81%
$150B
$8.18 Million 1.79% of portfolio
24,802
Q3 2025 Reduced 8.21%
$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%
$913B
$6.12 Million 1.34% of portfolio
19,405
Q3 2025 Reduced 4.87%
$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
$4.44 Million 0.97% of portfolio
149,815
Q3 2025 Reduced 3.53%
$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%
$494B
$4.03 Million 0.88% of portfolio
21,720
Q3 2025 Reduced 5.29%
$218B
$3.75 Million 0.82% of portfolio
44,695
Q3 2025 Reduced 2.7%
$127B
$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%
$1.46T
$3.72 Million 0.81% of portfolio
5,065
Q3 2025 Reduced 5.33%
$64.2B
$3.73 Million 0.81% of portfolio
8,991
Q3 2025 Reduced 4.65%
$0
$3.61 Million 0.79% of portfolio
129,408
Q3 2025 Reduced 2.4%
$262B
$3.46 Million 0.76% of portfolio
20,669
Q3 2025 Added 0.15%
$1.72T
$3.29 Million 0.72% of portfolio
13,529
Q3 2025 Reduced 1.35%
$621B
$3.28 Million 0.72% of portfolio
6,516
Q3 2025 Added 0.84%
$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%
$65.9B
$2.81 Million 0.61% of portfolio
13,795
Q3 2025 Reduced 1.85%
$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%
$429B
$2.73 Million 0.6% of portfolio
52,909
Q3 2025 Reduced 0.03%
$356B
$2.73 Million 0.6% of portfolio
17,763
Q3 2025 Reduced 6.13%
$148B
$2.7 Million 0.59% of portfolio
10,738
Q3 2025 Reduced 5.98%
$0
$2.58 Million 0.56% of portfolio
18,407
Q3 2025 Reduced 3.19%
$276B
$2.5 Million 0.55% of portfolio
8,875
Q3 2025 Reduced 7.56%
$0
$2.46 Million 0.54% of portfolio
96,059
Q3 2025 Reduced 9.33%
$55.3B
$2.29 Million 0.5% of portfolio
7,507
Q3 2025 Reduced 9.51%
$300B
$2.21 Million 0.48% of portfolio
32,238
Q3 2025 Added 1.31%

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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