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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$308B
$2.15 Million 0.5% of portfolio
14,998
Q2 2025 Reduced 0.45%
$132B
$2.12 Million 0.49% of portfolio
9,227
Q2 2025 Reduced 2.1%
$198B
$2.05 Million 0.48% of portfolio
15,494
Q2 2025 Reduced 1.7%
$53.4B
$2.08 Million 0.48% of portfolio
8,296
Q2 2025 Reduced 2.65%
$122B
$1.8 Million 0.42% of portfolio
5,835
Q1 2025 Reduced 1.1%
$433B
$1.76 Million 0.41% of portfolio
4,796
Q2 2025 Reduced 2.42%
$0
$1.75 Million 0.41% of portfolio
68,999
Q2 2025 Reduced 2.81%
$554B
$1.76 Million 0.41% of portfolio
3,131
Q2 2025 Reduced 5.98%
$0
$1.7 Million 0.4% of portfolio
71,248
Q2 2025 Added 0.22%
$555B
$1.65 Million 0.38% of portfolio
4,640
Q2 2025 Reduced 2.21%
$788B
$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%
$225B
$1.47 Million 0.34% of portfolio
5,024
Q2 2025 Reduced 0.4%
$79.9B
$1.46 Million 0.34% of portfolio
10,935
Q2 2025 Reduced 7.67%
$0
$1.4 Million 0.33% of portfolio
35,882
Q2 2025 New
$182B
$1.34 Million 0.31% of portfolio
8,390
Q2 2025 Added 0.31%
$185B
$1.28 Million 0.3% of portfolio
29,530
Q2 2025 Reduced 3.56%
$0
$1.31 Million 0.3% of portfolio
5,158
Q2 2025 Added 4.77%
$54.3B
$1.28 Million 0.3% of portfolio
2,252
Q2 2025 Added 2.22%
$0
$1.23 Million 0.29% of portfolio
48,256
Q1 2025 Added 22.58%
$141B
$1.18 Million 0.28% of portfolio
17,067
Q2 2025 Reduced 7.83%
$125B
$1.22 Million 0.28% of portfolio
13,960
Q2 2025 Reduced 2.85%
$243B
$1.15 Million 0.27% of portfolio
4,199
Q2 2025 Reduced 1.29%
$467B
$1.16 Million 0.27% of portfolio
10,731
Q2 2025 Reduced 20.39%
$0
$1.1 Million 0.26% of portfolio
33,705
Q2 2025 Reduced 7.87%
$188B
$1.04 Million 0.24% of portfolio
2,557
Q2 2025 Reduced 0.97%
$211B
$1.01 Million 0.24% of portfolio
8,168
Q2 2025 New
$0
$1.04 Million 0.24% of portfolio
2,366
Q2 2025 Reduced 40.18%
$137B
$1.01 Million 0.24% of portfolio
1,132
Q2 2025 Added 1.43%
$290B
$968,000 0.23% of portfolio
13,690
Q2 2025 Added 1.0%
$129B
$927,000 0.22% of portfolio
6,200
Q2 2025 Added 0.11%
$144B
$900,000 0.21% of portfolio
4,921
Q2 2025 Reduced 2.24%
$0
$919,000 0.21% of portfolio
5,205
Q2 2025 Reduced 27.25%
$25.7B
$882,000 0.21% of portfolio
19,725
Q2 2025 Reduced 3.09%
$0
$853,000 0.2% of portfolio
9,583
Q2 2025 Reduced 13.13%
$84.9B
$864,000 0.2% of portfolio
12,815
Q2 2025 Reduced 10.79%
$0
$871,000 0.2% of portfolio
1,403
Q2 2025 New
$0
$870,000 0.2% of portfolio
16,226
Q2 2025 Reduced 8.59%
$281B
$867,000 0.2% of portfolio
8,877
Q2 2025 Reduced 28.56%
$0
$831,000 0.19% of portfolio
4,567
Q2 2025 Reduced 2.14%
$718B
$799,000 0.19% of portfolio
1,026
Q2 2025 Reduced 14.85%
$162B
$811,000 0.19% of portfolio
2,098
Q2 2025 Reduced 1.92%
$98.2B
$833,000 0.19% of portfolio
18,008
Q2 2025 Added 0.22%
$80.9B
$759,000 0.18% of portfolio
3,073
Q2 2025 Reduced 3.3%
$266B
$766,000 0.18% of portfolio
1,083
Q2 2025 Added 6.59%
$138B
$749,000 0.17% of portfolio
3,794
Q2 2025 Reduced 10.39%
$386B
$749,000 0.17% of portfolio
4,040
Q2 2025 Added 0.12%
$0
$711,000 0.17% of portfolio
8,581
Q2 2025 Reduced 5.45%
$162B
$736,000 0.17% of portfolio
5,968
Q2 2025 Added 1.12%

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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