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
$135B
$2.18 Million 0.48% of portfolio
9,227
Q2 2025 Reduced 2.1%
$156B
$2.16 Million 0.47% of portfolio
7,647
Q3 2025 Reduced 5.07%
$301B
$2.16 Million 0.47% of portfolio
13,925
Q3 2025 Reduced 7.15%
$203B
$2.07 Million 0.45% of portfolio
14,750
Q3 2025 Reduced 4.8%
$693B
$2 Million 0.44% of portfolio
7,108
Q3 2025 Reduced 0.7%
$389B
$1.94 Million 0.42% of portfolio
4,796
Q2 2025 Reduced 2.42%
$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%
$109B
$1.71 Million 0.37% of portfolio
5,835
Q1 2025 Reduced 1.1%
$528B
$1.62 Million 0.36% of portfolio
2,856
Q3 2025 Reduced 8.78%
$564B
$1.61 Million 0.35% of portfolio
4,708
Q3 2025 Added 1.47%
$79.5B
$1.57 Million 0.34% of portfolio
12,514
Q3 2025 Added 1.71%
$0
$1.49 Million 0.33% of portfolio
35,710
Q3 2025 Reduced 0.48%
$223B
$1.45 Million 0.32% of portfolio
4,777
Q3 2025 Reduced 4.92%
$0
$1.45 Million 0.32% of portfolio
5,159
Q3 2025 Added 0.02%
$80.9B
$1.41 Million 0.31% of portfolio
10,785
Q3 2025 Reduced 1.37%
$0
$1.39 Million 0.3% of portfolio
6,664
Q3 2025 Reduced 0.82%
$164B
$1.3 Million 0.28% of portfolio
29,477
Q3 2025 Reduced 0.18%
$199B
$1.24 Million 0.27% of portfolio
7,442
Q3 2025 Reduced 11.3%
$0
$1.24 Million 0.27% of portfolio
48,256
Q1 2025 Added 22.58%
$172B
$1.23 Million 0.27% of portfolio
1,138
Q3 2025 Added 0.53%
$478B
$1.23 Million 0.27% of portfolio
10,892
Q3 2025 Added 1.5%
$121B
$1.23 Million 0.27% of portfolio
12,961
Q3 2025 Reduced 7.16%
$218B
$1.17 Million 0.26% of portfolio
2,422
Q3 2025 Reduced 5.28%
$0
$1.12 Million 0.24% of portfolio
32,095
Q3 2025 Reduced 4.78%
$105B
$1.04 Million 0.23% of portfolio
6,106
Q3 2025 Reduced 1.52%
$25.1B
$1.04 Million 0.23% of portfolio
19,485
Q3 2025 Reduced 1.22%
$200B
$1.03 Million 0.22% of portfolio
5,022
Q3 2025 Added 2.05%
$47B
$994,000 0.22% of portfolio
1,995
Q3 2025 Reduced 11.41%
$257B
$988,000 0.22% of portfolio
4,170
Q3 2025 Reduced 0.69%
$0
$986,000 0.22% of portfolio
2,057
Q3 2025 Reduced 13.06%
$204B
$962,000 0.21% of portfolio
8,405
Q3 2025 Added 2.9%
$403B
$977,000 0.21% of portfolio
4,220
Q3 2025 Added 4.46%
$270B
$910,000 0.2% of portfolio
1,143
Q3 2025 Added 5.54%
$277B
$905,000 0.2% of portfolio
8,785
Q3 2025 Reduced 1.04%
$298B
$908,000 0.2% of portfolio
13,693
Q3 2025 Added 0.02%
$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%
$165B
$859,000 0.19% of portfolio
5,943
Q3 2025 Reduced 0.42%
$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%
$382B
$845,000 0.18% of portfolio
4,635
Q3 2025 Reduced 4.16%
$0
$825,000 0.18% of portfolio
15,394
Q3 2025 Reduced 5.13%
$7.03B
$763,000 0.17% of portfolio
13,325
Q3 2025 Reduced 0.15%
$79.2B
$792,000 0.17% of portfolio
12,690
Q3 2025 Reduced 0.98%
$340B
$764,000 0.17% of portfolio
2,543
Q2 2025 Reduced 10.3%
$97B
$785,000 0.17% of portfolio
17,411
Q3 2025 Reduced 3.32%

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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