What does Newman Dignan & Sheerar, Inc. hold?

Newman Dignan & Sheerar, Inc.'s 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1566493.

What is Newman Dignan & Sheerar, Inc.'s AUM?

Newman Dignan & Sheerar, Inc. reported approximately $525.0M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $731.3M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Newman Dignan & Sheerar, Inc.'s holdings?

All Newman Dignan & Sheerar, Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1566493. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Newman Dignan & Sheerar, Inc.'s 13F data updated on 13F Pro?

Newman Dignan & Sheerar, Inc.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Newman Dignan & Sheerar, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1566493

Institutional-grade research for retail investors

Sector Allocation

Other58.0%$304.3M
Technology19.6%$102.9M
Financials9.3%$49.0M
Healthcare3.4%$17.9M
Industrials2.9%$15.3M
Consumer Discretionary2.5%$13.2M
Consumer Staples1.8%$9.3M
Energy1.5%$7.8M
Communication Services0.4%$2.0M
Utilities0.3%$1.8M

AUM History

13fpro.ai/research/fund/newman-dignan-and-sheerar-inc-1566493

Conviction and streaks

Concentrating · top 10 = 41.1%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold8.6% weight · held 11 quarters

$Conviction hold6.9% weight · held 6 quarters

$Conviction hold5.5% weight · held 11 quarters

$AAPLConviction hold3.5% weight · held 11 quarters

$GOOGConviction hold3.1% weight · held 11 quarters

$Accumulating+31% shares · 5 quarters running

$AMZNAccumulating+5% shares · 5 quarters running

$Accumulating+53% shares · 5 quarters running

$Accumulating+96% shares · 5 quarters running

$Trimming-15% shares · 7 quarters running

$AAPLTrimming-60% shares · 6 quarters running

$GOOGTrimming-58% shares · 6 quarters running

$SGOLTrimming-64% shares · 6 quarters running

$Trimming-55% shares · 6 quarters running

Largest positions — Q3 2026

Schwab
$45.4M
Applied
$36.4M
Schwab
$28.8M
AAPL
$18.5M
GOOGL
$16.5M
Dimensional
$16.1M
VictoryShares
$15.0M
MSFT
$13.8M
NVDA
$12.7M
JPMorgan
$12.6M
SGOL
$12.6M
Schwab
$9.4M
J
$9.3M
First
$8.5M
GS
$8.3M
Vanguard
$8.2M
AVGO
$7.7M
AMZN
$7.5M
PIMCO
$6.9M
Dimensional
$6.8M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/newman-dignan-and-sheerar-inc-1566493

Newman Dignan & Sheerar, Inc. 13F holdings — Q3 2026

$525.0M portfolio (+0.4% QoQ) · 180 holdings · Q3 2026 13F · top 10 are 41% of the stock portfolio

1
Schwab Dow Jones US Large Cap ETF - ETF
$45.4M
8.6% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
2
Applied Finance Valuation Lg Cap ETF - ETF
$36.4M
6.9% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
3
Schwab Dow Jones US Div Eq ETF - ETF
$28.8M
5.5% of stocks
-6%This quarter—Since filed—Held
AIQuality—Est. buy—
4
Apple Inc.
$AAPL
$18.5M
3.5% of stocks
-1%This quarter-0.0%Since filed6+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row
5
Alphabet Inc.
$GOOGL
$16.5M
3.1% of stocks
-0.8%This quarter-5.1%Since filed6+ qtrsHeld
AIQuality77.7#61Est. buyEstimated buy price is Pro: unlock with a free trial
6
Dimensional Emerg Core Equity Mkt ETF - ETF
$16.1M
3.1% of stocks
-0.6%This quarter—Since filed—Held
AIQuality—Est. buy—
7
VictoryShares Core Intermediate Bond ETF - ETF
$15.0M
2.9% of stocks
-0.7%This quarter—Since filed—Held
AIQuality—Est. buy—
8
MICROSOFT CORP
$MSFT
$13.8M
2.6% of stocks
+0.1%This quarter-0.1%Since filed6+ qtrsHeld
AIQuality79.8#30Est. buyEstimated buy price is Pro: unlock with a free trial
9
NVIDIA CORP
$NVDA
$12.7M
2.4% of stocks
-0.8%This quarter-2.7%Since filed6+ qtrsHeld
AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trial
10
JPMorgan Core Plus Bond ETF - ETF
$12.6M
2.4% of stocks
+31%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	Schwab Dow Jones US Large Cap ETF - ETF	$45.4M	8.6%	-3%	—	—	—	—
2	Applied Finance Valuation Lg Cap ETF - ETF	$36.4M	6.9%	+5%	—	—	—	—
3	Schwab Dow Jones US Div Eq ETF - ETF	$28.8M	5.5%	-6%	—	—	—	—
4	Apple Inc.$AAPL	$18.5M	3.5%	-1%	-0.0%	6+ qtrsTrimmed 5 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial
5	Alphabet Inc.$GOOGL	$16.5M	3.1%	-0.8%	-5.1%	6+ qtrs	77.7#61	Estimated buy price is Pro: unlock with a free trial
6	Dimensional Emerg Core Equity Mkt ETF - ETF	$16.1M	3.1%	-0.6%	—	—	—	—
7	VictoryShares Core Intermediate Bond ETF - ETF	$15.0M	2.9%	-0.7%	—	—	—	—
8	MICROSOFT CORP$MSFT	$13.8M	2.6%	+0.1%	-0.1%	6+ qtrs	79.8#30	Estimated buy price is Pro: unlock with a free trial
9	NVIDIA CORP$NVDA	$12.7M	2.4%	-0.8%	-2.7%	6+ qtrs	86.0#3	Estimated buy price is Pro: unlock with a free trial
10	JPMorgan Core Plus Bond ETF - ETF	$12.6M	2.4%	+31%	—	—	—	—

All holdings — Newman Dignan & Sheerar, Inc. (Q3 2026)

Sort

180 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$SGOL	abrdn Gold ETF Trustetf/fund	Financials	$12.6M	2.4%	318K	-1%	6+ qtrsTrimmed 5 qtrs in a row	—	13F
12	—	Schwab FTSE Developed ex-US ETF - ETFetf/fund	—	$9.4M	1.8%	343K	-2%	—	—	13F
13	—	J H Multifactor Mid Cap ETF - ETFetf/fund	—	$9.3M	1.8%	130K	+8%	—	—	13F
14	—	First Trust Preferred Sec & Inc ETF - ETFpreferred	—	$8.5M	1.6%	501K	+5%	—	—	13F
15	$GS	GOLDMAN SACHS GROUP INCetf/fund	Financials	$8.3M	1.6%	182K	+2%	6+ qtrs	AI quality score is Pro: unlock with a free trial	13F
16	—	Vanguard S&P 500 ETF - ETFetf/fund	—	$8.2M	1.6%	12K	-0.8%	—	—	13F
17	$AVGO	Broadcom Inc.	Technology	$7.7M	1.5%	22K	-0.2%	6+ qtrs	AI quality score is Pro: unlock with a free trial	13F
18	$AMZN	AMAZON COM INC	Consumer Discretionary	$7.5M	1.4%	30K	+0.6%	6+ qtrs	AI quality score is Pro: unlock with a free trial	13F
19	—	PIMCO Intermediate Muni ETF - ETFetf/fund	—	$6.9M	1.3%	139K	-0.3%	—	—	13F
20	—	Dimensional International Core Equity Mkt ETF - ETFetf/fund	—	$6.8M	1.3%	165K	+10%	—	—	13F
21	—	Schwab Dow Jones US Large Growth ETF - ETFetf/fund	—	$6.8M	1.3%	190K	-9%	—	—	13F
22	$JPM	JPMORGAN CHASE & CO	Financials	$6.1M	1.1%	18K	+2%	6+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	—	JP Morgan International Rsrch Enh Eq ETF - ETFetf/fund	—	$5.9M	1.1%	72K	New	—	—	13F
24	—	iShares S&P Midcap 400 Index ETF - ETFetf/fund	—	$5.5M	1.1%	77K	+0.1%	—	—	13F
25	—	J.P. Morgan Municipal ETF - ETFetf/fund	—	$5.5M	1.1%	116K	-16%	—	—	13F
26	$PANW	Palo Alto Networks Inc	Technology	$5.5M	1.0%	14K	-0.6%
27	—	Schwab Dow Jones US Mid-Cap ETF - ETF	—	$5.1M	1.0%	149K	-0.2%
28	$PWR	QUANTA SERVICES, INC.	Industrials	$5.0M	0.9%	7,789	-1%
29	—	Vanguard Mid-Cap ETF - ETF	—	$4.5M	0.9%	58K	-0.4%
30	—	Vanguard FTSE All-World ex-USA ETF - ETF	—	$4.3M	0.8%	52K	-5%
31	$GOOG	Alphabet Inc.	Technology	$4.2M	0.8%	12K	-2%
32	—	Schwab Dow Jones US Large Value ETF - ETF	—	$4.2M	0.8%	126K	-13%
33	$MRK	Merck & Co., Inc.	Healthcare	$4.2M	0.8%	29K	+0.0%
34	—	Schwab Dow Jones US Sm-Cap ETF - ETF	—	$3.9M	0.7%	119K	-6%
35	$META	Meta Platforms, Inc.	Technology	$3.6M	0.7%	4,939	-3%
36	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$3.5M	0.7%	6,997	+8%
37	—	iShares S&P Smallcap 600 Index ETF - ETF	—	$3.5M	0.7%	26K	-0.2%
38	$RTX	RTX Corp	Industrials	$3.5M	0.7%	19K	-7%
39	$GLD	SPDR GOLD TRUST	Financials	$3.4M	0.6%	8,842	-3%
40	$SPY	SPDR S&P 500 ETF TRUST	—	$3.3M	0.6%	4,331	-4%
41	$CSCO	CISCO SYSTEMS, INC.	Technology	$3.2M	0.6%	30K	-3%
42	$CVX	CHEVRON CORP	Energy	$3.2M	0.6%	16K	+1%
43	$AMGN	AMGEN INC	Healthcare	$3.2M	0.6%	7,572	-0.1%
44	—	Vanguard Tax-Exempt Bond ETF - ETF	—	$3.1M	0.6%	65K	+10%
45	—	iShares 10-20 Year Treasury Bond ETF - ETF	—	$3.0M	0.6%	33K	New
46	$BAC	BANK OF AMERICA CORP /DE/	Financials	$2.8M	0.5%	52K	-5%
47	—	PIMCO Multisector Bond Active ETF - ETF	—	$2.8M	0.5%	110K	+16%
48	$AMAT	APPLIED MATERIALS INC /DE	Technology	$2.5M	0.5%	4,945	-0.2%
49	$PG	PROCTER & GAMBLE Co	Consumer Staples	$2.5M	0.5%	17K	-0.4%
50	—	Vanguard Core Tax-Exempt Bond ETF - ETF	—	$2.4M	0.5%	33K	+241%
51	—	Proshares S&P 500 Div Aristocrats - ETF	—	$2.3M	0.4%	43K	-14%
52	$XOM.R34088	EXXON MOBIL CORP	Energy	$2.2M	0.4%	14K	+23%
53	—	Schwab Dow Jones US Broad Mkt ETF - ETF	—	$2.1M	0.4%	70K	+0.2%
54	—	SPDR Technology Select Sector - ETF	—	$2.0M	0.4%	10K	+0.0%
55	$STT	STATE STREET CORP	Financials	$2.0M	0.4%	11K	+89%
56	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$2.0M	0.4%	11K	+0.7%
57	$KLAC	KLA CORP	Technology	$1.9M	0.4%	9,786	-4%
58	—	iShares iBonds Dec 2029 Corp Bond ETF - ETF	—	$1.9M	0.4%	84K	-55%
59	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$1.8M	0.3%	8,202	-6%
60	$UNP	UNION PACIFIC CORP	Industrials	$1.8M	0.3%	6,568	-18%
61	$EMR	EMERSON ELECTRIC CO	Industrials	$1.8M	0.3%	11K	+6%
62	$PEP	PEPSICO INC	Consumer Staples	$1.7M	0.3%	14K	-5%
63	$V	VISA INC.	Financials	$1.7M	0.3%	4,826	+1%
64	$ABBV	AbbVie Inc.	Healthcare	$1.7M	0.3%	6,547	+58%
65	$LHX	L3HARRIS TECHNOLOGIES, INC. /DE/	Technology	$1.7M	0.3%	7,067	-0.5%
66	$MA	Mastercard Inc	Financials	$1.7M	0.3%	2,993	+2%
67	—	T. Rowe Price Dividend Growth ETF - ETF	—	$1.6M	0.3%	33K	New
68	—	JH/DFA Small Cap Multifactor ETF - ETF	—	$1.5M	0.3%	33K	-2%
69	—	SPDR S&P Dividend ETF - ETF	—	$1.5M	0.3%	10K	-7%
70	$ADP	AUTOMATIC DATA PROCESSING INC	Technology	$1.5M	0.3%	5,718	—
71	$NEE	NEXTERA ENERGY INC	Utilities	$1.5M	0.3%	19K	+0.1%
72	$TMO	THERMO FISHER SCIENTIFIC INC.	Healthcare	$1.4M	0.3%	2,121	-6%
73	—	First Trust NASDAQ Cybersecurity ETF - ETF	—	$1.4M	0.3%	14K	+7%
74	—	iShares Core S&P 500 ETF - ETF	—	$1.4M	0.3%	1,783	—
75	$KO	COCA COLA CO	Consumer Staples	$1.3M	0.3%	16K	+11%
76	—	SPDR S&P Biotech ETF - ETF	—	$1.3M	0.3%	8,477	—
77	$QCOM	QUALCOMM INC/DE	Technology	$1.3M	0.3%	7,177	+0.0%
78	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$1.2M	0.2%	26K	+1%
79	$HD	HOME DEPOT, INC.	Consumer Discretionary	$1.2M	0.2%	4,245	—
80	$LLY	ELI LILLY & Co	Healthcare	$1.2M	0.2%	1,043	—
81	—	iShare Core MSCI EAFE - ETF	—	$1.2M	0.2%	12K	+0.8%
82	$STT	STATE STREET CORP	Financials	$1.2M	0.2%	29K	-5%
83	—	Vanguard Div Appreciation ETF - ETF	—	$1.2M	0.2%	5,014	+13%
84	$CFG	CITIZENS FINANCIAL GROUP INC/RI	Financials	$1.2M	0.2%	18K	+0.0%
85	$BMY	BRISTOL MYERS SQUIBB CO	Healthcare	$1.1M	0.2%	18K	+4%
86	$MCD	MCDONALDS CORP	Consumer Discretionary	$1.1M	0.2%	4,743	—
87	—	First Trust Innovation Leaders ETF - ETF	—	$1.0M	0.2%	26K	+9%
88	—	iShares iBonds Dec 2031 Corp Bond ETF - ETF	—	$1.0M	0.2%	51K	-5%
89	$GS	GOLDMAN SACHS GROUP INC	Financials	$997K	0.2%	1,107	+0.2%
90	—	Vanguard Growth ETF - ETF	—	$981K	0.2%	11K	-5%
91	$IVZ	Invesco Ltd.	Financials	$912K	0.2%	9,370	—
92	—	iShares iBonds Dec 2030 Muni Bond ETF - ETF	—	$898K	0.2%	36K	+0.1%
93	—	Vanguard REIT - ETF	—	$892K	0.2%	9,949	-0.3%
94	$CRWD	CrowdStrike Holdings, Inc.	Technology	$880K	0.2%	3,322	+287%
95	$ORCL	ORACLE CORP	Technology	$877K	0.2%	6,386	-5%
96	$WMT	Walmart Inc.	Consumer Staples	$849K	0.2%	8,172	-5%
97	$GE	GENERAL ELECTRIC CO	Industrials	$846K	0.2%	2,709	-15%
98	—	iShares iBonds Dec 2027 Muni Bond ETF - ETF	—	$839K	0.2%	33K	-15%
99	$CVS	CVS HEALTH Corp	Healthcare	$826K	0.2%	9,634	-8%
100	$ITW	ILLINOIS TOOL WORKS INC	Industrials	$814K	0.2%	3,165	+8%
101	—	Applied Finance IVS US SMID ETF - ETF	—	$807K	0.1%	28K	-1.0%
102	$DIS	Walt Disney Co	Communication Services	$802K	0.1%	7,645	+0.1%
103	$ROP	ROPER TECHNOLOGIES INC	Technology	$795K	0.1%	2,276	+11%
104	$CMC	COMMERCIAL METALS Co	Materials	$795K	0.1%	13K	+0.0%
105	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$775K	0.1%	5,855	-0.4%
106	$INTC	INTEL CORP	Technology	$758K	0.1%	6,306	-0.1%
107	$ABT	ABBOTT LABORATORIES	Healthcare	$728K	0.1%	7,370	+48%
108	$PLTR	Palantir Technologies Inc.	Technology	$701K	0.1%	3,747	-5%
109	$GEV	GE Vernova Inc.	Industrials	$696K	0.1%	732	-14%
110	$MDLZ	Mondelez International, Inc.	Consumer Staples	$678K	0.1%	12K	—
111	—	iShares iBonds Dec 2030 Corp Bond ETF - ETF	—	$671K	0.1%	32K	-3%
112	—	HACK- Cyber Security ETF - ETF	—	$656K	0.1%	5,409	-3%
113	$MS	MORGAN STANLEY	Financials	$643K	0.1%	3,418	—
114	$MMM	3M CO	Healthcare	$638K	0.1%	3,888	+67%
115	—	Vanguard Small-Cap Value ETF - ETF	—	$631K	0.1%	2,730	-11%
116	—	iShares MSCI Emerging Mkts ex China ETF - ETF	—	$627K	0.1%	6,332	—
117	$CRM	Salesforce, Inc.	Technology	$613K	0.1%	2,671	-8%
118	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$599K	0.1%	658	+0.2%
119	$DHR	DANAHER CORP /DE/	Healthcare	$568K	0.1%	2,563	—
120	$VLO	VALERO ENERGY CORP/TX	Energy	$545K	0.1%	1,406	-3%
121	—	Vanguard Total International Stock - ETF	—	$544K	0.1%	6,402	-2%
122	$HPQ	HP INC	Technology	$533K	0.1%	17K	-16%
123	$INCY	INCYTE CORP	Healthcare	$519K	0.1%	4,279	-0.3%
124	$BX	Blackstone Inc.	Financials	$516K	0.1%	4,608	-0.3%
125	$MPLX	MPLX LP	Energy	$507K	0.1%	9,000	+11%
126	$NVS	NOVARTIS AG	Healthcare	$503K	0.1%	3,529	+0.9%
127	—	iShares iBonds Dec 2029 Muni Bond ETF - ETF	—	$503K	0.1%	20K	—
128	—	Vanguard Total Stock Mkt ETF - ETF	—	$482K	0.1%	1,289	-11%
129	$VRTX	VERTEX PHARMACEUTICALS INC / MA	Healthcare	$479K	0.1%	916	+5%
130	—	iShares MSCI USA Momentum - ETF	—	$473K	0.1%	1,492	+0.1%
131	—	iShares iBonds Dec 2031 Term Muni Bd ETF - ETF	—	$469K	0.1%	19K	+0.1%
132	$PFE	PFIZER INC	Healthcare	$467K	0.1%	16K	-3%
133	—	Vanguard FTSE Dev Mkt ETF - ETF	—	$462K	0.1%	6,537	-1%
134	—	iShares iBonds Dec 2028 Muni Bond ETF - ETF	—	$455K	0.1%	18K	-20%
135	—	iShares S&P 500 Barra Gr. Fd. - ETF	—	$455K	0.1%	3,198	-15%
136	$TSLA	Tesla, Inc.	Consumer Discretionary	$448K	0.1%	1,263	-0.5%
137	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$447K	0.1%	681	—
138	—	Sch Fundamental US Large Co ETF - ETF	—	$427K	0.1%	14K	-4%
139	$PM	Philip Morris International Inc.	Consumer Staples	$415K	0.1%	2,174	—
140	—	Sector Spdr Engy Select - ETF	—	$401K	0.1%	6,518	—
141	—	Avantis US Small Cap Value ETF - ETF	—	$374K	0.1%	3,172	New
142	$PSX	Phillips 66	Energy	$367K	0.1%	1,439	-33%
143	—	iShares Russell 2000 Index Fund ETF - ETF	—	$363K	0.1%	1,306	-2%
144	$AMD	ADVANCED MICRO DEVICES INC	Technology	$353K	0.1%	577	-15%
145	$ET	Energy Transfer LP	Energy	$353K	0.1%	18K	+1%
146	$TSN	TYSON FOODS, INC.	Consumer Staples	$348K	0.1%	6,892	-9%
147	—	iShares S & P Nat'l AMT-Free Muni Bd - ETF	—	$346K	0.1%	3,425	+0.1%
148	—	Vanguard Value ETF - ETF	—	$345K	0.1%	1,599	-37%
149	$PEG	PUBLIC SERVICE ENTERPRISE GROUP INC	Utilities	$342K	0.1%	5,084	-9%
150	$STT	STATE STREET CORP	Financials	$329K	0.1%	8,041	-2%

What changed in Q3 2026

Against the previous quarter's 13F: 6 new, 56 added to, 90 trimmed, 22 sold out. Share-count changes; largest moves by dollar size first.

New positions (6)

JP Morgan International Rsrch Enh Eq ETF - ETF$5.9M
first bought this quarter
iShares 10-20 Year Treasury Bond ETF - ETF$3.0M
first bought this quarter
T. Rowe Price Dividend Growth ETF - ETF$1.6M
first bought this quarter
Avantis US Small Cap Value ETF - ETF$374K
first bought this quarter
$TELTE Connectivity plc$302K
first bought this quarter
$CSXCSX CORP$224K
first bought this quarter

Added to (56)

JPMorgan Core Plus Bond ETF - ETF+31%
now $12.6M
Vanguard Core Tax-Exempt Bond ETF - ETF+241%
now $2.4M
Applied Finance Valuation Lg Cap ETF - ETF+5%
now $36.4M
$STTSTATE STREET CORP+89%
now $2.0M · held 6+ qtrs, 2 adds in a row
J H Multifactor Mid Cap ETF - ETF+8%
now $9.3M
$CRWDCrowdStrike Holdings, Inc.+287%
now $880K · held 5 qtrs

+50 more in the Excel export

Trimmed (90)

iShares iBonds Dec 2029 Corp Bond ETF - ETF-55%
now $1.9M
Schwab Dow Jones US Div Eq ETF - ETF-6%
now $28.8M
Schwab Dow Jones US Large Cap ETF - ETF-3%
now $45.4M
J.P. Morgan Municipal ETF - ETF-16%
now $5.5M
Schwab Dow Jones US Large Growth ETF - ETF-9%
now $6.8M
Schwab Dow Jones US Large Value ETF - ETF-13%
now $4.2M

+84 more in the Excel export

Sold out (22)

$JNJJOHNSON & JOHNSONwas $5.4M
held 10+ qtrs
$MDTMedtronic plcwas $907K
held 10+ qtrs
First Eagle Global I - COMwas $683K
iShares iBonds Dec 2027 Corp Bond ETF - ETFwas $382K
$QQQINVESCO QQQ TRUST, SERIES 1was $359K
$JCIJohnson Controls International plcwas $345K

+16 more in the Excel export

Firm AUM (Form ADV): $731.3M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Newman Dignan & Sheerar, Inc. has filed, 41 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Newman Dignan & Sheerar?

Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Newman Dignan & Sheerar's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

-1.5%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 13% over the last 4

Top 10 weight

41%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

99%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Newman Dignan & Sheerar, Inc. disclosed 180 positions worth $525.0M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 6 new positions and exited 22 and a full exit from $JNJ. The portfolio is most concentrated in Other (58.0% of disclosed assets). All figures are sourced directly from Newman Dignan & Sheerar, Inc.’s Form 13F-HR filing with the SEC under CIK 1566493.

Funds like this

managers whose biggest positions overlap Newman Dignan & Sheerar's

Metis Global Partners, LLC$4.41B 13F book · 3 shared top holdingsSGOLNEEKLAC Visionary Wealth Advisors$2.53B 13F book · 7 shared top holdingsPWRAMGNPEPNEE Stonebridge Financial Group, LLC$1.36B 13F book · 7 shared top holdingsSGOLAMGNLOWLHX Cypress Capital, LLC$377.31M 13F book · 6 shared top holdingsSGOLAMGNLOWUNP Stack Financial Management, Inc$1.28B 13F book · 6 shared top holdingsPWRUNPLHXPEP JGP Wealth Management, LLC$1.13B 13F book · 6 shared top holdingsKLACAMGNLOWLHX

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: Newman Dignan & Sheerar, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Newman Dignan & Sheerar, Inc. (SEC CIK: 1566493), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Newman Dignan & Sheerar, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.