Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Newman Dignan & Sheerar

Latest statistics and disclosures from Newman Dignan & Sheerar's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, VSLU, SCHD, AAPL, GOOGL, and represent 27.73% of Newman Dignan & Sheerar's stock portfolio.
Added to shares of these 10 stocks: JIRE (+$5.9M), TLH, JCPB, XOM, VCRM, VSLU, TDVG, STT, JHMM, CRWD.
Started 7 new stock positions in TEL, TDVG, CSX, JIRE, TLH, AVUV, XOM.
Reduced shares in these 10 stocks: JNJ (-$5.4M), IBDU, SCHD, , SCHX, JMUB, MDT, SCHG, , SCHV.
Sold out of its positions in BKMI, GLW, CTVA, D, DUK, EME, Exxon Mobil Corporation, SGIIX, QQQ, IBDR. IBDT, IBDS, JNJ, KEYS, NOC, PPG, Q, SCHZ, SO, SMH, VOE, WFC.PL, JCI, MDT.
Newman Dignan & Sheerar was a net seller of stock by $-1.6M.
Newman Dignan & Sheerar has $525M in assets under management (AUM), dropping by 0.41%.
Central Index Key (CIK): 0001566493

Tip: Access up to 7 years of quarterly data

Positions held by Newman Dignan & Sheerar consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Newman Dignan & Sheerar

Newman Dignan & Sheerar holds 180 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Dow Jones US Large Cap ETF Etf (SCHX)	8.6	$45M	-3%	1.5M	30.00	View chart
Applied Finance Valuation Lg Cap ETF Etf (VSLU)	6.9	$36M	+4%	750k	48.53	View chart
Schwab Dow Jones US Div Eq ETF Etf (SCHD)	5.5	$29M	-5%	884k	32.53	View chart
Apple (AAPL)	3.5	$19M		56k	333.02	View chart
Alphabet Inc Class A cs (GOOGL)	3.2	$17M		48k	344.08	View chart
Dimensional Emerg Core Equity Mkt ETF Etf (DFAE)	3.1	$16M		410k	39.31	View chart
VictoryShares Core Intermediate Bond ETF Etf (UITB)	2.9	$15M		336k	44.64	View chart
Microsoft Corporation (MSFT)	2.6	$14M		27k	512.90	View chart
NVIDIA Corporation (NVDA)	2.4	$13M		56k	228.38	View chart
JPMorgan Core Plus Bond ETF Etf (JCPB)	2.4	$13M	+31%	282k	44.78	View chart
abrdn Physical Gold Shares ETF Etf (SGOL)	2.4	$13M		318k	39.56	View chart
Schwab FTSE Developed ex-US ETF Etf (SCHF)	1.8	$9.4M	-2%	343k	27.47	View chart
J H Multifactor Mid Cap ETF Etf (JHMM)	1.8	$9.3M	+8%	130k	71.50	View chart
First Trust Preferred Sec & Inc ETF Etf (FPE)	1.6	$8.5M	+4%	501k	17.05	View chart
Goldman Sachs ActiveBeta Intl Eq ETF Etf (GSIE)	1.6	$8.3M	+2%	182k	45.84	View chart
Vanguard S&P 500 ETF Etf (VOO)	1.6	$8.2M		12k	700.86	View chart
Broadcom (AVGO)	1.5	$7.7M		22k	351.19	View chart
Amazon (AMZN)	1.4	$7.5M		30k	249.15	View chart
PIMCO Intermediate Muni ETF Etf (MUNI)	1.3	$6.9M		139k	49.69	View chart
Dimensional International Core Equity Mkt ETF Etf (DFAI)	1.3	$6.8M	+10%	165k	41.43	View chart
Schwab Dow Jones US Large Growth ETF Etf (SCHG)	1.3	$6.8M	-9%	190k	35.93	View chart
JPMorgan Chase & Co. (JPM)	1.2	$6.1M		18k	330.84	View chart
JP Morgan International Rsrch Enh Eq ETF Etf (JIRE)	1.1	$5.9M	NEW	72k	82.16	View chart
iShares S&P Midcap 400 Index ETF Etf (IJH)	1.1	$5.5M		77k	71.95	View chart
J.P. Morgan Municipal ETF Etf (JMUB)	1.0	$5.5M	-15%	116k	47.58	View chart
Palo Alto Networks (PANW)	1.0	$5.5M		14k	397.31	View chart
Schwab Dow Jones US Mid-Cap ETF Etf (SCHM)	1.0	$5.1M		149k	34.02	View chart
Quanta Services (PWR)	1.0	$5.0M		7.8k	642.53	View chart
Vanguard Mid-Cap ETF Etf (VO)	0.9	$4.5M		58k	78.42	View chart
Vanguard FTSE All-World ex-USA ETF Etf (VEU)	0.8	$4.3M	-4%	52k	82.97	View chart
Alphabet Inc Class C cs (GOOG)	0.8	$4.2M		12k	340.75	View chart
Schwab Dow Jones US Large Value ETF Etf (SCHV)	0.8	$4.2M	-12%	126k	33.31	View chart
Merck & Co (MRK)	0.8	$4.2M		29k	145.31	View chart
Schwab Dow Jones US Sm-Cap ETF Etf (SCHA)	0.7	$3.9M	-5%	119k	32.63	View chart
Facebook Inc cl a (META)	0.7	$3.6M	-2%	4.9k	725.15	View chart
Berkshire Hathaway (BRK.B)	0.7	$3.5M	+7%	7.0k	497.95	View chart
iShares S&P Smallcap 600 Index ETF Etf (IJR)	0.7	$3.5M		26k	136.04	View chart
Raytheon Technologies Corp (RTX)	0.7	$3.5M	-7%	19k	185.65	View chart
SPDR Gold Shares Etf (GLD)	0.6	$3.4M	-2%	8.8k	380.83	View chart
Spdr S&p 500 Etf Etf (SPY)	0.6	$3.3M	-4%	4.3k	762.68	View chart
Cisco Systems (CSCO)	0.6	$3.2M	-3%	30k	107.63	View chart
Chevron Corporation (CVX)	0.6	$3.2M		16k	204.21	View chart
Amgen (AMGN)	0.6	$3.2M		7.6k	421.49	View chart
Vanguard Tax-Exempt Bond ETF Etf (VTEB)	0.6	$3.1M	+10%	65k	47.36	View chart
iShares 10-20 Year Treasury Bond ETF Etf (TLH)	0.6	$3.0M	NEW	33k	92.17	View chart
Bank of America Corporation (BAC)	0.5	$2.8M	-5%	52k	54.43	View chart
PIMCO Multisector Bond Active ETF Etf (PYLD)	0.5	$2.8M	+15%	110k	25.39	View chart
Applied Materials (AMAT)	0.5	$2.5M		4.9k	511.35	View chart
Procter & Gamble Company (PG)	0.5	$2.5M		17k	145.28	View chart
Vanguard Core Tax-Exempt Bond ETF Etf (VCRM)	0.5	$2.4M	+240%	33k	71.57	View chart
Proshares S&P 500 Div Aristocrats Etf (NOBL)	0.4	$2.3M	-13%	43k	54.10	View chart
Exxon Mobil Corp (XOM)	0.4	$2.2M	NEW	14k	162.76	View chart
Schwab Dow Jones US Broad Mkt ETF Etf (SCHB)	0.4	$2.1M		70k	29.31	View chart
SPDR Technology Select Sector Etf (XLK)	0.4	$2.0M		10k	195.76	View chart
State Street Corporation (STT)	0.4	$2.0M	+89%	11k	174.59	View chart
Lowe's Companies (LOW)	0.4	$2.0M		11k	184.29	View chart
KLA-Tencor Corporation (KLAC)	0.4	$1.9M	-3%	9.8k	194.93	View chart
iShares iBonds Dec 2029 Corp Bond ETF Etf (IBDU)	0.4	$1.9M	-55%	84k	22.69	View chart
International Business Machines (IBM)	0.3	$1.8M	-5%	8.2k	219.94	View chart
Union Pacific Corporation (UNP)	0.3	$1.8M	-17%	6.6k	272.13	View chart
Emerson Electric (EMR)	0.3	$1.8M	+6%	11k	155.10	View chart
Pepsi (PEP)	0.3	$1.7M	-4%	14k	126.72	View chart
Visa (V)	0.3	$1.7M		4.8k	359.32	View chart
Abbvie (ABBV)	0.3	$1.7M	+57%	6.5k	261.59	View chart
L3harris Technologies (LHX)	0.3	$1.7M		7.1k	236.78	View chart
MasterCard Incorporated (MA)	0.3	$1.7M		3.0k	551.52	View chart
T. Rowe Price Dividend Growth ETF Etf (TDVG)	0.3	$1.6M	NEW	33k	48.26	View chart
JH/DFA Small Cap Multifactor ETF Etf (JHSC)	0.3	$1.5M	-2%	34k	45.45	View chart
SPDR S&P Dividend ETF Etf (SDY)	0.3	$1.5M	-7%	10k	146.48	View chart
Automatic Data Processing (ADP)	0.3	$1.5M		5.7k	258.06	View chart
Nextera Energy (NEE)	0.3	$1.5M		19k	75.74	View chart
Thermo Fisher Scientific (TMO)	0.3	$1.4M	-5%	2.1k	674.92	View chart
First Trust NASDAQ Cybersecurity ETF Etf (CIBR)	0.3	$1.4M	+6%	14k	103.09	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.3	$1.4M		1.8k	765.85	View chart
Coca-Cola Company (KO)	0.3	$1.3M	+11%	16k	86.08	View chart
SPDR S&P Biotech ETF Etf (XBI)	0.3	$1.3M		8.5k	157.69	View chart
Qualcomm (QCOM)	0.3	$1.3M		7.2k	184.03	View chart
Verizon Communications (VZ)	0.2	$1.2M		26k	45.87	View chart
Home Depot (HD)	0.2	$1.2M		4.2k	284.49	View chart
Eli Lilly & Co. (LLY)	0.2	$1.2M		1.0k	1157.19	View chart
iShare Core MSCI EAFE Etf (IEFA)	0.2	$1.2M		12k	96.88	View chart
SPDR MSCI Acwi Ex-US Etf (CWI)	0.2	$1.2M	-5%	29k	40.41	View chart
Vanguard Div Appreciation ETF Etf (VIG)	0.2	$1.2M	+12%	5.0k	233.33	View chart
Citizens Financial (CFG)	0.2	$1.2M		18k	63.76	View chart
Bristol Myers Squibb (BMY)	0.2	$1.1M	+3%	18k	62.40	View chart
McDonald's Corporation (MCD)	0.2	$1.1M		4.7k	230.96	View chart
First Trust Innovation Leaders ETF Etf (ILDR)	0.2	$1.0M	+9%	26k	39.50	View chart
iShares iBonds Dec 2031 Corp Bond ETF Etf (IBDW)	0.2	$1.0M	-5%	51k	20.06	View chart
Goldman Sachs (GS)	0.2	$997k		1.1k	900.64	View chart
Vanguard Growth ETF Etf (VUG)	0.2	$981k	-5%	11k	90.11	View chart
Invesco Biotech & Genomics ETF Etf (PBE)	0.2	$912k		9.4k	97.29	View chart
iShares iBonds Dec 2030 Muni Bond ETF Etf (IBMS)	0.2	$898k		36k	25.00	View chart
Vanguard REIT Etf (VNQ)	0.2	$892k		9.9k	89.63	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	0.2	$880k	+287%	3.3k	264.75	View chart
Oracle Corporation (ORCL)	0.2	$877k	-4%	6.4k	137.30	View chart
Wal-Mart Stores (WMT)	0.2	$849k	-4%	8.2k	103.92	View chart
General Electric (GE)	0.2	$846k	-15%	2.7k	312.35	View chart
iShares iBonds Dec 2027 Muni Bond ETF Etf (IBMP)	0.2	$840k	-15%	33k	25.24	View chart
CVS Caremark Corporation (CVS)	0.2	$826k	-7%	9.6k	85.69	View chart
Illinois Tool Works (ITW)	0.2	$814k	+8%	3.2k	257.28	View chart
Applied Finance IVS US SMID ETF Etf (IVSS)	0.2	$807k		28k	28.58	View chart
Walt Disney Company (DIS)	0.2	$802k		7.6k	104.91	View chart
Roper Industries (ROP)	0.2	$795k	+11%	2.3k	349.36	View chart
Commercial Metals Company (CMC)	0.2	$795k		13k	62.10	View chart
TJX Companies (TJX)	0.1	$775k		5.9k	132.32	View chart
Intel Corporation (INTC)	0.1	$758k		6.3k	120.23	View chart
Abbott Laboratories (ABT)	0.1	$728k	+48%	7.4k	98.84	View chart
Palantir Technologies (PLTR)	0.1	$701k	-4%	3.7k	187.05	View chart
Ge Vernova (GEV)	0.1	$696k	-14%	732.00	950.49	View chart
Mondelez Int (MDLZ)	0.1	$678k		12k	57.82	View chart
iShares iBonds Dec 2030 Corp Bond ETF Etf (IBDV)	0.1	$671k	-3%	32k	21.14	View chart
HACK- Cyber Security ETF Etf (HACK)	0.1	$656k	-2%	5.4k	121.24	View chart
Morgan Stanley (MS)	0.1	$643k		3.4k	188.08	View chart
3M Company (MMM)	0.1	$638k	+66%	3.9k	164.15	View chart
Vanguard Small-Cap Value ETF Etf (VBR)	0.1	$631k	-11%	2.7k	230.99	View chart
iShares MSCI Emerging Mkts ex China ETF Etf (EMXC)	0.1	$627k		6.3k	99.09	View chart
salesforce (CRM)	0.1	$613k	-8%	2.7k	229.58	View chart
Costco Wholesale Corporation (COST)	0.1	$599k		658.00	909.73	View chart
Danaher Corporation (DHR)	0.1	$568k		2.6k	221.59	View chart
Valero Energy Corporation (VLO)	0.1	$545k	-2%	1.4k	387.64	View chart
Vanguard Total International Etf (VXUS)	0.1	$544k		6.4k	84.97	View chart
Hp (HPQ)	0.1	$533k	-15%	17k	31.28	View chart
Incyte Corporation (INCY)	0.1	$519k		4.3k	121.35	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$517k		4.6k	112.08	View chart
Mplx (MPLX)	0.1	$507k	+11%	9.0k	56.32	View chart
Novartis Adr (NVS)	0.1	$503k		3.5k	142.57	View chart
iShares iBonds Dec 2029 Muni Bond ETF Etf (IBMR)	0.1	$503k		20k	24.73	View chart
Vanguard Total Stock Mkt ETF Etf (VTI)	0.1	$482k	-10%	1.3k	374.20	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$479k	+5%	916.00	523.06	View chart
iShares MSCI USA Momentum Etf (MTUM)	0.1	$473k		1.5k	317.25	View chart
iShares iBonds Dec 2031 Term Muni Bd ETF Etf (IBMT)	0.1	$469k		19k	24.66	View chart
Pfizer (PFE)	0.1	$467k	-3%	16k	28.52	View chart
Vanguard FTSE Dev Mkt ETF Etf (VEA)	0.1	$462k		6.5k	70.61	View chart
iShares iBonds Dec 2028 Muni Bond ETF Etf (IBMQ)	0.1	$456k	-19%	18k	25.14	View chart
iShares S&P 500 Barra Gr Etf (IVW)	0.1	$455k	-14%	3.2k	142.24	View chart
Tesla Motors (TSLA)	0.1	$448k		1.3k	354.81	View chart
S&P 400 Mid-Cap SPDR ETF Etf (MDY)	0.1	$447k		681.00	656.71	View chart
Sch Fundamental US Large Co ETF Etf (FNDX)	0.1	$428k	-4%	14k	31.47	View chart
Philip Morris International (PM)	0.1	$415k		2.2k	190.82	View chart
Sector Spdr Engy Select Etf (XLE)	0.1	$401k		6.5k	61.50	View chart
Avantis US Small Cap Value ETF Etf (AVUV)	0.1	$374k	NEW	3.2k	117.77	View chart
Phillips 66 (PSX)	0.1	$367k	-32%	1.4k	255.31	View chart
iShares Russell 2000 Index Fund ETF Etf (IWM)	0.1	$363k		1.3k	277.89	View chart
Advanced Micro Devices (AMD)	0.1	$353k	-15%	577.00	611.76	View chart
Energy Transfer Equity (ET)	0.1	$353k		18k	19.77	View chart
Tyson Foods (TSN)	0.1	$348k	-9%	6.9k	50.53	View chart
iShares S & P Nat'l AMT-Free Muni Bd Etf (MUB)	0.1	$346k		3.4k	101.10	View chart
Vanguard Value ETF Etf (VTV)	0.1	$346k	-36%	1.6k	216.06	View chart
Public Service Enterprise (PEG)	0.1	$342k	-9%	5.1k	67.34	View chart
Real Estate Sector SPDR Etf (XLRE)	0.1	$329k		8.0k	40.91	View chart
Altria (MO)	0.1	$320k		4.8k	67.34	View chart
ConocoPhillips (COP)	0.1	$318k	-5%	2.5k	125.15	View chart
Target Corporation (TGT)	0.1	$316k		2.0k	156.70	View chart
iShare Core MSCI Emerging Markets Etf (IEMG)	0.1	$306k	-24%	3.8k	81.15	View chart
iShares - Expanded Tech. Sector Index Etf (IGM)	0.1	$304k		1.8k	169.04	View chart
J P Morgan Active Bond ETF Etf (JBND)	0.1	$303k		5.9k	51.12	View chart
Te Connectivity (TEL)	0.1	$302k	NEW	1.4k	211.08	View chart
Agilent Technologies Inc C ommon (A)	0.1	$300k	-25%	1.7k	172.31	View chart
Aon (AON)	0.1	$293k		1.1k	276.77	View chart
Kinder Morgan (KMI)	0.1	$287k	+2%	9.5k	30.15	View chart
American Tower Reit (AMT)	0.1	$286k		1.7k	163.67	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$283k		2.0k	144.63	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$281k		7.7k	36.46	View chart
Wells Fargo & Company (WFC)	0.1	$273k	-18%	3.4k	80.05	View chart
JPMorgan Equity Premium Income ETF Etf (JEPI)	0.0	$257k	-12%	4.6k	56.22	View chart
Hewlett Packard Enterprise (HPE)	0.0	$254k	-44%	4.0k	63.89	View chart
Global X Artfcl Intlgc & Tech ETF Etf (AIQ)	0.0	$252k		3.9k	65.15	View chart
Fiserv (FISV)	0.0	$252k		5.6k	45.18	View chart
Lockheed Martin Corporation (LMT)	0.0	$251k	-2%	493.00	509.72	View chart
Vanguard Total World ETF Etf (VT)	0.0	$248k	-6%	1.6k	157.82	View chart
Asml Holding (ASML)	0.0	$230k		127.00	1811.67	View chart
iShares iBonds Dec 2032 Corp Bond ETF Etf (IBDX)	0.0	$228k		9.5k	24.07	View chart
Unilever Adr (UL)	0.0	$227k		3.7k	60.73	View chart
Caterpillar (CAT)	0.0	$226k		279.00	810.79	View chart
SYSCO Corporation (SYY)	0.0	$225k		2.9k	77.96	View chart
CSX Corporation (CSX)	0.0	$224k	NEW	4.8k	46.51	View chart
JPMorgan Ultra-Short Municipal Inc ETF Etf (JMST)	0.0	$224k	-13%	4.4k	50.56	View chart
Trane Technologies (TT)	0.0	$222k		492.00	451.98	View chart
Truist Financial Corp equities (TFC)	0.0	$212k	+3%	4.6k	46.30	View chart
iShares iBonds Dec 2026 Muni Bond ETF Etf (IBMO)	0.0	$211k	-28%	8.2k	25.64	View chart

Past Filings by Newman Dignan & Sheerar

SEC 13F filings are viewable for Newman Dignan & Sheerar going back to 2012

Newman Dignan & Sheerar 2026 Q3 filed Oct. 21, 2026
Newman Dignan & Sheerar 2026 Q2 filed July 14, 2026
Newman Dignan & Sheerar 2026 Q1 filed April 13, 2026
Newman Dignan & Sheerar 2025 Q4 filed Jan. 22, 2026
Newman Dignan & Sheerar 2025 Q3 filed Oct. 9, 2025
Newman Dignan & Sheerar 2025 Q2 filed July 18, 2025
Newman Dignan & Sheerar 2025 Q1 restated filed May 14, 2025
Newman Dignan & Sheerar 2025 Q1 filed May 2, 2025
Newman Dignan & Sheerar 2024 Q4 filed Jan. 30, 2025
Newman Dignan & Sheerar 2024 Q3 filed Nov. 12, 2024
Newman Dignan & Sheerar 2024 Q2 filed July 15, 2024
Newman Dignan & Sheerar 2024 Q1 filed April 29, 2024
Newman Dignan & Sheerar 2023 Q4 filed Feb. 9, 2024
Newman Dignan & Sheerar 2023 Q3 filed Nov. 8, 2023
Newman Dignan & Sheerar 2023 Q2 filed Aug. 2, 2023
Newman Dignan & Sheerar 2023 Q1 filed April 28, 2023

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z