Newman Dignan & Sheerar, Inc.

CIK 0001566493 · PROVIDENCE, RI · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source

Newman Dignan & Sheerar, Inc. reported 197 positions worth $522.8M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: SCHX (8.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$522.8M
2026 Q2
Positions
197
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.9%
Est. Net Flow (Q)
2026 Q2
10 / 197 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SCHXSchwab Dow Jones US Large Cap ETFSH$45.9M8.78%1,559,413
2VSLUApplied Finance Valuation Lg Cap ETFSH$33.1M6.34%716,462
3SCHDSchwab Dow Jones US Div Eq ETFSH$29.8M5.69%938,972
4GOOGLAlphabet, Inc. Cl ASH$17.3M3.31%48,472
5DFAEDimensional Emerg Core Equity Mkt ETFSH$16.6M3.17%412,430
6AAPLApple, IncSH$16.3M3.13%56,497
7UITBVictoryShares Core Intermediate Bond ETFSH$15.9M3.03%338,592
8SGOLabrdn Physical Gold Shares ETFSH$12.3M2.35%321,721
9NVDANvidia CorpSH$11.2M2.15%56,085
10JCPBJPMorgan Core Plus Bond ETFSH$10.1M1.92%214,133

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Newman Dignan & Sheerar, Inc. hold as of Q2 2026?

Newman Dignan & Sheerar, Inc. reported 197 positions worth $522.8M in its Q2 2026 13F filing. Largest positions: SCHX (8.8%), VSLU (6.3%), SCHD (5.7%), GOOGL (3.3%) and DFAE (3.2%).

What did Newman Dignan & Sheerar, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Newman Dignan & Sheerar, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.