Institutions / Newman Dignan & Sheerar, Inc.
Newman Dignan & Sheerar, Inc.
CIK 1566493 · Institution · as of Dec 31, 2025
Portfolio value
$479.85M
Positions
188
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 188 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Dow Jones US Large Cap ETF | $41.40M | 8.6% |
| Applied Finance Valuation Lg Cap ETF | $31.18M | 6.5% |
| Schwab Dow Jones US Div Eq ETF | $26.20M | 5.5% |
| VictoryShares Core Intermediate Bond ETF | $22.87M | 4.8% |
| Alphabet Inc. | $16.44M | 3.4% |
| Apple Inc. | $15.85M | 3.3% |
| ETFS Phys. Swiss Gold Shares | $15.60M | 3.3% |
| Microsoft Corp | $12.89M | 2.7% |
| Dimensional Emerg Core Equity Mkt ETF | $12.32M | 2.6% |
| NVIDIA Corp | $10.61M | 2.2% |
| First Trust Preferred Sec & Inc ETF | $8.19M | 1.7% |
| Schwab FTSE Developed ex-US ETF | $8.12M | 1.7% |
| Broadcom Inc. | $8.02M | 1.7% |
| Vanguard S&P 500 ETF | $7.88M | 1.6% |
| Goldman Sachs ActiveBeta Intl Eq ETF | $7.58M | 1.6% |
| Schwab Dow Jones US Large Growth ETF | $7.27M | 1.5% |
| J H Multifactor Mid Cap ETF | $6.95M | 1.4% |
| Amazon.com Inc | $6.78M | 1.4% |
| PIMCO Intermediate Muni ETF | $6.21M | 1.3% |
| J.P. Morgan Municipal ETF | $6.21M | 1.3% |
| JPMorgan Chase & Co | $6.21M | 1.3% |
| Dimensional International Core Equity Mkt ETF | $4.75M | 1.0% |
| Schwab Dow Jones US Large Value ETF | $4.65M | 1.0% |
| Schwab Dow Jones US Mid-Cap ETF | $4.60M | 1.0% |
| Johnson & Johnson | $4.57M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.