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CIK: 0001566493
Total reported value
$522.8M
$522.8M
171 檔
17.3%
According to the latest 13F quarterly dataset, Newman Dignan & Sheerar, Inc. managed an equity portfolio of $522.8M at the end of Q1 2024, spanning 171 distinct U.S. exchange-listed positions.
During Q1 2024, Newman Dignan & Sheerar, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.96% | +0.36% | +3.48% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.33% | -0.38% | +3.95% | |
| 3 | VSLU | Applied Finance Valuat ETF | ETF-Other | 4.58% | +0.13% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.41% | -0.20% | -2.53% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.94% | +0.07% | -3.32% | |
| 6 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 2.71% | -0.76% | -1.98% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.40% | +0.29% | -0.07% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.14% | -0.05% | -0.86% | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.89% | +0.25% | +18.12% | |
| 10 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.86% | -0.02% | -0.12% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.84% | +0.07% | -2.57% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.78% | +0.06% | +5.51% | |
| 13 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.75% | — | +9.37% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.72% | +0.03% | -0.92% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.61% | — | +5.81% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.56% | +0.07% | -0.21% | |
| 17 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.53% | -0.08% | +1.01% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.42% | -0.04% | +12.12% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.41% | +0.02% | -3.22% | |
| 20 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.35% | -0.05% | +5.68% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | — | -2.29% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | +0.06% | +1.50% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.17% | +0.10% | -1.02% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.10% | +0.08% | -3.82% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.04% | +0.02% | +394.08% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | -0.07% | -3.98% | |
| 27 | UITB | Victoryshares Core Intermedi | ETF-Other | 1.01% | -1.66% | — | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.94% | -0.04% | -0.91% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.84% | +0.05% | +0.26% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.83% | +0.04% | -7.56% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.83% | -0.11% | -1.74% | |
| 32 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.81% | — | -17.28% | |
| 33 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.81% | -0.07% | +0.01% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.81% | -0.08% | -2.53% | |
| 35 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.81% | — | -21.46% | |
| 36 | ✓ | Stock-Other | 0.81% | — | — | ||
| 37 | PWR | Quanta Services Inc | Stock-Industrials | 0.75% | +0.12% | -9.52% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.08% | +3.92% | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.74% | -0.10% | -7.56% | |
| 40 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.70% | -0.05% | +30.18% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.68% | -0.03% | -5.46% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.65% | -0.21% | -7.52% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.19% | -0.26% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.08% | -2.46% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | +0.03% | -5.92% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.62% | — | +0.21% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | +0.02% | +14.34% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | +0.04% | -2.09% | |
| 49 | FISV | Fiserv Inc | Stock-Other | 0.56% | -0.01% | +4.59% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.54% | -0.10% | +2.50% |
According to official SEC Form 13F filings, Newman Dignan & Sheerar, Inc. reported a total U.S. public equity portfolio value of $522.8M across 171 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, SCHD, VSLU) accounted for 17.3% of total reported equity market value during Q1 2024.
During Q1 2024, Newman Dignan & Sheerar, Inc.'s top holdings by market value included SCHX (8.0%)、SCHD (5.3%)、VSLU (4.6%). The largest single position, SCHX, represented 8.0% of total portfolio value.
In Q1 2024, Newman Dignan & Sheerar, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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