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CIK: 0001566493
Total reported value
$522.8M
$522.8M
169 檔
19.4%
The Q2 2024 SEC filing reveals that Newman Dignan & Sheerar, Inc. held a total portfolio value of $522.8M, covering 169 public equity positions.
During Q2 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 | 8.13% | +0.36% | +2.27% | |
| 2 | VSLU | Applied Finance Valuat ETF | ETF-Other | 5.29% | +0.13% | +14.10% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.05% | -0.38% | +1.70% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.09% | +0.07% | +17.58% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.55% | -0.20% | +1.67% | |
| 6 | UITB | Victoryshares Core Intermedi | ETF-Other | 3.11% | -1.66% | +221.20% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.73% | +0.29% | -2.27% | |
| 8 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 2.66% | -0.76% | -2.72% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.29% | +0.06% | +875.47% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.07% | +0.25% | +8.33% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.74% | +0.03% | -3.18% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.73% | +0.07% | +2.08% | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.68% | -0.02% | -0.33% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.64% | — | +1.43% | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.56% | -0.05% | -20.07% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.50% | +0.07% | +1.47% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.47% | -0.04% | +8.11% | |
| 18 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.45% | -0.08% | -1.66% | |
| 19 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.35% | -0.05% | +5.75% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.30% | +0.06% | +2.29% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.28% | +0.08% | -0.19% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | — | -1.94% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.22% | +0.02% | -8.32% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.08% | +0.10% | -0.78% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.96% | +0.02% | -0.47% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | -0.07% | -0.89% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.90% | -0.04% | -1.86% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.81% | +0.04% | +1.40% | |
| 29 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.81% | -0.06% | — | |
| 30 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.79% | -0.07% | +0.67% | |
| 31 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.79% | — | +0.05% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.74% | -0.11% | -1.72% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.08% | -0.15% | |
| 34 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.74% | -0.05% | +9.74% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.74% | +0.05% | -5.40% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.08% | -0.83% | |
| 37 | PWR | Quanta Services Inc | Stock-Industrials | 0.69% | +0.12% | -2.73% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.68% | -0.08% | -0.15% | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.67% | -0.10% | -3.15% | |
| 40 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.67% | — | -14.38% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.66% | -0.03% | -7.76% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.07% | +37.67% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.64% | +0.02% | +14.50% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | +0.03% | +1.00% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.62% | -0.21% | -4.83% | |
| 46 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.62% | +0.43% | -0.06% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.61% | -0.19% | +0.36% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | +0.04% | +0.01% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.55% | — | +0.37% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.54% | -0.10% | +0.29% |
According to official SEC Form 13F filings, Newman Dignan & Sheerar, Inc. reported a total U.S. public equity portfolio value of $522.8M across 169 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, VSLU, SCHD) accounted for 19.4% of total reported equity market value during Q2 2024.
During Q2 2024, Newman Dignan & Sheerar, Inc.'s top holdings by market value included SCHX (8.1%)、VSLU (5.3%)、SCHD (5.0%). The largest single position, SCHX, represented 8.1% of total portfolio value.
In Q2 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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