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CIK: 0001566493
Total reported value
$522.8M
$522.8M
187 檔
21.5%
As reported in its official Q3 2024 Form 13F filing, Newman Dignan & Sheerar, Inc.'s tracked investment portfolio stood at $522.8M with 187 total positions.
During Q3 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 | 8.23% | +0.36% | +205.61% | |
| 2 | VSLU | Applied Finance Valuat ETF | ETF-Other | 5.35% | +0.13% | +2.16% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.32% | -0.38% | +211.77% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.11% | +0.07% | -2.39% | |
| 5 | UITB | Victoryshares Core Intermedi | ETF-Other | 3.88% | -1.66% | +32.28% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.17% | -0.20% | +0.73% | |
| 7 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 2.86% | -0.76% | -1.75% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.44% | +0.06% | +0.87% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.34% | +0.29% | +0.62% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.19% | +0.25% | +9.95% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.79% | +0.07% | +210.63% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.76% | -0.04% | +28.43% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.67% | +0.03% | +290.87% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | — | +0.34% | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.58% | -0.05% | -1.00% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.48% | +0.07% | +104.91% | |
| 17 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.41% | -0.08% | +0.67% | |
| 18 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.33% | -0.05% | +2.24% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.29% | -0.02% | -1.46% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.27% | — | -2.43% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | +0.06% | +6.23% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.21% | +0.08% | +849.45% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.18% | +0.02% | +186.84% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.11% | +0.10% | +102.44% | |
| 25 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.06% | -0.05% | +53.51% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.99% | +0.02% | +2.77% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | -0.07% | +0.05% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.85% | -0.04% | -0.52% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.82% | +0.02% | +26.04% | |
| 30 | PWR | Quanta Services Inc | Stock-Industrials | 0.81% | +0.12% | +2.99% | |
| 31 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.79% | -0.06% | +3.20% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.77% | -0.08% | +0.72% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.73% | +0.05% | -2.32% | |
| 34 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.73% | -0.07% | -1.63% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.08% | -0.92% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.07% | +3.29% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.69% | -0.11% | -2.86% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.69% | -0.10% | -0.35% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.68% | -0.21% | +0.18% | |
| 40 | FISV | Fiserv Inc | Stock-Other | 0.64% | -0.01% | +0.30% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.64% | -0.10% | +2.46% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | +0.03% | +0.13% | |
| 43 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.63% | +0.43% | +2.34% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.08% | -1.81% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.62% | -0.03% | -0.37% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.56% | +0.04% | -2.63% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.19% | +2.14% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.54% | +0.02% | +4.15% | |
| 49 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.53% | -0.14% | +0.29% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.53% | — | -0.11% |
According to official SEC Form 13F filings, Newman Dignan & Sheerar, Inc. reported a total U.S. public equity portfolio value of $522.8M across 187 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, VSLU, SCHD) accounted for 21.5% of total reported equity market value during Q3 2024.
During Q3 2024, Newman Dignan & Sheerar, Inc.'s top holdings by market value included SCHX (8.2%)、VSLU (5.3%)、SCHD (5.3%). The largest single position, SCHX, represented 8.2% of total portfolio value.
In Q3 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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