13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001566493
Total reported value
$522.8M
$522.8M
195 檔
23.7%
In Q2 2025, Newman Dignan & Sheerar, Inc.'s U.S. equity holdings reached a combined market value of $522.8M, distributed across 195 disclosed stock positions.
During Q2 2025, 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 | 8.79% | +0.36% | +0.46% | |
| 2 | VSLU | Applied Finance Valuat ETF | ETF-Other | 6.20% | +0.13% | — | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.50% | -0.38% | +2.82% | |
| 4 | UITB | Victoryshares Core Intermedi | ETF-Other | 4.80% | -1.66% | +10.00% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.19% | -0.20% | -5.65% | |
| 6 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 3.03% | -0.76% | -4.36% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.87% | +0.07% | -10.90% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.31% | +0.25% | +3.39% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.21% | +0.29% | -4.02% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.18% | +0.06% | -11.23% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.71% | +0.08% | -1.69% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.67% | +0.07% | +0.15% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.67% | — | -5.62% | |
| 14 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.61% | -0.05% | +3.98% | |
| 15 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.56% | -0.08% | +8.12% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.55% | +0.03% | -3.25% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | +0.06% | +2.38% | |
| 18 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.39% | +0.07% | — | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.36% | — | -7.23% | |
| 20 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.15% | -0.05% | +16.67% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.01% | +0.02% | -2.94% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.00% | +0.07% | -5.33% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.00% | +0.02% | -3.41% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.96% | +0.02% | -1.24% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.07% | -0.56% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.90% | -0.04% | -51.21% | |
| 27 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.88% | -0.06% | — | |
| 28 | DFAI | Dimensional International Co | ETF-Other | 0.86% | +0.04% | +12.23% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.84% | -0.02% | -2.24% | |
| 30 | PWR | Quanta Services Inc | Stock-Industrials | 0.82% | +0.12% | -4.52% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.07% | — | |
| 32 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.79% | +0.01% | — | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.79% | +0.04% | +2.63% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.77% | +0.10% | -14.02% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.74% | -0.21% | -2.05% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.08% | -0.45% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | -0.04% | -8.21% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.69% | -0.10% | -0.70% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | +0.03% | +5.80% | |
| 40 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.66% | +0.43% | -1.26% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.65% | +0.02% | -5.78% | |
| 42 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.63% | -0.05% | -17.68% | |
| 43 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.62% | -0.07% | — | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | +0.05% | -8.54% | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.59% | -0.10% | -0.13% | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.58% | -0.08% | -0.68% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | +0.04% | -2.03% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.08% | -6.70% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.52% | -0.03% | -0.37% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.18% | -1.71% |
According to official SEC Form 13F filings, Newman Dignan & Sheerar, Inc. reported a total U.S. public equity portfolio value of $522.8M across 195 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, VSLU, SCHD) accounted for 23.7% of total reported equity market value during Q2 2025.
During Q2 2025, Newman Dignan & Sheerar, Inc.'s top holdings by market value included SCHX (8.8%)、VSLU (6.2%)、SCHD (5.5%). The largest single position, SCHX, represented 8.8% of total portfolio value.
In Q2 2025, 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.