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CIK: 0001566493
Total reported value
$522.8M
$522.8M
180 檔
25.3%
According to the latest 13F quarterly dataset, Newman Dignan & Sheerar, Inc. managed an equity portfolio of $522.8M at the end of Q3 2025, spanning 180 distinct U.S. exchange-listed positions.
Newman Dignan & Sheerar, Inc. executed strategic sector rebalancing during Q3 2025, establishing 12 new positions while fully exiting 3 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 8.78% | +0.36% | -1.29% | |
| 2 | VSLU | Applied Finance Valuat ETF | ETF-Other | 6.34% | +0.13% | -0.07% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.43% | -0.38% | +2.04% | |
| 4 | UITB | Victoryshares Core Intermedi | ETF-Other | 4.73% | -1.66% | +4.02% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.25% | +0.07% | -2.90% | |
| 6 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 3.23% | -0.76% | -2.91% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.03% | -0.20% | -2.92% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.78% | +0.29% | -2.68% | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.39% | +0.25% | +1.12% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.37% | +0.06% | -1.81% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.77% | +0.08% | -8.21% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.66% | — | -1.43% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.65% | +0.07% | -0.17% | |
| 14 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.60% | -0.08% | +6.11% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.55% | +0.03% | -2.20% | |
| 16 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.53% | -0.05% | -2.38% | |
| 17 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.43% | +0.07% | +3.58% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | +0.06% | +0.21% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | — | -4.87% | |
| 20 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.27% | -0.05% | +16.24% | |
| 21 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.22% | +0.01% | +60.77% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.99% | +0.02% | -1.14% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.99% | +0.02% | +0.48% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.96% | +0.07% | -3.53% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.93% | +0.02% | -1.71% | |
| 26 | DFAI | Dimensional International Co | ETF-Other | 0.90% | +0.04% | +6.51% | |
| 27 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.89% | -0.06% | +6.24% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -0.07% | -5.29% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.81% | -0.02% | -2.70% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.80% | -0.21% | -0.94% | |
| 31 | PWR | Quanta Services Inc | Stock-Industrials | 0.80% | +0.12% | -4.65% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.07% | -5.33% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.80% | +0.04% | +2.13% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.78% | +0.10% | -2.40% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.75% | -0.10% | +0.15% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +0.08% | -1.35% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.08% | +0.84% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | +0.03% | -1.69% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.65% | -0.04% | -24.60% | |
| 40 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.61% | +0.43% | -1.85% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.59% | +0.05% | -2.35% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.59% | +0.04% | -0.03% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.04% | -6.13% | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.59% | -0.05% | -2.68% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.58% | -0.08% | -5.98% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.56% | -0.10% | -3.19% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.54% | +0.02% | -7.56% | |
| 48 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.53% | -0.07% | -9.33% | |
| 49 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.50% | -0.14% | -9.51% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.48% | +0.18% | +1.31% |
According to official SEC Form 13F filings, Newman Dignan & Sheerar, Inc. reported a total U.S. public equity portfolio value of $522.8M across 180 disclosed positions in Q3 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 25.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
VSLU
市值: $29.4M
Top Position Liquidated / Trimmed
TLT
前期市值: $1.2M
During Q3 2025, Newman Dignan & Sheerar, Inc.'s top holdings by market value included SCHX (8.8%)、VSLU (6.3%)、SCHD (5.4%). The largest single position, SCHX, represented 8.8% of total portfolio value.
In Q3 2025, Newman Dignan & Sheerar, Inc. made 50 total portfolio adjustments, initiating 12 new buys, adding to 13 positions, trimming 22 holdings, and fully liquidating 3 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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