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
188 檔
26.4%
During the Q4 2025 filing period, Newman Dignan & Sheerar, Inc. (CIK: 0001566493) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $522.8M across 188 reported positions.
In Q4 2025, Newman Dignan & Sheerar, Inc. displayed an active expansion posture, initiating 8 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 8.63% | +0.36% | -0.36% | |
| 2 | VSLU | Applied Finance Valuat ETF | ETF-Other | 6.50% | +0.13% | +2.38% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.46% | -0.38% | +3.61% | |
| 4 | UITB | Victoryshares Core Intermedi | ETF-Other | 4.77% | -1.66% | +4.69% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.43% | +0.29% | -0.97% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.30% | +0.07% | -1.32% | |
| 7 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 3.25% | -0.76% | -6.55% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.69% | -0.20% | -1.51% | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.57% | +0.25% | +7.80% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.21% | +0.06% | -3.48% | |
| 11 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.71% | -0.08% | +10.78% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.69% | +0.07% | +2.75% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.67% | +0.08% | -6.63% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.64% | — | -0.14% | |
| 15 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.58% | -0.05% | +2.58% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.51% | +0.03% | -1.15% | |
| 17 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.45% | +0.07% | +3.65% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | +0.06% | +2.04% | |
| 19 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.30% | +0.01% | +9.61% | |
| 20 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.29% | -0.05% | +5.25% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | — | -0.64% | |
| 22 | DFAI | Dimensional International Co | ETF-Other | 0.99% | +0.04% | +8.32% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.97% | +0.02% | -0.54% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.96% | +0.07% | +2.15% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | -0.07% | +1.75% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.92% | +0.02% | -2.06% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.90% | +0.02% | -0.79% | |
| 28 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.89% | -0.06% | +4.31% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | +0.08% | -1.15% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.87% | -0.21% | +0.47% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.80% | -0.10% | +0.78% | |
| 32 | PWR | Quanta Services Inc | Stock-Industrials | 0.79% | +0.12% | +0.34% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.77% | +0.04% | -3.44% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.76% | +0.10% | -1.43% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.08% | +4.83% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.07% | -0.83% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | +0.03% | -0.39% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.65% | -0.02% | -34.18% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | +0.04% | +4.07% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.61% | -0.04% | -3.56% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.58% | +0.05% | -0.28% | |
| 42 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.57% | -0.05% | -0.84% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.56% | +0.02% | +2.54% | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.55% | -0.08% | +1.56% | |
| 45 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.54% | +0.43% | +1.16% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.53% | -0.03% | +2.30% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.04% | -1.37% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | +0.18% | +0.34% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.19% | +13.01% | |
| 50 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.47% | -0.14% | +1.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | -0.97% | Trim |
| 2 | DFAE | Dimensional Emerging Core Eq | +0.2% | +7.80% | Add |
| 3 | VSLU | Applied Finance Valuat ETF | +0.2% | +2.38% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -1.15% | Trim |
| 5 | XOM | Exxon Mobil CORP | +0.1% | +46.18% | Add |
| 6 | FPE | Ft-preferred Secur & Inc ETF | +0.1% | +10.78% | Add |
| 7 | DFAI | Dimensional International Co | +0.1% | +8.32% | Add |
| 8 | GE | General Electric | +0.1% | +57.29% | Add |
| 9 | MUNI | Pimco Intermediate Municipal | +0.1% | +9.61% | Add |
| 10 | JNJ | Johnson & Johnson | +0.1% | +1.75% | Add |
| 11 | GLD | Spdr Gold Shares | +0.1% | +0.47% | Add |
| 12 | AMGN | Amgen Inc | +0.1% | +2.30% | Add |
| 13 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 14 | AAPL | Apple Inc | +0.1% | -1.32% | Trim |
| 15 | GSIE | Goldman Sachs Activebeta Int | +0.1% | +2.58% | Add |
| 16 | RTX | Rtx CORP | +0.1% | +0.78% | Add |
| 17 | UITB | Victoryshares Core Intermedi | 0% | +4.69% | Add |
| 18 | SCHF | Schwab Intl Equity ETF | 0% | +2.75% | Add |
| 19 | AMZN | Amazon.com Inc | 0% | +2.04% | Add |
| 20 | BAC | Bank Of America CORP | 0% | +4.07% | Add |
| 21 | CSCO | Cisco Systems Inc | 0% | +0.34% | Add |
| 22 | SCHD | Schwab US Dvd Equity ETF | 0% | +3.61% | Add |
| 23 | SGOL | Abrdn Physical Gold Shares | 0% | -6.55% | Trim |
| 24 | JHMM | John Hancock Multi Fact Mid | 0% | +3.65% | Add |
| 25 | JMUB | Jpmorgan Municipal ETF | 0% | +5.25% | Add |
| 26 | VDC | Vanguard Consumer Staple ETF | -0.1% | -49.64% | Trim |
| 27 | VTV | Vanguard Value ETF | -0.1% | -46.02% | Trim |
| 28 | UNP | Union Pacific CORP | -0.1% | -13.75% | Trim |
| 29 | HD | Home Depot Inc | -0.1% | -10.86% | Trim |
| 30 | META | Meta Platforms Inc-class A | -0.1% | -0.83% | Trim |
| 31 | SCHX | Schwab US Large-cap ETF | -0.2% | -0.36% | Trim |
| 32 | IBMQ | Ishares Ibonds Dec 2028 Muni | -0.2% | -53.24% | Trim |
| 33 | ORCL | Oracle CORP | -0.2% | -5.35% | Trim |
| 34 | SDY | Ss Spdr S&p Dividend ETF | -0.2% | -25.68% | Trim |
| 35 | MRK | Merck & Co. Inc. | -0.2% | -34.18% | Trim |
| 36 | NVDA | Nvidia CORP | -0.2% | -3.48% | Trim |
| 37 | IBMP | Ishares Ibonds Dec 2027 Term | -0.2% | -45.01% | Trim |
| 38 | FISV | Fiserv Inc | -0.3% | -40.93% | Trim |
| 39 | IBMO | Ishares Ibonds Dec 2026 Term | -0.3% | -52.49% | Trim |
| 40 | MSFT | Microsoft CORP | -0.3% | -1.51% | Trim |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 42 | PYLD | Pimco Multisector Bond Actv | — | NEW | New buy |
| 43 | TDVG | T Rowe Price Dividend Growth | — | NEW | New buy |
| 44 | IBMT | Ishares Ibonds Dec 2031 Muni | — | NEW | New buy |
| 45 | AVUV | Avantis US Small Cap Value | — | NEW | New buy |
| 46 | A | Agilent Technologies Inc | — | NEW | New buy |
| 47 | CTVA | Corteva Inc | — | NEW | New buy |
| 48 | CARR | Carrier Global CORP | — | EXIT | Sold out |
| 49 | CI | THE Cigna Group | — | EXIT | Sold out |
| 50 | JMST | JPM Ultra-short Muni Income | — | NEW | New buy |
According to official SEC Form 13F filings, Newman Dignan & Sheerar, Inc. reported a total U.S. public equity portfolio value of $522.8M across 188 disclosed positions in Q4 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 26.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
BRK-A
市值: $754.8K
Top Position Liquidated / Trimmed
CARR
前期市值: $279.4K
During Q4 2025, Newman Dignan & Sheerar, Inc.'s top holdings by market value included SCHX (8.6%)、VSLU (6.5%)、SCHD (5.5%). The largest single position, SCHX, represented 8.6% of total portfolio value.
In Q4 2025, Newman Dignan & Sheerar, Inc. made 49 total portfolio adjustments, initiating 8 new buys, adding to 20 positions, trimming 19 holdings, and fully liquidating 2 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.