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CIK: 0001566493
Total reported value
$522.8M
$522.8M
192 檔
25.9%
At the close of Q1 2026, Newman Dignan & Sheerar, Inc. disclosed equity holdings valued at approximately $522.8M, spread across 192 reported holdings.
Newman Dignan & Sheerar, Inc. executed strategic sector rebalancing during Q1 2026, establishing 10 new positions while fully exiting 6 holdings and trimming 93 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 8.42% | +0.36% | +1.39% | |
| 2 | VSLU | Applied Finance Valuat ETF | ETF-Other | 6.21% | +0.13% | +0.20% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.07% | -0.38% | -1.63% | |
| 4 | UITB | Victoryshares Core Intermedi | ETF-Other | 4.69% | -1.66% | -1.94% | |
| 5 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 3.11% | -0.76% | -12.91% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.06% | +0.07% | -1.66% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.02% | +0.29% | -5.16% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.92% | +0.25% | +8.29% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.11% | -0.20% | +1.34% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.09% | +0.06% | +0.15% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.79% | +0.07% | +1.64% | |
| 12 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.72% | -0.08% | +2.28% | |
| 13 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.65% | +0.07% | +9.74% | |
| 14 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.60% | -0.05% | -0.06% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.55% | — | -2.11% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.50% | +0.08% | -0.87% | |
| 17 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.39% | +0.01% | +6.98% | |
| 18 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.38% | -0.05% | +6.33% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.32% | +0.03% | -3.01% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.31% | +0.06% | +1.60% | |
| 21 | DFAI | Dimensional International Co | ETF-Other | 1.14% | +0.04% | +11.76% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | — | -5.24% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.11% | +0.02% | +18.93% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.10% | -0.07% | -3.33% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.98% | +0.07% | -2.00% | |
| 26 | PWR | Quanta Services Inc | Stock-Industrials | 0.96% | +0.12% | -8.14% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.94% | +0.02% | -6.94% | |
| 28 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.89% | -0.06% | +0.04% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.88% | +0.02% | -4.51% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.85% | -0.21% | -10.94% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.84% | +0.04% | +5.48% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.83% | -0.10% | -1.60% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.77% | +0.10% | -0.76% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.08% | -4.08% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.73% | -0.02% | -2.10% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.08% | +1.27% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.68% | -0.19% | -1.15% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.68% | +0.05% | +11.94% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | +0.03% | -0.42% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.07% | +1.81% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.61% | -0.04% | +0.93% | |
| 42 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.58% | -0.05% | -0.77% | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.56% | -0.03% | -2.53% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.56% | +0.04% | -0.74% | |
| 45 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.53% | -0.14% | -4.25% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.04% | -0.43% | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.53% | -0.08% | -2.62% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.18% | -3.56% | |
| 49 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.50% | -0.02% | +310.19% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.11% | -1.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +0.6% | -1.63% | Trim |
| 2 | PYLD | Pimco Multisector Bond Actv | +0.4% | +310.19% | Add |
| 3 | DFAE | Dimensional Emerging Core Eq | +0.4% | +8.29% | Add |
| 4 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +18.93% | Add |
| 5 | JHMM | John Hancock Multi Fact Mid | +0.2% | +9.74% | Add |
| 6 | CVX | Chevron CORP | +0.2% | -1.15% | Trim |
| 7 | PWR | Quanta Services Inc | +0.2% | -8.14% | Trim |
| 8 | TDVG | T Rowe Price Dividend Growth | +0.2% | +129.84% | Add |
| 9 | DFAI | Dimensional International Co | +0.2% | +11.76% | Add |
| 10 | JNJ | Johnson & Johnson | +0.2% | -3.33% | Trim |
| 11 | AMAT | Applied Materials Inc | +0.1% | +1.79% | Add |
| 12 | IJR | Ishares Core S&p Small-cap E | +0.1% | +11.94% | Add |
| 13 | SCHF | Schwab Intl Equity ETF | +0.1% | +1.64% | Add |
| 14 | MUNI | Pimco Intermediate Municipal | +0.1% | +6.98% | Add |
| 15 | JMUB | Jpmorgan Municipal ETF | +0.1% | +6.33% | Add |
| 16 | MRK | Merck & Co. Inc. | +0.1% | -2.10% | Trim |
| 17 | ILDR | First Trust Innovation Leade | +0.1% | +124.93% | Add |
| 18 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | +89.58% | Add |
| 19 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +5.48% | Add |
| 20 | LHX | L3harris Technologies Inc | +0.1% | -4.25% | Trim |
| 21 | NEE | Nextera Energy Inc | +0.1% | +1.01% | Add |
| 22 | VZ | Verizon Communications Inc | +0.1% | -2.06% | Trim |
| 23 | IVV | Ishares Core S&p 500 ETF | +0.1% | +28.92% | Add |
| 24 | XOM | Exxon Mobil CORP | 0% | -22.38% | Trim |
| 25 | PEP | Pepsico Inc | 0% | -1.81% | Trim |
| 26 | RTX | Rtx CORP | 0% | -1.60% | Trim |
| 27 | KLAC | Kla CORP | 0% | -10.02% | Trim |
| 28 | AMGN | Amgen Inc | 0% | -2.53% | Trim |
| 29 | WMT | Walmart Inc | 0% | -0.56% | Trim |
| 30 | UNP | Union Pacific CORP | 0% | +0.69% | Add |
| 31 | COST | Costco Wholesale CORP | 0% | +1.73% | Add |
| 32 | COP | Conocophillips | 0% | +5.07% | Add |
| 33 | XLE | Ss Energy Select Sector | 0% | -3.41% | Trim |
| 34 | BMY | Bristol-myers Squibb Co | 0% | -1.84% | Trim |
| 35 | VNQ | Vanguard Real Estate ETF | 0% | +11.48% | Add |
| 36 | IBMT | Ishares Ibonds Dec 2031 Muni | 0% | +25.31% | Add |
| 37 | KO | Coca-cola Co/the | 0% | -0.18% | Trim |
| 38 | PSX | Phillips 66 | 0% | -10.92% | Trim |
| 39 | SDY | Ss Spdr S&p Dividend ETF | 0% | -0.80% | Trim |
| 40 | VLO | Valero Energy CORP | 0% | -21.47% | Trim |
| 41 | KMI | Kinder Morgan, Inc. | 0% | +0.63% | Add |
| 42 | SCHM | Schwab US Mid Cap ETF | 0% | -2.00% | Trim |
| 43 | GSIE | Goldman Sachs Activebeta Int | 0% | -0.06% | Trim |
| 44 | NOC | Northrop Grumman CORP | 0% | +1.42% | Add |
| 45 | LMT | Lockheed Martin CORP | 0% | +2.21% | Add |
| 46 | INTC | Intel CORP | 0% | +4.22% | Add |
| 47 | ET | Energy Transfer LP | 0% | +1.59% | Add |
| 48 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 49 | MO | Altria Group Inc | 0% | +3.76% | Add |
| 50 | SCHA | Schwab US Small-cap ETF | 0% | -0.76% | Trim |
According to official SEC Form 13F filings, Newman Dignan & Sheerar, Inc. reported a total U.S. public equity portfolio value of $522.8M across 192 disclosed positions in Q1 2026.
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 25.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
JCPB
市值: $1.3M
Top Position Liquidated / Trimmed
ADBE
前期市值: $414.7K
During Q1 2026, Newman Dignan & Sheerar, Inc.'s top holdings by market value included SCHX (8.4%)、VSLU (6.2%)、SCHD (6.1%). The largest single position, SCHX, represented 8.4% of total portfolio value.
In Q1 2026, Newman Dignan & Sheerar, Inc. made 181 total portfolio adjustments, initiating 10 new buys, adding to 72 positions, trimming 93 holdings, and fully liquidating 6 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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