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CIK: 0001566493
Total reported value
$525.0M
$525.0M
197 檔
27.2%
The Q2 2026 SEC filing reveals that Newman Dignan & Sheerar, Inc. held a total portfolio value of $525.0M, covering 197 public equity positions.
In Q2 2026, Newman Dignan & Sheerar, Inc. adopted a defensive or profit-taking posture, trimming 91 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 8.78% | -0.14% | -0.03% | |
| 2 | VSLU | Applied Finance Valuat ETF | ETF-Other | 6.34% | +0.59% | +1.48% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.69% | -0.21% | -0.06% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.31% | -0.16% | -2.69% | |
| 5 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.17% | -0.10% | +0.70% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.13% | +0.40% | -1.48% | |
| 7 | UITB | Victoryshares Core Intermedi | ETF-Other | 3.03% | -0.17% | -28.52% | |
| 8 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 2.35% | +0.04% | -2.74% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.15% | +0.27% | -1.53% | |
| 10 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.92% | +0.48% | +663.13% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.91% | +0.71% | -0.76% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.86% | -0.06% | +2.04% | |
| 13 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.72% | +0.04% | +2.70% | |
| 14 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.64% | -0.01% | +4.18% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.58% | -0.12% | -4.76% | |
| 16 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.55% | +0.04% | +0.73% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.55% | +0.01% | -3.93% | |
| 18 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.40% | -0.09% | +9.81% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | +0.06% | +0.73% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.35% | -0.05% | -3.40% | |
| 21 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.33% | -0.28% | +4.71% | |
| 22 | DFAI | Dimensional International Co | ETF-Other | 1.18% | +0.12% | +7.63% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.13% | -0.08% | -1.42% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | +0.02% | -1.34% | |
| 25 | PWR | Quanta Services Inc | Stock-Industrials | 1.08% | -0.13% | -5.00% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.05% | -0.08% | -0.29% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | -1.03% | EXIT | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.96% | -0.16% | -1.14% | |
| 29 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.90% | +0.14% | -0.11% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.90% | -0.04% | +297.84% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.88% | -0.06% | +3.64% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.87% | -0.13% | -0.01% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.85% | -0.05% | -1.83% | |
| 34 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.83% | -0.47% | +2.26% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.73% | -0.07% | -1.87% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.73% | -0.07% | -1.18% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.71% | +0.09% | -0.22% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.69% | -0.08% | -0.90% | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.69% | -0.21% | -0.12% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | -0.02% | -0.64% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.64% | — | -3.32% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | +0.04% | -6.19% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.60% | -0.06% | -0.09% | |
| 44 | KLAC | Kla CORP | Stock-Tech | 0.59% | -0.23% | +835.88% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.57% | +0.02% | +1.15% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | +0.13% | -0.74% | |
| 47 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.53% | -0.09% | +90.79% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.53% | +0.08% | -0.56% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.49% | +0.12% | -0.43% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.01% | -0.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | +1.6% | +663.13% | Add |
| 2 | PANW | Palo Alto Networks Inc | +0.4% | -0.11% | Trim |
| 3 | SCHX | Schwab US Large-cap ETF | +0.4% | -0.03% | Trim |
| 4 | AMAT | Applied Materials Inc | +0.3% | -0.12% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -2.69% | Trim |
| 6 | DFAE | Dimensional Emerging Core Eq | +0.3% | +0.70% | Add |
| 7 | KLAC | Kla CORP | +0.3% | +835.88% | Add |
| 8 | CSCO | Cisco Systems Inc | +0.2% | -0.90% | Trim |
| 9 | VSLU | Applied Finance Valuat ETF | +0.1% | +1.48% | Add |
| 10 | SGIIX | First Eagle Global-i | +0.1% | NEW | New buy |
| 11 | PWR | Quanta Services Inc | +0.1% | -5.00% | Trim |
| 12 | INTC | Intel CORP | +0.1% | -6.76% | Trim |
| 13 | SCHA | Schwab US Small-cap ETF | +0.1% | -0.01% | Trim |
| 14 | XLK | Ss Technology Select Sector | +0.1% | +0.01% | Add |
| 15 | VCRM | Vanguard Core Tax-ex Bond | +0.1% | +193.39% | Add |
| 16 | AVGO | Broadcom Inc | +0.1% | -4.76% | Trim |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -1.83% | Trim |
| 18 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 19 | AAPL | Apple Inc | +0.1% | -1.48% | Trim |
| 20 | SCHF | Schwab Intl Equity ETF | +0.1% | +2.04% | Add |
| 21 | JHMM | John Hancock Multi Fact Mid | +0.1% | +2.70% | Add |
| 22 | SCHM | Schwab US Mid Cap ETF | +0.1% | -0.29% | Trim |
| 23 | JNJ | Johnson & Johnson | +0.1% | NEW | New buy |
| 24 | NVDA | Nvidia CORP | +0.1% | -1.53% | Trim |
| 25 | AMZN | Amazon.com Inc | +0.1% | +0.73% | Add |
| 26 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | +6.03% | Add |
| 27 | HPE | Hewlett Packard Enterprise | +0.1% | NEW | New buy |
| 28 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | — | Unchanged |
| 29 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 30 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 31 | IJR | Ishares Core S&p Small-cap E | +0.1% | -1.18% | Trim |
| 32 | QCOM | Qualcomm Inc | +0.1% | -0.25% | Trim |
| 33 | CVS | Cvs Health CORP | +0.1% | -0.24% | Trim |
| 34 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 35 | AIQ | Global X Art Intel & Tech | +0.1% | NEW | New buy |
| 36 | Q | Qnity Electronics Inc | +0.1% | NEW | New buy |
| 37 | DFAI | Dimensional International Co | 0% | +7.63% | Add |
| 38 | VEU | Vanguard Ftse All-world Ex-u | 0% | +3.64% | Add |
| 39 | BAC | Bank Of America CORP | 0% | -0.09% | Trim |
| 40 | GE | General Electric | 0% | +1.75% | Add |
| 41 | LLY | Eli Lilly & Co | 0% | +0.77% | Add |
| 42 | GEV | GE Vernova Inc | 0% | +4.79% | Add |
| 43 | ILDR | First Trust Innovation Leade | 0% | +5.42% | Add |
| 44 | SMH | Vaneck Semiconductor ETF | 0% | NEW | New buy |
| 45 | KEYS | Keysight Technologies In | 0% | NEW | New buy |
| 46 | EME | Emcor Group Inc | 0% | NEW | New buy |
| 47 | D | Dominion Energy Inc | 0% | NEW | New buy |
| 48 | SCHG | Schwab US Large-cap Growth | 0% | -3.40% | Trim |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.64% | Trim |
| 50 | STT | State Street CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Newman Dignan & Sheerar, Inc. reported a total U.S. public equity portfolio value of $525.0M across 197 disclosed positions in Q2 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 27.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
SGIIX
市值: $682.6K
Top Position Liquidated / Trimmed
TDVG
前期市值: $1.3M
During Q2 2026, Newman Dignan & Sheerar, Inc.'s top holdings by market value included SCHX (8.8%)、VSLU (6.3%)、SCHD (5.7%). The largest single position, SCHX, represented 8.8% of total portfolio value.
In Q2 2026, Newman Dignan & Sheerar, Inc. made 167 total portfolio adjustments, initiating 13 new buys, adding to 55 positions, trimming 91 holdings, and fully liquidating 8 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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