Newman Dignan & Sheerar, Inc.
CIK 1566493
13F filing for Q2 2026・No. 3,796
- Holdings
- US$522.84M
- Quarter change
- +US$47.8M
- Entries
- 197
- Net bought (estimate)
- +US$1.03M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 8
- Cut 97
- Added 53
- Corporate actions 0
- Unchanged 34
Largest holdings
197 stocks worth US$522.84M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| Schwab Dow Jones US Large Cap ETFETF | Cut | 1,559,413 | US$45.89M | 8.78% |
| Applied Finance Valuation Lg Cap ETFETF | Added | 716,462 | US$33.13M | 6.34% |
| Schwab Dow Jones US Div Eq ETFETF | Cut | 938,972 | US$29.77M | 5.69% |
| GOOGLAlphabetCOM | Cut | 48,472 | US$17.32M | 3.31% |
| Dimensional Emerg Core Equity Mkt ETFETF | Added | 412,430 | US$16.58M | 3.17% |
| AAPLAppleCOM | Cut | 56,497 | US$16.35M | 3.13% |
| VictoryShares Core Intermediate Bond ETFETF | Cut | 338,592 | US$15.86M | 3.03% |
| abrdn Physical Gold Shares ETFETF | Cut | 321,721 | US$12.3M | 2.35% |
| NVDANvidiaCOM | Cut | 56,085 | US$11.22M | 2.15% |
| JPMorgan Core Plus Bond ETFETF | Added | 214,133 | US$10.05M | 1.92% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.