Newman Dignan & Sheerar, Inc. holds a diversified book of 197 stocks worth $522.8M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened First Eagle Global-I and trimmed Schwab US Large-Cap ETF. Their largest long position is Schwab US Large-Cap ETF at 9% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
41% mapped to company sectors
+4 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Newman Dignan & Sheerar, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.5B |
| Swiss Re Ltd | 39 / 80 | $1.0B |
| Uhlmann Price Securities, LLC | 37 / 80 | $2.5B |
| Hoffman, Alan N Investment Management | 8 / 80 | $153.5M |
| Valley Forge Investment Consultants Inc Adv | 26 / 80 | $333.3M |
| Independent Investors Inc | 30 / 80 | $434.0M |
| Ardent Capital Management, Inc. | 22 / 80 | $196.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Newman Dignan & Sheerar, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Dow Jones US Large Cap ETF ETF | $45.9M | 1.56M | 8.8% | ▼~0% Reduced · −429 sh | |
| 2 | Applied Finance Valuation Lg Cap ETF ETF | $33.1M | 716.5K | 6.3% | ▲+1.5% Added · +10K sh | |
| 3 | Schwab Dow Jones US Div Eq ETF ETF | $29.8M | 939.0K | 5.7% | ▼−0.1% Reduced · −544 sh | |
| 4 | Alphabet, Inc. Cl A COM | $17.3M | 48.5K | 3.3% | ▼−2.7% Reduced · −1K sh | |
| 5 | Dimensional Emerg Core Equity Mkt ETF ETF | $16.6M | 412.4K | 3.2% | ▲+0.7% Added · +3K sh | |
| 6 | Apple, Inc COM | $16.3M | 56.5K | 3.1% | ▼−1.5% Reduced · −846 sh | |
| 7 | VictoryShares Core Intermediate Bond ETF ETF | $15.9M | 338.6K | 3.0% | ▼−29% Reduced · −135K sh | |
| 8 | abrdn Physical Gold Shares ETF ETF | $12.3M | 321.7K | 2.4% | ▼−2.7% Reduced · −9K sh | |
| 9 | Nvidia Corp COM | $11.2M | 56.1K | 2.1% | ▼−1.5% Reduced · −873 sh | |
| 10 | JPMorgan Core Plus Bond ETF ETF | $10.1M | 214.1K | 1.9% | ▲+663% Added · +186K sh | |
| 11 | Microsoft Corp COM | $10.0M | 26.8K | 1.9% | ▼−0.8% Reduced · −205 sh | |
| 12 | Schwab FTSE Developed ex-US ETF ETF | $9.7M | 350.5K | 1.9% | ▲+2.0% Added · +7K sh | |
| 13 | J H Multifactor Mid Cap ETF ETF | $9.0M | 119.7K | 1.7% | ▲+2.7% Added · +3K sh | |
| 14 | First Trust Preferred Sec & Inc ETF ETF | $8.6M | 479.0K | 1.6% | ▲+4.2% Added · +19K sh | |
| 15 | Broadcom Limited COM | $8.3M | 21.9K | 1.6% | ▼−4.8% Reduced · −1K sh | |
| 16 | Goldman Sachs ActiveBeta Intl Eq ETF ETF | $8.1M | 177.8K | 1.6% | ▲+0.7% Added · +1K sh | |
| 17 | Vanguard S&P 500 ETF ETF | $8.1M | 11.8K | 1.6% | ▼−3.9% Reduced · −483 sh | |
| 18 | PIMCO Intermediate Muni ETF ETF | $7.3M | 139.3K | 1.4% | ▲+9.8% Added · +12K sh | |
| 19 | Amazon.com COM | $7.2M | 30.1K | 1.4% | ▲+0.7% Added · +219 sh | |
| 20 | Schwab Dow Jones US Large Growth ETF ETF | $7.1M | 208.7K | 1.4% | ▼−3.4% Reduced · −7K sh | |
| 21 | J.P. Morgan Municipal ETF ETF | $6.9M | 137.0K | 1.3% | ▲+4.7% Added · +6K sh | |
| 22 | Dimensional International Core Equity Mkt ETF ETF | $6.2M | 149.9K | 1.2% | ▲+7.6% Added · +11K sh | |
| 23 | iShares S&P Midcap 400 Index ETF ETF | $5.9M | 76.9K | 1.1% | ▼−1.4% Reduced · −1K sh | |
| 24 | J P Morgan Chase & Co COM | $5.9M | 18.0K | 1.1% | ▼−1.3% Reduced · −245 sh | |
| 25 | Quanta Services Inc COM | $5.7M | 7.9K | 1.1% | ▼−5.0% Reduced · −414 sh | |
| 26 | Schwab Dow Jones US Mid-Cap ETF ETF | $5.5M | 149.5K | 1.1% | ▼−0.3% Reduced · −431 sh | |
| 27 | Johnson & Johnson COM | $5.4M | 21.2K | 1.0% | ▼−0.6% Reduced · −128 sh | |
| 28 | Schwab Dow Jones US Large Value ETF ETF | $5.0M | 144.3K | 1.0% | ▼−1.1% Reduced · −2K sh | |
| 29 | Palo Alto Networks Inc COM | $4.7M | 13.8K | 0.9% | ▼−0.1% Reduced · −15 sh | |
| 30 | Vanguard Mid-Cap ETF ETF | $4.7M | 58.1K | 0.9% | ▲+298% Added · +43K sh | |
| 31 | Vanguard FTSE All-World ex-USA ETF ETF | $4.6M | 54.8K | 0.9% | ▲+3.6% Added · +2K sh | |
| 32 | Schwab Dow Jones US Sm-Cap ETF ETF | $4.6M | 126.6K | 0.9% | ▼~0% Reduced · −11 sh | |
| 33 | Alphabet, Inc. Cl C COM | $4.4M | 12.6K | 0.9% | ▼−1.8% Reduced · −235 sh | |
| 34 | iShares iBonds Dec 2029 Corp Bond ETF ETF | $4.3M | 186.7K | 0.8% | ▲+2.3% Added · +4K sh | |
| 35 | RTX Corp. COM | $3.8M | 20.1K | 0.7% | ▼−1.9% Reduced · −384 sh | |
| 36 | iShares S&P Smallcap 600 Index ETF ETF | $3.8M | 25.6K | 0.7% | ▼−1.2% Reduced · −306 sh | |
| 37 | Merck & Co Inc COM | $3.7M | 28.7K | 0.7% | ▼−0.2% Reduced · −64 sh | |
| 38 | Cisco Systems COM | $3.6M | 30.9K | 0.7% | ▼−0.9% Reduced · −281 sh | |
| 39 | Applied Materials COM | $3.6M | 5.0K | 0.7% | ▼−0.1% Reduced · −6 sh | |
| 40 | SPDR S&P 500 ETF ETF | $3.4M | 4.5K | 0.6% | ▼−0.6% Reduced · −29 sh | |
| 41 | SPDR Gold Shares ETF | $3.3M | 9.1K | 0.6% | ▼−3.3% Reduced · −311 sh | |
| 42 | Berkshire Hathaway B COM | $3.2M | 6.5K | 0.6% | ▼−6.2% Reduced · −428 sh | |
| 43 | Bank Of America COM | $3.1M | 54.6K | 0.6% | ▼−0.1% Reduced · −47 sh | |
| 44 | KLA Tencor Corp COM | $3.1M | 10.2K | 0.6% | ▲+836% Added · +9K sh | |
| 45 | Vanguard Tax-Exempt Bond ETF ETF | $3.0M | 59.1K | 0.6% | ▲+1.1% Added · +671 sh | |
| 46 | Meta Platforms Cl A COM | $2.9M | 5.1K | 0.5% | ▼−0.7% Reduced · −38 sh | |
| 47 | Proshares S&P 500 Div Aristocrats ETF | $2.8M | 49.7K | 0.5% | ▲+91% Added · +24K sh | |
| 48 | Amgen Inc COM | $2.7M | 7.6K | 0.5% | ▼−0.6% Reduced · −43 sh | |
| 49 | ChevronTexaco Corp COM | $2.6M | 15.5K | 0.5% | ▼−0.4% Reduced · −67 sh | |
| 50 | Procter & Gamble Inc COM | $2.5M | 17.3K | 0.5% | ▼−0.8% Reduced · −138 sh |
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Use Arkolith to show Newman Dignan & Sheerar, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 14d | 197 | $522.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 13d | 192 | $475.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 22d | 188 | $479.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 9d | 180 | $463.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 18d | 195 | $435.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 44d | 176 | $366.4M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 30d | 181 | $390.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.