Newman Dignan & Sheerar, Inc. holds a diversified book of 197 stocks worth $522.8M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-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.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1566493/holdings"
Use Arkolith to show Newman Dignan & Sheerar, Inc.'s latest holdings, largest changes, and filing provenance.
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.
40% mapped to company sectors
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, no cost basis
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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 197 | $522.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 192 | $475.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 188 | $479.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 180 | $463.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 195 | $435.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 176 | $366.4M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 181 | $390.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.