Newman Dignan & Sheerar, Inc. Top Holdings and 13F Report (2026)

About Newman Dignan & Sheerar, Inc.

Investment Activity

Newman Dignan & Sheerar, Inc. has $522.84 million in total holdings as of June 30, 2026.
Newman Dignan & Sheerar, Inc. owns shares of 197 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
Approximately 4.90% of the portfolio was purchased this quarter.
About 3.09% of the portfolio was sold this quarter.
This quarter, Newman Dignan & Sheerar, Inc. has purchased 192 new stocks and bought additional shares in 56 stocks.
Newman Dignan & Sheerar, Inc. sold shares of 94 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Schwab US Large-Cap ETF: $45,893,519
Applied Finance Valuation Large Cap ETF: $33,133,704
Schwab US Dividend Equity ETF: $29,774,817
Alphabet: $17,322,452
Dimensional Emerging Core Equity Market ETF: $16,583,821

Largest New Holdings this Quarter

32008F606 - First Eagle Global I: $682,620 Holding
007903107 - Advanced Micro Devices: $395,019 Holding
G51502105 - Johnson Controls International: $344,820 Holding
42824C109 - Hewlett Packard Enterprise: $323,664 Holding
219350105 - Corning: $318,521 Holding

Largest Purchases this Quarter

JPMorgan Core Plus Bond ETF: 186,073 shares (about $8.73M)
Vanguard Mid-Cap ETF: 43,494 shares (about $3.50M)
KLA: 9,086 shares (about $2.74M)
ProShares S&P 500 Aristocrats ETF: 23,632 shares (about $1.33M)
Vanguard Growth ETF: 9,495 shares (about $817.92K)

Largest Sales this Quarter

VictoryShares Core Intermediate Bond ETF: 135,082 shares (about $6.33M)
Alphabet: 1,342 shares (about $479.59K)
Broadcom: 1,093 shares (about $412.89K)
SPDR S&P Dividend ETF: 2,477 shares (about $376.95K)
abrdn Physical Gold Shares ETF: 9,051 shares (about $346.02K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHX Schwab US Large-Cap ETF	$45,893,519	$12,625 â–¼	0.0%	1,559,413	8.8%	ETF
VSLU Applied Finance Valuation Large Cap ETF	$33,133,704	$484,615 â–²	1.5%	716,462	6.3%	ETF
SCHD Schwab US Dividend Equity ETF	$29,774,817	$17,250 â–¼	-0.1%	938,972	5.7%	ETF
GOOGL Alphabet	$17,322,452	$479,591 â–¼	-2.7%	48,472	3.3%	Computer and Technology
DFAE Dimensional Emerging Core Equity Market ETF	$16,583,821	$115,121 â–²	0.7%	412,430	3.2%	ETF
AAPL Apple	$16,348,082	$244,800 â–¼	-1.5%	56,497	3.1%	Computer and Technology
UITB VictoryShares Core Intermediate Bond ETF	$15,858,974	$6,326,971 â–¼	-28.5%	338,592	3.0%	ETF
SGOL abrdn Physical Gold Shares ETF	$12,299,405	$346,020 â–¼	-2.7%	321,721	2.4%	ETF
NVDA NVIDIA	$11,222,014	$174,678 â–¼	-1.5%	56,085	2.1%	Computer and Technology
JCPB JPMorgan Core Plus Bond ETF	$10,051,413	$8,734,275 â–²	663.1%	214,133	1.9%	ETF
MSFT Microsoft	$10,000,808	$76,470 â–¼	-0.8%	26,810	1.9%	Computer and Technology
SCHF Schwab International Equity ETF	$9,708,641	$194,510 â–²	2.0%	350,492	1.9%	ETF
JHMM John Hancock Multifactor Mid Cap ETF	$8,973,294	$235,974 â–²	2.7%	119,708	1.7%	ETF
FPE First Trust Preferred Securities and Income ETF	$8,564,253	$343,260 â–²	4.2%	478,985	1.6%	ETF
AVGO Broadcom	$8,259,216	$412,885 â–¼	-4.8%	21,864	1.6%	Computer and Technology
GSIE Goldman Sachs ActiveBeta International Equity ETF	$8,126,116	$58,588 â–²	0.7%	177,814	1.6%	ETF
VOO Vanguard S&P 500 ETF	$8,113,181	$331,725 â–¼	-3.9%	11,813	1.6%	ETF
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$7,327,256	$654,609 â–²	9.8%	139,301	1.4%	ETF
AMZN Amazon.com	$7,166,107	$52,196 â–²	0.7%	30,067	1.4%	Retail/Wholesale
SCHG Schwab U.S. Large-Cap Growth ETF	$7,062,050	$248,589 â–¼	-3.4%	208,689	1.4%	ETF
JMUB JPMorgan Municipal ETF	$6,939,791	$312,390 â–²	4.7%	137,001	1.3%	ETF
DFAI Dimensional International Core Equity Market ETF	$6,182,397	$438,117 â–²	7.6%	149,876	1.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$5,930,586	$85,669 â–¼	-1.4%	76,911	1.1%	ETF
JPM JPMorgan Chase & Co.	$5,899,649	$80,194 â–¼	-1.3%	18,024	1.1%	Finance
PWR Quanta Services	$5,669,751	$298,105 â–¼	-5.0%	7,874	1.1%	Construction
SCHM Schwab U.S. Mid-Cap ETF	$5,513,262	$15,891 â–¼	-0.3%	149,532	1.1%	ETF
JNJ Johnson & Johnson	$5,393,248	$32,508 â–¼	-0.6%	21,236	1.0%	Medical
SCHV Schwab U.S. Large-Cap Value ETF	$5,024,146	$58,167 â–¼	-1.1%	144,331	1.0%	ETF
PANW Palo Alto Networks	$4,714,943	$5,115 â–¼	-0.1%	13,826	0.9%	Computer and Technology
VO Vanguard Mid-Cap ETF	$4,680,893	$3,504,325 â–²	297.8%	58,097	0.9%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$4,589,707	$161,136 â–²	3.6%	54,802	0.9%	ETF
SCHA Schwab US Small-Cap ETF	$4,573,274	$397 â–¼	0.0%	126,578	0.9%	ETF
GOOG Alphabet	$4,449,573	$83,034 â–¼	-1.8%	12,593	0.9%	Computer and Technology
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$4,323,479	$95,465 â–²	2.3%	186,679	0.8%	ETF
RTX RTX	$3,816,014	$72,856 â–¼	-1.9%	20,113	0.7%	Aerospace
IJR iShares Core S&P Small-Cap ETF	$3,791,235	$45,383 â–¼	-1.2%	25,563	0.7%	ETF
MRK Merck & Co., Inc.	$3,692,892	$8,224 â–¼	-0.2%	28,738	0.7%	Medical
CSCO Cisco Systems	$3,631,316	$33,007 â–¼	-0.9%	30,915	0.7%	Computer and Technology
AMAT Applied Materials	$3,581,914	$4,338 â–¼	-0.1%	4,954	0.7%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$3,375,903	$21,655 â–¼	-0.6%	4,521	0.6%	Finance
GLD SPDR Gold Shares	$3,341,207	$114,566 â–¼	-3.3%	9,070	0.6%	Finance
BRK.B Berkshire Hathaway	$3,247,531	$214,167 â–¼	-6.2%	6,490	0.6%	Finance
BAC Bank of America	$3,111,763	$2,678 â–¼	-0.1%	54,612	0.6%	Finance
KLAC KLA	$3,069,336	$2,741,373 â–²	835.9%	10,173	0.6%	Computer and Technology
VTEB Vanguard Tax-Exempt Bond ETF	$2,990,021	$33,939 â–²	1.1%	59,115	0.6%	ETF
META Meta Platforms	$2,859,024	$21,403 â–¼	-0.7%	5,076	0.5%	Computer and Technology
NOBL ProShares S&P 500 Aristocrats ETF	$2,788,894	$1,327,168 â–²	90.8%	49,660	0.5%	ETF
AMGN Amgen	$2,745,466	$15,570 â–¼	-0.6%	7,582	0.5%	Medical
CVX Chevron	$2,567,402	$11,106 â–¼	-0.4%	15,489	0.5%	Energy
PG Procter & Gamble	$2,537,533	$20,236 â–¼	-0.8%	17,305	0.5%	Consumer Staples
PYLD PIMCO Multi Sector Bond Active ETF	$2,517,430	$119,234 â–²	5.0%	94,926	0.5%	ETF
IBM International Business Machines	$2,449,962	$16,873 â–¼	-0.7%	8,712	0.5%	Computer and Technology
LOW Lowe's Companies	$2,327,897	$13,450 â–¼	-0.6%	10,558	0.4%	Retail/Wholesale
UNP Union Pacific	$2,167,227	$12,240 â–¼	-0.6%	7,968	0.4%	Transportation
LHX L3Harris Technologies	$2,063,599	$59,865 â–¼	-2.8%	7,101	0.4%	Aerospace
SCHB Schwab US Broad Market ETF	$2,022,142	$4,315 â–¼	-0.2%	69,825	0.4%	ETF
PEP PepsiCo	$1,954,072	$16,248 â–¼	-0.8%	14,432	0.4%	Consumer Staples
XLK Technology Select Sector SPDR Fund	$1,928,259	$191 â–²	0.0%	10,121	0.4%	ETF
NEE NextEra Energy	$1,698,490	$63,105 â–²	3.9%	19,352	0.3%	Utilities
SDY SPDR S&P Dividend ETF	$1,688,417	$376,945 â–¼	-18.3%	11,095	0.3%	ETF
JHSC John Hancock Multifactor Small Cap ETF	$1,659,481	$9,081 â–¼	-0.5%	34,174	0.3%	ETF
V Visa	$1,638,514	$14,409 â–¼	-0.9%	4,776	0.3%	Business Services
EMR Emerson Electric	$1,541,869		0.0%	10,771	0.3%	Industrials
XOM ExxonMobil	$1,520,993	$168,711 â–¼	-10.0%	11,125	0.3%	Energy
MA Mastercard	$1,513,312	$13,356 â–²	0.9%	2,946	0.3%	Business Services
HD Home Depot	$1,497,011	$353 â–²	0.0%	4,245	0.3%	Retail/Wholesale
XBI SPDR S&P Biotech ETF	$1,341,541	$9,495 â–¼	-0.7%	8,477	0.3%	ETF
IVV iShares Core S&P 500 ETF	$1,335,271		0.0%	1,783	0.3%	ETF
QCOM Qualcomm	$1,325,848	$3,326 â–¼	-0.3%	7,175	0.3%	Computer and Technology
CFG Citizens Financial Group	$1,284,666	$6,376 â–¼	-0.5%	18,334	0.2%	Finance
MCD McDonald's	$1,282,141	$12,165 â–¼	-0.9%	4,743	0.2%	Retail/Wholesale
ADP Automatic Data Processing	$1,280,546		0.0%	5,718	0.2%	Computer and Technology
LLY Eli Lilly and Company	$1,251,103	$9,596 â–²	0.8%	1,043	0.2%	Medical
CWI SPDR MSCI ACWI ex-US ETF	$1,244,632	$24,768 â–¼	-2.0%	30,603	0.2%	ETF
GE GE Aerospace	$1,194,980	$20,558 â–²	1.8%	3,197	0.2%	Aerospace
IEFA iShares Core MSCI EAFE ETF	$1,187,837		0.0%	12,299	0.2%	ETF
KO CocaCola	$1,144,430	$244 â–²	0.0%	14,082	0.2%	Consumer Staples
CIBR First Trust Nasdaq Cybersecurity ETF	$1,136,757	$64,691 â–²	6.0%	12,652	0.2%	Manufacturing
TMO Thermo Fisher Scientific	$1,125,793	$90,264 â–¼	-7.4%	2,245	0.2%	Medical
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$1,119,061	$91,696 â–²	8.9%	53,698	0.2%	ETF
GS The Goldman Sachs Group	$1,117,446	$17,191 â–¼	-1.5%	1,105	0.2%	Finance
VZ Verizon Communications	$1,104,997	$55,127 â–¼	-4.8%	26,098	0.2%	Computer and Technology
CVS CVS Health	$1,078,400	$2,586 â–¼	-0.2%	10,424	0.2%	Medical
VIG Vanguard Dividend Appreciation ETF	$1,054,302	$3,076 â–²	0.3%	4,456	0.2%	ETF
ABBV AbbVie	$1,043,598	$27,682 â–¼	-2.6%	4,147	0.2%	Medical
STT State Street	$1,005,389		0.0%	5,928	0.2%	Finance
Ge Vernova Llc Com	$1,002,156	$45,820 â–²	4.8%	853	0.2%	COM
BMY Bristol Myers Squibb	$999,367	$7,664 â–¼	-0.8%	17,344	0.2%	Medical
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF	$998,116	$76,260 â–²	8.3%	39,265	0.2%	ETF
VUG Vanguard Growth ETF	$988,737	$817,918 â–²	478.8%	11,478	0.2%	ETF
ORCL Oracle	$981,174	$14,069 â–¼	-1.4%	6,695	0.2%	Computer and Technology
Wal-Mart Stores	$970,873	$16,196 â–¼	-1.6%	8,572	0.2%	COM
VNQ Vanguard Real Estate ETF	$962,011	$31,244 â–¼	-3.1%	9,976	0.2%	ETF
ILDR First Trust Innovation Leaders ETF	$930,853	$47,840 â–²	5.4%	23,719	0.2%	ETF
iShares iBonds Dec 2030 Muni Bond ETF	$928,155	$621 â–²	0.1%	35,878	0.2%	ETF
MDT Medtronic	$906,764	$35,751 â–¼	-3.8%	11,591	0.2%	Medical
TJX TJX Companies	$890,833	$18,180 â–¼	-2.0%	5,880	0.2%	Retail/Wholesale
INTC Intel	$881,496	$63,951 â–¼	-6.8%	6,313	0.2%	Computer and Technology
Applied Finance IVS US SMID ETF	$852,925	$23,400 â–²	2.8%	28,504	0.2%	ETF
PBE Invesco Biotechnology & Genome ETF	$840,007	$17,930 â–¼	-2.1%	9,370	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Newman Dignan & Sheerar, Inc. Top Holdings and 13F Report (2026)

About Newman Dignan & Sheerar, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Newman Dignan & Sheerar, Inc. Top Holdings and 13F Report (2026)

About Newman Dignan & Sheerar, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNewman Dignan & Sheerar, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools