§ 13F · FUND PROFILE
Newman Dignan & Sheerar, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $463M (13F)Positions · 180Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab Dow Jones US Large Cap ETF | 1.56M | $40M | 8.4% | +1% |
| 2 | VSLU | Applied Finance Valuation Lg Cap ETF | 706K | $30M | 6.2% | ±0% |
| 3 | SCHD | Schwab Dow Jones US Div Eq ETF | 940K | $29M | 6.1% | −2% |
| 4 | UITB | VictoryShares Core Intermediate Bond ETF | 474K | $22M | 4.7% | −2% |
| 5 | SGOL | abrdn Physical Gold Shares ETF | 331K | $15M | 3.1% | −13% |
| 6 | AAPL | Apple, Inc | 57K | $15M | 3.1% | −2% |
| 7 | GOOGL | Alphabet, Inc. Cl A | 50K | $14M | 3.0% | −5% |
| 8 | DFAE | Dimensional Emerg Core Equity Mkt ETF | 410K | $14M | 2.9% | +8% |
| 9 | MSFT | Microsoft Corp | 27K | $10M | 2.1% | +1% |
| 10 | NVDA | Nvidia Corp | 57K | $10M | 2.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEWMAN SIGNAL
AC read
Newman Dignan & Sheerar, Inc. is a Other fund managing $463 million in assets. The fund runs a portfolio of 180 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed