StockDriftsStockDriftsTop 50 Newman Dignan & Sheerar, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | Schwab Dow Jones US Large Cap ETF | 8.78% | 1.56M | $45.9M | -0.03%(-429) | $19.56(+55.99%) | 2026-06-30 | |
| VSLU | Applied Finance Valuation Lg Cap ETF | 6.34% | 716.5K | $33.1M | +1.48%(+10.48K) | $28.80(+71.13%) | 2026-06-30 | |
| SCHD | Schwab Dow Jones US Div Eq ETF | 5.69% | 939.0K | $29.8M | -0.06%(-544) | $25.31(+35.76%) | 2026-06-30 | |
| GOOGL | Alphabet, Inc. Cl A | 3.31% | 48.5K | $17.3M | -2.69%(-1.34K) | $29.76(+1058.30%) | 2026-06-30 | |
| DFAE | Dimensional Emerg Core Equity Mkt ETF | 3.17% | 412.4K | $16.6M | +0.70%(+2.86K) | $25.39(+55.05%) | 2026-06-30 | |
| AAPL | Apple, Inc | 3.13% | 56.5K | $16.3M | -1.48%(-846) | $87.68(+248.30%) | 2026-06-30 | |
| UITB | VictoryShares Core Intermediate Bond ETF | 3.03% | 338.6K | $15.9M | -28.52%(-135.08K) | $46.60(-0.81%) | 2026-06-30 | |
| SGOL | abrdn Physical Gold Shares ETF | 2.35% | 321.7K | $12.3M | -2.74%(-9.05K) | $16.67(+149.94%) | 2026-06-30 | |
| NVDA | Nvidia Corp | 2.15% | 56.1K | $11.2M | -1.53%(-873) | $10.60(+2033.24%) | 2026-06-30 | |
| JCPB | JPMorgan Core Plus Bond ETF | 1.92% | 214.1K | $10.1M | +663.13%(+186.07K) | $46.97(-1.61%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.11% | +60.60% | +10.11% | +61.85% |
| Top 20 Holdings Unweighted | +17.01% | +60.18% | +9.53% | +57.67% |
Newman Dignan & Sheerar, Inc. reports $522.84M in US-listed equity holdings across 197 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (8.8%), VSLU (6.3%) and SCHD (5.7%). The top 20 holdings account for 55.8% of reported assets. Its disclosed equity book has returned +60.60% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Newman Dignan & Sheerar, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1566493). View Newman Dignan & Sheerar, Inc.’s 13F filings on SEC