Newman Dignan & Sheerar, Inc.: 13F holdings
CIK 15664932026Q2
| Positions | 197 |
|---|
| Reported value | $522.8m |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 197 (+5 vs prior quarter) |
|---|
| Reported value | $522.8m (+10.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHX Schwab Dow Jones US Large Cap ETF | 1,559,413 | $45.9m | 8.8% |
| TRY=X Applied Finance Valuation Lg Cap ETF | 716,462 | $33.1m | 6.3% |
| SCHD Schwab Dow Jones US Div Eq ETF | 938,972 | $29.8m | 5.7% |
| GOOGL Alphabet, Inc. Cl A | 48,472 | $17.3m | 3.3% |
| DFAE Dimensional Emerg Core Equity Mkt ETF | 412,430 | $16.6m | 3.2% |
| AAPL Apple, Inc | 56,497 | $16.3m | 3.1% |
| UITB VictoryShares Core Intermediate Bond ETF | 338,592 | $15.9m | 3.0% |
| SGOL abrdn Physical Gold Shares ETF | 321,721 | $12.3m | 2.4% |
| NVDA Nvidia Corp | 56,085 | $11.2m | 2.1% |
| JCPB JPMorgan Core Plus Bond ETF | 214,133 | $10.1m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1566493")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples