Newman Dignan & Sheerar, Inc.
•CIK: 1566493•Filing: Q4 2025
**Newman Dignan & Sheerar, Inc.** manages $480M across a diversified portfolio of 188 positions. The fund exhibits a significant allocation to broad market exposure, notably holding SCHX at $41.4M and VSLU at $31.2M. Core technology and dividend-focused names anchor the top holdings, including SCHD ($26.2M), GOOGL ($16.4M), and AAPL ($15.9M). This structure suggests a strategy balancing broad market capture with established, high-conviction equity names.
Total AUM
$479.9M
QoQ Performance
+3.6%
Positions
188
Top 10 Concentration
42.8%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHX
VSLU
SCHD
SCHX8.6%
VSLU6.5%
SCHD5.5%
UITB4.8%
GOOGL3.4%
AAPL3.3%
SGOL3.3%
MSFT2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.8%
Technology16.9%
Healthcare3.9%
Financial3.5%
Consumer3.1%
ETF2.5%
Industrial1.6%
Energy1.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW13 new positions
↑87 increased
↓68 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022