Newman Dignan & Sheerar
Newman Dignan & Sheerar reported 180 stocks worth $525M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are SCHX (8.6%), VSLU (6.9%) and SCHD (5.5%). Compared with Q2 2026, the fund opened new positions in JIRE, TLH and XOM, added to VSLU, JCPB and JHMM, trimmed SCHX, SCHD and AAPL and sold out of JNJ, XOM and MDT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHX Schwab US Large Cap ETF | $45.4M | 8.6% | 1.5M | −47K (−3%) | 8 of 8 | |
| 2 |  VSLU ETF Opportunities Trust | $36.4M | 6.9% | 750K | +33K (+5%) | 6 of 8 | |
| 3 |  SCHD Schwab US Dividend Equity ETF | $28.8M | 5.5% | 884K | −55K (−6%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $18.5M | 3.5% | 56K | −843 (−1%) | 8 of 8 | |
| 5 |  GOOGL Alphabet Inc | $16.5M | 3.1% | 48K | −380 (−1%) | 8 of 8 | |
| 6 |  DFAE Dimensional Emerg Core | $16.1M | 3.1% | 410K | −2,588 (−1%) | 8 of 8 | |
| 7 |  UITB Victoryshares Core | $15M | 2.9% | 336K | −2,218 (−1%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $13.8M | 2.6% | 27K | No change | 8 of 8 | |
| 9 |  NVDA Nvidia Corporation | $12.7M | 2.4% | 56K | −452 (−1%) | 8 of 8 | |
| 10 |  JCPB J P Morgan Exchange Traded F | $12.6M | 2.4% | 282K | +67K (+31%) | 3 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 JNJ Johnson & Johnson | $5.4M | 21K |
 XOM Exxon Mobil Corp | $1.5M | 11K |
 MDT Medtronic PLC F | $907K | 12K |
 SGIIX First Eagle Global Fund Class I | $683K | 8,043 |
 IBDS Ishares TR | $382K | 16K |
🔒 Free account: see all 24.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Newman Dignan & Sheerar 13F FAQ
What does Newman Dignan & Sheerar own?
Newman Dignan & Sheerar reported 180 stocks worth $525M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are SCHX (8.6%), VSLU (6.9%) and SCHD (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did Newman Dignan & Sheerar buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 43 added to, 90 trimmed and 24 sold out. New positions include JIRE, TLH and XOM. It sold all of JNJ, XOM and MDT.
When will Newman Dignan & Sheerar file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Newman Dignan & Sheerar's portfolio worth?
The Q3 2026 filing reports $525M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.