Newman Dignan & Sheerar, Inc. - Portfolio overview

Newman Dignan & Sheerar, Inc. has 200 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SCHX - Schwab Dow Jones US Large Cap ETF, 8.35%
2. VSLU - Applied Finance Valuation Lg Cap ETF, 6.16%
3. SCHD - Schwab Dow Jones US Div Eq ETF, 6.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.