Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Newman Dignan & Sheerar, Inc. > Profile

Instuitional Investor - Newman Dignan & Sheerar, Inc.

Fund Profile
Filing Period:
Fund Name: Newman Dignan & Sheerar, Inc.
Portfolio Value $463,072,552
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,544,007 $40,669,138 8.78%
2.
Applied Finance Valuation Lg Cap Etf - ETF
 688,156 $29,378,744 6.34%
3.
Schwab Strategic Trust
 FNDF 921,785 $25,164,729 5.43%
4.
Victory Portfolios Ii
 461,389 $21,925,196 4.73%
5.
Apple Inc.
 AAPL 59,087 $15,045,403 3.25%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.