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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 $475,046,566
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,559,842 $39,994,343 8.42%
2.
Direct Investment Holdings Group Inc.
 FEPI 705,983 $29,517,164 6.21%
3.
Schwab Strategic Trust
 FNDF 939,516 $28,824,354 6.07%
4.
Victory Portfolios Ii
 473,674 $22,270,709 4.69%
5.
Abrdn Physical Gold Shares Etf - ETF
 330,772 $14,759,047 3.11%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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