Newman Dignan & Sheerar, Inc.
Filing Date
Global Rank
#4,267
/ 8,604
▼ 14
· as of Mar 2026
Top Industry
Semiconductors
10.7%
3Y Alpha vs SPY
-1.0%
Period ended 3 months ago
Filed Apr 13, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+73.6%
SPY
+76.5%
Annualised alpha
-0.7%
Max drawdown
−16.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
108 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.6%
−0.3 pts
Top 5
32.8%
−1.7 pts
Top 10
47.5%
−1.4 pts
HHI
318
Diversified−16
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.0% | $58,116,899 |
| Unclassified | 11.8% | $22,761,247 |
| Healthcare | 10.6% | $20,506,110 |
| Financial Services | 10.2% | $19,705,623 |
| Communication Services | 10.0% | $19,440,276 |
| Industrials | 9.7% | $18,789,680 |
| Consumer Cyclical | 6.9% | $13,314,540 |
| Consumer Defensive | 5.2% | $10,082,558 |
| Energy | 3.9% | $7,533,896 |
| Utilities | 1.4% | $2,619,453 |
| Basic Materials | 0.2% | $439,094 |
| Real Estate | 0.2% | $330,490 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +470 | 29,848 | $6,216,442 | |
| MSFT | Microsoft Corp | +357 | 27,015 | $10,000,142 | |
| INTC | Intel Corp | +274 | 6,771 | $298,804 | |
| ET | Energy Transfer LP | +271 | 17,321 | $334,295 | |
| WFC | Wells Fargo & Company/Mn | +256 | 4,162 | $331,336 | |
| PLTR | Palantir Technologies Inc. | +224 | 4,246 | $621,104 | |
| NEE | Nextera Energy Inc | +186 | 18,633 | $1,730,633 | |
| TSLA | Tesla, Inc. | +179 | 1,388 | $515,989 | |
| MO | Altria Group, Inc. | +172 | 4,750 | $313,452 | |
| COP | Conocophillips | +130 | 2,693 | $355,476 | |
| HPQ | Hp Inc | +125 | 24,741 | $475,274 | |
| META | Meta Platforms, Inc. | +91 | 5,114 | $2,925,872 | |
| MS | Morgan Stanley | +90 | 3,418 | $562,500 | |
| BRK-B | Berkshire Hathaway Inc | +87 | 6,918 | $3,315,105 | |
| AMAT | Applied Materials Inc /De | +87 | 4,960 | $1,695,278 | |
| NVDA | Nvidia Corp | +83 | 56,958 | $9,933,475 | |
| PM | Philip Morris International Inc. | +82 | 2,174 | $359,449 | |
| ORCL | Oracle Corp | +63 | 6,791 | $999,024 | |
| A | Agilent Technologies, Inc. | +61 | 2,348 | $267,625 | |
| KMI | Kinder Morgan, Inc. | +58 | 9,256 | $310,353 | |
| UNP | Union Pacific Corp | +55 | 8,013 | $1,944,114 | |
| MA | Mastercard Inc | +47 | 2,920 | $1,459,007 | |
| CRWD | CrowdStrike Holdings, Inc. | +43 | 858 | $83,742 | |
| MMM | 3M Co | +37 | 2,335 | $339,112 | |
| MCD | Mcdonalds Corp | +36 | 4,788 | $1,488,062 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SGOL | abrdn Gold ETF Trust | −49,044 | 330,772 | $14,759,046 | |
| XOM | Exxon Mobil Corp | −3,563 | 12,359 | $2,096,827 | |
| GOOGL | Alphabet Inc. | −2,712 | 49,814 | $14,324,513 | |
| FISV | Fiserv Inc | −1,917 | 5,475 | $305,505 | |
| CTVA | Corteva, Inc. | −1,580 | 2,794 | $233,885 | |
| CSCO | Cisco Systems, Inc. | −1,153 | 31,196 | $2,420,497 | |
| MDT | Medtronic plc | −1,153 | 12,048 | $1,043,959 | |
| GLD | Spdr Gold Trust | −1,152 | 9,381 | $4,036,550 | |
| JPM | Jpmorgan Chase & Co | −1,011 | 18,269 | $5,374,009 | |
| AAPL | Apple Inc. | −966 | 57,343 | $14,553,079 | |
| CRM | Salesforce, Inc. | −942 | 3,239 | $604,624 | |
| GE | General Electric Co | −858 | 3,142 | $891,605 | |
| TFC | Truist Financial Corp | −840 | 4,521 | $207,830 | |
| JNJ | Johnson & Johnson | −737 | 21,364 | $5,222,216 | |
| PWR | Quanta Services, Inc. | −734 | 8,288 | $4,550,277 | |
| CVS | CVS HEALTH Corp | −681 | 10,449 | $750,447 | |
| PEG | Public Service Enterprise Group Inc | −666 | 5,613 | $454,372 | |
| TSN | Tyson Foods, Inc. | −652 | 7,685 | $492,377 | |
| MRK | Merck & Co., Inc. | −618 | 28,802 | $3,464,592 | |
| CFG | Citizens Financial Group Inc/Ri | −590 | 18,425 | $1,104,947 | |
| VZ | Verizon Communications Inc | −576 | 27,400 | $1,375,480 | |
| PFE | Pfizer Inc | −569 | 16,929 | $475,366 | |
| TJX | Tjx Companies Inc /De/ | −519 | 6,000 | $958,200 | |
| BX | Blackstone Inc. | −511 | 5,614 | $645,553 | |
| NKE | NIKE, Inc. | −449 | 4,373 | $230,981 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ADBE | Adobe Inc. | 1,185 | $414,738 | |
| PYPL | PayPal Holdings, Inc. | 5,706 | $333,116 | |
| COF | Capital One Financial Corp | 1,327 | $321,611 | |
| JCI | Johnson Controls International plc | 2,300 | $275,425 | |
| ALL | Allstate Corp | 1,080 | $224,802 | |
| DD | DuPont de Nemours, Inc. | 5,015 | $201,603 | |
| No positions match the current search. | ||||
108 positions ·
$193,639,866 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 108 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SGOL |
abrdn Gold ETF Trust
|
Reduced | 330,772 | $14,759,046 | 7.62% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 57,343 | $14,553,079 | 7.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 49,814 | $14,324,513 | 7.40% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 27,015 | $10,000,142 | 5.16% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 56,958 | $9,933,475 | 5.13% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 22,957 | $7,105,421 | 3.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 29,848 | $6,216,442 | 3.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 18,269 | $5,374,009 | 2.78% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 21,364 | $5,222,216 | 2.70% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 8,288 | $4,550,277 | 2.35% | |
| GLD |
Spdr Gold Trust
|
Reduced | 9,381 | $4,036,550 | 2.08% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 20,497 | $3,953,871 | 2.04% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 28,802 | $3,464,592 | 1.79% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 6,918 | $3,315,105 | 1.71% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 15,556 | $3,218,536 | 1.66% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 4,550 | $2,959,047 | 1.53% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 5,114 | $2,925,872 | 1.51% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 7,625 | $2,682,856 | 1.39% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 54,659 | $2,664,626 | 1.38% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Reduced | 7,307 | $2,522,011 | 1.30% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 17,443 | $2,519,466 | 1.30% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 10,619 | $2,509,057 | 1.30% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 31,196 | $2,420,497 | 1.25% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 14,552 | $2,259,780 | 1.17% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 13,841 | $2,218,989 | 1.15% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 8,772 | $2,126,245 | 1.10% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 12,359 | $2,096,827 | 1.08% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 8,013 | $1,944,114 | 1.00% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 18,633 | $1,730,633 | 0.89% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 4,960 | $1,695,278 | 0.88% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 1,087 | $1,600,509 | 0.83% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 4,788 | $1,488,062 | 0.77% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 2,920 | $1,459,007 | 0.75% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 4,818 | $1,456,192 | 0.75% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 10,771 | $1,411,216 | 0.73% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 4,244 | $1,395,809 | 0.72% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 27,400 | $1,375,480 | 0.71% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 2,425 | $1,191,960 | 0.62% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 5,718 | $1,161,783 | 0.60% | |
| CFG |
Citizens Financial Group Inc/Ri
Financial Services
|
Reduced | 18,425 | $1,104,947 | 0.57% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 8,715 | $1,083,100 | 0.56% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 14,079 | $1,070,707 | 0.55% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 17,477 | $1,059,980 | 0.55% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 12,048 | $1,043,959 | 0.54% | |
| ORCL |
Oracle Corp
Technology
|
Added | 6,791 | $999,024 | 0.52% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 6,000 | $958,200 | 0.49% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,035 | $951,961 | 0.49% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 1,122 | $949,200 | 0.49% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 7,193 | $926,314 | 0.48% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 4,257 | $925,854 | 0.48% |