Newman Dignan & Sheerar, Inc.
Top Portfolio Positions
108 positions ·
$193,891,095 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SGOL |
abrdn Gold ETF Trust
|
330,772 | $14,759,046 | 7.61% | |
| AAPL |
Apple Inc.
Technology
|
57,343 | $14,553,079 | 7.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
49,814 | $14,324,513 | 7.39% | |
| MSFT |
Microsoft Corp
Technology
|
27,015 | $10,000,142 | 5.16% | |
| NVDA |
Nvidia Corp
Technology
|
56,958 | $9,933,475 | 5.12% | |
| AVGO |
Broadcom Inc.
Technology
|
22,957 | $7,105,421 | 3.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
29,848 | $6,216,442 | 3.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
18,269 | $5,374,009 | 2.77% | |
| JNJ |
Johnson & Johnson
Healthcare
|
21,364 | $5,222,216 | 2.69% | |
| PWR |
Quanta Services, Inc.
Industrials
|
8,288 | $4,550,277 | 2.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SGOL
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,759,046 | 330,772 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $15,602,841 | 379,816 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $14,961,461 | 406,451 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $13,203,810 | 418,637 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $13,053,078 | 437,729 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,207,470 | 447,404 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $11,453,650 | 455,776 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,307,569 | 463,887 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $10,128,272 | 476,849 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $9,602,700 | 486,459 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $8,772,347 | 495,893 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,992,482 | 489,520 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $9,477,457 | 502,250 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $9,382,158 | 537,044 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $8,718,285 | 547,631 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $9,404,540 | 542,674 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $11,269,085 | 606,517 | Shares | Sole | 2022-04-14 | |
| 2021-09-30 | $9,837,552 | 583,831 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $9,559,457 | 562,652 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $7,056,608 | 430,281 | Shares | Sole | 2021-05-05 | |
| 2020-09-30 | $5,573,374 | 307,073 | Shares | Sole | 2020-10-14 | |
| No 13F history on record for this holder in this stock. | ||||||