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Richard Cavanagh

Newman Dignan & Sheerar, Inc.

Assets Managed
$522.844M
Holdings
197
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
10.07%(2Q avg: 4.54%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Newman Dignan & Sheerar, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 197 positions.

Assets under management

The assets under management (AUM) of Newman Dignan & Sheerar, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 522.844M in assets, with a quarterly growth rate of 10.07% and a 2-quarter average growth rate of 4.54%. The portfolio is managed by Richard Cavanagh, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -0.02%
8.78%
$45.894M
1.559M shares@ $29.43 avg price
VSLU
Applied Finance Valuation
Recent Activity
Increased 1.49%
6.34%
$33.134M
716,462 shares@ $46.25 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -0.05%
5.7%
$29.775M
938,972 shares@ $31.72 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.69%
3.32%
$17.322M
48,472 shares@ $357.38 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 0.7%
3.18%
$16.584M
412,430 shares@ $40.22 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.47%
3.13%
$16.348M
56,497 shares@ $289.37 avg price
UITB
Victoryshares Core Intermedi
Recent Activity
Decreased -28.51%
3.04%
$15.859M
338,592 shares@ $46.84 avg price
SGOL
Abrdn Physical Gold Shares
Recent Activity
Decreased -2.73%
2.36%
$12.299M
321,721 shares@ $38.24 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.53%
2.15%
$11.222M
56,085 shares@ $200.09 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 663.13%
1.93%
$10.051M
214,133 shares@ $46.95 avg price

1-10 of 197