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Richard Cavanagh

Newman Dignan & Sheerar, Inc.

Assets Managed
$475.047M
Holdings
192
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
-1%(2Q avg: 1.32%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Newman Dignan & Sheerar, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 192 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 475.047M in assets, with a quarterly growth rate of -1% and a 2-quarter average growth rate of 1.32%. The portfolio is managed by Richard Cavanagh, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 1.4%
8.42%
$39.994M
1.56M shares@ $25.64 avg price
VSLU
Applied Finance Valuation
Recent Activity
Increased 0.21%
6.22%
$29.517M
705,983 shares@ $41.82 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -1.62%
6.07%
$28.824M
939,516 shares@ $30.69 avg price
UITB
Victoryshares Core Intermedi
Recent Activity
Decreased -1.93%
4.69%
$22.271M
473,674 shares@ $47.02 avg price
SGOL
Abrdn Physical Gold Shares
Recent Activity
Decreased -12.91%
3.11%
$14.759M
330,772 shares@ $44.63 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.65%
3.07%
$14.553M
57,343 shares@ $253.8 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -5.16%
3.02%
$14.325M
49,814 shares@ $287.57 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 8.29%
2.92%
$13.868M
409,567 shares@ $33.87 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.34%
2.11%
$10M
27,015 shares@ $370.17 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.15%
2.1%
$9.934M
56,958 shares@ $174.41 avg price

1-10 of 192