Newman Dignan & Sheerar, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm’s equity holdings as of the close of business on September 30, 2026. The report lists the firm’s address as 260 West Exchange Street, Suite 302, in Providence, Rhode Island, and identifies Richard Cavanagh as the Chief Compliance Officer responsible for the filing.
The portfolio consists of a diverse array of common stocks, exchange-traded funds (ETFs), and limited partnerships. The filing indicates that the firm holds positions in over 200 individual securities. Major technology holdings include Apple, Inc., with 18,534,031 shares, Microsoft Corporation with 13,763,731 shares, and Nvidia Corporation with 12,705,497 shares. Other notable positions include Amazon.com, Alphabet, Inc., and Meta Platforms, Inc.
The filing also details significant exposure to financial services, including J.P. Morgan Chase & Co., Bank of America, and Wells Fargo & Company. The portfolio includes substantial investments in energy companies such as Exxon-Mobil, ChevronTexaco Corp, and Kinder Morgan Inc. Additionally, the firm holds stakes in consumer staples companies like Procter & Gamble Inc., Coca-Cola, and Walmart, alongside healthcare giants such as Merck & Co. Inc. and Pfizer Inc.
ETFs comprise a significant portion of the disclosed holdings. The firm lists positions in various bond ETFs, including iShares iBonds Dec 2029 Muni Bond ETF and JPMorgan Ultra-Short Municipal Inc ETF, as well as equity ETFs such as Schwab Dow Jones US Large Cap ETF and Vanguard S&P 500 ETF. The filing does not specify the total value of the portfolio or the specific voting rights exercised by the firm on these holdings.
