SEC 13F Intelligence

Managers / Q4 2022

Newman & Schimel, LLC

CIK 0001838938 · 740 WAUKEGAN ROAD, SUITE 205, DEERFIELD, IL, 60015 · 847-317-9350

Reported Value
$221.3B
Q4 2022
Positions
51
Filings on Record
9
2019–present window
Filed
Jan 23, 2023
original filing

Summary

Newman & Schimel, Llc reported $221.3B in U.S.-listed holdings across 51 positions for Q4 2022.

Its largest position, ISTB, represents 17.1% of the portfolio.

Compared with Q3 2022, the fund opened 10 new positions and exited 3.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $120MQ4 ’20Q1 ’21: $150MQ2 ’21: $159MQ2 ’21Q3 ’21: $160MQ4 ’21: $176MQ4 ’21Q1 ’22: $154MQ2 ’22: $208MQ2 ’22Q3 ’22: $202MQ4 ’22: $221.3BQ4 ’22filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2022$221.3B51Jan 23, 202313F-HRchanges · EDGAR ↗
Q3 2022$202M44Oct 25, 202213F-HRchanges · EDGAR ↗
Q2 2022$208M46Jul 14, 202213F-HRchanges · EDGAR ↗
Q1 2022$154M46Apr 15, 202213F-HRchanges · EDGAR ↗
Q4 2021$176M51Jan 18, 202213F-HRchanges · EDGAR ↗
Q3 2021$160M47Oct 7, 202113F-HRchanges · EDGAR ↗
Q2 2021$159M46Jul 6, 202113F-HRchanges · EDGAR ↗
Q1 2021$150M48Apr 8, 202113F-HRchanges · EDGAR ↗
Q4 2020$120M45Jan 21, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.