Newman & Schimel, LLC current holdings: USA Stocks
Newman & Schimel, LLC reported $0.02 billion in share positions in stocks (listed in the US), 20 positions, in its Form 13F for the quarter ended 2022-12-31; the largest are BRKB, AAPL, NVDA.
- BRKB: Country of operation —; Class CL B NEW; Shares 42,736; Value $13,201,150.
- AAPL: Country of operation United States; Class COM; Shares 16,337; Value $2,122,653.
- NVDA: Country of operation United States; Class COM; Shares 6,939; Value $1,014,066.
- MSFT: Country of operation United States; Class COM; Shares 4,190; Value $1,004,744.
Form 13F-HR as filed (SEC CIK 1838938): quarter ended 2022-12-31, filed 2023-01-23. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2022-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| BRKB Berkshire Hathaway Inc Del | CL B NEW | 42,736 | $13,201,150 | 54.30% | 2022-12-31 | 2023-01-23 | ||
| AAPL Apple Inc | United States | COM | 16,337 | $2,122,653 | 8.73% | 2022-12-31 | 2023-01-23 | |
| NVDA NVIDIA CORPORATION | United States | COM | 6,939 | $1,014,066 | 4.17% | 2022-12-31 | 2023-01-23 | +1455.17% |
| MSFT Microsoft Corp | United States | COM | 4,190 | $1,004,744 | 4.13% | 2022-12-31 | 2023-01-23 | +112.23% |
| NOC NORTHROP GRUMMAN | United States | COM | 1,632 | $890,436 | 3.66% | 2022-12-31 | 2023-01-23 | -7.51% |
| AMZN Amazon Com Inc | United States | COM | 8,281 | $695,604 | 2.86% | 2022-12-31 | 2023-01-23 | +193.65% |
| CBOE Cboe Global Mkts Inc | United States | COM | 5,131 | $643,787 | 2.65% | 2022-12-31 | 2023-01-23 | +108.62% |
| ACN Accenture PLC Ireland | SHS CLASS A | 2,128 | $567,836 | 2.34% | 2022-12-31 | 2023-01-23 | -33.62% | |
| V VISA INC | United States | COM CL A | 1,993 | $414,137 | 1.70% | 2022-12-31 | 2023-01-23 | +76.11% |
| HD HOME DEPOT INC | United States | COM | 1,280 | $404,301 | 1.66% | 2022-12-31 | 2023-01-23 | -8.81% |
| WMT Walmart Inc. | United States | COM | 2,839 | $402,528 | 1.66% | 2022-12-31 | 2023-01-23 | +125.97% |
| RSG Republic Svcs Inc | United States | COM | 2,800 | $361,172 | 1.49% | 2022-12-31 | 2023-01-23 | +64.29% |
| MTB M & T BK CORP | United States | COM | 2,484 | $360,329 | 1.48% | 2022-12-31 | 2023-01-23 | +49.94% |
| NFLX NETFLIX INC | United States | COM | 1,162 | $342,651 | 1.41% | 2022-12-31 | 2023-01-23 | +138.39% |
| COST COSTCO WHSL CORP NEW | United States | COM | 741 | $338,267 | 1.39% | 2022-12-31 | 2023-01-23 | +102.54% |
| AMAT APPLIED MATLS INC | United States | COM | 3,200 | $311,616 | 1.28% | 2022-12-31 | 2023-01-23 | +425.79% |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 3,345 | $295,129 | 1.21% | 2022-12-31 | 2023-01-23 | +286.40% |
| GOOG ALPHABET INC | United States | CAP STK CL C | 2,915 | $258,648 | 1.06% | 2022-12-31 | 2023-01-23 | +280.16% |
| TSLA TESLA INC | United States | COM | 1,857 | $228,745 | 0.94% | 2022-12-31 | 2023-01-23 | +186.44% |
| ADSK AUTODESK INC | United States | COM | 1,200 | $224,244 | 0.92% | 2022-12-31 | 2023-01-23 | +8.73% |
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