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Portfolio (Quarterly) Guide ↗

Newman Dignan & Sheerar, Inc.

· CIK 0001566493
13F Portfolio $475M AUM 192 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 60 Added 87 Reduced 6 Exited
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MCD McDonalds Corp Consumer Cyclical 4,788.0 $1.5M 0.31% +36.0 +0.8% $310.79 -12.6%
22 MA Mastercard Inc Financial Services 2,920.0 $1.5M 0.31% +47.0 +1.6% $499.67 -2.3%
23 TDVG T. Rowe Price Dividend Growth ETF 28,188.0 $1.3M 0.27% +16K +129.8% $44.63 +8.5%
24 TMO Thermo Fisher Scientific Healthcare 2,425.0 $1.2M 0.25% +28.0 +1.2% $491.60 -4.5%
25 IVV iShares Core S&P 500 ETF 1,783.0 $1.2M 0.24% +400.0 +28.9% $653.21 +12.9%
26 IBDW iShares iBonds Dec 2031 Corp Bond ETF 49,298.0 $1.0M 0.22% +1K +2.9% $20.93 -0.7%
27 ORCL Oracle Systems Technology 6,791.0 $999K 0.21% +63.0 +0.9% $147.11 +12.3%
28 LLY Lilly Eli & Co Healthcare 1,035.0 $952K 0.20% +19.0 +1.9% $919.83 +20.4%
29 VNQ Vanguard REIT 10,300.0 $914K 0.19% +1K +11.5% $88.70 +10.3%
30 CIBR First Trust NASDAQ Cybersecurity ETF 11,932.0 $748K 0.16% +6K +89.6% $62.68 +34.4%
31 ILDR First Trust Innovation Leaders ETF 22,500.0 $670K 0.14% +12K +124.9% $29.78 +26.3%
32 COST Costco Whsl Corp Consumer Defensive 648.0 $646K 0.14% +11.0 +1.7% $996.98 -3.9%
33 PLTR Palantir Technologies Inc. Technology 4,246.0 $621K 0.13% +224.0 +5.6% $146.28 -20.2%
34 MS Morgan Stanley Group Financial Services 3,418.0 $562K 0.12% +90.0 +2.7% $164.57 +37.3%
35 TSLA Tesla Motors Inc Consumer Cyclical 1,388.0 $516K 0.11% +179.0 +14.8% $371.75 +2.7%
36 VXUS Vanguard Total International Stock 6,470.0 $499K 0.10% +95.0 +1.5% $77.11 +9.5%
37 iShares iBonds Dec 2031 Term Muni Bd ETF 18,982.0 $487K 0.10% +4K +25.3% $25.67
38 HPQ Hewlett Packard Technology 24,741.0 $475K 0.10% +125.0 +0.5% $19.21 +23.2%
39 NOC Northrop Grumman Corp Industrials 571.0 $390K 0.08% +8.0 +1.4% $682.68 -24.8%
40 PM Philip Morris Intl Inc Consumer Defensive 2,174.0 $359K 0.08% +82.0 +3.9% $165.34 +8.1%
Page 2 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.3%
Financial Services 20.0%
Communication Services 11.9%
Healthcare 10.6%
Industrials 9.9%
Consumer Cyclical 6.9%
Consumer Defensive 5.1%
Energy 3.9%
Utilities 1.7%
Basic Materials 0.6%