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Portfolio (Quarterly) Guide ↗

Newman Dignan & Sheerar, Inc.

· CIK 0001566493
13F Portfolio $523M AUM 197 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 43 Added 77 Reduced 8 Exited
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY Lilly Eli & Co Healthcare 1,043.0 $1.3M 0.24% +8.0 +0.8% $1199.52 +4.0%
22 GE General Electric Industrials 3,197.0 $1.2M 0.23% +55.0 +1.8% $373.78 -8.5%
23 CIBR First Trust NASDAQ Cybersecurity ETF 12,652.0 $1.1M 0.22% +720.0 +6.0% $89.85 +3.8%
24 IBDW iShares iBonds Dec 2031 Corp Bond ETF 53,698.0 $1.1M 0.21% +4K +8.9% $20.84 -1.1%
25 GEV Ge Vernova Llc Com Utilities 853.0 $1.0M 0.19% +39.0 +4.8% $1174.86 -19.8%
26 IBMP iShares iBonds Dec 2027 Muni Bond ETF 39,265.0 $998K 0.19% +3K +8.3% $25.42 -0.1%
27 VUG Vanguard Growth ETF 11,478.0 $989K 0.19% +9K +478.8% $86.14 +0.9%
28 ILDR First Trust Innovation Leaders ETF 23,719.0 $931K 0.18% +1K +5.4% $39.24 -2.6%
29 IVSS Applied Finance IVS US SMID ETF 28,504.0 $853K 0.16% +782.0 +2.8% $29.92 +2.0%
30 Vanguard Core Tax-Exempt Bond ETF 9,726.0 $743K 0.14% +6K +193.4% $76.40
31 IBDV iShares iBonds Dec 2030 Corp Bond ETF 32,879.0 $717K 0.14% +2K +6.6% $21.80 -0.8%
32 COST Costco Whsl Corp Consumer Defensive 657.0 $615K 0.12% +9.0 +1.4% $936.11 +3.8%
33 VXUS Vanguard Total International Stock 6,510.0 $557K 0.11% +40.0 +0.6% $85.49 +2.0%
34 VTI Vanguard Total Stock Mkt ETF 1,443.0 $534K 0.10% +153.0 +11.9% $370.06 +1.9%
35 VRTX Vertex Pharmaceuticals Healthcare 871.0 $433K 0.08% +79.0 +10.0% $496.73 +10.2%
36 XLRE Real Estate Sector SPDR 8,193.0 $361K 0.07% +3K +47.6% $44.03 +3.0%
37 ET Energy Transfer Equity Energy 17,584.0 $336K 0.06% +263.0 +1.5% $19.12 +10.3%
38 BKMI BNY Mellon Municipal ETF 11,858.0 $314K 0.06% +76.0 +0.7% $26.44 -1.9%
39 KMI Kinder Morgan Inc Energy 9,312.0 $298K 0.06% +56.0 +0.6% $31.97 -3.0%
40 JEPI JPMorgan Equity Premium Income ETF 5,213.0 $294K 0.06% +79.0 +1.5% $56.48 +2.8%
Page 2 of 3  ·  43 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 33.9%
Financial Services 18.4%
Communication Services 10.6%
Healthcare 10.3%
Industrials 10.2%
Consumer Cyclical 6.6%
Consumer Defensive 4.6%
Energy 3.0%
Utilities 1.8%
Basic Materials 0.6%