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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 ADBE Adobe Systems Technology 1,185 $415K 0.09% SOLD
2 PYPL Paypal Holdings, Inc. Financial Services 5,706 $333K 0.07% SOLD
3 COF Capital One Financial Financial Services 1,327 $322K 0.07% SOLD
4 JCI Johnson Controls PLC Industrials 2,300 $275K 0.06% SOLD
5 ALL Allstate Corp Financial Services 1,080 $225K 0.05% SOLD
6 DD Du Pont E I De Nemours Basic Materials 5,015 $202K 0.04% SOLD
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%