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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 Chg Shares Chg % Period Price ① Since Period ①
1 JCPB JPMorgan Core Plus Bond ETF 28,060.0 $1.3M 0.28% NEW $47.08 -0.5%
2 IEFA iShare Core MSCI EAFE 12,299.0 $1.1M 0.23% NEW $90.53 +5.8%
3 IVSS Applied Finance IVS US SMID ETF 27,722.0 $719K 0.15% NEW $25.95 +12.0%
4 EMXC iShares MSCI Emerging Mkts ex China ETF 6,332.0 $498K 0.10% NEW $78.66 +28.4%
5 MUB iShares S & P Nat'l AMT-Free Muni Bd 4,008.0 $425K 0.09% NEW $106.14 +1.1%
6 BKMI BNY Mellon Municipal ETF 11,782.0 $308K 0.07% NEW $26.10 +1.0%
7 Vanguard Core Tax-Exempt Bond ETF 3,315.0 $249K 0.05% NEW $75.15
8 PPG PPG Inds Inc Basic Materials 1,920.0 $205K 0.04% NEW $106.88 +11.3%
9 TT Trane Technologies PLC Industrials 492.0 $205K 0.04% NEW $416.74 +15.0%
10 SO Southern Co Utilities 2,123.0 $205K 0.04% NEW $96.51 -2.0%

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%