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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 First Eagle Global I 8,043.0 $683K 0.13% NEW $84.87
2 AMD Advanced Micro Devices Technology 680.0 $395K 0.08% NEW $580.91 -21.4%
3 JCI Johnson Controls PLC Industrials 2,360.0 $345K 0.07% NEW $146.11 -2.1%
4 HPE Hewlett Packard Ente Technology 7,175.0 $324K 0.06% NEW $45.11 +16.2%
5 GLW Corning Inc Technology 1,247.0 $319K 0.06% NEW $255.43 -43.0%
6 CAT Caterpillar Industrials 279.0 $297K 0.06% NEW $1064.90 -23.8%
7 ASML A S M L Holding Nv New Technology 129.0 $257K 0.05% NEW $1989.46 -12.5%
8 AIQ Global X Artfcl Intlgc & Tech ETF 3,870.0 $254K 0.05% NEW $65.60 -5.0%
9 Q Qnity Electronics, Inc. Technology 1,527.0 $249K 0.05% NEW $163.31 -22.7%
10 SMH Semiconductor Holders Tr 340.0 $223K 0.04% NEW $655.89 -16.6%
11 KEYS Keysight Technologies Technology 621.0 $217K 0.04% NEW $350.07 -11.3%
12 EME Emcor Group Inc Industrials 242.0 $201K 0.04% NEW $829.88 -7.8%
13 D Dominion Res Inc Va Utilities 2,935.0 $200K 0.04% NEW $68.29 -2.5%

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%