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Portfolio (Quarterly) Guide ↗

Newman Dignan & Sheerar, Inc.

· CIK 0001566493
13F Portfolio $480M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 188 New
Page 8 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AMT American Tower Corp Real Estate 2,077.0 $365K 0.08% NEW $175.59 +2.2%
142 WFC Wells Fargo & Company Financial Services 3,906.0 $364K 0.08% NEW $93.20 -10.0%
143 Wells Fargo & Co 7.50pcnt Pfd 294.0 $357K 0.07% NEW $1213.43
144 BN Brookfield Corp. Financial Services 7,697.0 $353K 0.07% NEW $45.89 -4.2%
145 VRTX Vertex Pharmaceuticals Healthcare 779.0 $353K 0.07% NEW $453.36 +3.0%
146 IWM iShares Russell 2000 Index Fund ETF 1,391.0 $342K 0.07% NEW $246.16 +20.0%
147 PM Philip Morris Intl Inc Consumer Defensive 2,092.0 $336K 0.07% NEW $160.40 +11.4%
148 PYPL Paypal Holdings, Inc. Financial Services 5,706.0 $333K 0.07% NEW $58.38 -28.6%
149 ILDR First Trust Innovation Leaders ETF 10,003.0 $330K 0.07% NEW $32.99 +14.0%
150 COF Capital One Financial Financial Services 1,327.0 $322K 0.07% NEW $242.36 -18.4%
151 AVUV Avantis US Small Cap Value ETF 3,150.0 $321K 0.07% NEW $101.98 +20.0%
152 NOC Northrop Grumman Corp Industrials 563.0 $321K 0.07% NEW $570.55 -10.0%
153 JBND J P Morgan Active Bond ETF 5,925.0 $320K 0.07% NEW $54.07 -1.4%
154 TEL TE Connectivity Ltd Technology 1,400.0 $319K 0.07% NEW $227.51 -10.8%
155 XLE Sector Spdr Engy Select 7,038.0 $315K 0.07% NEW $44.71 +21.8%
156 IBDR iShares iBonds Dec 2026 Corp Bond ETF 12,987.0 $315K 0.07% NEW $24.23 +0.0%
157 A Agilent Technologies Healthcare 2,287.0 $311K 0.07% NEW $136.07 -6.9%
158 PSX Phillips 66 Energy 2,409.0 $311K 0.07% NEW $129.04 +32.0%
159 NKE Nike Inc Class B Consumer Cyclical 4,822.0 $307K 0.06% NEW $63.71 -33.5%
160 VLO Valero Energy Corp. Energy 1,882.0 $306K 0.06% NEW $162.79 +49.8%
Page 8 of 10  ·  188 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 31.3%
Financial Services 20.8%
Communication Services 12.6%
Healthcare 9.8%
Industrials 9.0%
Consumer Cyclical 6.8%
Consumer Defensive 4.5%
Energy 3.0%
Utilities 1.4%
Basic Materials 0.7%