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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 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CRM Salesforce Com Technology 2,915.0 $457K 0.09% -324.0 -10.0% $156.66 +33.4%
62 HPQ Hewlett Packard Technology 20,181.0 $443K 0.09% -5K -18.4% $21.94 +30.3%
63 TSN Tyson Foods Inc Consumer Defensive 7,575.0 $434K 0.08% -110.0 -1.4% $57.25 +1.1%
64 IEMG iShare Core MSCI Emerging Markets 5,018.0 $416K 0.08% -1K -19.0% $82.84 -2.8%
65 IWM iShares Russell 2000 Index Fund ETF 1,326.0 $398K 0.08% -25.0 -1.9% $300.45 -0.8%
66 IBDS iShares iBonds Dec 2027 Corp Bond ETF 15,769.0 $382K 0.07% -537.0 -3.3% $24.22 -0.1%
67 VLO Valero Energy Corp. Energy 1,445.0 $376K 0.07% -33.0 -2.2% $260.41 +32.9%
68 MUB iShares S & P Nat'l AMT-Free Muni Bd 3,422.0 $368K 0.07% -586.0 -14.6% $107.63 -2.1%
69 XLE Sector Spdr Engy Select 6,518.0 $346K 0.07% -280.0 -4.1% $53.11 +18.8%
70 Wells Fargo & Co 7.50pcnt Pfd 280.0 $324K 0.06% -17.0 -5.7% $1157.91
71 IBMO iShares iBonds Dec 2026 Muni Bond ETF 11,544.0 $296K 0.06% -12K -50.9% $25.64 -0.0%
72 AMT American Tower Corp Real Estate 1,748.0 $286K 0.06% -167.0 -8.7% $163.53 +9.1%
73 IBDR iShares iBonds Dec 2026 Corp Bond ETF 9,994.0 $242K 0.05% -3K -21.7% $24.23 -0.0%
74 IBDT iShares iBonds Dec 2028 Corp Bond ETF 9,077.0 $229K 0.04% -178.0 -1.9% $25.25 -0.2%
75 PPG PPG Inds Inc Basic Materials 1,820.0 $221K 0.04% -100.0 -5.2% $121.29 -6.6%
76 TFC Truist Finl Corp Financial Services 4,424.0 $220K 0.04% -97.0 -2.1% $49.81 +2.0%
77 SCHZ Schwab US AGG Bnd ETF 9,466.0 $219K 0.04% -305.0 -3.1% $23.13 -1.4%
Page 4 of 4  ·  77 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%