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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
Page 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 INTU Intuit Inc. Technology 620.0 $268K 0.06% -30.0 -4.6% $432.38 -40.3%
82 TGT Target Corp Consumer Defensive 1,986.0 $241K 0.05% -218.0 -9.9% $121.23 +10.6%
83 IBDT iShares iBonds Dec 2028 Corp Bond ETF 9,255.0 $234K 0.05% -2K -15.3% $25.33 -0.5%
84 CTVA Corteva Inc Basic Materials 2,794.0 $234K 0.05% -2K -36.1% $83.71 -5.4%
85 NKE Nike Inc Class B Consumer Cyclical 4,373.0 $231K 0.05% -449.0 -9.3% $52.82 -19.2%
86 TFC Truist Finl Corp Financial Services 4,521.0 $208K 0.04% -840.0 -15.7% $45.97 +7.7%
87 VWO Vanguard Emerging Mkt Fd ETF 3,750.0 $203K 0.04% -673.0 -15.2% $54.05 +9.9%
Page 5 of 5  ·  87 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 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%