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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 10 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VT Vanguard Total World ETF 1,604.0 $226K 0.05% NEW $141.03 +9.4%
182 ALL Allstate Corp Financial Services 1,080.0 $225K 0.05% NEW $208.15 +11.2%
183 XLRE Real Estate Sector SPDR 5,515.0 $223K 0.05% NEW $40.35 +10.6%
184 TGT Target Corp Consumer Defensive 2,204.0 $215K 0.04% NEW $97.76 +37.2%
185 SYY Sysco Inc Consumer Defensive 2,875.0 $212K 0.04% NEW $73.69 +7.6%
186 VOE Vanguard Mid Cap Value ETF 1,139.0 $202K 0.04% NEW $177.31 +11.2%
187 DD Du Pont E I De Nemours Basic Materials 5,015.0 $202K 0.04% NEW $40.20 +16.1%
188 DUK Duke Energy Utilities 1,719.0 $201K 0.04% NEW $117.21 +6.7%
Page 10 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%