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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 10 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DUK Duke Energy Utilities 1,753.0 $230K 0.05% +34.0 +2.0% $130.94 -4.7%
182 SCHZ Schwab US AGG Bnd ETF 9,771.0 $227K 0.05% $23.22 -0.6%
183 XLRE Real Estate Sector SPDR 5,552.0 $227K 0.05% +37.0 +0.7% $40.83 +9.3%
184 Unilever Plc Adr New 3,745.0 $213K 0.04% $56.97
185 IGM iShares - Expanded Tech. Sector Index 1,800.0 $213K 0.04% $118.51 +34.7%
186 VOE Vanguard Mid Cap Value ETF 1,145.0 $211K 0.04% +6.0 +0.5% $184.25 +7.3%
187 TFC Truist Finl Corp Financial Services 4,521.0 $208K 0.04% -840.0 -15.7% $45.97 +6.8%
188 SYY Sysco Inc Consumer Defensive 2,880.0 $205K 0.04% $71.33 +10.5%
189 PPG PPG Inds Inc Basic Materials 1,920.0 $205K 0.04% NEW $106.88 +10.5%
190 TT Trane Technologies PLC Industrials 492.0 $205K 0.04% NEW $416.74 +15.1%
191 SO Southern Co Utilities 2,123.0 $205K 0.04% NEW $96.51 -2.0%
192 VWO Vanguard Emerging Mkt Fd ETF 3,750.0 $203K 0.04% -673.0 -15.2% $54.05 +10.3%
Page 10 of 10  ·  192 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%