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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 10 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IBDR iShares iBonds Dec 2026 Corp Bond ETF 9,994.0 $242K 0.05% -3K -21.7% $24.23 -0.0%
182 TT Trane Technologies PLC Industrials 492.0 $242K 0.05% $491.16 -7.8%
183 SYY Sysco Inc Consumer Defensive 2,880.0 $241K 0.05% $83.58 +0.3%
184 IBDX iShares iBonds Dec 2032 Corp Bond ETF 9,455.0 $238K 0.05% $25.19 -1.4%
185 CTVA Corteva Inc Basic Materials 2,794.0 $237K 0.04% $84.69 -2.2%
186 IBDT iShares iBonds Dec 2028 Corp Bond ETF 9,077.0 $229K 0.04% -178.0 -1.9% $25.25 -0.2%
187 VOE Vanguard Mid Cap Value ETF 1,148.0 $227K 0.04% $197.67 +6.0%
188 Unilever Plc Adr New 3,730.0 $224K 0.04% $60.12
189 SMH Semiconductor Holders Tr 340.0 $223K 0.04% NEW $655.89 -16.6%
190 DUK Duke Energy Utilities 1,753.0 $222K 0.04% $126.58 -3.6%
191 PPG PPG Inds Inc Basic Materials 1,820.0 $221K 0.04% -100.0 -5.2% $121.29 -6.6%
192 TFC Truist Finl Corp Financial Services 4,424.0 $220K 0.04% -97.0 -2.1% $49.81 +2.0%
193 SCHZ Schwab US AGG Bnd ETF 9,466.0 $219K 0.04% -305.0 -3.1% $23.13 -1.4%
194 KEYS Keysight Technologies Technology 621.0 $217K 0.04% NEW $350.07 -11.3%
195 SO Southern Co Utilities 2,123.0 $203K 0.04% $95.70 -5.9%
196 EME Emcor Group Inc Industrials 242.0 $201K 0.04% NEW $829.88 -7.8%
197 D Dominion Res Inc Va Utilities 2,935.0 $200K 0.04% NEW $68.29 -2.5%
Page 10 of 10  ·  197 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%