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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 2 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM J P Morgan Chase & Co Financial Services 19,280.0 $6.2M 1.29% NEW $322.23 +3.7%
22 DFAI Dimensional International Core Equity Mkt ETF 124,601.0 $4.7M 0.99% NEW $38.11 +7.2%
23 SCHV Schwab Dow Jones US Large Value ETF 156,883.0 $4.6M 0.97% NEW $29.61 +16.4%
24 SCHM Schwab Dow Jones US Mid-Cap ETF 153,029.0 $4.6M 0.96% NEW $30.07 +18.8%
25 JNJ Johnson & Johnson Healthcare 22,101.0 $4.6M 0.95% NEW $206.95 +15.5%
26 VO Vanguard Mid-Cap ETF 15,292.0 $4.4M 0.93% NEW $290.22 -72.5%
27 IJH iShares S&P Midcap 400 Index ETF 65,604.0 $4.3M 0.90% NEW $66.00 +14.1%
28 IBDU iShares iBonds Dec 2029 Corp Bond ETF 182,489.0 $4.3M 0.89% NEW $23.40 -1.3%
29 GOOG Alphabet, Inc. Cl C Communication Services 13,374.0 $4.2M 0.88% NEW $313.80 +10.3%
30 GLD SPDR Gold Shares Financial Services 10,533.0 $4.2M 0.87% NEW $396.31 -4.8%
31 RTX RTX Corp. Industrials 20,830.0 $3.8M 0.80% NEW $183.40 +1.6%
32 PWR Quanta Services Inc Industrials 9,022.0 $3.8M 0.79% NEW $422.06 +66.4%
33 VEU Vanguard FTSE All-World ex-USA ETF 50,133.0 $3.7M 0.77% NEW $73.56 +12.3%
34 SCHA Schwab Dow Jones US Sm-Cap ETF 127,552.0 $3.6M 0.76% NEW $28.48 +22.4%
35 Berkshire Hathaway B 6,831.0 $3.4M 0.72% NEW $502.65
36 META Meta Platforms Cl A Communication Services 5,023.0 $3.3M 0.69% NEW $660.09 -14.8%
37 SPY SPDR S&P 500 ETF Financial Services 4,569.0 $3.1M 0.65% NEW $681.95 +7.6%
38 MRK Merck & Co Inc Healthcare 29,420.0 $3.1M 0.65% NEW $105.26 +13.6%
39 BAC Bank Of America Financial Services 55,064.0 $3.0M 0.63% NEW $55.00 +5.3%
40 VTEB Vanguard Tax-Exempt Bond ETF 57,906.0 $2.9M 0.61% NEW $50.29 +0.3%
Page 2 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%