BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 2 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JMUB J.P. Morgan Municipal ETF 137,001.0 $6.9M 1.33% +6K +4.7% $50.66 -2.0%
22 DFAI Dimensional International Core Equity Mkt ETF 149,876.0 $6.2M 1.18% +11K +7.6% $41.25 +4.9%
23 IJH iShares S&P Midcap 400 Index ETF 76,911.0 $5.9M 1.13% -1K -1.4% $77.11 -1.2%
24 JPM J P Morgan Chase & Co Financial Services 18,024.0 $5.9M 1.13% -245.0 -1.3% $327.32 +8.9%
25 PWR Quanta Services Inc Industrials 7,874.0 $5.7M 1.08% -414.0 -5.0% $720.06 -14.3%
26 SCHM Schwab Dow Jones US Mid-Cap ETF 149,532.0 $5.5M 1.05% $36.87 -2.9%
27 JNJ Johnson & Johnson Healthcare 21,236.0 $5.4M 1.03% -128.0 -0.6% $253.97 +7.5%
28 SCHV Schwab Dow Jones US Large Value ETF 144,331.0 $5.0M 0.96% -2K -1.1% $34.81 +0.2%
29 PANW Palo Alto Networks Inc Technology 13,826.0 $4.7M 0.90% $341.02 +2.9%
30 VO Vanguard Mid-Cap ETF 58,097.0 $4.7M 0.90% +43K +297.8% $80.57 +2.8%
31 VEU Vanguard FTSE All-World ex-USA ETF 54,802.0 $4.6M 0.88% +2K +3.6% $83.75 +1.7%
32 SCHA Schwab Dow Jones US Sm-Cap ETF 126,578.0 $4.6M 0.88% $36.13 -4.6%
33 GOOG Alphabet, Inc. Cl C 12,593.0 $4.4M 0.85% -235.0 -1.8% $353.34
34 IBDU iShares iBonds Dec 2029 Corp Bond ETF 186,679.0 $4.3M 0.83% +4K +2.3% $23.16 -0.4%
35 RTX RTX Corp. Industrials 20,113.0 $3.8M 0.73% -384.0 -1.9% $189.73 +10.3%
36 IJR iShares S&P Smallcap 600 Index ETF 25,563.0 $3.8M 0.72% -306.0 -1.2% $148.31 -1.0%
37 MRK Merck & Co Inc Healthcare 28,738.0 $3.7M 0.71% $128.50 +17.3%
38 CSCO Cisco Systems Technology 30,915.0 $3.6M 0.69% -281.0 -0.9% $117.46 -6.2%
39 AMAT Applied Materials Technology 4,954.0 $3.6M 0.69% $723.03 -33.0%
40 SPY SPDR S&P 500 ETF Financial Services 4,521.0 $3.4M 0.65% -29.0 -0.6% $746.72 +2.2%
Page 2 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%