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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 3 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GLD SPDR Gold Shares Financial Services 9,070.0 $3.3M 0.64% -311.0 -3.3% $368.38 +15.8%
42 Berkshire Hathaway B 6,490.0 $3.2M 0.62% -428.0 -6.2% $500.39
43 BAC Bank Of America Financial Services 54,612.0 $3.1M 0.59% $56.98 +9.4%
44 KLAC KLA Tencor Corp Technology 10,173.0 $3.1M 0.59% +9K +835.9% $301.71 -39.8%
45 VTEB Vanguard Tax-Exempt Bond ETF 59,115.0 $3.0M 0.57% +671.0 +1.1% $50.58 -2.1%
46 META Meta Platforms Cl A Communication Services 5,076.0 $2.9M 0.55% -38.0 -0.7% $563.24 -0.7%
47 NOBL Proshares S&P 500 Div Aristocrats 49,660.0 $2.8M 0.53% +24K +90.8% $56.16 +5.2%
48 AMGN Amgen Inc Healthcare 7,582.0 $2.7M 0.53% -43.0 -0.6% $362.10 +22.6%
49 CVX ChevronTexaco Corp Energy 15,489.0 $2.6M 0.49% $165.76 +22.5%
50 PG Procter & Gamble Inc Consumer Defensive 17,305.0 $2.5M 0.48% -138.0 -0.8% $146.64 -0.0%
51 PYLD PIMCO Multisector Bond Active ETF 94,926.0 $2.5M 0.48% +4K +5.0% $26.52 -1.2%
52 IBM International Business Machines Technology 8,712.0 $2.4M 0.47% -60.0 -0.7% $281.22 -17.8%
53 LOW Lowes Companies Consumer Cyclical 10,558.0 $2.3M 0.45% -61.0 -0.6% $220.49 -1.6%
54 UNP Union Pacific Corp Industrials 7,968.0 $2.2M 0.41% -45.0 -0.6% $271.99 +13.9%
55 LHX L3Harris Technologies Inc Industrials 7,101.0 $2.1M 0.40% -206.0 -2.8% $290.61 -9.6%
56 SCHB Schwab Dow Jones US Broad Mkt ETF 69,825.0 $2.0M 0.39% $28.96 +1.9%
57 PEP Pepsico Consumer Defensive 14,432.0 $2.0M 0.37% -120.0 -0.8% $135.40 +6.8%
58 XLK SPDR Technology Select Sector 10,121.0 $1.9M 0.37% $190.52 -5.5%
59 NEE NextEra Energy Inc. Utilities 19,352.0 $1.7M 0.33% +719.0 +3.9% $87.77 -4.2%
60 SDY SPDR S&P Dividend ETF 11,095.0 $1.7M 0.32% -2K -18.2% $152.18 +4.6%
Page 3 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%