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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 4 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JHSC JH/DFA Small Cap Multifactor ETF 34,174.0 $1.7M 0.32% -187.0 -0.5% $48.56 +0.5%
62 V Visa, Inc. Financial Services 4,776.0 $1.6M 0.31% -42.0 -0.9% $343.07 +11.5%
63 EMR Emerson Electric Industrials 10,771.0 $1.5M 0.29% $143.15 +10.1%
64 XOM Exxon-Mobil Energy 11,125.0 $1.5M 0.29% -1K -10.0% $136.72 +20.0%
65 MA Mastercard Inc Financial Services 2,946.0 $1.5M 0.29% +26.0 +0.9% $513.68 +16.8%
66 HD Home Depot Consumer Cyclical 4,245.0 $1.5M 0.29% $352.65 -4.3%
67 XBI SPDR S&P Biotech ETF 8,477.0 $1.3M 0.26% -60.0 -0.7% $158.26 +3.7%
68 IVV iShares Core S&P 500 ETF 1,783.0 $1.3M 0.26% $748.89 +2.4%
69 QCOM Qualcomm Corp Technology 7,175.0 $1.3M 0.25% $184.79 -14.2%
70 CFG Citizens Financial Group Financial Services 18,334.0 $1.3M 0.25% $70.07 +0.2%
71 MCD McDonalds Corp Consumer Cyclical 4,743.0 $1.3M 0.24% -45.0 -0.9% $270.32 +0.8%
72 ADP Automatic Data Processing Industrials 5,718.0 $1.3M 0.24% $223.95 +26.4%
73 LLY Lilly Eli & Co Healthcare 1,043.0 $1.3M 0.24% +8.0 +0.8% $1199.52 +4.0%
74 CWI SPDR MSCI Acwi Ex-US 30,603.0 $1.2M 0.24% -609.0 -1.9% $40.67 +1.5%
75 GE General Electric Industrials 3,197.0 $1.2M 0.23% +55.0 +1.8% $373.78 -8.5%
76 IEFA iShare Core MSCI EAFE 12,299.0 $1.2M 0.23% $96.58 +4.2%
77 KO Coca Cola Consumer Defensive 14,082.0 $1.1M 0.22% $81.27 +13.2%
78 CIBR First Trust NASDAQ Cybersecurity ETF 12,652.0 $1.1M 0.22% +720.0 +6.0% $89.85 +3.8%
79 TMO Thermo Fisher Scientific Healthcare 2,245.0 $1.1M 0.21% -180.0 -7.4% $501.47 +25.4%
80 IBDW iShares iBonds Dec 2031 Corp Bond ETF 53,698.0 $1.1M 0.21% +4K +8.9% $20.84 -1.1%
Page 4 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%