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Portfolio (Quarterly) Guide ↗

Newman Dignan & Sheerar, Inc.

· CIK 0001566493
13F Portfolio $475M AUM 192 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 60 Added 87 Reduced 6 Exited
Page 5 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBDW iShares iBonds Dec 2031 Corp Bond ETF 49,298.0 $1.0M 0.22% +1K +2.9% $20.93 -0.8%
82 ORCL Oracle Systems Technology 6,791.0 $999K 0.21% +63.0 +0.9% $147.11 +12.4%
83 TJX TJX Cos Inc Consumer Cyclical 6,000.0 $958K 0.20% -519.0 -8.0% $159.70 +3.2%
84 VIG Vanguard Div Appreciation ETF 4,443.0 $956K 0.20% -77.0 -1.7% $215.08 +8.8%
85 LLY Lilly Eli & Co Healthcare 1,035.0 $952K 0.20% +19.0 +1.9% $919.83 +20.3%
86 GS Goldman Sachs Group Financial Services 1,122.0 $950K 0.20% -27.0 -2.4% $846.31 +30.0%
87 QCOM Qualcomm Corp Technology 7,193.0 $926K 0.20% -215.0 -2.9% $128.79 +57.1%
88 iShares iBonds Dec 2030 Muni Bond ETF 35,854.0 $926K 0.20% $25.83
89 ABBV AbbVie Inc Healthcare 4,257.0 $926K 0.20% -23.0 -0.5% $217.50 +7.3%
90 IBMP iShares iBonds Dec 2027 Muni Bond ETF 36,265.0 $923K 0.19% $25.44 -0.2%
91 VNQ Vanguard REIT 10,300.0 $914K 0.19% +1K +11.5% $88.70 +10.4%
92 GE General Electric Industrials 3,142.0 $892K 0.19% -858.0 -21.4% $283.77 +25.3%
93 VUG Vanguard Growth ETF 1,983.0 $866K 0.18% -55.0 -2.7% $436.85 -80.7%
94 DIS Disney Walt Co Communication Services 8,450.0 $814K 0.17% -329.0 -3.8% $96.39 +7.2%
95 CMC Commercial Metals Co Basic Materials 12,990.0 $798K 0.17% -272.0 -2.0% $61.43 +16.1%
96 VBR Vanguard Small-Cap Value ETF 3,581.0 $778K 0.16% -3K -45.8% $217.24 +9.8%
97 ITW Illinois Tool Works Industrials 2,948.0 $767K 0.16% -170.0 -5.5% $260.29 +0.9%
98 PBE Invesco Biotech & Genomics ETF 9,570.0 $758K 0.16% -500.0 -5.0% $79.18 +8.0%
99 CVS CVS Health Corporation Healthcare 10,449.0 $750K 0.16% -681.0 -6.1% $71.82 +40.9%
100 STT State Street Boston Corp Financial Services 5,928.0 $750K 0.16% -83.0 -1.4% $126.56 +37.5%
Page 5 of 10  ·  192 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 29.3%
Financial Services 20.0%
Communication Services 11.9%
Healthcare 10.6%
Industrials 9.9%
Consumer Cyclical 6.9%
Consumer Defensive 5.1%
Energy 3.9%
Utilities 1.7%
Basic Materials 0.6%