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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 5 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GS Goldman Sachs Group Financial Services 1,105.0 $1.1M 0.21% -17.0 -1.5% $1011.26 +2.5%
82 VZ Verizon Communications Communication Services 26,098.0 $1.1M 0.21% -1K -4.8% $42.34 +18.4%
83 CVS CVS Health Corporation Healthcare 10,424.0 $1.1M 0.21% $103.45 -9.0%
84 VIG Vanguard Div Appreciation ETF 4,456.0 $1.1M 0.20% $236.60 +3.4%
85 ABBV AbbVie Inc Healthcare 4,147.0 $1.0M 0.20% -110.0 -2.6% $251.65 +5.1%
86 STT State Street Boston Corp Financial Services 5,928.0 $1.0M 0.19% $169.60 +12.6%
87 GEV Ge Vernova Llc Com Utilities 853.0 $1.0M 0.19% +39.0 +4.8% $1174.86 -19.8%
88 BMY Bristol Myers Squibb Healthcare 17,344.0 $999K 0.19% -133.0 -0.8% $57.62 +16.8%
89 IBMP iShares iBonds Dec 2027 Muni Bond ETF 39,265.0 $998K 0.19% +3K +8.3% $25.42 -0.1%
90 VUG Vanguard Growth ETF 11,478.0 $989K 0.19% +9K +478.8% $86.14 +0.9%
91 ORCL Oracle Systems Technology 6,695.0 $981K 0.19% -96.0 -1.4% $146.55 -2.8%
92 WMT Wal-Mart Stores Consumer Defensive 8,572.0 $971K 0.19% -143.0 -1.6% $113.26 -6.0%
93 VNQ Vanguard REIT 9,976.0 $962K 0.18% -324.0 -3.1% $96.43 +2.8%
94 ILDR First Trust Innovation Leaders ETF 23,719.0 $931K 0.18% +1K +5.4% $39.24 -2.6%
95 iShares iBonds Dec 2030 Muni Bond ETF 35,878.0 $928K 0.18% $25.87
96 MDT Medtronic plc Healthcare 11,591.0 $907K 0.17% -457.0 -3.8% $78.23 +18.8%
97 TJX TJX Cos Inc Consumer Cyclical 5,880.0 $891K 0.17% -120.0 -2.0% $151.50 -7.1%
98 INTC Intel Corp Technology 6,313.0 $881K 0.17% -458.0 -6.8% $139.63 -37.5%
99 IVSS Applied Finance IVS US SMID ETF 28,504.0 $853K 0.16% +782.0 +2.8% $29.92 +2.0%
100 PBE Invesco Biotech & Genomics ETF 9,370.0 $840K 0.16% -200.0 -2.1% $89.65 +8.5%
Page 5 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%