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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 6 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CIBR First Trust NASDAQ Cybersecurity ETF 11,932.0 $748K 0.16% +6K +89.6% $62.68 +34.4%
102 ROP Roper Technologies, Inc Industrials 2,050.0 $726K 0.15% -70.0 -3.3% $353.93 -6.9%
103 IVSS Applied Finance IVS US SMID ETF 27,722.0 $719K 0.15% NEW $25.95 +12.3%
104 Berkshire Hathaway Inc A 1.0 $718K 0.15% $718140.00
105 GEV Ge Vernova Llc Com Utilities 814.0 $711K 0.15% -229.0 -22.0% $872.90 +18.6%
106 MDLZ Mondelez Intl Inc Cl A Consumer Defensive 11,781.0 $679K 0.14% -62.0 -0.5% $57.64 +5.9%
107 IBDV iShares iBonds Dec 2030 Corp Bond ETF 30,848.0 $675K 0.14% -1K -3.5% $21.89 -0.7%
108 ILDR First Trust Innovation Leaders ETF 22,500.0 $670K 0.14% +12K +124.9% $29.78 +26.3%
109 DHR Danaher Corp Healthcare 3,464.0 $657K 0.14% -302.0 -8.0% $189.62 -5.6%
110 COST Costco Whsl Corp Consumer Defensive 648.0 $646K 0.14% +11.0 +1.7% $996.98 -3.9%
111 BX Blackstone Group Lp Financial Services 5,614.0 $646K 0.14% -511.0 -8.3% $114.98 +4.4%
112 PLTR Palantir Technologies Inc. Technology 4,246.0 $621K 0.13% +224.0 +5.6% $146.28 -20.2%
113 CRM Salesforce Com Technology 3,239.0 $605K 0.13% -942.0 -22.5% $186.65 -17.8%
114 IBMO iShares iBonds Dec 2026 Muni Bond ETF 23,511.0 $603K 0.13% -22K -48.5% $25.63 +0.1%
115 IBMQ iShares iBonds Dec 2028 Muni Bond ETF 22,563.0 $576K 0.12% $25.53 +0.1%
116 MS Morgan Stanley Group Financial Services 3,418.0 $562K 0.12% +90.0 +2.7% $164.57 +37.3%
117 NVS Novartis ADR Healthcare 3,499.0 $534K 0.11% $152.75 +0.4%
118 TSLA Tesla Motors Inc Consumer Cyclical 1,388.0 $516K 0.11% +179.0 +14.8% $371.75 +2.7%
119 IBMR iShares iBonds Dec 2029 Muni Bond ETF 20,342.0 $516K 0.11% -2K -8.9% $25.35 +0.0%
120 ABT Abbott Labs Healthcare 4,969.0 $510K 0.11% -118.0 -2.3% $102.68 -11.8%
Page 6 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%