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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 7 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TSLA Tesla Motors Inc Consumer Cyclical 1,269.0 $534K 0.10% -119.0 -8.6% $420.60 -17.0%
122 IVW iShares S&P 500 Barra Gr. Fd. 3,762.0 $517K 0.10% $137.53 +0.3%
123 IBMR iShares iBonds Dec 2029 Muni Bond ETF 20,342.0 $516K 0.10% $25.39 -0.4%
124 MTUM iShares MSCI USA Momentum 1,491.0 $511K 0.10% -100.0 -6.3% $342.85 -12.3%
125 iShares iBonds Dec 2031 Term Muni Bd ETF 19,005.0 $490K 0.09% $25.80
126 DHR Danaher Corp Healthcare 2,563.0 $488K 0.09% -901.0 -26.0% $190.51 +12.9%
127 INCY Incyte Genomics Inc Healthcare 4,291.0 $486K 0.09% -110.0 -2.5% $113.36 +12.9%
128 MDY S&P 400 Mid-Cap SPDR ETF Financial Services 681.0 $479K 0.09% $703.34 -1.3%
129 VEA Vanguard FTSE Dev Mkt ETF 6,617.0 $471K 0.09% $71.25 +2.5%
130 PLTR Palantir Technologies Inc. Technology 3,944.0 $460K 0.09% -302.0 -7.1% $116.67 +50.8%
131 CRM Salesforce Com Technology 2,915.0 $457K 0.09% -324.0 -10.0% $156.66 +33.4%
132 MPLX MPLX LP Energy 8,100.0 $456K 0.09% $56.33 +3.8%
133 PEG Public Svc Enterprise Utilities 5,605.0 $455K 0.09% $81.16 -9.4%
134 ABT Abbott Labs Healthcare 4,970.0 $451K 0.09% $90.74 +28.6%
135 HPQ Hewlett Packard Technology 20,181.0 $443K 0.09% -5K -18.4% $21.94 +30.3%
136 FNDX Sch Fundamental US Large Co ETF 14,203.0 $442K 0.08% $31.10 +4.7%
137 TSN Tyson Foods Inc Consumer Defensive 7,575.0 $434K 0.08% -110.0 -1.4% $57.25 +1.1%
138 VRTX Vertex Pharmaceuticals Healthcare 871.0 $433K 0.08% +79.0 +10.0% $496.73 +10.2%
139 IEMG iShare Core MSCI Emerging Markets 5,018.0 $416K 0.08% -1K -19.0% $82.84 -2.8%
140 PFE Pfizer Inc Healthcare 16,944.0 $408K 0.08% $24.08 +16.2%
Page 7 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%