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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 8 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWM iShares Russell 2000 Index Fund ETF 1,326.0 $398K 0.08% -25.0 -1.9% $300.45 -0.8%
142 AMD Advanced Micro Devices Technology 680.0 $395K 0.08% NEW $580.91 -21.4%
143 PM Philip Morris Intl Inc Consumer Defensive 2,174.0 $393K 0.07% $180.92 +5.8%
144 IBDS iShares iBonds Dec 2027 Corp Bond ETF 15,769.0 $382K 0.07% -537.0 -3.3% $24.22 -0.1%
145 MMM 3M Company Industrials 2,335.0 $378K 0.07% $161.93 +10.5%
146 VLO Valero Energy Corp. Energy 1,445.0 $376K 0.07% -33.0 -2.2% $260.41 +32.9%
147 MUB iShares S & P Nat'l AMT-Free Muni Bd 3,422.0 $368K 0.07% -586.0 -14.6% $107.63 -2.1%
148 PSX Phillips 66 Energy 2,142.0 $362K 0.07% $169.05 +43.1%
149 XLRE Real Estate Sector SPDR 8,193.0 $361K 0.07% +3K +47.6% $44.03 +3.0%
150 QQQ PowerShares QQQ ETF Financial Services 487.0 $359K 0.07% $736.48 -4.1%
151 AON AON Corp Financial Services 1,057.0 $351K 0.07% $331.69 +8.3%
152 XLE Sector Spdr Engy Select 6,518.0 $346K 0.07% -280.0 -4.1% $53.11 +18.8%
153 JCI Johnson Controls PLC Industrials 2,360.0 $345K 0.07% NEW $146.11 -2.1%
154 WFC Wells Fargo & Company Financial Services 4,162.0 $344K 0.07% $82.64 +2.5%
155 MO Altria Group Inc Consumer Defensive 4,750.0 $342K 0.07% $71.95 -4.8%
156 ET Energy Transfer Equity Energy 17,584.0 $336K 0.06% +263.0 +1.5% $19.12 +10.3%
157 BN Brookfield Corp. Financial Services 7,697.0 $328K 0.06% $42.59 -1.5%
158 Wells Fargo & Co 7.50pcnt Pfd 280.0 $324K 0.06% -17.0 -5.7% $1157.91
159 HPE Hewlett Packard Ente Technology 7,175.0 $324K 0.06% NEW $45.11 +16.2%
160 GLW Corning Inc Technology 1,247.0 $319K 0.06% NEW $255.43 -43.0%
Page 8 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%