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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 1 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHX Schwab Dow Jones US Large Cap ETF 1,559,413.0 $45.9M 8.78% $29.43 +2.4%
2 VSLU Applied Finance Valuation Lg Cap ETF 716,462.0 $33.1M 6.34% +10K +1.5% $46.25 +5.6%
3 SCHD Schwab Dow Jones US Div Eq ETF 938,972.0 $29.8M 5.70% $31.71 +11.0%
4 GOOGL Alphabet, Inc. Cl A Communication Services 48,472.0 $17.3M 3.31% -1K -2.7% $357.37 -2.6%
5 DFAE Dimensional Emerg Core Equity Mkt ETF 412,430.0 $16.6M 3.17% +3K +0.7% $40.21 -2.9%
6 AAPL Apple, Inc Technology 56,497.0 $16.3M 3.13% -846.0 -1.5% $289.36 +7.2%
7 UITB VictoryShares Core Intermediate Bond ETF 338,592.0 $15.9M 3.03% -135K -28.5% $46.84 -1.5%
8 SGOL abrdn Physical Gold Shares ETF Financial Services 321,721.0 $12.3M 2.35% -9K -2.7% $38.23 +15.9%
9 NVDA Nvidia Corp Technology 56,085.0 $11.2M 2.15% -873.0 -1.5% $200.09 +4.2%
10 JCPB JPMorgan Core Plus Bond ETF 214,133.0 $10.1M 1.92% +186K +663.1% $46.94 -1.5%
11 MSFT Microsoft Corp Technology 26,810.0 $10.0M 1.91% -205.0 -0.8% $373.03 +30.6%
12 SCHF Schwab FTSE Developed ex-US ETF 350,492.0 $9.7M 1.86% +7K +2.0% $27.70 +2.2%
13 JHMM J H Multifactor Mid Cap ETF 119,708.0 $9.0M 1.72% +3K +2.7% $74.96 +1.0%
14 FPE First Trust Preferred Sec & Inc ETF 478,985.0 $8.6M 1.64% +19K +4.2% $17.88 -1.2%
15 AVGO Broadcom Limited Technology 21,864.0 $8.3M 1.58% -1K -4.8% $377.75 -5.0%
16 GSIE Goldman Sachs ActiveBeta Intl Eq ETF 177,814.0 $8.1M 1.55% +1K +0.7% $45.70 +5.3%
17 VOO Vanguard S&P 500 ETF 11,813.0 $8.1M 1.55% -483.0 -3.9% $686.80 +2.2%
18 MUNI PIMCO Intermediate Muni ETF 139,301.0 $7.3M 1.40% +12K +9.8% $52.60 -1.6%
19 AMZN Amazon.com Consumer Cyclical 30,067.0 $7.2M 1.37% +219.0 +0.7% $238.34 +10.0%
20 SCHG Schwab Dow Jones US Large Growth ETF 208,689.0 $7.1M 1.35% -7K -3.4% $33.84 +3.9%
Page 1 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%