Newman Dignan & Sheerar, Inc. Q4 2025 Filing

Filed January 22, 2026

Portfolio Value

$479.9M

Holdings

188

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (188 positions)

#StockSharesValue% PortfolioType
101
STTState Street Boston Corp
6,011$775K0.16%
102
ITWIllinois Tool Works
3,118$767K0.16%
103
BRK-BBerkshire Hathaway Inc A
1$754K0.16%
104
PLTRPalantir Technologies Inc.
4,022$714K0.15%
105
IBDViShares iBonds Dec 2030 Corp Bond ETF
31,983$705K0.15%
106
GEVGe Vernova Llc Com
1,043$681K0.14%
107
ABTAbbott Labs
5,087$637K0.13%
108
MDLZMondelez Intl Inc Cl A
11,843$637K0.13%
109
DWDMorgan Stanley Group
3,328$590K0.12%
110
PYLDPIMCO Multisector Bond Active ETF
22,046$588K0.12%
111
IBMQiShares iBonds Dec 2028 Muni Bond ETF
22,563$577K0.12%
112
IBMRiShares iBonds Dec 2029 Muni Bond ETF
22,342$568K0.12%
113
TDVGT. Rowe Price Dividend Growth ETF
12,264$551K0.11%
114
COSTCostco Whsl Corp
637$549K0.11%
115
7HPHewlett Packard
24,616$548K0.11%
116
TSLATesla Motors Inc
1,209$543K0.11%
117
PEGPublic Svc Enterprise
6,279$504K0.11%
118
FISVFiserv Inc
7,392$496K0.10%
119
IVWiShares S&P 500 Barra Gr. Fd.
3,972$489K0.10%
120
TSNTyson Foods Inc
8,337$488K0.10%
121
VTVVanguard Value ETF
2,528$482K0.10%
122
NVSNNovartis ADR
3,499$482K0.10%
123
VXUSVanguard Total International Stock
6,375$480K0.10%
124
HACKHACK- Cyber Security ETF
5,779$464K0.10%
125
VTIVanguard Total Stock Mkt ETF
1,353$453K0.09%
126
CIBRFirst Trust NASDAQ Cybersecurity ETF
6,294$449K0.09%
127
PFEPfizer Inc
17,498$435K0.09%
128
INCYIncyte Genomics Inc
4,401$434K0.09%
129
MPLXMPLX LP
8,100$432K0.09%
130
INTUIntuit Inc.
650$430K0.09%
131
ADBEAdobe Systems
1,185$414K0.09%
132
VEAVanguard FTSE Dev Mkt ETF
6,617$413K0.09%
133
MDYS&P 400 Mid-Cap SPDR ETF
681$410K0.09%
134
MTUMiShares MSCI USA Momentum
1,591$398K0.08%
135
IBDSiShares iBonds Dec 2027 Corp Bond ETF
16,304$395K0.08%
136
IBMTiShares iBonds Dec 2031 Term Muni Bd ETF
15,148$393K0.08%
137
FNDXSch Fundamental US Large Co ETF
14,116$384K0.08%
138
CRWDCrowdstrike Hldgs Inc
815$382K0.08%
139
MMM3M Company
2,298$367K0.08%
140
AONAON Corp
1,040$366K0.08%
141
WFCWells Fargo & Company
3,906$364K0.08%
142
AMTAmerican Tower Corp
2,077$364K0.08%
143
WFC 7.5 PERP LWells Fargo & Co 7.50pcnt Pfd
294$356K0.07%
144
BNBrookfield Corp.
7,697$353K0.07%
145
VRTXVertex Pharmaceuticals
779$353K0.07%
146
IWMiShares Russell 2000 Index Fund ETF
1,391$342K0.07%
147
4I1Philip Morris Intl Inc
2,092$335K0.07%
148
PYPLPaypal Holdings, Inc.
5,706$333K0.07%
149
ILDRFirst Trust Innovation Leaders ETF
10,003$329K0.07%
150
COFCapital One Financial
1,327$321K0.07%
151
AVUVAvantis US Small Cap Value ETF
3,150$321K0.07%
152
NOCNorthrop Grumman Corp
563$321K0.07%
153
JBNDJ P Morgan Active Bond ETF
5,925$320K0.07%
154
TELTE Connectivity Ltd
1,400$318K0.07%
155
XLESector Spdr Engy Select
7,038$314K0.07%
156
IBDRiShares iBonds Dec 2026 Corp Bond ETF
12,987$314K0.07%
157
AG8Agilent Technologies
2,287$311K0.06%
158
PSXPhillips 66
2,409$310K0.06%
159
NKENike Inc Class B
4,822$307K0.06%
160
VLOValero Energy Corp.
1,882$306K0.06%
161
NDQPowerShares QQQ ETF
497$305K0.06%
162
CTVACorteva Inc
4,374$293K0.06%
163
JEPIJPMorgan Equity Premium Income ETF
5,067$290K0.06%
164
ETEnergy Transfer Equity
17,050$281K0.06%
165
IBDTiShares iBonds Dec 2028 Corp Bond ETF
10,930$278K0.06%
166
JCIJohnson Controls PLC
2,300$275K0.06%
167
MOAltria Group Inc
4,578$263K0.05%
168
TFCTruist Finl Corp
5,361$263K0.05%
169
JMSTJPMorgan Ultra-Short Municipal Inc ETF
5,036$256K0.05%
170
KMIKinder Morgan Inc
9,198$252K0.05%
171
VDCVanguard Consumer Staples ETF
1,182$249K0.05%
172
ULUnilever Plc Adr New
3,745$244K0.05%
173
IBDXiShares iBonds Dec 2032 Corp Bond ETF
9,449$241K0.05%
174
LMTLockheed Martin Corp
497$240K0.05%
175
COPConoco Phillips
2,563$239K0.05%
176
INTCIntel Corp
6,497$239K0.05%
177
VWOVanguard Emerging Mkt Fd ETF
4,423$237K0.05%
178
IGMiShares - Expanded Tech. Sector Index
1,800$232K0.05%
179
BKBank of New York Mellon
1,959$227K0.05%
180
SCHZSchwab US AGG Bnd ETF
9,725$227K0.05%
181
VTVanguard Total World ETF
1,604$226K0.05%
182
ALSAllstate Corp
1,080$224K0.05%
183
XLREReal Estate Sector SPDR
5,515$222K0.05%
184
DYHTarget Corp
2,204$215K0.04%
185
SYYSysco Inc
2,875$211K0.04%
186
DDDu Pont E I De Nemours
5,015$201K0.04%
187
VOEVanguard Mid Cap Value ETF
1,139$201K0.04%
188
DUKDuke Energy
1,719$201K0.04%
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