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Newman Dignan & Sheerar, Inc.

All holdings · as of Dec 31, 2025

188 positions

CompanyClassValueShares% of portfolio
PEPSICO INC$2.13M14,8210.4%
EXXON MOBIL CORP$1.92M15,9220.4%
SPDR S&P Dividend ETF$1.90M13,6810.4%
Union Pacific Corp$1.84M7,9580.4%
Schwab Dow Jones US Broad Mkt ETF$1.84M70,0690.4%
Visa Inc$1.73M4,9300.4%
Mastercard Inc$1.64M2,8730.3%
AUTOMATIC DATA PROCESSING INC$1.49M5,7950.3%
NEXTERA ENERGY INC$1.48M18,4470.3%
HOME DEPOT, INC.$1.47M4,2750.3%
KLA CORP$1.47M1,2080.3%
JH/DFA Small Cap Multifactor ETF$1.46M34,8660.3%
SPDR Technology Select Sector$1.46M10,1180.3%
MCDONALD'S CORP$1.45M4,7520.3%
EMERSON ELECTRIC CO$1.43M10,7550.3%
Vanguard Small-Cap Value ETF$1.40M6,6120.3%
THERMO FISHER SCIENTIFIC INC.$1.39M2,3970.3%
ORACLE CORP$1.31M6,7280.3%
Medtronic plc$1.27M13,2010.3%
QUALCOMM INC/DE$1.27M7,4080.3%
APPLIED MATERIALS INC /DE$1.25M4,8730.3%
GENERAL ELECTRIC CO$1.23M4,0000.3%
iShares iBonds Dec 2026 Muni Bond ETF$1.17M45,6390.2%
VERIZON COMMUNICATIONS INC$1.14M27,9760.2%
SPDR MSCI Acwi Ex-US$1.13M31,3580.2%
CITIZENS FINANCIAL GROUP INC/RI$1.11M19,0150.2%
Salesforce Inc$1.11M4,1810.2%
ELI LILLY & Co$1.09M1,0160.2%
SPDR S&P Biotech ETF$1.05M8,6320.2%
iShares iBonds Dec 2031 Corp Bond ETF$1.01M47,9080.2%
THE GOLDMAN SACHS GROUP, INC.$1.01M1,1490.2%
TJX Cos Inc/The$1.00M6,5190.2%
Walt Disney Co$998.7K8,7790.2%
Vanguard Growth ETF$994.5K2,0380.2%
Vanguard Div Appreciation ETF$993.4K4,5200.2%
iShare Core MSCI Emerging Markets$987.8K14,6950.2%
COCA COLA CO$986.1K14,1050.2%
AbbVie Inc.$978.0K4,2800.2%
Walmart Inc.$976.4K8,7640.2%
BRISTOL MYERS SQUIBB CO$960.3K17,8040.2%
iShares Core S&P 500 ETF$947.3K1,3830.2%
Blackstone Inc$944.2K6,1250.2%
ROPER TECHNOLOGIES INC$943.5K2,1200.2%
iShares iBonds Dec 2030 Muni Bond ETF$933.9K35,8380.2%
iShares iBonds Dec 2027 Muni Bond ETF$920.8K36,2650.2%
COMMERCIAL METALS Co$918.0K13,2620.2%
CVS HEALTH Corp$883.2K11,1300.2%
DANAHER CORP /DE$862.2K3,7660.2%
Invesco Biotech & Genomics ETF$827.3K10,0700.2%
Vanguard REIT$817.5K9,2390.2%
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