Newman Dignan & Sheerar Inc.'s Q2 2026 Portfolio Changes

As of June 30th, 2026, Newman Dignan & Sheerar, Inc. managed a substantial portfolio valued at $518 million.

The firm demonstrated active management during the quarter by adjusting its holdings across various sectors and ETFs. Significant purchases were observed in several areas:

• JPMorgan Core Plus Bond ETF (JCPB): Newman Dignan & Sheerar Inc. increased their position in JCPB substantially, adding over 186,000 shares and boosting the holding's portfolio allocation percentage from its previous level to 1.92%. This represents a significant shift towards investment-grade bonds.
• Vanguard Mid-Cap ETF (VO): The firm also bolstered their exposure to mid-cap stocks through VO, acquiring an additional 43,494 shares during the quarter.
• KLA Corporation (KLAC): A notable addition was KLAC, a Technology company. Newman Dignan & Sheerar Inc.'s stake grew by nearly 8,000 shares, indicating confidence in this specific stock within their Technology sector allocation.
• Proshares S&P 500 Div Aristocrats ETF (NOBL): Another Technology-related purchase was NOBL. The firm added a significant number of shares here, reflecting an interest in dividend-focused aristocrat stocks.
• Vanguard Growth ETF (VUG): Newman Dignan & Sheerar Inc. also purchased VUG during this period, adding approximately 1,000 more shares to their position.

Concurrently, the firm made strategic exits or reductions in certain holdings:

• iShares iBonds Dec 2026 Muni Bond ETF (IBMO): The most significant reduction occurred with IBMO. Newman Dignan & Sheerar Inc. sold off nearly all of their position, decreasing the share count by over 11,900 units and reducing its portfolio allocation percentage drastically to just 0.06%. This suggests a major divestment from short-duration municipal bonds maturing in December 2026.

These changes occurred alongside adjustments in other large positions:

• Schwab Dow Jones US Large Cap ETF (SCHX): Experienced a slight decrease (-0.03%) but remains one of the largest holdings.
• Applied Finance Valuation Lg Cap ETF (VSLU): Saw an increase in shares (+1,482%) and allocation percentage (+6.34%), indicating renewed confidence or a large new investment.
• Schwab Dow Jones US Large Growth ETF (SCHG): Decreased slightly (-3.40%).
• Dimensional International Core Equity Mkt ETF (DFAI): Increased modestly (+7.63%) and allocation percentage (+1.18%).
• Schwab Dow Jones US Div Eq ETF (SCHD): Decreased slightly (-0.06%).
• Nvidia Corp (NVDA): Experienced a decrease (-1.53%) despite being in the Technology sector.
• Hewlett Packard Enterprise Co (HPE): Newman Dignan & Sheerar Inc. purchased shares (+100%), adding nearly its entire position during the quarter.

Overall, Newman Dignan & Sheerar Inc.'s portfolio shows diversification across sectors and asset classes as of June 30th, 2026. Their holdings include significant exposure to Technology (represented by GOOGL, AAPL, NVDA, KLAC, HPE), Financial Services (JCPB, MUNI, IBMO), and various ETFs covering large caps, bonds, and other sectors.

For more detailed information on Newman Dignan & Sheerar Inc.'s portfolio holdings or performance, please visit their profile here. You can also explore specific holdings like JCPB here or GOOGL here.