Newman Dignan & Sheerar, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1566493
Institutional-grade research for retail investors
13F Reported Value
ⓘ$522.8M
Holdings
197
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Newman Dignan & Sheerar, Inc. disclosed 197 positions worth $522.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 13 new positions and exited 7. The portfolio is most concentrated in Other (57.4% of disclosed assets). All figures are sourced directly from Newman Dignan & Sheerar, Inc.’s Form 13F-HR filing with the SEC under CIK 1566493.
AI Fund Analysis
DiversifyingSchwab Dow Jones US Large
8.8% weight
Held 10 quarters
Applied Finance Valuation
6.3% weight
Held 5 quarters
Schwab Dow Jones US Div Eq
5.7% weight
Held 10 quarters
$GOOG3.3% weight
Held 10 quarters
Dimensional Emerg Core Equ
3.2% weight
Held 10 quarters
PIMCO Intermediate Muni ET
6 quarters accumulating
iShares iBonds Dec 2029 Co
5 quarters accumulating
Dimensional Emerg Core Equ
4 quarters accumulating
J H Multifactor Mid Cap ET
4 quarters accumulating
First Trust Preferred Sec
4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
Schwab Dow Jones US Large Cap ETF - ETF
—Quality
$45.9M1,559,413 shApplied Finance Valuation Lg Cap ETF - ETF
—Quality
$33.1M716,462 shSchwab Dow Jones US Div Eq ETF - ETF
—Quality
$29.8M938,972 sh- 80.2
Quality
$17.3M48,472 sh Dimensional Emerg Core Equity Mkt ETF - ETF
—Quality
$16.6M412,430 sh- 76.1
Quality
$16.3M56,497 sh VictoryShares Core Intermediate Bond ETF - ETF
—Quality
$15.9M338,592 sh- —
Quality
$12.3M321,721 sh - 90.2
Quality
$11.2M56,085 sh JPMorgan Core Plus Bond ETF - ETF
—Quality
$10.1M214,133 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Schwab Dow Jones US Large Cap ETF - ETF | — | $45.9M | 1,559,413 |
| Applied Finance Valuation Lg Cap ETF - ETF | — | $33.1M | 716,462 |
| Schwab Dow Jones US Div Eq ETF - ETF | — | $29.8M | 938,972 |
| Alphabet Inc.$GOOG | 80.2 | $17.3M | 48,472 |
| Dimensional Emerg Core Equity Mkt ETF - ETF | — | $16.6M | 412,430 |
 Apple Inc.$AAPL | 76.1 | $16.3M | 56,497 |
| VictoryShares Core Intermediate Bond ETF - ETF | — | $15.9M | 338,592 |
 abrdn Gold ETF Trust$SGOL | — | $12.3M | 321,721 |
 NVIDIA CORP$NVDA | 90.2 | $11.2M | 56,085 |
| JPMorgan Core Plus Bond ETF - ETF | — | $10.1M | 214,133 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Newman Dignan & Sheerar, Inc.'s 197 positions.
Showing top 10 of 197 holdings.
Sector Allocation
Other
$299.8M
Technology
$101.3M
Financials
$47.8M
Healthcare
$19.8M
Industrials
$18.1M
Consumer Discretionary
$15.3M
Consumer Staples
$7.7M
Energy
$6.2M
Full Holdings — Newman Dignan & Sheerar, Inc. (Q2 2026)
All 197 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | Schwab Dow Jones US Large Cap ETF - ETF | $45.9M | 8.8% | -0% | — |
| 2 | — | Applied Finance Valuation Lg Cap ETF - ETF | $33.1M | 6.3% | +1% | — |
| 3 | — | Schwab Dow Jones US Div Eq ETF - ETF | $29.8M | 5.7% | -0% | — |
| 4 | $GOOG | Alphabet Inc. | $17.3M | 3.3% | -3% | 80.2 |
| 5 | — | Dimensional Emerg Core Equity Mkt ETF - ETF | $16.6M | 3.2% | +1% | — |
| 6 | $AAPL | Apple Inc. | $16.3M | 3.1% | -1% | 76.1 |
| 7 | — | VictoryShares Core Intermediate Bond ETF - ETF | $15.9M | 3.0% | -29% | — |
| 8 | $SGOL | abrdn Gold ETF Trust | $12.3M | 2.4% | -3% | — |
| 9 | $NVDA | NVIDIA CORP | $11.2M | 2.1% | -2% | 90.2 |
| 10 | — | JPMorgan Core Plus Bond ETF - ETF | $10.1M | 1.9% | +663% | — |
| 11 |  $MSFT | MICROSOFT CORP | $10.0M | 1.9% | -1% | 83.7 |
| 12 | — | Schwab FTSE Developed ex-US ETF - ETF | $9.7M | 1.9% | +2% | — |
| 13 | — | J H Multifactor Mid Cap ETF - ETF | $9.0M | 1.7% | +3% | — |
| 14 | — | First Trust Preferred Sec & Inc ETF - ETF | $8.6M | 1.6% | +4% | — |
| 15 |  $AVGO | Broadcom Inc. | $8.3M | 1.6% | -5% | 86.4 |
| 16 |  $GS | GOLDMAN SACHS GROUP INC | $8.1M | 1.6% | +1% | — |
| 17 | — | Vanguard S&P 500 ETF - ETF | $8.1M | 1.6% | -4% | — |
| 18 | — | PIMCO Intermediate Muni ETF - ETF | $7.3M | 1.4% | +10% | — |
| 19 |  $AMZN | AMAZON COM INC | $7.2M | 1.4% | +1% | 74.6 |
| 20 | — | Schwab Dow Jones US Large Growth ETF - ETF | $7.1M | 1.4% | -3% | — |
| 21 | — | J.P. Morgan Municipal ETF - ETF | $6.9M | 1.3% | +5% | — |
| 22 | — | Dimensional International Core Equity Mkt ETF - ETF | $6.2M | 1.2% | +8% | — |
| 23 | — | iShares S&P Midcap 400 Index ETF - ETF | $5.9M | 1.1% | -1% | — |
| 24 |  $JPM | JPMORGAN CHASE & CO | $5.9M | 1.1% | -1% | 35.6 |
| 25 |  $PWR | QUANTA SERVICES, INC. | $5.7M | 1.1% | -5% | 62.6 |
| 26 | — | Schwab Dow Jones US Mid-Cap ETF - ETF | $5.5M | 1.1% | -0% | — |
| 27 |  $JNJ | JOHNSON & JOHNSON | $5.4M | 1.0% | -1% | 72.8 |
| 28 | — | Schwab Dow Jones US Large Value ETF - ETF | $5.0M | 1.0% | -1% | — |
| 29 |  $PANW | Palo Alto Networks Inc | $4.7M | 0.9% | -0% | 66.5 |
| 30 | — | Vanguard Mid-Cap ETF - ETF | $4.7M | 0.9% | +298% | — |
| 31 | — | Vanguard FTSE All-World ex-USA ETF - ETF | $4.6M | 0.9% | +4% | — |
| 32 | — | Schwab Dow Jones US Sm-Cap ETF - ETF | $4.6M | 0.9% | -0% | — |
| 33 |  $GOOGL | Alphabet Inc. | $4.4M | 0.8% | -2% | 80.2 |
| 34 | — | iShares iBonds Dec 2029 Corp Bond ETF - ETF | $4.3M | 0.8% | +2% | — |
| 35 |  $RTX | RTX Corp | $3.8M | 0.7% | -2% | 70 |
| 36 | — | iShares S&P Smallcap 600 Index ETF - ETF | $3.8M | 0.7% | -1% | — |
| 37 |  $MRK | Merck & Co., Inc. | $3.7M | 0.7% | -0% | 70.9 |
| 38 |  $CSCO | CISCO SYSTEMS, INC. | $3.6M | 0.7% | -1% | 72.3 |
| 39 |  $AMAT | APPLIED MATERIALS INC /DE | $3.6M | 0.7% | -0% | 74.8 |
| 40 |  $SPY | SPDR S&P 500 ETF TRUST | $3.4M | 0.7% | -1% | — |
| 41 |  $GLD | SPDR GOLD TRUST | $3.3M | 0.6% | -3% | — |
| 42 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.2M | 0.6% | -6% | 64.5 |
| 43 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.1M | 0.6% | -0% | 68.4 |
| 44 |  $KLAC | KLA CORP | $3.1M | 0.6% | +836% | 84.4 |
| 45 | — | Vanguard Tax-Exempt Bond ETF - ETF | $3.0M | 0.6% | +1% | — |
| 46 |  $META | Meta Platforms, Inc. | $2.9M | 0.6% | -1% | 80.9 |
| 47 | — | Proshares S&P 500 Div Aristocrats - ETF | $2.8M | 0.5% | +91% | — |
| 48 |  $AMGN | AMGEN INC | $2.7M | 0.5% | -1% | 79.5 |
| 49 |  $CVX | CHEVRON CORP | $2.6M | 0.5% | -0% | 54.7 |
| 50 |  $PG | PROCTER & GAMBLE Co | $2.5M | 0.5% | -1% | 72.9 |
| 51 | — | PIMCO Multisector Bond Active ETF - ETF | $2.5M | 0.5% | +5% | — |
| 52 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.4M | 0.5% | -1% | 66.7 |
| 53 |  $LOW | LOWES COMPANIES INC | $2.3M | 0.5% | -1% | 63.5 |
| 54 |  $UNP | UNION PACIFIC CORP | $2.2M | 0.4% | -1% | 74 |
| 55 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $2.1M | 0.4% | -3% | 66.5 |
| 56 | — | Schwab Dow Jones US Broad Mkt ETF - ETF | $2.0M | 0.4% | -0% | — |
| 57 |  $PEP | PEPSICO INC | $2.0M | 0.4% | -1% | 62.7 |
| 58 | — | SPDR Technology Select Sector - ETF | $1.9M | 0.4% | +0% | — |
| 59 |  $NEE | NEXTERA ENERGY INC | $1.7M | 0.3% | +4% | 71.7 |
| 60 | — | SPDR S&P Dividend ETF - ETF | $1.7M | 0.3% | -18% | — |
| 61 | — | JH/DFA Small Cap Multifactor ETF - ETF | $1.7M | 0.3% | -1% | — |
| 62 |  $V | VISA INC. | $1.6M | 0.3% | -1% | 83.5 |
| 63 |  $EMR | EMERSON ELECTRIC CO | $1.5M | 0.3% | +0% | 65.9 |
| 64 |  $XOM | EXXON MOBIL CORP | $1.5M | 0.3% | -10% | 61.8 |
| 65 |  $MA | Mastercard Inc | $1.5M | 0.3% | +1% | 81.7 |
| 66 |  $HD | HOME DEPOT, INC. | $1.5M | 0.3% | +0% | 69.2 |
| 67 | — | SPDR S&P Biotech ETF - ETF | $1.3M | 0.3% | -1% | — |
| 68 | — | iShares Core S&P 500 ETF - ETF | $1.3M | 0.3% | +0% | — |
| 69 |  $QCOM | QUALCOMM INC/DE | $1.3M | 0.3% | -0% | 81.9 |
| 70 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $1.3M | 0.3% | -0% | 68.8 |
| 71 |  $MCD | MCDONALDS CORP | $1.3M | 0.3% | -1% | 73.9 |
| 72 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.3M | 0.2% | +0% | 77.9 |
| 73 |  $LLY | ELI LILLY & Co | $1.3M | 0.2% | +1% | 89.3 |
| 74 |  $STT | STATE STREET CORP | $1.2M | 0.2% | -2% | 61.5 |
| 75 |  $GE | GENERAL ELECTRIC CO | $1.2M | 0.2% | +2% | 74.8 |
| 76 | — | iShare Core MSCI EAFE - ETF | $1.2M | 0.2% | +0% | — |
| 77 |  $KO | COCA COLA CO | $1.1M | 0.2% | +0% | 74 |
| 78 | — | First Trust NASDAQ Cybersecurity ETF - ETF | $1.1M | 0.2% | +6% | — |
| 79 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.1M | 0.2% | -7% | 63.7 |
| 80 | — | iShares iBonds Dec 2031 Corp Bond ETF - ETF | $1.1M | 0.2% | +9% | — |
| 81 | $GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.2% | -2% | — |
| 82 |  $VZ | VERIZON COMMUNICATIONS INC | $1.1M | 0.2% | -5% | 71.6 |
| 83 |  $CVS | CVS HEALTH Corp | $1.1M | 0.2% | -0% | 51.3 |
| 84 | — | Vanguard Div Appreciation ETF - ETF | $1.1M | 0.2% | +0% | — |
| 85 |  $ABBV | AbbVie Inc. | $1.0M | 0.2% | -3% | 59.3 |
| 86 | $STT | STATE STREET CORP | $1.0M | 0.2% | +0% | 61.5 |
| 87 |  $GEV | GE Vernova Inc. | $1.0M | 0.2% | +5% | 70.1 |
| 88 |  $BMY | BRISTOL MYERS SQUIBB CO | $999,367 | 0.2% | -1% | 70.1 |
| 89 | — | iShares iBonds Dec 2027 Muni Bond ETF - ETF | $998,116 | 0.2% | +8% | — |
| 90 | — | Vanguard Growth ETF - ETF | $988,737 | 0.2% | +479% | — |
| 91 |  $ORCL | ORACLE CORP | $981,174 | 0.2% | -1% | 67.2 |
| 92 |  $WMT | Walmart Inc. | $970,873 | 0.2% | -2% | 63.2 |
| 93 | — | Vanguard REIT - ETF | $962,011 | 0.2% | -3% | — |
| 94 | — | First Trust Innovation Leaders ETF - ETF | $930,853 | 0.2% | +5% | — |
| 95 | — | iShares iBonds Dec 2030 Muni Bond ETF - ETF | $928,155 | 0.2% | +0% | — |
| 96 |  $MDT | Medtronic plc | $906,764 | 0.2% | -4% | — |
| 97 |  $TJX | TJX COMPANIES INC /DE/ | $890,833 | 0.2% | -2% | 70.7 |
| 98 |  $INTC | INTEL CORP | $881,496 | 0.2% | -7% | 41.5 |
| 99 | — | Applied Finance IVS US SMID ETF - ETF | $852,925 | 0.2% | +3% | — |
| 100 |  $IVZ | Invesco Ltd. | $840,007 | 0.2% | -2% | — |
| 101 |  $CMC | COMMERCIAL METALS Co | $803,177 | 0.1% | -1% | 66 |
| 102 |  $ITW | ILLINOIS TOOL WORKS INC | $790,584 | 0.1% | -1% | 71.2 |
| 103 | — | Vanguard Small-Cap Value ETF - ETF | $749,446 | 0.1% | -14% | — |
| 104 | — | Vanguard Core Tax-Exempt Bond ETF - ETF | $743,044 | 0.1% | +193% | — |
| 105 |  $DIS | Walt Disney Co | $735,008 | 0.1% | -10% | 68.9 |
| 106 | — | iShares iBonds Dec 2030 Corp Bond ETF - ETF | $716,752 | 0.1% | +7% | — |
| 107 |  $MS | MORGAN STANLEY | $714,499 | 0.1% | +0% | — |
| 108 |  $ROP | ROPER TECHNOLOGIES INC | $693,196 | 0.1% | -0% | 72.2 |
| 109 | — | First Eagle Global I - COM | $682,620 | 0.1% | NEW | — |
| 110 |  $MDLZ | Mondelez International, Inc. | $677,943 | 0.1% | -1% | 53.9 |
| 111 |  $CRWD | CrowdStrike Holdings, Inc. | $654,774 | 0.1% | +0% | 55 |
| 112 | — | iShares MSCI Emerging Mkts ex China ETF - ETF | $647,806 | 0.1% | +0% | — |
| 113 |  $COST | COSTCO WHOLESALE CORP /NEW | $615,026 | 0.1% | +1% | 67 |
| 114 | — | HACK- Cyber Security ETF - ETF | $583,289 | 0.1% | -4% | — |
| 115 | — | iShares iBonds Dec 2028 Muni Bond ETF - ETF | $577,162 | 0.1% | +0% | — |
| 116 | — | Vanguard Total International Stock - ETF | $556,524 | 0.1% | +1% | — |
| 117 | — | Vanguard Value ETF - ETF | $552,836 | 0.1% | +0% | — |
| 118 |  $NVS | NOVARTIS AG | $548,363 | 0.1% | +0% | — |
| 119 |  $BX | Blackstone Inc. | $544,058 | 0.1% | -18% | 68 |
| 120 | — | Vanguard Total Stock Mkt ETF - ETF | $534,002 | 0.1% | +12% | — |
| 121 |  $TSLA | Tesla, Inc. | $533,741 | 0.1% | -9% | 50.1 |
| 122 | — | iShares S&P 500 Barra Gr. Fd. - ETF | $517,388 | 0.1% | +0% | — |
| 123 | — | iShares iBonds Dec 2029 Muni Bond ETF - ETF | $516,483 | 0.1% | +0% | — |
| 124 | — | iShares MSCI USA Momentum - ETF | $511,193 | 0.1% | -6% | — |
| 125 | — | iShares iBonds Dec 2031 Term Muni Bd ETF - ETF | $490,333 | 0.1% | +0% | — |
| 126 |  $DHR | DANAHER CORP /DE/ | $488,273 | 0.1% | -26% | 63.9 |
| 127 |  $INCY | INCYTE CORP | $486,428 | 0.1% | -2% | 81.2 |
| 128 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $478,975 | 0.1% | +0% | — |
| 129 | — | Vanguard FTSE Dev Mkt ETF - ETF | $471,461 | 0.1% | +0% | — |
| 130 |  $PLTR | Palantir Technologies Inc. | $460,146 | 0.1% | -7% | 85.8 |
| 131 |  $CRM | Salesforce, Inc. | $456,674 | 0.1% | -10% | 75.2 |
| 132 |  $MPLX | MPLX LP | $456,273 | 0.1% | +0% | 76.5 |
| 133 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $454,901 | 0.1% | -0% | 74.6 |
| 134 |  $ABT | ABBOTT LABORATORIES | $450,973 | 0.1% | +0% | 67 |
| 135 |  $HPQ | HP INC | $442,780 | 0.1% | -18% | 58.9 |
| 136 | — | Sch Fundamental US Large Co ETF - ETF | $441,724 | 0.1% | +0% | — |
| 137 |  $TSN | TYSON FOODS, INC. | $433,653 | 0.1% | -1% | 51.9 |
| 138 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $432,652 | 0.1% | +10% | 76.6 |
| 139 | — | iShare Core MSCI Emerging Markets - ETF | $415,687 | 0.1% | -19% | — |
| 140 |  $PFE | PFIZER INC | $408,016 | 0.1% | +0% | 69 |
| 141 | — | iShares Russell 2000 Index Fund ETF - ETF | $398,397 | 0.1% | -2% | — |
| 142 |  $AMD | ADVANCED MICRO DEVICES INC | $395,019 | 0.1% | NEW | 78.8 |
| 143 |  $PM | Philip Morris International Inc. | $393,320 | 0.1% | +0% | 80.5 |
| 144 | — | iShares iBonds Dec 2027 Corp Bond ETF - ETF | $381,935 | 0.1% | -3% | — |
| 145 |  $MMM | 3M CO | $378,101 | 0.1% | +0% | 60.7 |
| 146 |  $VLO | VALERO ENERGY CORP/TX | $376,293 | 0.1% | -2% | 51.4 |
| 147 | — | iShares S & P Nat'l AMT-Free Muni Bd - ETF | $368,311 | 0.1% | -15% | — |
| 148 |  $PSX | Phillips 66 | $362,105 | 0.1% | -0% | 47.6 |
| 149 | $STT | STATE STREET CORP | $360,726 | 0.1% | +48% | 61.5 |
| 150 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $358,668 | 0.1% | +0% | — |
| 151 |  $AON | Aon plc | $350,596 | 0.1% | +0% | — |
| 152 | — | Sector Spdr Engy Select - ETF | $346,171 | 0.1% | -4% | — |
| 153 |  $JCI | Johnson Controls International plc | $344,820 | 0.1% | NEW | — |
| 154 |  $WFC | WELLS FARGO & COMPANY/MN | $343,948 | 0.1% | +0% | — |
| 155 |  $MO | ALTRIA GROUP, INC. | $341,763 | 0.1% | +0% | 72.1 |
| 156 |  $ET | Energy Transfer LP | $336,208 | 0.1% | +2% | 64.5 |
| 157 |  $BN | BROOKFIELD Corp /ON/ | $327,815 | 0.1% | +0% | — |
| 158 | $WFC | WELLS FARGO & COMPANY/MN | $324,215 | 0.1% | -6% | — |
| 159 |  $HPE | Hewlett Packard Enterprise Co | $323,664 | 0.1% | NEW | 52.5 |
| 160 |  $GLW | CORNING INC /NY | $318,521 | 0.1% | NEW | 72.7 |
| 161 | — | J P Morgan Active Bond ETF - ETF | $316,988 | 0.1% | +0% | — |
| 162 | — | BNY Mellon Municipal ETF - ETF | $313,545 | 0.1% | +1% | — |
| 163 |  $A | AGILENT TECHNOLOGIES, INC. | $311,885 | 0.1% | +0% | 64.6 |
| 164 |  $KMI | KINDER MORGAN, INC. | $297,696 | 0.1% | +1% | 74.6 |
| 165 |  $CAT | CATERPILLAR INC | $297,107 | 0.1% | NEW | 67.8 |
| 166 | — | iShares iBonds Dec 2026 Muni Bond ETF - ETF | $295,989 | 0.1% | -51% | — |
| 167 | — | JPMorgan Equity Premium Income ETF - ETF | $294,448 | 0.1% | +2% | — |
| 168 | — | iShares - Expanded Tech. Sector Index - ETF | $294,444 | 0.1% | +0% | — |
| 169 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $291,028 | 0.1% | +0% | 60.5 |
| 170 |  $AMT | AMERICAN TOWER CORP /MA/ | $285,855 | 0.1% | -9% | 69.8 |
| 171 |  $__PARK_1390777 | Bank of New York Mellon Corp | $283,291 | 0.1% | +0% | 36.7 |
| 172 |  $COP | CONOCOPHILLIPS | $279,964 | 0.1% | +0% | 74.8 |
| 173 |  $FISV | FISERV INC | $270,167 | 0.1% | +1% | 67.4 |
| 174 |  $TGT | TARGET CORP | $263,656 | 0.1% | +2% | 53.1 |
| 175 |  $DOV | DOVER Corp | $262,314 | 0.1% | +0% | 63.1 |
| 176 | — | JPMorgan Ultra-Short Municipal Inc ETF - ETF | $260,139 | 0.1% | +1% | — |
| 177 |  $LMT | LOCKHEED MARTIN CORP | $258,673 | 0.1% | +0% | 65 |
| 178 |  $ASML | ASML HOLDING NV | $256,640 | 0.1% | NEW | — |
| 179 | — | Global X Artfcl Intlgc & Tech ETF - ETF | $253,885 | 0.1% | NEW | — |
| 180 |  $Q | Qnity Electronics, Inc. | $249,374 | 0.1% | NEW | — |
| 181 | — | iShares iBonds Dec 2026 Corp Bond ETF - ETF | $242,155 | 0.1% | -22% | — |
| 182 |  $TT | Trane Technologies plc | $241,651 | 0.1% | +0% | — |
| 183 |  $SYY | SYSCO CORP | $240,710 | 0.1% | +0% | 58.4 |
| 184 | — | iShares iBonds Dec 2032 Corp Bond ETF - ETF | $238,170 | 0.1% | +0% | — |
| 185 |  $CTVA | Corteva, Inc. | $236,624 | 0.1% | +0% | 48.4 |
| 186 | — | iShares iBonds Dec 2028 Corp Bond ETF - ETF | $229,184 | 0.0% | -2% | — |
| 187 | — | Vanguard Mid Cap Value ETF - ETF | $226,923 | 0.0% | +0% | — |
| 188 |  $UL | UNILEVER PLC | $224,248 | 0.0% | -0% | — |
| 189 | — | Semiconductor Holders Tr - COM | $223,003 | 0.0% | NEW | — |
| 190 |  $DUK | Duke Energy CORP | $221,895 | 0.0% | +0% | 64 |
| 191 |  $PPG | PPG INDUSTRIES INC | $220,748 | 0.0% | -5% | 57.1 |
| 192 |  $TFC | TRUIST FINANCIAL CORP | $220,380 | 0.0% | -2% | — |
| 193 | — | Schwab US AGG Bnd ETF - ETF | $218,953 | 0.0% | -3% | — |
| 194 |  $KEYS | Keysight Technologies, Inc. | $217,393 | 0.0% | NEW | 72.3 |
| 195 |  $SO | SOUTHERN CO | $203,171 | 0.0% | +0% | 65.1 |
| 196 |  $EME | EMCOR Group, Inc. | $200,831 | 0.0% | NEW | 71.7 |
| 197 |  $D | DOMINION ENERGY, INC | $200,431 | 0.0% | NEW | 74.9 |
New Positions (13)
First Eagle Global I - COM$682,620
$AMD ADVANCED MICRO DEVICES INC$395,019$JCI Johnson Controls International plc$344,820$HPE Hewlett Packard Enterprise Co$323,664$GLW CORNING INC /NY$318,521$CAT CATERPILLAR INC$297,107$ASML ASML HOLDING NV$256,640 Global X Artfcl Intlgc & Tech ETF - ETF$253,885
$Q Qnity Electronics, Inc.$249,374 Semiconductor Holders Tr - COM$223,003
$KEYS Keysight Technologies, Inc.$217,393$EME EMCOR Group, Inc.$200,831$D DOMINION ENERGY, INC$200,431
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