Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEWMAN DIGNAN & SHEERAR INC | 08-02-2023 | 06-30-2023 | 187 | 323,979,169 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Berkshire Hathaway B | COM | 51 | $2,155,461 | 6,321 | 0.00 | 0.00 | -118 | -1.83 | 06-30-2023 |
| Cisco Systems | COM | 52 | $2,009,613 | 38,841 | 0.00 | 0.00 | 1,007 | 2.66 | 06-30-2023 |
| Medtronic plc | ADR | 53 | $1,984,100 | 22,521 | 0.00 | 0.00 | -872 | -3.73 | 06-30-2023 |
| Exxon-Mobil | COM | 54 | $1,968,343 | 18,353 | 0.00 | 0.00 | -499 | -2.65 | 06-30-2023 |
