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Portfolio (Quarterly) Guide ↗

Steigerwald, Gordon & Koch Inc.

· CIK 0001731876
13F Portfolio $1.0B AUM 924 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 153 New 189 Added 123 Reduced 52 Exited
Page 10 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FXI iShares China Large-Cap ETF 117.0 $4K +1.0 +0.9% $38.38 -6.5%
182 EQT Equitable Resources Inc Energy 69.0 $4K +12.0 +21.1% $53.59 +7.7%
183 Block Inc 56.0 $4K +23.0 +69.7% $65.09
184 FICO Fair Isaac Corp Technology 2.0 $3K +1.0 +100.0% $1690.50 -27.4%
185 DEO Diageo Plc New Adr F 1 Adr Reps 4 Or Consumer Defensive 39.0 $3K +14.0 +56.0% $86.28 -0.4%
186 MTCH MATCH GROUP ORD Communication Services 99.0 $3K +37.0 +59.7% $32.29 +10.4%
187 APA Apache Corp Energy 130.0 $3K +1.0 +0.8% $24.44 +56.9%
188 PTON Peloton Interactive Inc Consumer Cyclical 222.0 $1K +122.0 +122.0% $6.16 -16.1%
189 GCI Liberty Inc 12.0 $447.0 +5.0 +71.4% $37.25
Page 10 of 10  ·  189 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.9%
Healthcare 17.0%
Financial Services 15.0%
Industrials 13.6%
Consumer Defensive 7.4%
Communication Services 7.2%
Consumer Cyclical 4.4%
Basic Materials 2.8%
Real Estate 2.3%
Utilities 2.3%