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Portfolio (Quarterly) Guide ↗

Steigerwald, Gordon & Koch Inc.

· CIK 0001731876
13F Portfolio $1.0B AUM 765 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 30 New 121 Added 204 Reduced 189 Exited
Page 2 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VYM Vanguard High Dividend 7,680.0 $1.2M 0.12% +527.0 +7.4% $158.02 +4.8%
22 PANW Palo Alto Networks Technology 2,485.0 $847K 0.08% +371.0 +17.6% $341.02 +10.2%
23 ABBV Abbvie Inc Healthcare 3,270.0 $823K 0.08% +23.0 +0.7% $251.66 -0.5%
24 TSLA Tesla Motors Inc Consumer Cyclical 1,899.0 $799K 0.08% +53.0 +2.9% $420.60 -19.3%
25 AXP American Express Company Financial Services 1,914.0 $647K 0.06% +87.0 +4.8% $338.25 -0.6%
26 AMAT Applied Materials Inc Technology 895.0 $647K 0.06% +45.0 +5.3% $722.72 -25.9%
27 RDNT RadNet Inc Healthcare 10,365.0 $639K 0.06% +1K +11.5% $61.67 +23.1%
28 MRK Merck & Co. Inc. Healthcare 4,655.0 $598K 0.06% +93.0 +2.0% $128.49 +5.8%
29 INTC Intel Corp Technology 3,665.0 $512K 0.05% +223.0 +6.5% $139.64 -25.9%
30 RSP Invesco S&P 500 Equal Weight ETF 2,272.0 $484K 0.05% +551.0 +32.0% $212.81 +3.8%
31 SNA Snap On Inc Industrials 1,145.0 $461K 0.05% +25.0 +2.2% $402.40 -0.3%
32 EFA iShares MSCI EAFE Index 4,215.0 $438K 0.04% +325.0 +8.3% $103.88 +4.4%
33 NSC Norfolk Southern Corp Industrials 1,382.0 $435K 0.04% +45.0 +3.4% $314.69 +8.4%
34 CVX Chevron Corp Energy 2,531.0 $420K 0.04% +18.0 +0.7% $165.76 +22.3%
35 COP Conocophillips Energy 3,967.0 $412K 0.04% +3K +627.9% $103.96 +22.7%
36 TXN Texas Instruments Inc Technology 1,349.0 $402K 0.04% +27.0 +2.0% $298.01 -5.1%
37 ABT Abbott Laboratories Healthcare 3,925.0 $356K 0.04% +89.0 +2.3% $90.74 +21.6%
38 AMD Advanced Micro Devices Technology 570.0 $331K 0.03% +285.0 +100.0% $580.91 -12.9%
39 QQQ Invesco QQQ Trust Financial Services 425.0 $313K 0.03% +72.0 +20.4% $736.82 -0.9%
40 DVY iShares Select Dividend ETF 1,950.0 $305K 0.03% +1K +145.3% $156.30 +5.1%
Page 2 of 7  ·  121 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 24.1%
Healthcare 16.6%
Financial Services 15.7%
Industrials 14.6%
Consumer Defensive 7.2%
Communication Services 6.7%
Consumer Cyclical 5.1%
Real Estate 2.6%
Basic Materials 2.5%
Utilities 2.5%