BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 3 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KLAC K L A Tencor Corp Technology 1,000.0 $302K 0.03% +922.0 +1182.0% $301.71 -31.8%
42 ADI Analog Devices Inc Technology 731.0 $290K 0.03% +88.0 +13.7% $397.17 -1.7%
43 SCHW The Charles Schwab Corp Financial Services 3,092.0 $285K 0.03% +336.0 +12.2% $92.26 +19.9%
44 PH Parker Hannifin Corp Industrials 284.0 $278K 0.03% +51.0 +21.9% $978.12 +7.7%
45 WELL Welltower Inc Real Estate 1,223.0 $278K 0.03% +177.0 +16.9% $226.96 +3.7%
46 CVS CVS Corp Healthcare 2,481.0 $257K 0.03% +105.0 +4.4% $103.45 -9.1%
47 VGT Vanguard Info Technology 2,144.0 $256K 0.03% +2K +700.0% $119.52 +2.5%
48 VTV Vanguard Value 1,158.0 $252K 0.03% +800.0 +223.5% $217.93 +4.0%
49 GE General Electric Company Industrials 521.0 $195K 0.02% +70.0 +15.5% $373.73 -1.2%
50 TT Ingersoll-Rand Company Industrials 364.0 $179K 0.02% +59.0 +19.3% $491.41 -3.3%
51 BK Bank Of New York Mellon Financial Services 1,150.0 $166K 0.02% +400.0 +53.3% $144.61 -0.6%
52 BMY Bristol-Myers Squibb Co Healthcare 2,792.0 $161K 0.02% +76.0 +2.8% $57.62 +12.2%
53 SCHD Schwab US Dividend 4,250.0 $135K 0.01% +2K +74.1% $31.71 +8.1%
54 GLW Corning Inc Technology 526.0 $134K 0.01% +13.0 +2.5% $255.51 -32.2%
55 SO The Southern Company Utilities 1,302.0 $125K 0.01% +863.0 +196.6% $95.73 -3.6%
56 PM Philip Morris Intl Inc Consumer Defensive 685.0 $124K 0.01% +49.0 +7.7% $180.91 +2.0%
57 REGN Regeneron Pharms Inc Healthcare 185.0 $115K 0.01% +173.0 +1441.7% $623.54 +29.3%
58 FDX Fedex Corporation Industrials 366.0 $115K 0.01% +15.0 +4.3% $313.48 +5.7%
59 CME Chicago Mercantile Exch Financial Services 469.0 $104K 0.01% +8.0 +1.7% $220.83 +21.3%
60 DVN Devon Energy Corp New Energy 2,320.0 $96K 0.01% +2K +10000.0% $41.31 +15.1%
Page 3 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%