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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 4 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NDAQ Nasdaq Stock Market Inc Financial Services 1,199.0 $95K 0.01% +524.0 +77.6% $78.82 +22.7%
62 ECL Ecolab Inc Basic Materials 336.0 $94K 0.01% +125.0 +59.2% $278.61 -1.0%
63 IBIT iShares Bitcoin Trust ETF Financial Services 2,650.0 $88K 0.01% +2K +341.7% $33.29 +9.4%
64 BKNG Booking Holdings Inc Consumer Cyclical 450.0 $80K 0.01% +411.0 +1053.8% $178.24 +14.9%
65 VO Vanguard MidCap ETF 947.0 $76K 0.01% +710.0 +299.6% $80.56 +4.3%
66 ROK Rockwell Automation Inc Industrials 154.0 $76K 0.01% +19.0 +14.1% $495.08 -10.2%
67 J Jacobs Engineering Group Inc Industrials 599.0 $75K 0.01% +226.0 +60.6% $126.00 +14.0%
68 SLB Schlumberger Ltd. Energy 1,611.0 $75K 0.01% +1K +292.0% $46.49 +15.9%
69 BX Blackstone Inc Financial Services 633.0 $74K 0.01% +179.0 +39.4% $117.67 +19.5%
70 PRF PowerShares FTSE RAFI US 1000 1,363.0 $74K 0.01% +108.0 +8.6% $54.03 +4.0%
71 DGX Quest Diagnostic Inc Healthcare 345.0 $73K 0.01% +100.0 +40.8% $211.95 +11.1%
72 FVD First Tr Valu Line Divid 1,483.0 $71K 0.01% +1K +218.2% $48.18 +4.8%
73 EXC Exelon Corporation Utilities 1,450.0 $68K 0.01% +275.0 +23.4% $46.62 -2.3%
74 EPD Enterprise Prd Prtnrs Lp Energy 1,734.0 $64K 0.01% +1K +258.3% $36.76 +5.0%
75 CEG Constellation Energy Co Utilities 256.0 $64K 0.01% +91.0 +55.1% $248.37 +12.0%
76 AIRR First Trust RBA Amer Indl RenaisTM ETF 469.0 $62K 0.01% +241.0 +105.7% $133.25 -6.3%
77 FTEC Fidelity MSCI Information Tech ETF 206.0 $59K 0.01% +20.0 +10.8% $285.58 +2.4%
78 MRVL Marvell Tech Group Ltd Technology 194.0 $58K 0.01% +30.0 +18.3% $297.89 -21.3%
79 WMB Williams Companies Energy 766.0 $57K 0.01% +662.0 +636.5% $74.34 -1.2%
80 PEG Pub Svc Enterprise Group Utilities 700.0 $57K 0.01% +250.0 +55.6% $81.16 -6.8%
Page 4 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%