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 6 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SLYV SPDR S&P 600 Small Cap 127.0 $14K 0.00% +2.0 +1.6% $108.80 +2.5%
102 CFG Citizens Financial Group Inc Financial Services 164.0 $11K 0.00% +112.0 +215.4% $70.07 +6.1%
103 GEHC GE HEALTHCARE TECHNOLOGIES ORD WI Healthcare 164.0 $10K 0.00% +4.0 +2.5% $64.01 +13.1%
104 IMTM iShares MSCI Intl Momentum Factor ETF 186.0 $10K 0.00% +3.0 +1.6% $53.19 +2.7%
105 IDMO Invesco S&P International Dev Momt ETF 161.0 $10K 0.00% +2.0 +1.3% $60.47 +5.1%
106 VOOG Vanguard S&P 500 Growth 118.0 $10K 0.00% +98.0 +490.0% $82.40 +3.2%
107 SOLS Solstice Advanced Materials Inc Basic Materials 108.0 $10K 0.00% +45.0 +71.4% $88.60 -29.4%
108 VUG Vanguard Growth 102.0 $9K 0.00% +85.0 +500.0% $86.14 +3.2%
109 OHI Omega Healthcare Inc Real Estate 184.0 $9K 0.00% +5.0 +2.8% $47.73 -2.4%
110 SPDW Spdr Portfolio Dvlpd 162.0 $8K 0.00% +2.0 +1.2% $50.52 +3.3%
111 DGRO iShares Core Dividend Growth ETF 106.0 $8K 0.00% +1.0 +0.9% $75.49 +5.1%
112 ULS UL Solutions Inc Industrials 78.0 $8K 0.00% +20.0 +34.5% $101.86 -24.3%
113 TotalEnergies SE 94.0 $7K 0.00% +49.0 +108.9% $77.76
114 DGS Wisdomtree Emerging Market Small Cap 93.0 $6K 0.00% +2.0 +2.2% $64.59 -1.1%
115 BKR Baker Hughes a GE Co Energy 98.0 $5K 0.00% +1.0 +1.0% $55.33 +17.3%
116 APA Apache Corp Energy 132.0 $4K +2.0 +1.5% $32.53 +27.8%
117 VTRS Viatris Inc Healthcare 243.0 $4K +15.0 +6.6% $15.88 +2.2%
118 SF Stifel Financial Corp Financial Services 55.0 $4K +18.0 +48.6% $69.76 +20.4%
119 FXI iShares China Large-Cap ETF 118.0 $4K +1.0 +0.8% $31.65 +10.9%
120 B Barrick Mining Corp Basic Materials 65.0 $2K +32.0 +97.0% $36.72 +15.8%
Page 6 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%