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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 3 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 MSCI MSCI Price Index Financial Services 22 $13K 0.00% SOLD
42 Wal-Mart De Mexico S A 400 $12K 0.00% SOLD
43 IMO Imperial Oil Ltd Com New Energy 143 $12K 0.00% SOLD
44 DIOD Diodes Incorporated Technology 250 $12K 0.00% SOLD
45 PCG P G & E Corp Utilities 727 $12K 0.00% SOLD
46 Heico Corp 46 $12K 0.00% SOLD
47 GLPI Gaming and Leisure Properties Inc Real Estate 252 $11K 0.00% SOLD
48 MCO Moodys Corp Financial Services 21 $11K 0.00% SOLD
49 Nestle SA 99 $10K 0.00% SOLD
50 USFD US Food Holding Corp Consumer Defensive 127 $10K 0.00% SOLD
51 NGG National Grid PLC Adr Utilities 123 $10K 0.00% SOLD
52 MRSH Marsh & Mc Lennan Co Inc Financial Services 51 $9K 0.00% SOLD
53 TDG TransDigm Group Inc Industrials 7 $9K 0.00% SOLD
54 Rheinmetall AG 25 $9K 0.00% SOLD
55 WTW Weight Watchers Intl Inc Financial Services 27 $9K 0.00% SOLD
56 First Quantum Minerals Ltd 330 $9K 0.00% SOLD
57 CNC Conseco Inc Healthcare 206 $8K 0.00% SOLD
58 HLN HALEON ADR REP 2 ORD WI Healthcare 807 $8K 0.00% SOLD
59 SPOT Spotify Technology SA Communication Services 14 $8K 0.00% SOLD
60 MTB M & T Bank Corporation Financial Services 40 $8K 0.00% SOLD
Page 3 of 10  ·  189 positions
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%