Portfolio (Quarterly)
Guide ↗
Steigerwald, Gordon & Koch Inc.
· CIK 0001731876| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | DOX | Amdocs Limited F | Technology | 66 | $5K | 0.00% | SOLD |
| 82 | NTR | Nutrien Ltd | Basic Materials | 85 | $5K | 0.00% | SOLD |
| 83 | CF | CF Industries | Basic Materials | 67 | $5K | — | SOLD |
| 84 | IOT | Samsara Inc | Technology | 141 | $5K | — | SOLD |
| 85 | DT | Deutsche Telekom Ag Adrf 1 Adr Rep 1 Ord | Technology | 111 | $5K | — | SOLD |
| 86 | — | UCB SA | — | 34 | $5K | — | SOLD |
| 87 | CCI | Crown Castle Intl Corp | Real Estate | 52 | $5K | — | SOLD |
| 88 | ERTH | Invesco Cleantech ETF | — | 96 | $5K | — | SOLD |
| 89 | MMS | Maximus Inc | Industrials | 52 | $4K | — | SOLD |
| 90 | SNAP | Snap Inc Cl A | Communication Services | 552 | $4K | — | SOLD |
| 91 | BSY | British Sky Plc Adr | Technology | 115 | $4K | — | SOLD |
| 92 | RRX | Regal Rexnord Corp | Industrials | 31 | $4K | — | SOLD |
| 93 | IMNM | Immunome Inc | Healthcare | 200 | $4K | — | SOLD |
| 94 | SIMS | SPDR S&P Kensho Intelligent Strctr ETF | — | 100 | $4K | — | SOLD |
| 95 | BCE | BCE Inc | Communication Services | 172 | $4K | — | SOLD |
| 96 | FCOM | Fidelity MSCI Communication ServicesETF | — | 54 | $4K | — | SOLD |
| 97 | OLED | Universal Display Corp | Technology | 33 | $4K | — | SOLD |
| 98 | TTAN | ServiceTitan Inc | Technology | 36 | $4K | — | SOLD |
| 99 | — | Infineon Technologies AG | — | 86 | $4K | — | SOLD |
| 100 | CRWD | Crowdstrike Hldgs Inc | Technology | 8 | $4K | — | SOLD |
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%