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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 6 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 CCK Crown Holdings Inc Consumer Cyclical 36 $4K SOLD
102 TSN Tyson Foods Inc Consumer Defensive 63 $4K SOLD
103 DXC DXC Technology Company Technology 250 $4K SOLD
104 CHRW C.H. Robinson Worldwide Inc Industrials 22 $4K SOLD
105 BNTX BIONTECH SE ADR Healthcare 37 $4K SOLD
106 WCN Waste Connections Inc Industrials 20 $4K SOLD
107 ESSILOR LUXOTTICA 11 $3K SOLD
108 Capgemini SE 103 $3K SOLD
109 DEO Diageo Plc New Adr F 1 Adr Reps 4 Or Consumer Defensive 39 $3K SOLD
110 POOL S C P Pool Corp Industrials 14 $3K SOLD
111 OLLI Ollie s Bargain Outlet Holdings Inc Consumer Defensive 29 $3K SOLD
112 Novo Nordisk A/S B 60 $3K SOLD
113 AWK American Water Works Inc Utilities 23 $3K SOLD
114 ROBO Robo Global Robotics&Automation ETF 43 $3K SOLD
115 CLS Celestica Inc Sub Voting Shares Technology 10 $3K SOLD
116 LYFT Lyft Inc Technology 150 $3K SOLD
117 Dassault Systems Sa 100 $3K SOLD
118 Porsche Automobil Holdings 600 $3K SOLD
119 FTAI Aviation Ltd 14 $3K SOLD
120 FIVA Fidelity International Value Factor ETF 80 $3K SOLD
Page 6 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%