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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 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DuPont De Nemours Inc 65,479.0 $8.9M 0.88% NEW $135.64
2 AZN Astrazeneca Plc Adr F Sponsored Adr Healthcare 1,120.0 $212K 0.02% NEW $189.62 -17.3%
3 FDL First Trust Morningstar Div Leaders ETF 3,050.0 $148K 0.01% NEW $48.66 +7.5%
4 NWBI Northwest Bancshares Inc Financial Services 5,975.0 $91K 0.01% NEW $15.16 +3.5%
5 Honeywell International 221.0 $49K 0.01% NEW $223.39
6 HONEYWELL AEROSPACE INC 219.0 $48K 0.01% NEW $221.08
7 WPC W P Carey Inc Real Estate 567.0 $41K 0.00% NEW $71.50 +0.0%
8 SPAC and New Issue ETF 186.0 $32K 0.00% NEW $170.45
9 FEDEX FREIGHT HOLDING COMPANY INC COMMON STOCK 182.0 $27K 0.00% NEW $151.00
10 FBCG Fidelity Blue Chip Growth ETF 400.0 $25K 0.00% NEW $62.11 +1.7%
11 RDVY First Trust Rising Dividend Achiev ETF 189.0 $15K 0.00% NEW $81.06 +2.9%
12 SDVY First Trust SMID Cap Rising Dividend Achievers ETF 329.0 $14K 0.00% NEW $43.14 +3.2%
13 GMAY FT Vest U.S. Eq Mod Buffr ETF - May 292.0 $13K 0.00% NEW $43.04 +2.1%
14 SCCO Southern Copper Corp Basic Materials 50.0 $9K 0.00% NEW $174.26 +10.2%
15 Retail Value Inc 250.0 $8K 0.00% NEW $32.78
16 VSNT VERSANT MEDIA GROUP INC CL A Industrials 227.0 $8K 0.00% NEW $36.01 +8.9%
17 VALN Valneva SE SPONSORED ADS Healthcare 1,250.0 $7K 0.00% NEW $5.23 +35.0%
18 CNP Centerpoint Energy Inc Utilities 114.0 $5K NEW $44.04 -7.8%
19 BP Bp Plc Adr F Sponsored Adr Energy 129.0 $5K NEW $36.95 +16.0%
20 GNT Green Tree Financial Cp Financial Services 582.0 $5K NEW $8.15 +8.8%
Page 1 of 2  ·  30 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%