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Portfolio (Quarterly) Guide ↗

Steigerwald, Gordon & Koch Inc.

· CIK 0001731876
13F Portfolio $1.0B AUM 924 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 153 New 189 Added 123 Reduced 52 Exited
Page 3 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 Berkshire Hathaway Class B 3,670.0 $1.8M 0.18% -419.0 -10.2% $502.65
42 HD Home Depot Inc Consumer Cyclical 4,201.0 $1.4M 0.14% -104.0 -2.4% $344.08 -8.8%
43 PG Procter & Gamble Co Consumer Defensive 9,087.0 $1.3M 0.12% -368.0 -3.9% $143.31 -0.6%
44 ACCELLERON INDUSTRIES AG UNSPON ADR EACH REP 1 ORD 16,488.0 $1.3M 0.12% -286.0 -1.7% $77.45
45 DOW Dow Inc Basic Materials 48,978.0 $1.1M 0.11% -26K -34.6% $23.38 +53.6%
46 LMT Lockheed Martin Corp Industrials 1,753.0 $848K 0.08% -30.0 -1.7% $483.62 +8.1%
47 CB Chubb Corporation Financial Services 2,070.0 $646K 0.06% -83.0 -3.9% $312.12 +5.8%
48 FTV Fortive Corporation Technology 8,920.0 $492K 0.05% -72.0 -0.8% $55.21 +6.9%
49 ABT Abbott Laboratories Healthcare 3,836.0 $481K 0.05% -96.0 -2.4% $125.29 -29.9%
50 MRK Merck & Co. Inc. Healthcare 4,562.0 $480K 0.05% -281.0 -5.8% $105.27 +10.1%
51 MCD Mc Donalds Corp Consumer Cyclical 1,338.0 $409K 0.04% -117.0 -8.0% $305.52 -7.0%
52 PANW Palo Alto Networks Technology 2,114.0 $389K 0.04% -460.0 -17.9% $184.20 +37.3%
53 NSC Norfolk Southern Corp Industrials 1,337.0 $386K 0.04% -50.0 -3.6% $288.82 +7.8%
54 PEP Pepsico Incorporated Consumer Defensive 2,649.0 $380K 0.04% -285.0 -9.7% $143.54 +3.7%
55 ICF iShares Cohen & Steers REIT ETF 5,949.0 $355K 0.03% -100.0 -1.6% $59.67 +14.3%
56 UNH Unitedhealth Group Inc Healthcare 935.0 $309K 0.03% -121.0 -11.5% $330.06 +16.1%
57 NVS Novartis AG ADR Healthcare 2,091.0 $288K 0.03% -49.0 -2.3% $137.87 +10.1%
58 SCHW The Charles Schwab Corp Financial Services 2,756.0 $275K 0.03% -51.0 -1.8% $99.90 -9.8%
59 BLK Blackrock Inc Financial Services 241.0 $258K 0.03% -3.0 -1.2% $1070.34 -0.6%
60 LOW Lowes Companies Inc Consumer Cyclical 1,060.0 $256K 0.03% -281.0 -20.9% $241.14 -9.8%
Page 3 of 7  ·  123 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 25.9%
Healthcare 17.0%
Financial Services 15.0%
Industrials 13.6%
Consumer Defensive 7.4%
Communication Services 7.2%
Consumer Cyclical 4.4%
Basic Materials 2.8%
Real Estate 2.3%
Utilities 2.3%