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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 4 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BLK Blackrock Inc Financial Services 225.0 $216K 0.02% -16.0 -6.6% $961.56 +19.3%
62 SCHX Schw US Lcap Etf 7,167.0 $211K 0.02% -2K -18.8% $29.43 +3.6%
63 SBUX Starbucks Corp Consumer Cyclical 2,011.0 $206K 0.02% -415.0 -17.1% $102.20 +5.6%
64 IWM iShares Russell 2000 ETF 657.0 $197K 0.02% -55.0 -7.7% $300.45 +1.2%
65 GILD Gilead Sciences Inc Healthcare 1,475.0 $186K 0.02% -107.0 -6.8% $126.36 +9.9%
66 XLV SPDR Health Care Select Sector ETF 1,170.0 $186K 0.02% -33.0 -2.7% $158.71 +5.3%
67 ETN Eaton Corporation Industrials 431.0 $184K 0.02% -28.0 -6.1% $426.38 +6.8%
68 VHT Vanguard Health Care 603.0 $180K 0.02% -33.0 -5.2% $298.89 +5.2%
69 XLP Sector Spdr Tr Con Stpls 2,100.0 $174K 0.02% -124.0 -5.6% $83.07 +1.9%
70 TMO Thermo Fisher Scientific Healthcare 344.0 $173K 0.02% -8.0 -2.3% $501.55 +16.7%
71 MDLZ Mondelez International Consumer Defensive 2,779.0 $161K 0.02% -106.0 -3.7% $57.84 +7.5%
72 UBER Uber Technologies Inc Technology 2,158.0 $156K 0.01% -35.0 -1.6% $72.16 +3.9%
73 MSI Motorola Solutions Inc Technology 374.0 $155K 0.01% -53.0 -12.4% $415.29 +10.1%
74 CI Cigna Corp Healthcare 542.0 $149K 0.01% -67.0 -11.0% $275.68 -0.1%
75 CMCSA Comcast Corp New Cl A Communication Services 5,825.0 $143K 0.01% -745.0 -11.3% $24.55 +4.2%
76 TJX T J X Cos Inc Consumer Cyclical 899.0 $136K 0.01% -36.0 -3.9% $151.50 -0.4%
77 ISRG Intuitive Surgical Healthcare 341.0 $136K 0.01% -14.0 -3.9% $397.68 -1.8%
78 SPYG Spdr S&P 500 Growth Etf 1,100.0 $131K 0.01% -272.0 -19.8% $118.99 +2.9%
79 IHI iShares US Medical Devices ETF 2,610.0 $129K 0.01% -132.0 -4.8% $49.41 +11.5%
80 LITE Lumentum Holdings In Technology 150.0 $129K 0.01% -150.0 -50.0% $858.06 +12.9%
Page 4 of 11  ·  204 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%