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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 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VLO Valero Energy Corp New Energy 265.0 $69K 0.01% -100.0 -27.4% $260.44 +33.3%
102 PGR Progressive Corp Ohio Financial Services 305.0 $67K 0.01% -32.0 -9.5% $218.45 -6.7%
103 HPQ Hewlett-Packard Company Technology 2,984.0 $65K 0.01% -258.0 -8.0% $21.94 +34.0%
104 VIG Vanguard Dividend 272.0 $64K 0.01% -260.0 -48.9% $236.62 +3.3%
105 TGT Target Corporation Consumer Defensive 492.0 $64K 0.01% -51.0 -9.4% $130.58 +15.6%
106 XEL Xcel Energy Inc Utilities 798.0 $64K 0.01% -205.0 -20.4% $80.30 -1.4%
107 VNQ Vanguard REIT 640.0 $62K 0.01% -108.0 -14.4% $96.49 +1.5%
108 UHS Universal Health Services Inc Healthcare 400.0 $59K 0.01% -105.0 -20.8% $148.69 +14.7%
109 KMB Kimberly-Clark Corp Consumer Defensive 523.0 $57K 0.01% -80.0 -13.3% $109.77 -1.7%
110 FNDX Schwab Fundamental US 1,818.0 $57K 0.01% -2K -49.7% $31.10 +4.5%
111 WSO Watsco Inc Industrials 135.0 $56K 0.01% -8.0 -5.6% $416.73 -25.2%
112 SCHA Schwab US Small Cap Etf 1,528.0 $55K 0.01% -870.0 -36.3% $36.13 -0.9%
113 SPGI S&Pglobal Inc Com Financial Services 128.0 $52K 0.01% -20.0 -13.5% $407.26 +0.8%
114 BDX Becton Dickinson & Co Healthcare 344.0 $52K 0.01% -35.0 -9.2% $151.33 +20.3%
115 CIBR First Trust NASDAQ Cybersecurity ETF 579.0 $52K 0.01% -261.0 -31.1% $89.85 +8.8%
116 AFG Amern Financial Gp Financial Services 350.0 $49K 0.01% -64.0 -15.5% $139.94 +4.8%
117 FNDF Schwab Fundamental Inl 920.0 $49K 0.01% -736.0 -44.4% $52.76 +5.6%
118 AEP Amer Electric Pwr Co Inc Utilities 345.0 $47K 0.01% -71.0 -17.1% $136.81 -7.5%
119 AJG Arthur J Gallagher & Co Financial Services 202.0 $46K 0.01% -62.0 -23.5% $229.57 +8.0%
120 TMUS T-Mobile US Inc Communication Services 265.0 $44K 0.00% -208.0 -44.0% $167.73 +7.4%
Page 6 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%