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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 8 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CNQ Canadian Natural Resources Ltd Energy 600.0 $24K 0.00% -142.0 -19.1% $39.50 +24.7%
142 DFIC DIMENSIONAL INTERN CORE EQUITY 2 ETF 617.0 $23K 0.00% -143.0 -18.8% $37.26 +5.5%
143 Ingersoll-Rand plc 280.0 $23K 0.00% -68.0 -19.5% $81.99
144 GPC Genuine Parts Co Consumer Cyclical 193.0 $23K 0.00% -13.0 -6.3% $117.98 +12.3%
145 FERG Ferguson PLC Industrials 95.0 $23K 0.00% -22.0 -18.8% $237.33 +3.2%
146 TNET Trinet Group Inc Industrials 450.0 $22K 0.00% -150.0 -25.0% $49.49 +35.7%
147 GEN GenOn Energy Inc Technology 860.0 $21K 0.00% -311.0 -26.6% $24.89 +10.1%
148 IONS Ionis Pharmaceuticals Inc Healthcare 265.0 $21K 0.00% -115.0 -30.3% $79.29 -26.1%
149 CMG Chipotle Mexican Grill Consumer Cyclical 600.0 $20K 0.00% -150.0 -20.0% $34.00 -0.7%
150 NVO Novo-Nordisk A-S Adr Healthcare 414.0 $20K 0.00% -120.0 -22.5% $47.94 -6.4%
151 CAH Cardinal Health Inc Healthcare 79.0 $19K 0.00% -25.0 -24.0% $237.56 -0.8%
152 SNY Sanofi-Aventis Sponsored Adr Healthcare 388.0 $17K 0.00% -76.0 -16.4% $42.66 +4.1%
153 AVAV AeroVironment Inc Industrials 100.0 $17K 0.00% -15.0 -13.0% $165.07 +9.7%
154 PNC P N C Bank Corp Financial Services 66.0 $16K 0.00% -66.0 -50.0% $246.23 +3.4%
155 INTU Intuit Inc Technology 61.0 $16K 0.00% -54.0 -47.0% $261.00 +28.6%
156 FNDE Schwab Funda Emg Mkts 400.0 $16K 0.00% -818.0 -67.2% $39.68 +4.2%
157 KNX Knight Trans Inc Industrials 200.0 $16K 0.00% -35.0 -14.9% $77.87 -6.5%
158 SCHF Schw Intl Eq Etf 560.0 $16K 0.00% -44.0 -7.3% $27.72 +3.0%
159 PNR Pentair Inc Industrials 188.0 $14K 0.00% -71.0 -27.4% $76.66 -16.4%
160 GSK GlaxoSmithKline Plc ADR Healthcare 269.0 $14K 0.00% -287.0 -51.6% $52.42 -4.1%
Page 8 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%