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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 10 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ISRG Intuitive Surgical Healthcare 341.0 $136K 0.01% -14.0 -3.9% $397.68 -1.8%
182 SCHD Schwab US Dividend 4,250.0 $135K 0.01% +2K +74.1% $31.71 +8.1%
183 VONG Vanguard Russell 1000 Growth ETF 1,054.0 $135K 0.01% $127.81 +0.7%
184 GLW Corning Inc Technology 526.0 $134K 0.01% +13.0 +2.5% $255.51 -32.2%
185 MCHP Microchip Technology Technology 1,439.0 $131K 0.01% $91.20 -12.0%
186 IEV iShares Europe ETF 1,800.0 $131K 0.01% $72.85 +3.5%
187 SPYG Spdr S&P 500 Growth Etf 1,100.0 $131K 0.01% -272.0 -19.8% $118.99 +2.9%
188 ANET Arista Networks Inc Technology 762.0 $129K 0.01% $169.88 +18.8%
189 IHI iShares US Medical Devices ETF 2,610.0 $129K 0.01% -132.0 -4.8% $49.41 +11.5%
190 LITE Lumentum Holdings In Technology 150.0 $129K 0.01% -150.0 -50.0% $858.06 +12.9%
191 DLR Digital Realty Trust Inc Real Estate 714.0 $128K 0.01% -50.0 -6.5% $179.50 +10.3%
192 GEV Ge Vernova Llc Com Utilities 108.0 $127K 0.01% -20.0 -15.6% $1174.86 -8.2%
193 VEA Vanguard Europe Pac Etf 1,753.0 $125K 0.01% -256.0 -12.7% $71.25 +3.4%
194 SO The Southern Company Utilities 1,302.0 $125K 0.01% +863.0 +196.6% $95.73 -3.6%
195 PM Philip Morris Intl Inc Consumer Defensive 685.0 $124K 0.01% +49.0 +7.7% $180.91 +2.0%
196 VB Vanguard Small Cap Etf 407.0 $124K 0.01% $303.45 +1.5%
197 EMR Emerson Electric Co Industrials 846.0 $121K 0.01% $143.15 +13.2%
198 PRU Prudential Financial Inc Financial Services 1,118.0 $121K 0.01% $107.90 +15.4%
199 VLUE iShares MSCI USA Value Factor ETF 594.0 $119K 0.01% $199.81 +2.1%
200 LSCC Lattice Semiconductor Corp Technology 775.0 $119K 0.01% $152.96 -13.3%
Page 10 of 39  ·  765 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%