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Portfolio (Quarterly) Guide ↗

Steigerwald, Gordon & Koch Inc.

· CIK 0001731876
13F Portfolio $1.0B AUM Filed Oct 23, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 823 New
Page 12 of 42  ·  823 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VRT Vertiv Holdings Co Industrials 579.0 $87K 0.01% NEW $150.89 +109.2%
222 PTH Invesco Dorsey Wright Healthcare MomtETF 1,956.0 $86K 0.01% NEW $44.08 +17.1%
223 KMB Kimberly-Clark Corp Consumer Defensive 693.0 $86K 0.01% NEW $124.34 -20.6%
224 A Agilent Technologies Inc Healthcare 667.0 $86K 0.01% NEW $128.41 -10.6%
225 RWR SPDR Dow Jones REIT ETF 850.0 $85K 0.01% NEW $100.29 +10.7%
226 MTUM iShares Edge MSCI USA 331.0 $85K 0.01% NEW $256.45 +17.8%
227 FDX Fedex Corporation Industrials 357.0 $84K 0.01% NEW $235.93 +64.8%
228 FLQM Franklin US Mid Cap Mltfctr Idx ETF 1,489.0 $84K 0.01% NEW $56.45 -0.2%
229 SCHA Schwab US Small Cap Etf 2,997.0 $84K 0.01% NEW $27.90 +18.9%
230 LH Lab Cp Of Amer Hldg New Healthcare 289.0 $83K 0.01% NEW $287.06 -10.9%
231 SCHD Schwab US Dividend 3,005.0 $82K 0.01% NEW $27.30 +18.1%
232 UHS Universal Health Services Inc Healthcare 400.0 $82K 0.01% NEW $204.44 -19.6%
233 IT Gartner Inc Technology 311.0 $82K 0.01% NEW $262.87 -40.2%
234 BK Bank Of New York Mellon Financial Services 750.0 $82K 0.01% NEW $108.96 +27.6%
235 HPQ Hewlett-Packard Company Technology 2,973.0 $81K 0.01% NEW $27.23 -19.6%
236 FXH First Trust Health Care AlphaDEX ETF 728.0 $80K 0.01% NEW $109.67 +4.3%
237 DON Wisdomtree US Midcap 1,500.0 $78K 0.01% NEW $52.30 +4.9%
238 BDX Becton Dickinson & Co Healthcare 417.0 $78K 0.01% NEW $187.17 -21.9%
239 IAU iShares Gold Trust Financial Services 1,067.0 $78K 0.01% NEW $72.77 +17.4%
240 CHD Church & Dwight Co Consumer Defensive 882.0 $77K 0.01% NEW $87.63 +9.1%
Page 12 of 42  ·  823 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 25.8%
Healthcare 16.6%
Financial Services 14.6%
Industrials 14.0%
Consumer Defensive 7.6%
Communication Services 6.6%
Consumer Cyclical 4.8%
Basic Materials 3.5%
Utilities 2.2%
Energy 2.2%