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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 12 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 RWR SPDR Dow Jones REIT ETF 850.0 $96K 0.01% $112.97 +0.7%
222 DVN Devon Energy Corp New Energy 2,320.0 $96K 0.01% +2K +10000.0% $41.31 +15.1%
223 IAU iShares Gold Trust Financial Services 1,267.0 $96K 0.01% $75.51 +10.1%
224 NDAQ Nasdaq Stock Market Inc Financial Services 1,199.0 $95K 0.01% +524.0 +77.6% $78.82 +22.7%
225 ECL Ecolab Inc Basic Materials 336.0 $94K 0.01% +125.0 +59.2% $278.61 -1.0%
226 GVI iShares Barclays Interm Gov/Credit Bond Index 877.0 $93K 0.01% $106.09 -0.7%
227 PRK Park National Corp Financial Services 498.0 $91K 0.01% $182.99 +12.3%
228 NWBI Northwest Bancshares Inc Financial Services 5,975.0 $91K 0.01% NEW $15.16 +3.5%
229 FRT Federal Realty REIT Real Estate 732.0 $90K 0.01% $123.52 -4.4%
230 PSX Phillips 66 Energy 531.0 $90K 0.01% -165.0 -23.7% $169.05 +42.3%
231 FXH First Trust Health Care AlphaDEX ETF 728.0 $89K 0.01% $122.40 +7.1%
232 MET Metlife Inc Com Financial Services 1,053.0 $89K 0.01% -30.0 -2.8% $84.61 +14.3%
233 AMT Amern Tower Corp Class A Real Estate 544.0 $89K 0.01% -11.0 -2.0% $163.57 +5.3%
234 IBIT iShares Bitcoin Trust ETF Financial Services 2,650.0 $88K 0.01% +2K +341.7% $33.29 +9.4%
235 FLQM Franklin US Mid Cap Mltfctr Idx ETF 1,489.0 $86K 0.01% $57.89 +5.3%
236 DON Wisdomtree US Midcap 1,500.0 $85K 0.01% $56.52 +3.6%
237 YOU CLEAR SECURE CL A ORD Technology 1,500.0 $84K 0.01% $55.73 -21.3%
238 NKE Nike Inc Class B Consumer Cyclical 2,032.0 $83K 0.01% -331.0 -14.0% $41.06 -4.8%
239 VRTX Vertex Pharmaceuticals Healthcare 167.0 $83K 0.01% $496.73 +3.8%
240 TIP iShares TIPS Bond ETF 740.0 $81K 0.01% -35.0 -4.5% $109.43 -2.4%
Page 12 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%