BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 13 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CRM Salesforce Com Technology 516.0 $81K 0.01% -96.0 -15.7% $156.66 +26.0%
242 BKNG Booking Holdings Inc Consumer Cyclical 450.0 $80K 0.01% +411.0 +1053.8% $178.24 +18.4%
243 A Agilent Technologies Inc Healthcare 601.0 $80K 0.01% -66.0 -9.9% $132.83 +11.8%
244 PHM Pultegroup Inc Consumer Cyclical 563.0 $77K 0.01% $137.29 -7.0%
245 SDY SPDR S&P Dividend ETF 507.0 $77K 0.01% $152.28 +3.8%
246 VO Vanguard MidCap ETF 947.0 $76K 0.01% +710.0 +299.6% $80.56 +3.6%
247 ROK Rockwell Automation Inc Industrials 154.0 $76K 0.01% +19.0 +14.1% $495.08 -12.0%
248 IWB Ishares Tr Russell 186.0 $76K 0.01% $409.50 +2.7%
249 J Jacobs Engineering Group Inc Industrials 599.0 $75K 0.01% +226.0 +60.6% $126.00 +14.2%
250 BR Broadridge Financial Solutions Technology 550.0 $75K 0.01% -71.0 -11.4% $136.95 +25.9%
251 SLB Schlumberger Ltd. Energy 1,611.0 $75K 0.01% +1K +292.0% $46.49 +15.1%
252 BX Blackstone Inc Financial Services 633.0 $74K 0.01% +179.0 +39.4% $117.67 +19.4%
253 APD Air Prod & Chemicals Inc Basic Materials 254.0 $74K 0.01% $293.18 +3.4%
254 PRF PowerShares FTSE RAFI US 1000 1,363.0 $74K 0.01% +108.0 +8.6% $54.03 +3.8%
255 ADSK Autodesk Inc Technology 378.0 $73K 0.01% $194.42 +28.2%
256 GNRC Generac Holdings Inc Industrials 250.0 $73K 0.01% $292.81 -27.3%
257 DGX Quest Diagnostic Inc Healthcare 345.0 $73K 0.01% +100.0 +40.8% $211.95 +11.7%
258 ITA iShares Aero & Def Indx 300.0 $73K 0.01% -27.0 -8.3% $242.42 +3.8%
259 DDOG Datadog Inc Technology 279.0 $73K 0.01% -45.0 -13.9% $260.36 -4.8%
260 LH Lab Cp Of Amer Hldg New Healthcare 259.0 $73K 0.01% -30.0 -10.4% $280.00 +16.9%
Page 13 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%