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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 14 of 42  ·  823 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PRFZ Pwrshs Ftse Rafi US 1,496.0 $68K 0.01% NEW $45.42 +11.7%
262 Iqvia Hldgs Inc 350.0 $66K 0.01% NEW $189.94
263 Lvmh Moet New Adr 537.0 $66K 0.01% NEW $122.31
264 VRTX Vertex Pharmaceuticals Healthcare 167.0 $65K 0.01% NEW $391.64 +9.9%
265 TEL TE Connectivity Technology 297.0 $65K 0.01% NEW $219.53 -8.3%
266 Siemens AG 482.0 $65K 0.01% NEW $135.01
267 TGT Target Corporation Consumer Defensive 722.0 $65K 0.01% NEW $89.65 +36.5%
268 ANET Arista Networks Inc Technology 444.0 $65K 0.01% NEW $145.71 +2.0%
269 ITA iShares Aero & Def Indx 300.0 $63K 0.01% NEW $209.26 +6.6%
270 SPGI S&Pglobal Inc Com Financial Services 128.0 $62K 0.01% NEW $486.71 -14.3%
271 RACE Ferrari NV Consumer Cyclical 128.0 $62K 0.01% NEW $485.22 -29.6%
272 KR Kroger Company Consumer Defensive 920.0 $62K 0.01% NEW $67.41 -0.5%
273 AJG Arthur J Gallagher & Co Financial Services 200.0 $62K 0.01% NEW $309.74 -33.0%
274 EA Electronic Arts Inc Communication Services 307.0 $62K 0.01% NEW $201.70 +0.1%
275 AFG Amern Financial Gp Financial Services 414.0 $60K 0.01% NEW $145.72 -5.8%
276 NDAQ Nasdaq Stock Market Inc Financial Services 675.0 $60K 0.01% NEW $88.45 +2.2%
277 JGRO JPMorgan Active Growth ETF 630.0 $59K 0.01% NEW $93.75 +3.5%
278 VOT Vanguard Mid-Cap Growth ETF 200.0 $59K 0.01% NEW $293.79 -1.7%
279 ICE Intercontinental Exc Financial Services 345.0 $58K 0.01% NEW $168.48 -10.1%
280 CL Colgate-Palmolive Co Consumer Defensive 727.0 $58K 0.01% NEW $79.94 +13.1%
Page 14 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%