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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 14 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SAP Sap Sponsored Technology 465.0 $72K 0.01% -23.0 -4.7% $154.11 +36.6%
262 FVD First Tr Valu Line Divid 1,483.0 $71K 0.01% +1K +218.2% $48.18 +5.0%
263 AXON Axon Enterprise Inc Industrials 127.0 $71K 0.01% $560.61 +10.6%
264 MMM 3M Company Industrials 438.0 $71K 0.01% -17.0 -3.7% $161.95 +11.7%
265 NOW Service Now Inc Technology 710.0 $70K 0.01% -70.0 -9.0% $99.28 +20.4%
266 ORI Old Republic Intl Corp Financial Services 1,700.0 $70K 0.01% $40.92 +3.5%
267 VLO Valero Energy Corp New Energy 265.0 $69K 0.01% -100.0 -27.4% $260.44 +34.4%
268 XLE Sector SPDR Energy 1,288.0 $68K 0.01% $53.11 +19.9%
269 Iqvia Hldgs Inc 350.0 $68K 0.01% $193.22
270 EXC Exelon Corporation Utilities 1,450.0 $68K 0.01% +275.0 +23.4% $46.62 -2.8%
271 CL Colgate-Palmolive Co Consumer Defensive 727.0 $67K 0.01% $91.67 -0.2%
272 PGR Progressive Corp Ohio Financial Services 305.0 $67K 0.01% -32.0 -9.5% $218.45 -5.1%
273 HPQ Hewlett-Packard Company Technology 2,984.0 $65K 0.01% -258.0 -8.0% $21.94 +36.5%
274 VIG Vanguard Dividend 272.0 $64K 0.01% -260.0 -48.9% $236.62 +3.3%
275 TGT Target Corporation Consumer Defensive 492.0 $64K 0.01% -51.0 -9.4% $130.58 +16.8%
276 XEL Xcel Energy Inc Utilities 798.0 $64K 0.01% -205.0 -20.4% $80.30 -1.4%
277 EPD Enterprise Prd Prtnrs Lp Energy 1,734.0 $64K 0.01% +1K +258.3% $36.76 +5.1%
278 CEG Constellation Energy Co Utilities 256.0 $64K 0.01% +91.0 +55.1% $248.37 +7.4%
279 EA Electronic Arts Inc Communication Services 307.0 $63K 0.01% $205.04 +2.3%
280 FIVE Five Below Consumer Cyclical 350.0 $63K 0.01% $179.79 +32.7%
Page 14 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%