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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 15 of 42  ·  823 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 XLE Sector SPDR Energy 644.0 $58K 0.01% NEW $89.34 -33.8%
282 HSY Hershey Foods Corp Consumer Defensive 305.0 $57K 0.01% NEW $187.02 +1.8%
283 IVE iShares S&P 500 Value ETF 276.0 $57K 0.01% NEW $206.51 +9.5%
284 LSCC Lattice Semiconductor Corp Technology 775.0 $57K 0.01% NEW $73.32 +90.1%
285 PRF PowerShares FTSE RAFI US 1000 1,255.0 $57K 0.01% NEW $45.21 +16.8%
286 INTU Intuit Inc Technology 83.0 $57K 0.01% NEW $682.92 -55.0%
287 PYPL Paypal Holdings Inco Financial Services 835.0 $56K 0.01% NEW $67.06 -33.8%
288 J Jacobs Engineering Group Inc Industrials 373.0 $56K 0.01% NEW $149.86 -23.9%
289 FISV Fiserv Inc Technology 425.0 $55K 0.01% NEW $128.93 -56.7%
290 HON Honeywell International Industrials 260.0 $55K 0.01% NEW $210.50 +6.3%
291 CEG Constellation Energy Co Utilities 165.0 $54K 0.01% NEW $329.07 -13.1%
292 FIVE Five Below Consumer Cyclical 350.0 $54K 0.01% NEW $154.70 +42.1%
293 IWF Ishares Tr Russell 112.0 $53K 0.01% NEW $469.22 -73.4%
294 GEV Ge Vernova Llc Com Utilities 85.0 $52K 0.01% NEW $614.91 +69.8%
295 GPC Genuine Parts Co Consumer Cyclical 376.0 $52K 0.01% NEW $138.60 -29.6%
296 COP Conocophillips Energy 545.0 $52K 0.01% NEW $94.59 +27.4%
297 COWZ Pacer US Cash Cows 100 ETF 889.0 $51K 0.01% NEW $57.47 +10.3%
298 CDNS Cadence Design System Technology 145.0 $51K 0.01% NEW $351.26 +2.0%
299 LNT Alliant Energy Corp Utilities 752.0 $51K 0.01% NEW $67.38 +8.7%
300 YOU CLEAR SECURE CL A ORD Technology 1,500.0 $50K 0.01% NEW $33.38 +85.8%
Page 15 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%