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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 15 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IVE iShares S&P 500 Value ETF 276.0 $63K 0.01% $227.06 +4.5%
282 AIRR First Trust RBA Amer Indl RenaisTM ETF 469.0 $62K 0.01% +241.0 +105.7% $133.25 -9.3%
283 JGRO JPMorgan Active Growth ETF 630.0 $62K 0.01% $98.59 -3.5%
284 VNQ Vanguard REIT 640.0 $62K 0.01% -108.0 -14.4% $96.49 +1.7%
285 VOT Vanguard Mid-Cap Growth ETF 200.0 $61K 0.01% $306.30 +0.4%
286 TEL TE Connectivity Technology 297.0 $60K 0.01% $201.61 +3.1%
287 SPG Simon Debartolo Group Reit Real Estate 266.0 $59K 0.01% $223.65 -0.9%
288 UHS Universal Health Services Inc Healthcare 400.0 $59K 0.01% -105.0 -20.8% $148.69 +18.0%
289 FTEC Fidelity MSCI Information Tech ETF 206.0 $59K 0.01% +20.0 +10.8% $285.58 +0.1%
290 MRVL Marvell Tech Group Ltd Technology 194.0 $58K 0.01% +30.0 +18.3% $297.89 -28.2%
291 KMB Kimberly-Clark Corp Consumer Defensive 523.0 $57K 0.01% -80.0 -13.3% $109.77 -0.6%
292 LNT Alliant Energy Corp Utilities 752.0 $57K 0.01% $76.26 -7.3%
293 WMB Williams Companies Energy 766.0 $57K 0.01% +662.0 +636.5% $74.34 +1.4%
294 PEG Pub Svc Enterprise Group Utilities 700.0 $57K 0.01% +250.0 +55.6% $81.16 -6.2%
295 FNDX Schwab Fundamental US 1,818.0 $57K 0.01% -2K -49.7% $31.10 +4.5%
296 WSO Watsco Inc Industrials 135.0 $56K 0.01% -8.0 -5.6% $416.73 -24.6%
297 IEMG Ishares Core Msci 674.0 $56K 0.01% $82.84 -3.7%
298 IWF Ishares Tr Russell 448.0 $56K 0.01% +336.0 +300.0% $124.22 -0.9%
299 COWZ Pacer US Cash Cows 100 ETF 889.0 $55K 0.01% $62.20 +13.8%
300 SIRI Sirius XM Hldgs Inc Communication Services 1,870.0 $55K 0.01% $29.54 -2.9%
Page 15 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%