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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 16 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SCHA Schwab US Small Cap Etf 1,528.0 $55K 0.01% -870.0 -36.3% $36.13 -3.1%
302 VXF Vanguard Extended Mkt 222.0 $55K 0.01% $246.21 -0.2%
303 PAYX Paychex Inc Industrials 555.0 $55K 0.01% $98.33 +22.0%
304 FAST Fastenal Company Industrials 1,086.0 $52K 0.01% +174.0 +19.1% $48.03 +6.7%
305 SPGI S&Pglobal Inc Com Financial Services 128.0 $52K 0.01% -20.0 -13.5% $407.26 +2.6%
306 BDX Becton Dickinson & Co Healthcare 344.0 $52K 0.01% -35.0 -9.2% $151.33 +19.5%
307 CIBR First Trust NASDAQ Cybersecurity ETF 579.0 $52K 0.01% -261.0 -31.1% $89.85 +8.4%
308 KR Kroger Company Consumer Defensive 920.0 $51K 0.01% $55.53 +1.5%
309 Fortinet Inc 326.0 $50K 0.01% $153.62
310 VTWO Vanguard Russell 2000 ETF 410.0 $50K 0.01% $121.42 -0.0%
311 USMV Ishares Edge Msci Min 516.0 $50K 0.01% +4.0 +0.8% $96.37 +4.3%
312 DFAI Dimensional International Cr Eq Mkt ETF 1,204.0 $50K 0.01% $41.25 +4.0%
313 Honeywell International 221.0 $49K 0.01% NEW $223.39
314 PSA Public Storage Real Estate 154.0 $49K 0.01% +143.0 +1300.0% $318.31 +1.5%
315 AFG Amern Financial Gp Financial Services 350.0 $49K 0.01% -64.0 -15.5% $139.94 +4.0%
316 FNDF Schwab Fundamental Inl 920.0 $49K 0.01% -736.0 -44.4% $52.76 +4.1%
317 HONEYWELL AEROSPACE INC 219.0 $48K 0.01% NEW $221.08
318 SPYV SPDR Portfolio S&P 500 Value ETF 796.0 $48K 0.01% $60.79 +4.3%
319 VYMI Vanguard Intl Hi Div Yld Idx ETF 492.0 $48K 0.01% $98.20 +5.9%
320 HWM Howmet Aerospace Ord Industrials 179.0 $48K 0.01% +100.0 +126.6% $268.86 +8.8%
Page 16 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%