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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 20 of 42  ·  823 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 HACK Purefunds ISE Cyber Security ETF 325.0 $28K 0.00% NEW $86.80 +6.8%
382 IGRO iShares International Dividend Gr ETF 352.0 $28K 0.00% NEW $79.75 +11.2%
383 Schneider Electric SE 100.0 $28K 0.00% NEW $278.81
384 EBAY Ebay Inc Consumer Cyclical 305.0 $28K 0.00% NEW $90.97 +28.8%
385 SCHI Schwab 5-10 Year Corp Bd ETF 1,197.0 $28K 0.00% NEW $23.08 -2.5%
386 DFEV Dimensional Emerging Markets Value ETF 862.0 $27K 0.00% NEW $31.89 +29.4%
387 DHI D.R. Horton Inc Consumer Cyclical 159.0 $27K 0.00% NEW $169.47 -14.9%
388 MNST Monster Beverage Cor Consumer Defensive 400.0 $27K 0.00% NEW $67.31 +28.2%
389 VFH Vanguard Financials Etf 205.0 $27K 0.00% NEW $131.24 -3.2%
390 XLC Communication Services Sel Sect SPDR ETF 227.0 $27K 0.00% NEW $118.37 -1.9%
391 ALGN Align Technology Inc Healthcare 210.0 $26K 0.00% NEW $125.22 +30.2%
392 PPG P P G Industries Inc Basic Materials 249.0 $26K 0.00% NEW $105.11 -0.7%
393 SCHF Schw Intl Eq Etf 1,116.0 $26K 0.00% NEW $23.27 +17.6%
394 ICVT iShares Convertible Bond ETF 255.0 $26K 0.00% NEW $100.05 +17.9%
395 Fortinet Inc 300.0 $25K 0.00% NEW $84.08
396 FCX Freeport-McMoRan Basic Materials 643.0 $25K 0.00% NEW $39.22 +58.9%
397 IONS Ionis Pharmaceuticals Inc Healthcare 380.0 $25K 0.00% NEW $65.42 +15.8%
398 STE Steris Corp Healthcare 100.0 $25K 0.00% NEW $247.44 -12.7%
399 RMBS Rambus Inc Del Technology 236.0 $25K 0.00% NEW $104.20 +28.2%
400 MAA Mid America Apartmen Real Estate 175.0 $24K 0.00% NEW $139.73 -7.0%
Page 20 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%