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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 20 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TREX Trex Co Inc Industrials 600.0 $30K 0.00% $50.04 -4.6%
382 ATEN A10 Networks Inc Technology 800.0 $30K 0.00% $37.36 -28.8%
383 PPG P P G Industries Inc Basic Materials 238.0 $29K 0.00% $121.29 -7.0%
384 MEDP Medpace Hldgs Inccom Healthcare 54.0 $29K 0.00% $529.59 +11.5%
385 AVY Avery Dennison Corp Industrials 176.0 $29K 0.00% $162.35 +9.5%
386 XBI SPDR S&P Biotech ETF 180.0 $28K 0.00% $158.25 +1.2%
387 MO Altria Group Inc Consumer Defensive 394.0 $28K 0.00% +146.0 +58.9% $71.95 -9.4%
388 ROST Ross Stores Inc Consumer Cyclical 133.0 $28K 0.00% -46.0 -25.7% $212.85 +11.1%
389 WAT Waters Corp Healthcare 75.0 $28K 0.00% +45.0 +150.0% $375.04 +7.0%
390 FEDEX FREIGHT HOLDING COMPANY INC COMMON STOCK 182.0 $27K 0.00% NEW $151.00
391 APH Amphenol Corp Cl A Technology 155.0 $27K 0.00% $176.32 -9.5%
392 HSY Hershey Foods Corp Consumer Defensive 155.0 $27K 0.00% -150.0 -49.2% $175.39 +4.6%
393 SHEL SHELL ADR EACH REP 2 ORD Energy 350.0 $27K 0.00% -299.0 -46.1% $77.54 +18.7%
394 CTSH Cognizant Tech Sol Cl A Technology 700.0 $27K 0.00% -58.0 -7.7% $38.73 +49.2%
395 VFH Vanguard Financials Etf 205.0 $27K 0.00% $131.60 +7.6%
396 IGRO iShares International Dividend Gr ETF 305.0 $27K 0.00% -48.0 -13.6% $87.88 +4.4%
397 THG Hanover Insurance Financial Services 125.0 $27K 0.00% $214.12 +3.8%
398 TRGP Targa Resources Corp Energy 98.0 $26K 0.00% $268.14 +11.0%
399 IT Gartner Inc Technology 200.0 $26K 0.00% -127.0 -38.8% $129.62 +40.5%
400 DHI D.R. Horton Inc Consumer Cyclical 159.0 $26K 0.00% $162.88 -10.6%
Page 20 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%