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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 21 of 42  ·  823 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 GEN GenOn Energy Inc Technology 860.0 $24K 0.00% NEW $28.39 -12.5%
402 London Stock Exchange Group PLC 829.0 $24K 0.00% NEW $28.95
403 WH Wyndham Hotels and Resorts Consumer Cyclical 300.0 $24K 0.00% NEW $79.90 +1.3%
404 Schwab Mortgage-Backed Securities ETF 926.0 $24K 0.00% NEW $25.71
405 XLF Sector SPDR Fincl Select 439.0 $24K 0.00% NEW $53.87 -4.0%
406 CBOE Cboe Global Markets Inc Financial Services 95.0 $23K 0.00% NEW $245.25 +43.5%
407 XEL Xcel Energy Inc Utilities 288.0 $23K 0.00% NEW $80.65 -1.0%
408 Ingersoll-Rand plc 280.0 $23K 0.00% NEW $82.62
409 AAL American Airlines Group Inc Industrials 2,049.0 $23K 0.00% NEW $11.24 +20.9%
410 THG Hanover Insurance Financial Services 125.0 $23K 0.00% NEW $181.63 +7.1%
411 EPAM EPAM Systems Inc Technology 150.0 $23K 0.00% NEW $150.79 -31.6%
412 IYH iShares U.S. Healthcare ETF 385.0 $23K 0.00% NEW $58.72 +6.1%
413 O Realty Income Corp Real Estate 370.0 $22K 0.00% NEW $60.79 +2.4%
414 DIVI Franklin Intl Core Div Tlt Idx ETF 600.0 $22K 0.00% NEW $37.31 +15.4%
415 GOVT iShares US Treasury Bond 964.0 $22K 0.00% NEW $23.12 -2.1%
416 Cortex Pharm New 71.0 $22K 0.00% NEW $312.54
417 SLM Usa Education Inc Voting Shs Financial Services 800.0 $22K 0.00% NEW $27.68 -20.4%
418 Cohen & Steers Realty Shares 325.0 $22K 0.00% NEW $67.97
419 AIRR First Trust RBA Amer Indl RenaisTM ETF 228.0 $22K 0.00% NEW $96.68 +28.9%
420 L Oreal Adr 250.0 $22K 0.00% NEW $86.64
Page 21 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%