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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 21 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 IYH iShares U.S. Healthcare ETF 385.0 $26K 0.00% $67.01 +7.0%
402 UYG ProShares Ultra Financials 300.0 $26K 0.00% $85.57 +15.2%
403 MKC McCormick & Co Consumer Defensive 506.0 $26K 0.00% +41.0 +8.8% $50.40 +9.7%
404 MELI Mercadolibre, Inc. Consumer Cyclical 15.0 $25K 0.00% $1697.40 +4.8%
405 WH Wyndham Hotels and Resorts Consumer Cyclical 300.0 $25K 0.00% $84.21 -12.9%
406 NDSN Nordson Corp Industrials 83.0 $25K 0.00% $301.69 +0.8%
407 SNDK Sandisk Corp Technology 11.0 $25K 0.00% $2273.73 -28.5%
408 FBCG Fidelity Blue Chip Growth ETF 400.0 $25K 0.00% NEW $62.11 -0.4%
409 IJS iShares S&P Small-Cap 600 Value ETF 180.0 $25K 0.00% $136.68 +1.1%
410 XLC Communication Services Sel Sect SPDR ETF 227.0 $24K 0.00% $107.13 +3.1%
411 TRMB Trimble Navigation Ltd Technology 475.0 $24K 0.00% -43.0 -8.3% $51.18 +11.3%
412 WYNN Wynn Resorts Consumer Cyclical 245.0 $24K 0.00% $97.09 +4.3%
413 CNQ Canadian Natural Resources Ltd Energy 600.0 $24K 0.00% -142.0 -19.1% $39.50 +25.5%
414 XLF Sector SPDR Fincl Select 439.0 $24K 0.00% $53.61 +7.9%
415 AIQ Global X Artfcl Intlgc & Tech ETF 358.0 $23K 0.00% $65.61 -4.7%
416 FNDA Schwab Fundamental US 612.0 $23K 0.00% $38.06 -0.7%
417 IWO iShares Russell 2000 Growth 59.0 $23K 0.00% $393.97 -1.5%
418 CBOE Cboe Global Markets Inc Financial Services 95.0 $23K 0.00% $242.67 +19.9%
419 DFIC DIMENSIONAL INTERN CORE EQUITY 2 ETF 617.0 $23K 0.00% -143.0 -18.8% $37.26 +4.5%
420 Ingersoll-Rand plc 280.0 $23K 0.00% -68.0 -19.5% $81.99
Page 21 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%