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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 23 of 42  ·  823 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 Entergy Corp New 200.0 $19K 0.00% NEW $93.19
442 TSCO Tractor Supply Co Consumer Cyclical 325.0 $18K 0.00% NEW $56.87 -44.3%
443 CMI Cummins Inc Industrials 44.0 $18K 0.00% NEW $419.82 +52.2%
444 FNF Fidelity Natl Finl Inc Financial Services 300.0 $18K 0.00% NEW $60.49 -18.4%
445 XBI SPDR S&P Biotech ETF 180.0 $18K 0.00% NEW $100.20 +32.5%
446 MDY SPDR S&P Mid Cap 400 ETF Financial Services 30.0 $18K 0.00% NEW $596.03 +11.6%
447 TXRH Texas Roadhouse Inc Consumer Cyclical 108.0 $18K 0.00% NEW $165.54 +7.7%
448 TNL TRAVEL LEISURE ORD Consumer Cyclical 300.0 $18K 0.00% NEW $59.49 +9.1%
449 DB Deutsche Bank New Ord F Registered Shar Financial Services 500.0 $18K 0.00% NEW $35.41 -7.1%
450 AIQ Global X Artfcl Intlgc & Tech ETF 358.0 $18K 0.00% NEW $49.39 +26.8%
451 ENB Enbridge Inc Com Energy 346.0 $17K 0.00% NEW $50.46 +14.5%
452 MGEE MGE Energy Inc Utilities 200.0 $17K 0.00% NEW $84.18 -9.7%
453 DKNG DraftKings Inc Consumer Cyclical 450.0 $17K 0.00% NEW $37.40 -32.1%
454 Newsmax Inc 1,357.0 $17K 0.00% NEW $12.40
455 SANDOZ GROUP ADR 279.0 $17K 0.00% NEW $59.63
456 MO Altria Group Inc Consumer Defensive 248.0 $16K 0.00% NEW $66.06 +11.6%
457 IMAX Imax Corp Communication Services 500.0 $16K 0.00% NEW $32.75 +3.5%
458 HR Healthcare Realty Trust Real Estate 900.0 $16K 0.00% NEW $18.03 +12.9%
459 WLY John Wiley & Sons Inc Communication Services 400.0 $16K 0.00% NEW $40.47 +2.2%
460 PKG Packaging Corp Of Amer Consumer Cyclical 73.0 $16K 0.00% NEW $217.93 -2.2%
Page 23 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%