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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 24 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 PKG Packaging Corp Of Amer Consumer Cyclical 73.0 $17K 0.00% $238.27 +5.5%
462 WSM Williams Sonoma Consumer Cyclical 74.0 $17K 0.00% $233.09 +3.8%
463 IBKR Interactive Brokers Group Inc Financial Services 196.0 $17K 0.00% $87.04 +4.1%
464 DB Deutsche Bank New Ord F Registered Shar Financial Services 500.0 $17K 0.00% $33.76 +12.9%
465 SNY Sanofi-Aventis Sponsored Adr Healthcare 388.0 $17K 0.00% -76.0 -16.4% $42.66 +5.6%
466 AVAV AeroVironment Inc Industrials 100.0 $17K 0.00% -15.0 -13.0% $165.07 +6.3%
467 MGEE MGE Energy Inc Utilities 200.0 $16K 0.00% $81.54 -0.1%
468 PNC P N C Bank Corp Financial Services 66.0 $16K 0.00% -66.0 -50.0% $246.23 +3.5%
469 PAVE Global X US Infra 273.0 $16K 0.00% $58.92 -2.6%
470 PFG Principal Financial Grp Financial Services 149.0 $16K 0.00% $107.78 +5.4%
471 INTU Intuit Inc Technology 61.0 $16K 0.00% -54.0 -47.0% $261.00 +35.2%
472 FNDE Schwab Funda Emg Mkts 400.0 $16K 0.00% -818.0 -67.2% $39.68 +3.3%
473 VIGI Vanguard Intl Div Apprec ETF 170.0 $16K 0.00% $93.29 +5.0%
474 TPL Texas Pacific Land Corp Energy 36.0 $16K 0.00% $437.64 -16.4%
475 CAVA CAVA GROUP ORD Consumer Cyclical 200.0 $16K 0.00% $78.48 -12.4%
476 CHTR Charter Communications Communication Services 110.0 $16K 0.00% $142.21 +6.2%
477 KNX Knight Trans Inc Industrials 200.0 $16K 0.00% -35.0 -14.9% $77.87 -8.9%
478 SCHF Schw Intl Eq Etf 560.0 $16K 0.00% -44.0 -7.3% $27.72 +1.3%
479 NUE Nucor Corp Basic Materials 69.0 $15K 0.00% $223.72 +18.3%
480 RDVY First Trust Rising Dividend Achiev ETF 189.0 $15K 0.00% NEW $81.06 +2.3%
Page 24 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%