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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 26 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 MLM Martin Marietta Matr Basic Materials 22.0 $13K 0.00% -11.0 -33.3% $576.68 -8.9%
502 GMAY FT Vest U.S. Eq Mod Buffr ETF - May 292.0 $13K 0.00% NEW $43.04 +1.9%
503 KNF Knife River Holding Co Basic Materials 150.0 $13K 0.00% $83.65 -23.1%
504 SMR NuScale Power Corp Class A Utilities 1,250.0 $13K 0.00% $10.03 -12.4%
505 AMLP Alps TRUST Etf 238.0 $12K 0.00% $51.87 +6.7%
506 DRIV Global X Atnms & Elctrc Vhcls ETF 314.0 $12K 0.00% $38.57 -9.8%
507 TER Teradyne Incorporated Technology 25.0 $12K 0.00% $483.84 -17.6%
508 HNI H N I Corporation Industrials 296.0 $12K 0.00% $40.41 +19.4%
509 MUFG Mitsubishi UFJ Financial Group Inc Financial Services 599.0 $12K 0.00% $19.89 +14.0%
510 EPAM EPAM Systems Inc Technology 150.0 $12K 0.00% $79.35 +28.9%
511 SNSR Global X Internet of Things ETF 236.0 $12K 0.00% $49.97 -3.9%
512 SSO ProShares Ultra S&P 500 173.0 $12K 0.00% $67.57 +4.7%
513 SLM Usa Education Inc Voting Shs Financial Services 450.0 $12K 0.00% -350.0 -43.8% $25.94 +4.1%
514 TOL Toll Brothers Inc Consumer Cyclical 70.0 $12K 0.00% $165.60 -13.9%
515 XYL Xylem Inc Industrials 98.0 $12K 0.00% $118.21 -4.1%
516 DG Dollar General Corp Consumer Defensive 100.0 $12K 0.00% $115.11 +6.7%
517 CFG Citizens Financial Group Inc Financial Services 164.0 $11K 0.00% +112.0 +215.4% $70.07 +4.8%
518 Entergy Corp New 100.0 $11K 0.00% -100.0 -50.0% $114.86
519 KIM Kimco Realty Corp REIT Real Estate 450.0 $11K 0.00% $25.35 -4.0%
520 Newsmax Inc 1,357.0 $11K 0.00% $8.28
Page 26 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%