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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 28 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 IDMO Invesco S&P International Dev Momt ETF 161.0 $10K 0.00% +2.0 +1.3% $60.47 +3.2%
542 BWXT Bwx Technologies Inc Industrials 50.0 $10K 0.00% $194.66 -15.2%
543 SFM Sprouts Farmers Market Inc Consumer Defensive 115.0 $10K 0.00% $84.58 -6.8%
544 VOOG Vanguard S&P 500 Growth 118.0 $10K 0.00% +98.0 +490.0% $82.40 +1.9%
545 LOGI Logitech International SA Technology 103.0 $10K 0.00% $94.04 +4.5%
546 WRB WR Berkley Corp Financial Services 136.0 $10K 0.00% $70.53 -0.5%
547 SOLS Solstice Advanced Materials Inc Basic Materials 108.0 $10K 0.00% +45.0 +71.4% $88.60 -32.2%
548 ADM Archer Daniels Midland Co Consumer Defensive 125.0 $10K 0.00% -200.0 -61.5% $76.40 +7.9%
549 ALC Alcon Inc Healthcare 142.0 $10K 0.00% $67.10 +9.6%
550 RSPH Invesco S&P 500 Equal Wt Hlth Care ETF 285.0 $9K 0.00% $33.19 +8.5%
551 ON On Semiconductor Co Technology 100.0 $9K 0.00% -41.0 -29.1% $94.54 -16.0%
552 IP International Paper Co Consumer Cyclical 245.0 $9K 0.00% $38.15 +5.0%
553 WST West Pharmaceutical Services Inc Healthcare 26.0 $9K 0.00% $359.00 -3.5%
554 XPO XPO Logistics Inc Industrials 45.0 $9K 0.00% $205.29 -1.3%
555 MP MP Materials Corp Basic Materials 163.0 $9K 0.00% $56.01 +1.2%
556 CDP COPT Defense Properties Real Estate 250.0 $9K 0.00% $36.39 +1.3%
557 HIW Highwoods Properties Inc Real Estate 300.0 $9K 0.00% $30.16 +2.3%
558 DECK Deckers Outdoor Corp Consumer Cyclical 90.0 $9K 0.00% $99.29 -9.8%
559 MILN Global X Millennials Consumer ETF 206.0 $9K 0.00% $43.32 +5.7%
560 VUG Vanguard Growth 102.0 $9K 0.00% +85.0 +500.0% $86.14 +2.0%
Page 28 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%