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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 32 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 BP Bp Plc Adr F Sponsored Adr Energy 129.0 $5K NEW $36.95 +17.6%
622 GNT Green Tree Financial Cp Financial Services 582.0 $5K NEW $8.15 +8.6%
623 NAVI Navient Corp Financial Services 525.0 $4K -150.0 -22.2% $8.51 +8.9%
624 MSGS Madison Square Garden Sports Corp Communication Services 11.0 $4K $401.82 +1.3%
625 HERO GLOBAL X VIDEO GAMES ESPORTS ETF 177.0 $4K $24.76 +10.3%
626 LIBERTY MEDIA LIBERTY LIVE SRS C ORD 41.0 $4K $105.63
627 CRL Charles River Labs Hldg Healthcare 19.0 $4K $226.79 +26.5%
628 APA Apache Corp Energy 132.0 $4K +2.0 +1.5% $32.53 +27.8%
629 SOCL Global X Social Media ETF 98.0 $4K $43.81 +3.1%
630 INFY Infosys Tech Spon Adr F Sponsored Adr Technology 408.0 $4K $10.49 +12.2%
631 Leidos Holdings Inc 41.0 $4K $102.98
632 MSTR Microstrategy Inc Cl A Class A Technology 48.0 $4K $86.94 +8.9%
633 AOR iShares Growth Allocation 60.0 $4K $69.38 +0.5%
634 ELAN ELANCO ANIMAL HEALTH INC Healthcare 167.0 $4K -550.0 -76.7% $24.61 -4.0%
635 TCAF T ROWE PRICE CPTL APRCTN EQT ETF 100.0 $4K $41.10 +3.0%
636 HBAN Huntington Bancshs Financial Services 230.0 $4K $17.73 +1.0%
637 The Cooper Companies Inc 55.0 $4K $71.71
638 YOLO AdvisorShares Pure Cannabis ETF 1,364.0 $4K $2.89 -1.4%
639 WTS Watts Water Technologies Inc Industrials 10.0 $4K $391.50 -2.9%
640 VTRS Viatris Inc Healthcare 243.0 $4K +15.0 +6.6% $15.88 +3.2%
Page 32 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%