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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 38 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 XERS Xeris Biopharma Holdings Inc Healthcare 37.0 $293.0 $7.92 +7.6%
742 KBWB Invesco KBW Bank ETF 3.0 $279.0 $93.00 +6.7%
743 OGN Organon &Co Common Stock Healthcare 20.0 $271.0 $13.55 +1.1%
744 GCI Liberty Inc 12.0 $259.0 $21.58
745 PPA Powershs Exch Trad Fd Tr 1.0 $177.0 $177.00 +3.5%
746 SJNK Spdr Blmbrg Brclys Short 7.0 $175.0 $25.00 -0.5%
747 LRGG MACQUARIE FOCUSED LRGE GROWTH ETF 6.0 $165.0 $27.50 +7.5%
748 IPAC iShares Core MSCI Pacific ETF 2.0 $164.0 $82.00 +5.6%
749 XOP SPDR S&P Oil & Gas Explor & Prodtn ETF 1.0 $154.0 $154.00 +19.1%
750 RIG Transocean Offshore Inc Energy 26.0 $127.0 $4.88 +20.2%
751 CNDT Conduent Incorporated Technology 85.0 $124.0 $1.46 +0.1%
752 HEDJ WisdomTree Europe Hedged Equity ETF 2.0 $114.0 $57.00 +1.5%
753 BTCS BTCS ORD Financial Services 100.0 $111.0 $1.11 +0.9%
754 DLTR Dollar Tree Stores Consumer Defensive 1.0 $102.0 $102.00 +27.0%
755 BNDX Vanguard Total Internatl 2.0 $97.0 $48.50 -1.8%
756 ANGI Angi Inc Communication Services 15.0 $89.0 $5.93 -24.8%
757 NOK Nokia Corp Technology 5.0 $66.0 $13.20 -18.3%
758 GCI Liberty Inc 3.0 $66.0 $22.00
759 WBD WARNER BROS. DISCOVERY Communication Services 2.0 $53.0 NEW $26.50 +5.4%
760 IVZ Invesco Ltd Financial Services 2.0 $53.0 $26.50 +22.9%
Page 38 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%