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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 39 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 Canopy Growth Corp 55.0 $52.0 $0.95
762 TAK Takeda Pharmaceutical Co Ltd Healthcare 1.0 $16.0 $16.00 +8.6%
763 CRON Cronos Group Inc Healthcare 2.0 $6.0 $3.00 +5.0%
764 IMNN Celsion Corp Healthcare 1.0 $2.0 $2.00 -20.0%
765 OGI Organigram Holdings Incf Healthcare 1.0 $1.0 $1.00 +23.0%
Page 39 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%