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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 6 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TXN Texas Instruments Inc Technology 1,349.0 $402K 0.04% +27.0 +2.0% $298.01 -5.1%
102 DOW Dow Inc Basic Materials 14,692.0 $402K 0.04% -34K -70.0% $27.36 +14.5%
103 BAC Bank of America Corp Financial Services 6,955.0 $396K 0.04% -263.0 -3.6% $56.98 +12.1%
104 VZ Verizon Communications Communication Services 8,796.0 $372K 0.04% $42.34 +13.5%
105 XLK Sector Spdr Tech Select 1,930.0 $368K 0.04% -100.0 -4.9% $190.52 -0.1%
106 CSX CSX Corp Industrials 7,713.0 $367K 0.04% $47.53 +6.4%
107 IEFA Ishares Core Msci Eafe 3,773.0 $364K 0.04% $96.58 +4.6%
108 ICF iShares Cohen & Steers REIT ETF 5,334.0 $361K 0.04% -615.0 -10.3% $67.63 +1.3%
109 ABT Abbott Laboratories Healthcare 3,925.0 $356K 0.04% +89.0 +2.3% $90.74 +21.6%
110 MCD Mc Donalds Corp Consumer Cyclical 1,307.0 $353K 0.04% -31.0 -2.3% $270.21 -1.7%
111 CIEN Ciena Corp Technology 700.0 $343K 0.03% -100.0 -12.5% $490.56 -9.3%
112 UNH Unitedhealth Group Inc Healthcare 807.0 $335K 0.03% -128.0 -13.7% $415.49 -4.8%
113 AMD Advanced Micro Devices Technology 570.0 $331K 0.03% +285.0 +100.0% $580.91 -12.9%
114 PEP Pepsico Incorporated Consumer Defensive 2,431.0 $329K 0.03% -218.0 -8.2% $135.42 +2.1%
115 NVS Novartis AG ADR Healthcare 2,091.0 $328K 0.03% $156.72 -3.0%
116 NFLX Netflix Inc Communication Services 4,498.0 $321K 0.03% -190.0 -4.0% $71.40 +6.5%
117 QQQ Invesco QQQ Trust Financial Services 425.0 $313K 0.03% +72.0 +20.4% $736.82 -0.9%
118 QCOM Qualcomm Inc Technology 1,675.0 $310K 0.03% -167.0 -9.1% $184.78 -12.2%
119 DVY iShares Select Dividend ETF 1,950.0 $305K 0.03% +1K +145.3% $156.30 +5.1%
120 WEC WEC Energy Group Utilities 2,605.0 $304K 0.03% $116.77 -5.4%
Page 6 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%