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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 7 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HUBB Hubbell Inc Industrials 580.0 $303K 0.03% $523.20 -3.6%
122 KLAC K L A Tencor Corp Technology 1,000.0 $302K 0.03% +922.0 +1182.0% $301.71 -31.8%
123 IVW iShares Tr S&P 500/ Growth Index Fd 2,151.0 $296K 0.03% $137.55 +2.8%
124 ADI Analog Devices Inc Technology 731.0 $290K 0.03% +88.0 +13.7% $397.17 -1.7%
125 SCHW The Charles Schwab Corp Financial Services 3,092.0 $285K 0.03% +336.0 +12.2% $92.26 +19.9%
126 DELL Dell Inc Technology 646.0 $279K 0.03% -14.0 -2.1% $431.46 +11.2%
127 PH Parker Hannifin Corp Industrials 284.0 $278K 0.03% +51.0 +21.9% $978.12 +7.7%
128 WELL Welltower Inc Real Estate 1,223.0 $278K 0.03% +177.0 +16.9% $226.96 +3.7%
129 VBK Vanguard Small Cap Grwth 727.0 $266K 0.03% $365.63 +0.2%
130 CVS CVS Corp Healthcare 2,481.0 $257K 0.03% +105.0 +4.4% $103.45 -9.1%
131 VGT Vanguard Info Technology 2,144.0 $256K 0.03% +2K +700.0% $119.52 +2.5%
132 ATO Atmos Energy Corp Utilities 1,471.0 $253K 0.03% $172.27 -1.4%
133 VTV Vanguard Value 1,158.0 $252K 0.03% +800.0 +223.5% $217.93 +4.0%
134 Bank Of America PDF Conv 7.25 200.0 $251K 0.03% $1254.50
135 BRNY Burney U.S. Factor Rotation ETF 4,150.0 $242K 0.02% -1K -24.7% $58.20 +2.8%
136 MS Morgan Stanley Financial Services 1,142.0 $239K 0.02% $209.04 +4.4%
137 C Citigroup Financial Services 1,694.0 $237K 0.02% -75.0 -4.2% $139.95 -1.0%
138 XLU Sector Spdr Util Select 5,124.0 $232K 0.02% -131.0 -2.5% $45.34 -2.6%
139 DIA Diamonds Trust Series I Financial Services 442.0 $231K 0.02% $522.39 +2.3%
140 JCI Johnson Controls Inc Industrials 1,534.0 $224K 0.02% -121.0 -7.3% $146.11 +5.3%
Page 7 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%