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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 8 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AIVL WisdomTree US Dividend ex-Financials ETF 1,671.0 $219K 0.02% $131.16 +3.0%
142 LOW Lowes Companies Inc Consumer Cyclical 990.0 $218K 0.02% -70.0 -6.6% $220.47 -2.1%
143 BLK Blackrock Inc Financial Services 225.0 $216K 0.02% -16.0 -6.6% $961.56 +19.3%
144 Ralston Purina Group 2,916.0 $215K 0.02% $73.63
145 UNP Union Pacific Corp Trades With Industrials 782.0 $213K 0.02% $271.86 +10.3%
146 AZN Astrazeneca Plc Adr F Sponsored Adr Healthcare 1,120.0 $212K 0.02% NEW $189.62 -17.3%
147 SCHX Schw US Lcap Etf 7,167.0 $211K 0.02% -2K -18.8% $29.43 +3.6%
148 NOC Northrop Grumman Corp Industrials 413.0 $211K 0.02% $509.92 +11.8%
149 QUAL Ishars Edg Msci Usa Qlty 950.0 $208K 0.02% $219.43 +2.4%
150 SBUX Starbucks Corp Consumer Cyclical 2,011.0 $206K 0.02% -415.0 -17.1% $102.20 +5.6%
151 VRT Vertiv Holdings Co Industrials 613.0 $205K 0.02% $334.88 -12.7%
152 AEE Ameren Corporation Utilities 1,800.0 $203K 0.02% $113.04 -3.2%
153 D Dominion Resources Utilities 2,978.0 $203K 0.02% $68.28 +0.7%
154 IWM iShares Russell 2000 ETF 657.0 $197K 0.02% -55.0 -7.7% $300.45 +1.2%
155 GE General Electric Company Industrials 521.0 $195K 0.02% +70.0 +15.5% $373.73 -1.2%
156 ITOT Ishares Total US Stock 1,144.0 $188K 0.02% $164.20 +3.3%
157 GILD Gilead Sciences Inc Healthcare 1,475.0 $186K 0.02% -107.0 -6.8% $126.36 +9.9%
158 XLV SPDR Health Care Select Sector ETF 1,170.0 $186K 0.02% -33.0 -2.7% $158.71 +5.3%
159 ETN Eaton Corporation Industrials 431.0 $184K 0.02% -28.0 -6.1% $426.38 +6.8%
160 HPE Hewlett Packard Enterprise Technology 4,014.0 $181K 0.02% $45.11 +27.7%
Page 8 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%