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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 9 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VHT Vanguard Health Care 603.0 $180K 0.02% -33.0 -5.2% $298.89 +6.7%
162 TT Ingersoll-Rand Company Industrials 364.0 $179K 0.02% +59.0 +19.3% $491.41 -5.7%
163 VBR Vanguard Small Cap Value 733.0 $178K 0.02% $242.84 +1.9%
164 XLP Sector Spdr Tr Con Stpls 2,100.0 $174K 0.02% -124.0 -5.6% $83.07 +3.0%
165 TMO Thermo Fisher Scientific Healthcare 344.0 $173K 0.02% -8.0 -2.3% $501.55 +17.4%
166 BK Bank Of New York Mellon Financial Services 1,150.0 $166K 0.02% +400.0 +53.3% $144.61 -0.6%
167 BMY Bristol-Myers Squibb Co Healthcare 2,792.0 $161K 0.02% +76.0 +2.8% $57.62 +14.6%
168 MDLZ Mondelez International Consumer Defensive 2,779.0 $161K 0.02% -106.0 -3.7% $57.84 +8.3%
169 SPSM SPDR Portfolio S&P 600 Sm Cap ETF 2,720.0 $157K 0.02% $57.67 -0.4%
170 JLL Jones Lang Lasalle Inc Real Estate 504.0 $156K 0.01% $309.95 +19.7%
171 UBER Uber Technologies Inc Technology 2,158.0 $156K 0.01% -35.0 -1.6% $72.16 +3.5%
172 MSI Motorola Solutions Inc Technology 374.0 $155K 0.01% -53.0 -12.4% $415.29 +13.1%
173 JBHT J B Hunt Transport Industrials 532.0 $154K 0.01% $289.43 -5.3%
174 GD General Dynamics Corp Industrials 431.0 $153K 0.01% $354.23 +11.1%
175 CI Cigna Corp Healthcare 542.0 $149K 0.01% -67.0 -11.0% $275.68 +1.0%
176 FDL First Trust Morningstar Div Leaders ETF 3,050.0 $148K 0.01% NEW $48.66 +8.5%
177 SCHM Charles Schwab US Mid Cap 3,900.0 $144K 0.01% $36.87 -2.2%
178 CMCSA Comcast Corp New Cl A Communication Services 5,825.0 $143K 0.01% -745.0 -11.3% $24.55 +6.7%
179 MPC Marathon Pete Corp Energy 544.0 $139K 0.01% $255.72 +43.2%
180 TJX T J X Cos Inc Consumer Cyclical 899.0 $136K 0.01% -36.0 -3.9% $151.50 -0.4%
Page 9 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%