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Portfolio (Quarterly) Guide ↗

Steigerwald, Gordon & Koch Inc.

· CIK 0001731876
13F Portfolio $1.0B AUM Filed Oct 23, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 823 New
Page 11 of 42  ·  823 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IGSB iShares Short Term Corporate Bond 2,077.0 $110K 0.01% NEW $53.03 -1.3%
202 ITW Illinois Tool Works Inc Industrials 421.0 $110K 0.01% NEW $260.76 -4.2%
203 FNDX Schwab Fundamental US 4,041.0 $106K 0.01% NEW $26.30 +16.3%
204 MPC Marathon Pete Corp Energy 544.0 $105K 0.01% NEW $192.78 +28.9%
205 AMT Amern Tower Corp Class A Real Estate 544.0 $105K 0.01% NEW $192.32 -4.4%
206 XLY Spdr Fund Consumer 435.0 $104K 0.01% NEW $239.64 -50.5%
207 VB Vanguard Small Cap Etf 407.0 $104K 0.01% NEW $254.56 +12.5%
208 PM Philip Morris Intl Inc Consumer Defensive 636.0 $103K 0.01% NEW $162.30 +16.2%
209 HPE Hewlett Packard Enterprise Technology 4,008.0 $98K 0.01% NEW $24.56 +38.3%
210 IYR iShares U.S. Real Estate ETF 1,010.0 $98K 0.01% NEW $97.08 +5.6%
211 USRT iShares Core US REIT ETF 1,649.0 $97K 0.01% NEW $58.72 +11.3%
212 VOE Vanguard Mid Cap Value 544.0 $95K 0.01% NEW $174.58 +10.3%
213 PSX Phillips 66 Energy 696.0 $95K 0.01% NEW $136.04 +31.8%
214 GVI iShares Barclays Interm Gov/Credit Bond Index 877.0 $94K 0.01% NEW $107.44 -1.5%
215 SPMD SPDR Mid Cap ETF 1,620.0 $93K 0.01% NEW $57.19 +11.7%
216 DHS WisdomTree US High Dividend ETF 912.0 $92K 0.01% NEW $100.72 +11.9%
217 DELL Dell Inc Technology 646.0 $92K 0.01% NEW $141.77 +78.4%
218 AXON Axon Enterprise Inc Industrials 127.0 $91K 0.01% NEW $717.64 -45.7%
219 MCHP Microchip Technology Technology 1,392.0 $89K 0.01% NEW $64.22 +41.9%
220 TIP iShares TIPS Bond ETF 800.0 $89K 0.01% NEW $111.22 -0.8%
Page 11 of 42  ·  823 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 25.8%
Healthcare 16.6%
Financial Services 14.6%
Industrials 14.0%
Consumer Defensive 7.6%
Communication Services 6.6%
Consumer Cyclical 4.8%
Basic Materials 3.5%
Utilities 2.2%
Energy 2.2%