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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 8 of 42  ·  823 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CMCSA Comcast Corp New Cl A Communication Services 6,028.0 $189K 0.02% NEW $31.42 -20.2%
142 AEE Ameren Corporation Utilities 1,800.0 $188K 0.02% NEW $104.38 +5.2%
143 WELL Welltower Inc Real Estate 1,046.0 $186K 0.02% NEW $178.18 +22.7%
144 QUAL Ishars Edg Msci Usa Qlty 950.0 $185K 0.02% NEW $194.50 +9.4%
145 IWM iShares Russell 2000 ETF 752.0 $182K 0.02% NEW $241.96 +16.8%
146 D Dominion Resources Utilities 2,962.0 $181K 0.02% NEW $61.18 +11.6%
147 TMO Thermo Fisher Scientific Healthcare 368.0 $179K 0.02% NEW $485.19 -6.9%
148 JCI Johnson Controls Inc Industrials 1,604.0 $176K 0.02% NEW $109.95 +23.2%
149 PH Parker Hannifin Corp Industrials 232.0 $176K 0.02% NEW $758.15 +13.4%
150 SOXX iShares PHLX Semiconductor ETF 645.0 $175K 0.02% NEW $271.12 +93.7%
151 Astrazeneca Plc Adr F Sponsored Adr 2,248.0 $172K 0.02% NEW $76.73
152 GD General Dynamics Corp Industrials 496.0 $169K 0.02% NEW $340.70 -0.6%
153 ITOT Ishares Total US Stock 1,144.0 $167K 0.02% NEW $145.59 +11.4%
154 IBIT iShares Bitcoin Trust ETF Financial Services 2,540.0 $165K 0.02% NEW $65.00 -32.3%
155 XLP Sector Spdr Tr Con Stpls 2,100.0 $165K 0.02% NEW $78.37 +8.0%
156 C Citigroup Financial Services 1,619.0 $164K 0.02% NEW $101.49 +23.4%
157 AMAT Applied Materials Inc Technology 799.0 $164K 0.02% NEW $204.65 +108.8%
158 GILD Gilead Sciences Inc Healthcare 1,473.0 $163K 0.02% NEW $110.99 +17.6%
159 XLV SPDR Health Care Select Sector ETF 1,170.0 $163K 0.02% NEW $139.22 +6.4%
160 ETN Eaton Corporation Industrials 431.0 $161K 0.01% NEW $374.48 +1.9%
Page 8 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%