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Portfolio (Quarterly) Guide ↗

Steigerwald, Gordon & Koch Inc.

· CIK 0001731876
13F Portfolio $1.0B AUM 924 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 153 New 189 Added 123 Reduced 52 Exited
Page 5 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 USRT iShares Core US REIT ETF 1,550.0 $88K 0.01% -99.0 -6.0% $56.96 +14.8%
82 TIP iShares TIPS Bond ETF 775.0 $85K 0.01% -25.0 -3.1% $109.91 +0.4%
83 BDX Becton Dickinson & Co Healthcare 379.0 $74K 0.01% -38.0 -9.1% $194.07 -24.6%
84 VTV Vanguard Value 358.0 $68K 0.01% -56.0 -13.5% $190.99 +9.4%
85 SCHA Schwab US Small Cap Etf 2,398.0 $68K 0.01% -599.0 -20.0% $28.48 +16.5%
86 SCHD Schwab US Dividend 2,441.0 $67K 0.01% -564.0 -18.8% $27.43 +17.6%
87 PAYX Paychex Inc Industrials 555.0 $62K 0.01% -20.0 -3.5% $112.18 -16.0%
88 KMB Kimberly-Clark Corp Consumer Defensive 603.0 $61K 0.01% -90.0 -13.0% $100.89 -2.1%
89 VLO Valero Energy Corp New Energy 365.0 $59K 0.01% -35.0 -8.8% $162.79 +55.9%
90 PRFZ Pwrshs Ftse Rafi US 1,291.0 $59K 0.01% -205.0 -13.7% $45.89 +10.6%
91 TGT Target Corporation Consumer Defensive 543.0 $53K 0.01% -179.0 -24.8% $97.84 +25.0%
92 CHD Church & Dwight Co Consumer Defensive 557.0 $47K 0.00% -325.0 -36.9% $83.85 +14.1%
93 TNET Trinet Group Inc Industrials 600.0 $35K 0.00% -90.0 -13.0% $59.13 -27.9%
94 TFC Truist Finl Corp Com Financial Services 695.0 $34K 0.00% -192.0 -21.6% $49.21 -2.5%
95 CNI Canadian National Railway Industrials 344.0 $34K 0.00% -183.0 -34.7% $98.85 +15.5%
96 MKC McCormick & Co Consumer Defensive 465.0 $32K 0.00% -90.0 -16.2% $68.08 -31.0%
97 Bae Systems Plc Adr 340.0 $32K 0.00% -54.0 -13.7% $92.88
98 EW Edwards Lifesciences Cp Healthcare 368.0 $31K 0.00% -23.0 -5.9% $85.25 -2.4%
99 IBIT iShares Bitcoin Trust ETF Financial Services 600.0 $30K 0.00% -2K -76.4% $49.65 -11.4%
100 NVO Novo-Nordisk A-S Adr Healthcare 534.0 $27K 0.00% -170.0 -24.1% $50.88 -12.8%
Page 5 of 7  ·  123 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 25.9%
Healthcare 17.0%
Financial Services 15.0%
Industrials 13.6%
Consumer Defensive 7.4%
Communication Services 7.2%
Consumer Cyclical 4.4%
Basic Materials 2.8%
Real Estate 2.3%
Utilities 2.3%