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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 10 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IDXX Idexx Labs Inc Healthcare 200.0 $135K 0.01% $676.53 -18.2%
182 VONG Vanguard Russell 1000 Growth ETF 1,054.0 $128K 0.01% $121.75 +5.4%
183 SPSM SPDR Portfolio S&P 600 Sm Cap ETF 2,720.0 $127K 0.01% $46.86 +13.1%
184 INTC Intel Corp Technology 3,442.0 $127K 0.01% -100.0 -2.8% $36.90 +221.1%
185 PRU Prudential Financial Inc Financial Services 1,118.0 $126K 0.01% -46.0 -4.0% $112.85 -8.5%
186 CME Chicago Mercantile Exch Financial Services 461.0 $126K 0.01% -75.0 -14.0% $273.08 +5.9%
187 VEA Vanguard Europe Pac Etf 2,009.0 $126K 0.01% $62.47 +13.2%
188 Nestle S A Reg B Adr F Sponsored Adr 1,269.0 $125K 0.01% -91.0 -6.7% $98.78
189 IEV iShares Europe ETF 1,800.0 $123K 0.01% $68.60 +6.4%
190 STX Seagate Technology Technology 440.0 $121K 0.01% -35.0 -7.4% $275.39 +172.7%
191 NOW Service Now Inc Technology 780.0 $119K 0.01% +634.0 +434.2% $153.19 -34.9%
192 TT Ingersoll-Rand Company Industrials 305.0 $119K 0.01% +24.0 +8.5% $389.44 +16.0%
193 SAP Sap Sponsored Technology 488.0 $119K 0.01% +23.0 +5.0% $242.91 -25.9%
194 DLR Digital Realty Trust Inc Real Estate 764.0 $118K 0.01% $154.65 +25.6%
195 SCHM Charles Schwab US Mid Cap 3,900.0 $117K 0.01% $30.07 +14.9%
196 VIG Vanguard Dividend 532.0 $117K 0.01% $219.78 +5.1%
197 ORLY O Reilly Automotive Consumer Cyclical 1,248.0 $114K 0.01% -3K -67.5% $91.21 +1.2%
198 EMR Emerson Electric Co Industrials 846.0 $112K 0.01% $132.72 +1.6%
199 DVY iShares Select Dividend ETF 795.0 $112K 0.01% $141.14 +9.2%
200 ADSK Autodesk Inc Technology 378.0 $112K 0.01% $296.01 -18.9%
Page 10 of 47  ·  924 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%