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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 13 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VLUE iShares MSCI USA Value Factor ETF 594.0 $81K 0.01% $136.73 +35.2%
242 Lvmh Moet New Adr 537.0 $81K 0.01% $150.81
243 CDNS Cadence Design System Technology 258.0 $81K 0.01% +113.0 +77.9% $312.58 +14.7%
244 Iqvia Hldgs Inc 350.0 $79K 0.01% $225.41
245 RSPT Invesco S&P 500 Equal Weight Tech ETF 1,720.0 $78K 0.01% $45.51 +30.4%
246 ORI Old Republic Intl Corp Financial Services 1,700.0 $78K 0.01% $45.64 -13.1%
247 VGSH Vanguard Short-Term Treasury ETF 1,319.0 $77K 0.01% NEW $58.73 -0.9%
248 DON Wisdomtree US Midcap 1,500.0 $77K 0.01% $51.60 +6.3%
249 SPGI S&Pglobal Inc Com Financial Services 148.0 $77K 0.01% +20.0 +15.6% $522.59 -20.2%
250 PGR Progressive Corp Ohio Financial Services 337.0 $77K 0.01% +32.0 +10.5% $227.72 -11.0%
251 INTU Intuit Inc Technology 115.0 $76K 0.01% +32.0 +38.5% $662.42 -53.6%
252 PRK Park National Corp Financial Services 498.0 $76K 0.01% NEW $152.18 +10.9%
253 VRTX Vertex Pharmaceuticals Healthcare 167.0 $76K 0.01% $453.36 -5.1%
254 FNDF Schwab Fundamental Inl 1,656.0 $75K 0.01% $45.21 +18.7%
255 XEL Xcel Energy Inc Utilities 1,003.0 $74K 0.01% +715.0 +248.3% $73.86 +8.1%
256 FRT Federal Realty REIT Real Estate 732.0 $74K 0.01% $100.86 +17.6%
257 BDX Becton Dickinson & Co Healthcare 379.0 $74K 0.01% -38.0 -9.1% $194.07 -24.6%
258 SCHI Schwab 5-10 Year Corp Bd ETF 3,194.0 $73K 0.01% +2K +166.8% $22.97 -2.0%
259 MMM 3M Company Industrials 455.0 $73K 0.01% +17.0 +3.9% $160.14 -5.3%
260 LH Lab Cp Of Amer Hldg New Healthcare 289.0 $73K 0.01% $250.88 +1.9%
Page 13 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%