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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 14 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HPQ Hewlett-Packard Company Technology 3,242.0 $72K 0.01% +269.0 +9.1% $22.28 -1.7%
262 AXON Axon Enterprise Inc Industrials 127.0 $72K 0.01% $567.93 -31.4%
263 SDY SPDR S&P Dividend ETF 507.0 $71K 0.01% $139.25 +6.8%
264 ITA iShares Aero & Def Indx 327.0 $70K 0.01% +27.0 +9.0% $214.69 +3.9%
265 BX Blackstone Inc Financial Services 454.0 $70K 0.01% +21.0 +4.8% $154.14 -23.1%
266 GM General Motors Corp Consumer Cyclical 860.0 $70K 0.01% +385.0 +81.0% $81.32 -5.1%
267 IWB Ishares Tr Russell 186.0 $69K 0.01% $373.44 +8.4%
268 Siemens AG 493.0 $69K 0.01% +11.0 +2.3% $139.95
269 VO Vanguard MidCap ETF 237.0 $69K 0.01% +111.0 +88.1% $290.14 -73.3%
270 Schneider Electric SE 1,247.0 $69K 0.01% $54.93
271 VTV Vanguard Value 358.0 $68K 0.01% -56.0 -13.5% $190.99 +9.4%
272 AJG Arthur J Gallagher & Co Financial Services 264.0 $68K 0.01% +64.0 +32.0% $258.79 -19.9%
273 SCHA Schwab US Small Cap Etf 2,398.0 $68K 0.01% -599.0 -20.0% $28.48 +16.5%
274 TEL TE Connectivity Technology 297.0 $68K 0.01% $227.51 -11.5%
275 SCHD Schwab US Dividend 2,441.0 $67K 0.01% -564.0 -18.8% $27.43 +17.6%
276 VNQ Vanguard REIT 748.0 $66K 0.01% $88.46 +9.3%
277 PHM Pultegroup Inc Consumer Cyclical 563.0 $66K 0.01% $117.33 -0.9%
278 FIVE Five Below Consumer Cyclical 350.0 $66K 0.01% $188.36 +16.7%
279 NDAQ Nasdaq Stock Market Inc Financial Services 675.0 $66K 0.01% $97.13 -6.9%
280 CTSH Cognizant Tech Sol Cl A Technology 758.0 $63K 0.01% +58.0 +8.3% $83.00 -37.0%
Page 14 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%