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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 15 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 APD Air Prod & Chemicals Inc Basic Materials 254.0 $63K 0.01% $247.02 +17.5%
282 EA Electronic Arts Inc Communication Services 307.0 $63K 0.01% $204.33 -1.2%
283 PAYX Paychex Inc Industrials 555.0 $62K 0.01% -20.0 -3.5% $112.18 -16.0%
284 AMD Advanced Micro Devices Technology 285.0 $61K 0.01% +25.0 +9.6% $214.16 +109.9%
285 KMB Kimberly-Clark Corp Consumer Defensive 603.0 $61K 0.01% -90.0 -13.0% $100.89 -2.1%
286 CIBR First Trust NASDAQ Cybersecurity ETF 840.0 $60K 0.01% +261.0 +45.1% $71.45 +15.0%
287 VLO Valero Energy Corp New Energy 365.0 $59K 0.01% -35.0 -8.8% $162.79 +55.9%
288 PRFZ Pwrshs Ftse Rafi US 1,291.0 $59K 0.01% -205.0 -13.7% $45.89 +10.6%
289 PRF PowerShares FTSE RAFI US 1000 1,255.0 $59K 0.01% $46.92 +12.6%
290 IVE iShares S&P 500 Value ETF 276.0 $59K 0.01% $212.07 +6.6%
291 JGRO JPMorgan Active Growth ETF 630.0 $58K 0.01% $92.80 +4.6%
292 CEG Constellation Energy Co Utilities 165.0 $58K 0.01% $353.27 -19.1%
293 CTRA Coterra Energy Inc Energy 2,207.0 $58K 0.01% +107.0 +5.1% $26.32 +23.7%
294 XLE Sector SPDR Energy 1,288.0 $58K 0.01% +644.0 +100.0% $44.71 +32.3%
295 KR Kroger Company Consumer Defensive 920.0 $57K 0.01% $62.48 +7.3%
296 CL Colgate-Palmolive Co Consumer Defensive 727.0 $57K 0.01% $79.02 +14.5%
297 LSCC Lattice Semiconductor Corp Technology 775.0 $57K 0.01% $73.58 +89.4%
298 AFG Amern Financial Gp Financial Services 414.0 $57K 0.01% $136.68 +0.4%
299 ICE Intercontinental Exc Financial Services 345.0 $56K 0.01% $161.96 -6.5%
300 VOT Vanguard Mid-Cap Growth ETF 200.0 $56K 0.01% $279.14 +3.5%
Page 15 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%