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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 17 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 LHX L3harris Technologies In Industrials 161.0 $47K 0.01% +22.0 +15.8% $293.57 +4.3%
322 USB U S Bancorp Del New Financial Services 878.0 $47K 0.00% +244.0 +38.5% $53.36 +2.1%
323 CHD Church & Dwight Co Consumer Defensive 557.0 $47K 0.00% -325.0 -36.9% $83.85 +14.1%
324 VXF Vanguard Extended Mkt 222.0 $46K 0.00% $209.12 +9.3%
325 WAB Wabtec Industrials 215.0 $46K 0.00% +155.0 +258.3% $213.45 +21.4%
326 DFAI Dimensional International Cr Eq Mkt ETF 1,204.0 $46K 0.00% $38.11 +9.1%
327 IEMG Ishares Core Msci 674.0 $45K 0.00% $67.22 +19.9%
328 SPYV SPDR Portfolio S&P 500 Value ETF 796.0 $45K 0.00% $56.81 +6.7%
329 GLW Corning Inc Technology 513.0 $45K 0.00% $87.61 +119.0%
330 GLD SPDR Gold Trust Financial Services 112.0 $44K 0.00% +25.0 +28.7% $396.31 +5.2%
331 VYMI Vanguard Intl Hi Div Yld Idx ETF 492.0 $44K 0.00% +392.0 +392.0% $90.00 +11.3%
332 DDOG Datadog Inc Technology 324.0 $44K 0.00% +45.0 +16.1% $135.99 +60.3%
333 FNDE Schwab Funda Emg Mkts 1,218.0 $44K 0.00% $36.06 +12.1%
334 MTG M G I C Investment Corp Financial Services 1,500.0 $44K 0.00% $29.22 -10.4%
335 ALL Allstate Corporation Financial Services 208.0 $43K 0.00% +37.0 +21.6% $208.15 +3.0%
336 BND Vanguard Bond Index Fund 582.0 $43K 0.00% NEW $74.04 -1.5%
337 RKT Rocket Cos Inc-Class A Financial Services 2,200.0 $43K 0.00% NEW $19.36 -29.6%
338 DGX Quest Diagnostic Inc Healthcare 245.0 $43K 0.00% $173.53 +11.7%
339 URI United Rentals Inc Industrials 52.0 $42K 0.00% +10.0 +23.8% $809.33 +15.7%
340 FTEC Fidelity MSCI Information Tech ETF 186.0 $42K 0.00% $224.67 +21.7%
Page 17 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%