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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 21 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 Ingersoll-Rand plc 348.0 $28K 0.00% +68.0 +24.3% $79.22
402 PNC P N C Bank Corp Financial Services 132.0 $28K 0.00% +82.0 +164.0% $208.73 +3.9%
403 UYG ProShares Ultra Financials 300.0 $28K 0.00% $91.78 -13.8%
404 VFH Vanguard Financials Etf 205.0 $27K 0.00% $133.49 -4.9%
405 GSK GlaxoSmithKline Plc ADR Healthcare 556.0 $27K 0.00% +204.0 +58.0% $49.04 +5.1%
406 NVO Novo-Nordisk A-S Adr Healthcare 534.0 $27K 0.00% -170.0 -24.1% $50.88 -12.8%
407 PNR Pentair Inc Industrials 259.0 $27K 0.00% +71.0 +37.8% $104.14 -28.8%
408 XLC Communication Services Sel Sect SPDR ETF 227.0 $27K 0.00% $117.72 -1.4%
409 Cortex Pharm New 79.0 $27K 0.00% +8.0 +11.3% $337.75
410 EBAY Ebay Inc Consumer Cyclical 305.0 $27K 0.00% $87.12 +34.4%
411 DFIC DIMENSIONAL INTERN CORE EQUITY 2 ETF 760.0 $26K 0.00% NEW $34.46 +10.2%
412 HACK Purefunds ISE Cyber Security ETF 325.0 $26K 0.00% $80.37 +15.3%
413 FERG Ferguson PLC Industrials 117.0 $26K 0.00% +22.0 +23.2% $222.63 +0.5%
414 Fortinet Inc 326.0 $26K 0.00% +26.0 +8.7% $79.41
415 STE Steris Corp Healthcare 100.0 $25K 0.00% $253.52 -14.8%
416 LONDON STOCK EXC EXC1 829.0 $25K 0.00% NEW $30.57
417 GPC Genuine Parts Co Consumer Cyclical 206.0 $25K 0.00% -170.0 -45.2% $122.96 -20.6%
418 ICVT iShares Convertible Bond ETF 255.0 $25K 0.00% $98.50 +19.8%
419 CNQ Canadian Natural Resources Ltd Energy 742.0 $25K 0.00% +142.0 +23.7% $33.85 +43.8%
420 IYH iShares U.S. Healthcare ETF 385.0 $25K 0.00% $65.10 -4.3%
Page 21 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%