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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 22 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PPG P P G Industries Inc Basic Materials 238.0 $24K 0.00% -11.0 -4.4% $102.46 +1.9%
422 MAA Mid America Apartmen Real Estate 175.0 $24K 0.00% $138.91 -6.4%
423 XLF Sector SPDR Fincl Select 439.0 $24K 0.00% $54.77 -5.6%
424 PAYC Paycom Software Inc Technology 150.0 $24K 0.00% $159.36 -15.7%
425 CBOE Cboe Global Markets Inc Financial Services 95.0 $24K 0.00% $251.00 +40.2%
426 DIVI Franklin Intl Core Div Tlt Idx ETF 600.0 $23K 0.00% $38.89 +10.7%
427 CHTR Charter Communications Communication Services 110.0 $23K 0.00% $208.75 -28.7%
428 DHI D.R. Horton Inc Consumer Cyclical 159.0 $23K 0.00% $144.03 +0.1%
429 THG Hanover Insurance Financial Services 125.0 $23K 0.00% $182.77 +6.5%
430 WH Wyndham Hotels and Resorts Consumer Cyclical 300.0 $23K 0.00% $75.56 +7.1%
431 KMX Carmax Inc Consumer Cyclical 584.0 $23K 0.00% +384.0 +192.0% $38.64 +0.7%
432 SNY Sanofi-Aventis Sponsored Adr Healthcare 464.0 $22K 0.00% -185.0 -28.5% $48.46 -7.8%
433 AIRR First Trust RBA Amer Indl RenaisTM ETF 228.0 $22K 0.00% $98.32 +26.8%
434 CMI Cummins Inc Industrials 44.0 $22K 0.00% $508.93 +25.5%
435 XBI SPDR S&P Biotech ETF 180.0 $22K 0.00% $121.93 +8.9%
436 HDEF Xtrackers MSCI EAFE High Div Yld Eq ETF 708.0 $22K 0.00% $30.98 +7.6%
437 BSX Boston Scientific Corp Healthcare 230.0 $22K 0.00% +199.0 +641.9% $95.35 -40.1%
438 RMBS Rambus Inc Del Technology 236.0 $22K 0.00% $91.89 +45.3%
439 SLM Usa Education Inc Voting Shs Financial Services 800.0 $22K 0.00% $27.06 -18.6%
440 FVD First Tr Valu Line Divid 466.0 $21K 0.00% $46.08 +3.5%
Page 22 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%