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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 30 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SCHH Sch US Reit ETF 446.0 $9K 0.00% -56.0 -11.2% $20.89 +13.2%
582 TDG TransDigm Group Inc Industrials 7.0 $9K 0.00% NEW $1329.86 -9.9%
583 DRIV Global X Atnms & Elctrc Vhcls ETF 314.0 $9K 0.00% $29.58 +33.5%
584 REGN Regeneron Pharms Inc Healthcare 12.0 $9K 0.00% +2.0 +20.0% $771.83 -15.8%
585 COHR Coherent Inc Technology 50.0 $9K 0.00% $184.58 +104.8%
586 CTAS Cintas Corp Industrials 49.0 $9K 0.00% NEW $188.06 -8.3%
587 SFM Sprouts Farmers Market Inc Consumer Defensive 115.0 $9K 0.00% NEW $79.67 +11.0%
588 Rheinmetall AG 25.0 $9K 0.00% $365.52
589 KIM Kimco Realty Corp REIT Real Estate 450.0 $9K 0.00% $20.27 +18.6%
590 RSPH Invesco S&P 500 Equal Wt Hlth Care ETF 285.0 $9K 0.00% $31.85 -3.3%
591 CWB Curtiss Wright Corp Cl B 100.0 $9K 0.00% $89.20 +18.1%
592 SLGN Silgan Holdings Inc Consumer Cyclical 220.0 $9K 0.00% $40.45 -5.8%
593 WTW Weight Watchers Intl Inc Financial Services 27.0 $9K 0.00% NEW $328.59 -22.7%
594 IDMO Invesco S&P International Dev Momt ETF 159.0 $9K 0.00% +3.0 +1.9% $55.67 +7.6%
595 First Quantum Minerals Ltd 330.0 $9K 0.00% NEW $26.82
596 GENI Genius Sports Ltd Communication Services 800.0 $9K 0.00% $11.02 -55.6%
597 IMTM iShares MSCI Intl Momentum Factor ETF 183.0 $9K 0.00% +6.0 +3.4% $48.09 +9.7%
598 NAVI Navient Corp Financial Services 675.0 $9K 0.00% $13.00 -35.8%
599 VOOG Vanguard S&P 500 Growth 20.0 $9K 0.00% $437.70 -81.2%
600 SNSR Global X Internet of Things ETF 236.0 $9K 0.00% $36.95 +32.6%
Page 30 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%