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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 45 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 GCI Liberty Inc 12.0 $447.0 +5.0 +71.4% $37.25
882 Amadeus IT Group SA 6.0 $441.0 $73.50
883 ARE Alexandria Real Est Real Estate 9.0 $440.0 $48.89 -2.1%
884 DVN Devon Energy Corp New Energy 12.0 $440.0 $36.67 +28.5%
885 JPMorgan Ultra-Short Income ETF 8.0 $405.0 $50.62
886 SONY FINANCIAL GROUP INC. ADR CMN 75.0 $392.0 $5.23
887 XERS Xeris Biopharma Holdings Inc Healthcare 37.0 $290.0 $7.84 -20.5%
888 BTCS BTCS ORD Financial Services 100.0 $264.0 NEW $2.64 -35.2%
889 KBWB Invesco KBW Bank ETF 3.0 $253.0 $84.33 +2.1%
890 PERNOD RICARD S A SPONSORED ADR 12.0 $206.0 $17.17
891 SG Sweetgreen Inc Consumer Cyclical 30.0 $203.0 NEW $6.77 +33.2%
892 ANGI Angi Inc Communication Services 15.0 $194.0 $12.93 -60.4%
893 LRGG MACQUARIE FOCUSED LRGE GROWTH ETF 6.0 $178.0 $29.67 -4.9%
894 SJNK Spdr Blmbrg Brclys Short 7.0 $177.0 $25.29 -1.1%
895 CNDT Conduent Incorporated Technology 85.0 $163.0 $1.92 -16.6%
896 HSBC Holdings PLC 10.0 $158.0 NEW $15.80
897 PPA Powershs Exch Trad Fd Tr 1.0 $157.0 $157.00 +7.0%
898 IPAC iShares Core MSCI Pacific ETF 2.0 $146.0 $73.00 +12.2%
899 OGN Organon &Co Common Stock Healthcare 20.0 $143.0 $7.15 +87.7%
900 XOP SPDR S&P Oil & Gas Explor & Prodtn ETF 1.0 $126.0 $126.00 +35.4%
Page 45 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%