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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 7 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HUBB Hubbell Inc Industrials 580.0 $258K 0.03% $444.11 +3.8%
122 LOW Lowes Companies Inc Consumer Cyclical 1,060.0 $256K 0.03% -281.0 -20.9% $241.14 -9.8%
123 Bank Of America PDF Conv 7.25 200.0 $250K 0.02% $1252.00
124 ATO Atmos Energy Corp Utilities 1,471.0 $247K 0.02% +25.0 +1.7% $167.63 +5.9%
125 SCHX Schw US Lcap Etf 8,827.0 $238K 0.02% $26.91 +8.5%
126 NOC Northrop Grumman Corp Industrials 413.0 $236K 0.02% +12.0 +3.0% $570.67 -3.3%
127 TXN Texas Instruments Inc Technology 1,322.0 $229K 0.02% -71.0 -5.1% $173.52 +75.7%
128 XLU Sector Spdr Util Select 5,255.0 $224K 0.02% +2K +83.6% $42.69 +5.4%
129 KEYS Keysight Technologies Inc Technology 1,101.0 $224K 0.02% $203.19 +66.1%
130 Astrazeneca Plc Adr F Sponsored Adr 2,405.0 $221K 0.02% +157.0 +7.0% $91.94
131 VBK Vanguard Small Cap Grwth 727.0 $220K 0.02% $301.99 +13.8%
132 AMAT Applied Materials Inc Technology 850.0 $218K 0.02% +51.0 +6.4% $256.88 +66.4%
133 QQQ Invesco QQQ Trust Financial Services 353.0 $217K 0.02% $614.73 +16.2%
134 DIA Diamonds Trust Series I Financial Services 442.0 $212K 0.02% $480.57 +4.7%
135 LRCX Lam Research Corp Technology 1,221.0 $209K 0.02% +156.0 +14.7% $171.18 +76.6%
136 BKNG Booking Holdings Inc Consumer Cyclical 39.0 $209K 0.02% +1.0 +2.6% $5355.33 -97.0%
137 C Citigroup Financial Services 1,769.0 $206K 0.02% +150.0 +9.3% $116.68 +7.3%
138 PH Parker Hannifin Corp Industrials 233.0 $205K 0.02% $878.96 -2.2%
139 SBUX Starbucks Corp Consumer Cyclical 2,426.0 $204K 0.02% +26.0 +1.1% $84.21 +26.5%
140 TMO Thermo Fisher Scientific Healthcare 352.0 $204K 0.02% -16.0 -4.3% $579.66 -22.1%
Page 7 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%