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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 8 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VGT Vanguard Info Technology 268.0 $202K 0.02% $753.78 -84.8%
142 MS Morgan Stanley Financial Services 1,137.0 $202K 0.02% +127.0 +12.6% $177.53 +12.9%
143 ISRG Intuitive Surgical Healthcare 355.0 $201K 0.02% +14.0 +4.1% $566.36 -22.3%
144 JCI Johnson Controls Inc Industrials 1,655.0 $198K 0.02% +51.0 +3.2% $119.75 +13.1%
145 CMCSA Comcast Corp New Cl A Communication Services 6,570.0 $196K 0.02% +542.0 +9.0% $29.89 -16.1%
146 SOXX iShares PHLX Semiconductor ETF 645.0 $194K 0.02% $301.15 +74.4%
147 WELL Welltower Inc Real Estate 1,046.0 $194K 0.02% $185.70 +17.7%
148 GILD Gilead Sciences Inc Healthcare 1,582.0 $194K 0.02% +109.0 +7.4% $122.72 +6.3%
149 AIVL WisdomTree US Dividend ex-Financials ETF 1,671.0 $192K 0.02% $115.01 +8.3%
150 QUAL Ishars Edg Msci Usa Qlty 950.0 $189K 0.02% $198.62 +7.1%
151 CVS CVS Corp Healthcare 2,376.0 $189K 0.02% +338.0 +16.6% $79.36 +17.6%
152 CIEN Ciena Corp Technology 800.0 $187K 0.02% $233.87 +151.1%
153 XLV SPDR Health Care Select Sector ETF 1,203.0 $186K 0.02% +33.0 +2.8% $154.83 -4.3%
154 VHT Vanguard Health Care 636.0 $183K 0.02% +33.0 +5.5% $287.74 -3.9%
155 UNP Union Pacific Corp Trades With Industrials 782.0 $181K 0.02% -160.0 -17.0% $231.20 +15.0%
156 AEE Ameren Corporation Utilities 1,800.0 $180K 0.02% $99.86 +10.0%
157 UBER Uber Technologies Inc Technology 2,193.0 $179K 0.02% -160.0 -6.8% $81.71 -8.7%
158 IWM iShares Russell 2000 ETF 712.0 $175K 0.02% -40.0 -5.3% $246.16 +14.8%
159 ADI Analog Devices Inc Technology 643.0 $174K 0.02% +7.0 +1.1% $271.20 +41.7%
160 D Dominion Resources Utilities 2,968.0 $174K 0.02% $58.59 +16.6%
Page 8 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%