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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 9 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XLP Sector Spdr Tr Con Stpls 2,224.0 $173K 0.02% +124.0 +5.9% $77.67 +9.0%
162 IHI iShares US Medical Devices ETF 2,742.0 $170K 0.02% +132.0 +5.1% $62.15 -18.7%
163 ITOT Ishares Total US Stock 1,144.0 $170K 0.02% $148.63 +9.1%
164 JLL Jones Lang Lasalle Inc Real Estate 504.0 $170K 0.02% +4.0 +0.8% $336.47 -12.9%
165 CI Cigna Corp Healthcare 609.0 $168K 0.02% +53.0 +9.5% $275.23 +2.5%
166 MSI Motorola Solutions Inc Technology 427.0 $164K 0.02% +3.0 +0.7% $383.32 +4.4%
167 CRM Salesforce Com Technology 612.0 $162K 0.02% -5.0 -0.8% $264.96 -33.5%
168 MDLZ Mondelez International Consumer Defensive 2,885.0 $155K 0.01% -419.0 -12.7% $53.83 +14.3%
169 VBR Vanguard Small Cap Value 732.0 $155K 0.01% -24.0 -3.2% $211.72 +9.0%
170 NKE Nike Inc Class B Consumer Cyclical 2,363.0 $151K 0.01% -443.0 -15.8% $63.71 -30.3%
171 Ralston Purina Group 2,930.0 $149K 0.01% $50.91
172 GIB CGI Inc F Technology 1,612.0 $149K 0.01% $92.30 -28.5%
173 BMY Bristol-Myers Squibb Co Healthcare 2,716.0 $146K 0.01% +73.0 +2.8% $53.94 +10.4%
174 SPYG Spdr S&P 500 Growth Etf 1,372.0 $146K 0.01% $106.70 +10.9%
175 ETN Eaton Corporation Industrials 459.0 $146K 0.01% +28.0 +6.5% $318.69 +19.7%
176 GD General Dynamics Corp Industrials 431.0 $145K 0.01% -65.0 -13.1% $336.43 +0.7%
177 TJX T J X Cos Inc Consumer Cyclical 935.0 $144K 0.01% +90.0 +10.7% $153.61 +3.6%
178 GE General Electric Company Industrials 451.0 $139K 0.01% +199.0 +79.0% $308.03 -2.0%
179 BR Broadridge Financial Solutions Technology 621.0 $139K 0.01% -40.0 -6.0% $223.17 -32.8%
180 VNT VONTIER ORD WI Technology 3,707.0 $138K 0.01% $37.18 -23.6%
Page 9 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%