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Steigerwald, Gordon & Koch Inc.

Q1 2026 Holdings

Filed 2026-04-28 | 782 holdings | $974.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Alibaba Group Hldg Adr(BABA)COMMON01609W102$6.6K530.0%
Darden Restaurants Inc(DRI)COMMON237194105$6.7K340.0%
UL Solutions Inc(ULS)COMMON903731107$6.7K780.0%
Cullen t Bankers Inc(CFR)COMMON229899109$6.7K490.0%
Yum China Holdings I(YUMC)COMMON98850P109$6.8K1390.0%
The Trade Desk Inc Com Cl A(TTD)COMMON88339J105$6.8K3000.0%
Vulcan Materials Company(VMC)COMMON929160109$6.8K250.0%
Lennox International Inc(LII)COMMON526107107$7.0K150.0%
Sandisk Corp(SNDK)COMMON80004C200$7.0K110.0%
Newsmax Inc(NMAX)COMMON65250K105$7.1K1,3570.0%
Amentum Holdings Inc COM(AMTM)COMMON023939101$7.1K2720.0%
Lennar Corp Cl A(LEN)COMMON526057104$7.1K820.0%
Avis Budget Group Inc(CAR)COMMON053774105$7.3K500.0%
Utd Dominion Rlty TR Inc(UDR)COMMON902653104$7.3K2160.0%
Spdr Portfolio Dvlpd(SPDW)COMMON78463X889$7.3K1600.0%
iShares Core Dividend Growth ETF(DGRO)COMMON46434V621$7.4K1050.0%
Teradyne Incorporated(TER)COMMON880770102$7.4K250.0%
Vanguard Growth(VUG)COMMON922908736$7.4K170.0%
Snowflake Cl A Ord(SNOW)COMMON833445109$7.5K500.0%
Moderna Inc(MRNA)COMMON60770K107$7.6K1500.0%
Copt Defense Properties(CDP)COMMON22002T108$7.7K2500.0%
Fortune Brands Innovations Inc(FBIN)COMMON34964C106$7.7K1970.0%
Republic Services Inc(RSG)COMMON760759100$7.7K350.0%
Regeneron Pharms Inc(REGN)COMMON75886F107$7.7K100.0%
Blue OWL Capital ORD(OBDC)COMMON69121K104$7.7K7000.0%
Valneva SE Sponsored ADS(VALN)COMMON92025Y103$7.8K1,2500.0%
MP Materials Corp(MP)COMMON553368101$7.9K1630.0%
Omega Healthcare Inc(OHI)COMMON681936100$8.0K1820.0%
Vanguard S&P 500 Growth(VOOG)COMMON921932505$8.0K200.0%
Power Integrations Inc(POWI)COMMON739276103$8.2K1600.0%
Solstice Advanced Materials Inc(SOLS)COMMON83443Q103$8.2K1080.0%
Global X Millennials Consumer ETF(MILN)COMMON37954Y764$8.4K2060.0%
TotalEnergies SE(TTE)COMMONF92124100$8.6K940.0%
Silgan Holdings Inc(SLGN)COMMON827048109$8.6K2200.0%
Versant Media Group Inc CL A(VSNT)COMMON925283103$8.6K2320.0%
Invesco S&P 500 Equal Wt Hlth Care ETF(RSPH)COMMON46137V332$8.6K2850.0%
Monolithic Power Systems Inc(MPWR)COMMON609839105$8.7K80.0%
XPO Logistics Inc(XPO)COMMON983793100$8.8K450.0%
International Paper Co(IP)COMMON460146103$8.8K2450.0%
Invesco S&P International Dev Momt ETF(IDMO)COMMON46138E222$8.8K1600.0%
Global X Internet of Things ETF(SNSR)COMMON37954Y780$8.8K2360.0%
iShares Msci Intl Momentum Factor ETF(IMTM)COMMON46434V449$8.8K1830.0%
Sprouts Farmers Market Inc(SFM)COMMON85208M102$8.9K1150.0%
ProShares Ultra S&P 500(SSO)COMMON74347R107$9.0K1730.0%
Deckers Outdoor Corp(DECK)COMMON243537107$9.0K900.0%
WR Berkley Corp(WRB)COMMON084423102$9.0K1360.0%
Corpay Inc(CPAY)COMMON219948106$9.0K310.0%
LPL Financial Holdings Inc(LPLA)COMMON50212V100$9.0K300.0%
United Parks & Resorts Inc(PRKS)COMMON81282V100$9.1K2800.0%
Curtiss Wright Corp Cl B(CWB)COMMON78464A359$9.2K1000.0%
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