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Equibles

Steigerwald, Gordon & Koch Inc.

Position in ULTA — Ulta Beauty, Inc.

CIK 1731876 LEESBURG, VA
Back to ULTA Full portfolio

Position in ULTA

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$2,254
-$20,745 QoQ
Shares Held
5
-88.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#972
of 1,022 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ULTA Over Time

Shares Held

Position Value (USD)

Position in Specialty Retail

Consumer Cyclical · as of Jun 30, 2026

Steigerwald, Gordon & Koch Inc. holds $28,650,510 across 5 Specialty Retail names. ULTA ranks #4 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DKS
Dick's Sporting Goods, Inc.
 125,954 $28,567,626
2 FIVE
Five Below, Inc
 350 $62,926
3 WSM
Williams Sonoma Inc
 74 $17,249
4 ULTA
Ulta Beauty, Inc.
This page 		5 $2,254
5 CHPT
ChargePoint Holdings, Inc.
 77 $455

All Filings in ULTA

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,254 5
2026-03-31 $22,999 44
2025-12-31 $32,065 53
2025-09-30 $1,093 2