Free Trial

Steigerwald, Gordon & Koch Inc. Top Holdings and 13F Report (2025)

About Steigerwald, Gordon & Koch Inc.

Investment Activity

  • Steigerwald, Gordon & Koch Inc. has $948.23 million in total holdings as of June 30, 2025.
  • Steigerwald, Gordon & Koch Inc. owns shares of 124 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
  • Approximately 1.52% of the portfolio was purchased this quarter.
  • About 0.44% of the portfolio was sold this quarter.
  • This quarter, Steigerwald, Gordon & Koch Inc. has purchased 118 new stocks and bought additional shares in 46 stocks.
  • Steigerwald, Gordon & Koch Inc. sold shares of 61 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Microsoft
$43,773,788
Apple
$40,269,580
CACI International
$29,916,739

Largest New Holdings this Quarter

443510607 - Hubbell
$236,878 Holding
N07059210 - ASML
$224,389 Holding
09857L108 - Booking
$219,991 Holding
46090E103 - Invesco QQQ
$203,688 Holding
808513105 - Charles Schwab
$201,220 Holding

Largest Purchases this Quarter

Oracle
12,077 shares (about $2.64M)
Alphabet
11,991 shares (about $2.11M)
LINDE PLC
4,040 shares (about $1.90M)
Microsoft
1,417 shares (about $704.83K)
Elevance Health
1,054 shares (about $409.97K)

Largest Sales this Quarter

DOW
29,761 shares (about $788.07K)
BorgWarner
12,749 shares (about $426.84K)
PALANTIR TECHNOLOGIES INC
3,000 shares (about $408.96K)
RadNet
4,195 shares (about $238.74K)
JPMorgan Chase & Co.
804 shares (about $233.09K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSteigerwald, Gordon & Koch Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Corporation stock logo
MSFT
Microsoft
$43,773,788$704,833 1.6%88,0034.6%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$40,269,580$194,296 -0.5%196,2744.2%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$36,534,868$233,088 -0.6%126,0213.9%Finance
CACI International, Inc. stock logo
CACI
CACI International
$29,916,739$113,931 0.4%62,7583.2%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$29,330,511$27,120 -0.1%99,4993.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$28,979,308$58,228 0.2%81,6203.1%Business Services
Deere & Company stock logo
DE
Deere & Company
$28,016,367$90,512 -0.3%55,0973.0%Industrials
RTX Corporation stock logo
RTX
RTX
$27,928,859$10,075 0.0%191,2672.9%Aerospace
Walmart Inc. stock logo
WMT
Walmart
$27,564,734$43,806 -0.2%281,9052.9%Retail/Wholesale
McKesson Corporation stock logo
MCK
McKesson
$27,251,954$126,041 -0.5%37,1892.9%Medical
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$27,195,386$18,806 0.1%122,9172.9%Computer and Technology
Stryker Corporation stock logo
SYK
Stryker
$27,086,871$45,893 0.2%68,4652.9%Medical
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$27,017,552$49,594 -0.2%337,2132.8%Finance
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$26,682,342$68,838 -0.3%134,8882.8%Retail/Wholesale
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$25,429,118$9,364 0.0%95,0472.7%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$24,691,664$86,044 0.3%80,0632.6%Computer and Technology
Carrier Global Corporation stock logo
CARR
Carrier Global
$22,294,585$49,842 0.2%304,6122.4%Construction
Accenture PLC stock logo
ACN
Accenture
$20,962,145$282,452 1.4%70,1332.2%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$19,782,867$213,875 1.1%70,8532.1%Medical
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$19,720,214$147,000 0.8%670,7552.1%Energy
Zoetis Inc. stock logo
ZTS
Zoetis
$18,372,223$177,472 1.0%117,8081.9%Medical
Ventas, Inc. stock logo
VTR
Ventas
$17,742,162$200,754 1.1%280,9521.9%Finance
Elevance Health, Inc. stock logo
ELV
Elevance Health
$17,736,008$409,969 2.4%45,5981.9%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$17,466,544$304,584 1.8%114,3471.8%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$17,394,738$369,801 2.2%250,5721.8%Utilities
Oracle Corporation stock logo
ORCL
Oracle
$16,294,630$2,640,417 19.3%74,5301.7%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$16,165,263$394,237 2.5%41,7831.7%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$15,807,857$203,195 1.3%223,4321.7%Consumer Staples
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$15,410,908$23,468 0.2%155,6341.6%Industrials
Sysco Corporation stock logo
SYY
Sysco
$14,910,972$77,634 0.5%196,8701.6%Consumer Staples
The Walt Disney Company stock logo
DIS
Walt Disney
$13,971,692$317,096 2.3%112,6651.5%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$13,520,299$2,113,191 18.5%76,7191.4%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$12,564,962$234,886 1.9%518,3561.3%Medical
LINDE PLC
$12,438,274$1,895,535 18.0%26,5101.3%SHS
Omnicom Group Inc. stock logo
OMC
Omnicom Group
$11,552,695$116,256 1.0%160,5871.2%Business Services
AT&T Inc. stock logo
T
AT&T
$11,524,112$265,293 2.4%398,2071.2%Computer and Technology
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$11,245,032$145,480 1.3%163,9451.2%Basic Materials
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$11,239,088$173,314 -1.5%116,4671.2%Finance
Revvity Inc. stock logo
RVTY
Revvity
$11,012,322$387 0.0%113,8571.2%Medical
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$10,638,885$47,038 0.4%105,3981.1%Transportation
General Mills, Inc. stock logo
GIS
General Mills
$10,196,854$49,375 -0.5%196,8121.1%Consumer Staples
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$9,669,256$388,708 4.2%15,5721.0%ETF
The Boeing Company stock logo
BA
Boeing
$7,085,365$254,164 3.7%33,8150.7%Aerospace
Corteva, Inc. stock logo
CTVA
Corteva
$4,328,819$46,507 -1.1%58,0810.5%Consumer Staples
BorgWarner Inc. stock logo
BWA
BorgWarner
$4,178,810$426,837 -9.3%124,8150.4%Auto/Tires/Trucks
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,655,294$22,593 -0.6%23,1360.4%Computer and Technology
Danaher Corporation stock logo
DHR
Danaher
$3,228,564$3,556 -0.1%16,3430.3%Medical
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,052,688$70,822 2.4%27,9310.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,822,874$75,975 2.8%45,5150.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,713,980$27,425 -1.0%12,3700.3%Retail/Wholesale
Dow Inc. stock logo
DOW
DOW
$2,549,658$788,073 -23.6%96,2860.3%Basic Materials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,298,282$113,043 -4.7%2,9480.2%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,264,206$217,045 10.6%3,0670.2%Computer and Technology
PALANTIR TECHNOLOGIES INC
$2,058,432$408,960 -16.6%15,1000.2%CL A
PHINIA Inc. stock logo
PHIN
PHINIA
$1,924,830$19,487 -1.0%43,2640.2%Auto/Tires/Trucks
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,886,731$9,715 0.5%3,8840.2%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,856,796$101,336 -5.2%3,0050.2%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$1,597,545$17,600 -1.1%4,3570.2%Retail/Wholesale
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,587,493$11,153 -0.7%9,9640.2%Consumer Staples
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,548,3050.0%5,0940.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,524,814$6,209 -0.4%8,5950.2%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,408,355$8,931 0.6%3,6270.1%Industrials
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,398,083$11,882 -0.8%1,4120.1%Retail/Wholesale
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$939,131$20,467 -2.1%13,5360.1%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$921,647$133 0.0%6,9130.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$899,345$66,169 -6.9%3,2620.1%Computer and Technology
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$863,330$7,654 -0.9%8,0080.1%Energy
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$830,188$9,265 -1.1%1,7920.1%Aerospace
Evolv Technologies Holdings, Inc. stock logo
EVLV
Evolv Technologies
$814,713$124,800 -13.3%130,5630.1%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$807,975$8,996 -1.1%1,4370.1%Business Services
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$715,708$5,662 -0.8%3,1600.1%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$658,852$16,070 2.5%4920.1%Consumer Discretionary
Tesla, Inc. stock logo
TSLA
Tesla
$643,262$92,439 -12.6%2,0250.1%Auto/Tires/Trucks
Chubb Limited stock logo
CB
Chubb
$636,515$2,897 -0.5%2,1970.1%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$609,473$14,480 -2.3%3,2830.1%Medical
Balchem Corporation stock logo
BCPC
Balchem
$598,592$92,336 -13.4%3,7600.1%Basic Materials
American Express Company stock logo
AXP
American Express
$586,604$14,354 -2.4%1,8390.1%Finance
RadNet, Inc. stock logo
RDNT
RadNet
$579,059$238,737 -29.2%10,1750.1%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$567,989$1,360 -0.2%4,1760.1%Medical
VERALTO CORP
$551,729$505 -0.1%5,4650.1%COM SHS
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$526,743$12,278 -2.3%2,5740.1%Computer and Technology
Duke Energy Corporation stock logo
DUK
Duke Energy
$504,798$1,298 -0.3%4,2770.1%Utilities
Capital One Financial Corporation stock logo
COF
Capital One Financial
$472,965$25,531 5.7%2,2230.0%Finance
Fortive Corporation stock logo
FTV
Fortive
$468,744$52 0.0%8,9910.0%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$443,631$18,177 -3.9%7810.0%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$418,535$4,676 -1.1%1,4320.0%Retail/Wholesale
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$414,1820.0%5850.0%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$413,0280.0%3,7510.0%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$392,129$19,151 -4.7%2,9690.0%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$382,928$82,175 -17.7%4,8370.0%Medical
iShares Select U.S. REIT ETF stock logo
ICF
iShares Select U.S. REIT ETF
$372,097$20,183 -5.1%6,0840.0%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$369,606$1,731 -0.5%8,5410.0%Computer and Technology
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$355,152$20,485 -5.5%1,3870.0%Transportation
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$354,737$45,239 -11.3%1,1370.0%Medical
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$349,2030.0%4,8040.0%ETF
Snap-On Incorporated stock logo
SNA
Snap-On
$348,522$9,335 2.8%1,1200.0%Consumer Discretionary
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$346,099$320,322 1,242.7%3,8400.0%Retail/Wholesale
Marriott International, Inc. stock logo
MAR
Marriott International
$331,801$14,486 -4.2%1,2140.0%Consumer Discretionary
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$318,939$20,002 6.7%1,7540.0%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$317,781$52,293 19.7%3,5550.0%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data