Steigerwald, Gordon & Koch Inc.
Sector Allocation
- Technology28.5%$288.0M
- Financials15.1%$152.2M
- Industrials13.2%$133.1M
- Healthcare13.2%$133.0M
- Consumer Staples8.5%$85.4M
- Consumer Discretionary5.2%$52.5M
- Other3.5%$35.5M
- Materials2.8%$28.5M
- Communication Services2.8%$27.7M
- Real Estate2.5%$25.5M
AUM History
13fpro.ai/research/fund/steigerwald-gordon-and-koch-inc-1731876
Conviction and streaks
Stable · top 10 = 33.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$52.7MJPM
$38.6MRTX
$34.1MDE
$33.5MGOOGL
$32.7MMSFT
$31.8MTRV
$30.8MWMT
$30.0MJNJ
$28.9MDKS
$28.6MV
$28.2MCACI
$28.0MIBM
$27.4MMCK
$27.4MWFC
$26.9MAMGN
$25.4MVTR
$24.4MSYK
$22.1MNEE
$21.8MKMI
$21.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/steigerwald-gordon-and-koch-inc-1731876
Steigerwald, Gordon & Koch Inc. 13F holdings — Q2 2026
$1.0B portfolio (+3.6% QoQ) · 765 holdings · Q2 2026 13F · top 10 are 34% of the stock portfolio
$52.7M
5.2% of stocks
-2%This quarter+6.9%Since filed10+ qtrsHeld$38.6M
3.8% of stocks
-2%This quarter-4.5%Since filed10+ qtrsHeldAIQuality71.9#171Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$34.1M
3.4% of stocks
-2%This quarter-5.6%Since filed10+ qtrsHeldAIQuality69.4#256Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$33.5M
3.3% of stocks
-2%This quarter+5.1%Since filed10+ qtrsHeld$32.7M
3.2% of stocks
-0.7%This quarter-1.3%Since filed10+ qtrsHeld$31.8M
3.1% of stocks
+0.0%This quarter+39.6%Since filed10+ qtrsHeld$30.8M
3.0% of stocks
-1%This quarter+6.3%Since filed10+ qtrsHeld$30.0M
3.0% of stocks
-2%This quarter+11.0%Since filed10+ qtrsHeld$28.9M
2.9% of stocks
-0.8%This quarter+2.7%Since filed10+ qtrsHeld$28.6M
2.8% of stocks
-2%This quarter-29.3%Since filed10+ qtrsHeld
All holdings — Steigerwald, Gordon & Koch Inc. (Q2 2026)
765 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | VISA INC. | Financials | $28.2M | 2.8% | 82K | +0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | CACI INTERNATIONAL INC /DE/ | Technology | $28.0M | 2.8% | 60K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $27.4M | 2.7% | 97K | -0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | MCKESSON CORP | Consumer Staples | $27.4M | 2.7% | 36K | -0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | WELLS FARGO & COMPANY/MN | Financials | $26.9M | 2.7% | 325K | -1% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | AMGEN INC | Healthcare | $25.4M | 2.5% | 70K | -0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Ventas, Inc. | Real Estate | $24.4M | 2.4% | 275K | -0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | STRYKER CORP | Healthcare | $22.1M | 2.2% | 70K | +0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | NEXTERA ENERGY INC | Utilities | $21.8M | 2.2% | 249K | -0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | KINDER MORGAN, INC. | Energy | $21.8M | 2.2% | 681K | -0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CARRIER GLOBAL Corp | Industrials | $21.6M | 2.1% | 295K | -0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | LINDE PLC | Materials | $18.5M | 1.8% | 36K | -0.0% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | COCA COLA CO | Consumer Staples | $18.4M | 1.8% | 226K | -0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | AUTOMATIC DATA PROCESSING INC | Technology | $18.0M | 1.8% | 80K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Elevance Health, Inc. | Healthcare | $17.4M | 1.7% | 45K | -0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $17.1M | 1.7% | 46K | +110% | |||
| 27 | $Q | Qnity Electronics, Inc. | Technology | $16.7M | 1.7% | 102K | +3% | |||
| 28 | $SYY | SYSCO CORP | Consumer Discretionary | $15.9M | 1.6% | 190K | -1% | |||
| 29 | $GS | GOLDMAN SACHS GROUP INC | Financials | $15.3M | 1.5% | 15K | +201% | |||
| 30 | $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | Technology | $15.1M | 1.5% | 115K | -7% | |||
| 31 | $ORCL | ORACLE CORP | Technology | $12.6M | 1.3% | 86K | -0.4% | |||
| 32 | $PFE | PFIZER INC | Healthcare | $12.1M | 1.2% | 503K | -3% | |||
| 33 | — | iShares Core S&P 500 ETF - COMMON | — | $11.8M | 1.2% | 16K | +0.2% | |||
| 34 | $RVTY | REVVITY, INC. | Healthcare | $11.5M | 1.1% | 103K | -5% | |||
| 35 | $OMC | OMNICOM GROUP INC. | Communication Services | $9.6M | 0.9% | 132K | -10% | |||
| 36 | $OTIS | Otis Worldwide Corp | Industrials | $9.1M | 0.9% | 128K | -15% | |||
| 37 | $DD | DuPont de Nemours, Inc. | Materials | $8.9M | 0.9% | 65K | -66% | |||
| 38 | $T | AT&T INC. | Communication Services | $8.9M | 0.9% | 429K | -0.2% | |||
| 39 | $BWA | BORGWARNER INC | Industrials | $8.8M | 0.9% | 133K | +0.3% | |||
| 40 | $DIS | Walt Disney Co | Communication Services | $8.2M | 0.8% | 85K | -20% | |||
| 41 | $BA | BOEING CO | Industrials | $8.2M | 0.8% | 38K | -0.2% | |||
| 42 | $ACN | Accenture plc | Technology | $8.2M | 0.8% | 66K | -6% | |||
| 43 | $NVDA | NVIDIA CORP | Technology | $5.7M | 0.6% | 28K | -0.2% | |||
| 44 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $4.9M | 0.5% | 45K | -19% | |||
| 45 | $CTVA | Corteva, Inc. | Consumer Staples | $4.4M | 0.4% | 52K | -8% | |||
| 46 | — | iShares Core S&P Small-Cap ETF - COMMON | — | $3.9M | 0.4% | 26K | -1% | |||
| 47 | $CAT | CATERPILLAR INC | Industrials | $3.6M | 0.4% | 3,381 | -1% | |||
| 48 | $PHIN | PHINIA INC. | Industrials | $3.4M | 0.3% | 41K | -1% | |||
| 49 | $LLY | ELI LILLY & Co | Healthcare | $3.4M | 0.3% | 2,796 | — | |||
| 50 | — | iShares Core S&P Mid-Cap ETF - COMMON | — | $3.4M | 0.3% | 43K | -2% | |||
| 51 | $TROW | PRICE T ROWE GROUP INC | Financials | $3.3M | 0.3% | 29K | -59% | |||
| 52 | $AMZN | AMAZON COM INC | Consumer Discretionary | $3.1M | 0.3% | 13K | +1.0% | |||
| 53 | $DHR | DANAHER CORP /DE/ | Healthcare | $3.0M | 0.3% | 16K | — | |||
| 54 | $GOOG | Alphabet Inc. | Technology | $2.7M | 0.3% | 7,748 | -0.3% | |||
| 55 | $ZTS | Zoetis Inc. | Healthcare | $2.4M | 0.2% | 34K | -53% | |||
| 56 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.0M | 0.2% | 3,906 | +8% | |||
| 57 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.8M | 0.2% | 2,476 | -2% | |||
| 58 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.7M | 0.2% | 3,635 | — | |||
| 59 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.6M | 0.2% | 13K | -0.6% | |||
| 60 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.4M | 0.1% | 4,072 | -2% | |||
| 61 | $GIS | GENERAL MILLS INC | Consumer Staples | $1.4M | 0.1% | 41K | -66% | |||
| 62 | $PLTR | Palantir Technologies Inc. | Technology | $1.4M | 0.1% | 12K | — | |||
| 63 | $AVGO | Broadcom Inc. | Technology | $1.4M | 0.1% | 3,701 | +0.1% | |||
| 64 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.3M | 0.1% | 9,108 | +2% | |||
| 65 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.3M | 0.1% | 1,417 | -1% | |||
| 66 | $ADBE | ADOBE INC. | Technology | $1.3M | 0.1% | 6,184 | -73% | |||
| 67 | — | Vanguard Total Stock Market - COMMON | — | $1.2M | 0.1% | 3,317 | -10% | |||
| 68 | — | Vanguard High Dividend - COMMON | — | $1.2M | 0.1% | 7,680 | -1% | |||
| 69 | $META | Meta Platforms, Inc. | Technology | $1.1M | 0.1% | 1,892 | -46% | |||
| 70 | $LMT | LOCKHEED MARTIN CORP | Industrials | $885K | 0.1% | 1,737 | -4% | |||
| 71 | $PANW | Palo Alto Networks Inc | Technology | $847K | 0.1% | 2,485 | +25% | |||
| 72 | $ABBV | AbbVie Inc. | Healthcare | $823K | 0.1% | 3,270 | +2% | |||
| 73 | $TSLA | Tesla, Inc. | Consumer Discretionary | $799K | 0.1% | 1,899 | +3% | |||
| 74 | $MA | Mastercard Inc | Financials | $764K | 0.1% | 1,488 | -4% | |||
| 75 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $743K | 0.1% | 2,004 | — | |||
| 76 | $AXP | AMERICAN EXPRESS CO | Financials | $647K | 0.1% | 1,914 | +0.9% | |||
| 77 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $647K | 0.1% | 895 | — | |||
| 78 | $RDNT | RadNet, Inc. | Healthcare | $639K | 0.1% | 10K | -3% | |||
| 79 | $BCPC | BALCHEM CORP | Healthcare | $635K | 0.1% | 3,760 | — | |||
| 80 | $EVLV | Evolv Technologies Holdings, Inc. | Technology | $612K | 0.1% | 106K | — | |||
| 81 | $MRK | Merck & Co., Inc. | Healthcare | $598K | 0.1% | 4,655 | +5% | |||
| 82 | $ASML | ASML HOLDING NV | Technology | $571K | 0.1% | 287 | — | |||
| 83 | $DUK | Duke Energy CORP | Utilities | $548K | 0.1% | 4,331 | +2% | |||
| 84 | $FTV | Fortive Corp | Industrials | $542K | 0.1% | 8,878 | — | |||
| 85 | $INTC | INTEL CORP | Technology | $512K | 0.1% | 3,665 | +7% | |||
| 86 | $CB | Chubb Ltd | Financials | $504K | 0.1% | 1,480 | -28% | |||
| 87 | $LGND | LIGAND PHARMACEUTICALS INC | Healthcare | $495K | 0.1% | 1,566 | — | |||
| 88 | $LRCX | LAM RESEARCH CORP | Technology | $494K | 0.1% | 1,140 | -2% | |||
| 89 | $IVZ | Invesco Ltd. | Financials | $484K | 0.1% | 2,272 | -2% | |||
| 90 | $VLTO | Veralto Corp | Technology | $479K | 0.1% | 5,406 | — | |||
| 91 | — | Vanguard S&P 500 ETF - COMMON | — | $466K | 0.1% | 678 | -25% | |||
| 92 | $SNA | Snap-on Inc | Industrials | $461K | 0.1% | 1,145 | +2% | |||
| 93 | — | iShares MSCI EAFE Index - COMMON | — | $438K | 0.0% | 4,215 | -2% | |||
| 94 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $435K | 0.0% | 1,382 | +5% | |||
| 95 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $433K | 0.0% | 2,158 | — | |||
| 96 | $STX | Seagate Technology Holdings plc | Technology | $425K | 0.0% | 440 | — | |||
| 97 | — | State Street SPDR Portfolio S&P 500 ETF - COMMON | — | $422K | 0.0% | 4,806 | +0.0% | |||
| 98 | $CVX | CHEVRON CORP | Energy | $420K | 0.0% | 2,531 | +0.6% | |||
| 99 | — | iShares PHLX Semiconductor ETF - COMMON | — | $413K | 0.0% | 645 | — | |||
| 100 | $COP | CONOCOPHILLIPS | Energy | $412K | 0.0% | 3,967 | — | |||
| 101 | $TXN | TEXAS INSTRUMENTS INC | Technology | $402K | 0.0% | 1,349 | +2% | |||
| 102 | $DOW | DOW INC. | Materials | $402K | 0.0% | 15K | -61% | |||
| 103 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $396K | 0.0% | 6,955 | -7% | |||
| 104 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $372K | 0.0% | 8,796 | +1% | |||
| 105 | — | Sector Spdr Tech Select - COMMON | — | $368K | 0.0% | 1,930 | -5% | |||
| 106 | $CSX | CSX CORP | Industrials | $367K | 0.0% | 7,713 | +0.0% | |||
| 107 | — | Ishares Core Msci Eafe - COMMON | — | $364K | 0.0% | 3,773 | — | |||
| 108 | — | iShares Cohen & Steers REIT ETF - COMMON | — | $361K | 0.0% | 5,334 | -7% | |||
| 109 | $ABT | ABBOTT LABORATORIES | Healthcare | $356K | 0.0% | 3,925 | +2% | |||
| 110 | $MCD | MCDONALDS CORP | Consumer Discretionary | $353K | 0.0% | 1,307 | +0.3% | |||
| 111 | $CIEN | CIENA CORP | Technology | $343K | 0.0% | 700 | — | |||
| 112 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $335K | 0.0% | 807 | -4% | |||
| 113 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $331K | 0.0% | 570 | — | |||
| 114 | $PEP | PEPSICO INC | Consumer Staples | $329K | 0.0% | 2,431 | -6% | |||
| 115 | $NVS | NOVARTIS AG | Healthcare | $328K | 0.0% | 2,091 | — | |||
| 116 | $NFLX | NETFLIX INC | Communication Services | $321K | 0.0% | 4,498 | -4% | |||
| 117 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $313K | 0.0% | 425 | +20% | |||
| 118 | $QCOM | QUALCOMM INC/DE | Technology | $310K | 0.0% | 1,675 | -6% | |||
| 119 | — | iShares Select Dividend ETF - COMMON | — | $305K | 0.0% | 1,950 | -5% | |||
| 120 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $304K | 0.0% | 2,605 | — | |||
| 121 | $HUBB | HUBBELL INC | Technology | $303K | 0.0% | 580 | — | |||
| 122 | $KLAC | KLA CORP | Technology | $302K | 0.0% | 1,000 | +900% | |||
| 123 | — | iShares Tr S&P 500/ Growth Index Fd - COMMON | — | $296K | 0.0% | 2,151 | — | |||
| 124 | $ADI | ANALOG DEVICES INC | Technology | $290K | 0.0% | 731 | — | |||
| 125 | $SCHW | SCHWAB CHARLES CORP | Financials | $285K | 0.0% | 3,092 | +0.1% | |||
| 126 | $DELL | Dell Technologies Inc. | Technology | $279K | 0.0% | 646 | — | |||
| 127 | $PH | Parker-Hannifin Corp | Industrials | $278K | 0.0% | 284 | +4% | |||
| 128 | $WELL | WELLTOWER INC. | Real Estate | $278K | 0.0% | 1,223 | — | |||
| 129 | — | Vanguard Small Cap Grwth - COMMON | — | $266K | 0.0% | 727 | — | |||
| 130 | $CVS | CVS HEALTH Corp | Healthcare | $257K | 0.0% | 2,481 | +10% | |||
| 131 | — | Vanguard Info Technology - COMMON | — | $256K | 0.0% | 2,144 | +700% | |||
| 132 | $ATO | ATMOS ENERGY CORP | Energy | $253K | 0.0% | 1,471 | — | |||
| 133 | — | Vanguard Value - COMMON | — | $252K | 0.0% | 1,158 | — | |||
| 134 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $251K | 0.0% | 200 | — | |||
| 135 | — | Burney U.S. Factor Rotation ETF - COMMON | — | $242K | 0.0% | 4,150 | — | |||
| 136 | $MS | MORGAN STANLEY | Financials | $239K | 0.0% | 1,142 | +5% | |||
| 137 | $C | CITIGROUP INC | Financials | $237K | 0.0% | 1,694 | — | |||
| 138 | — | Sector Spdr Util Select - COMMON | — | $232K | 0.0% | 5,124 | — | |||
| 139 | — | Diamonds Trust Series I - COMMON | — | $231K | 0.0% | 442 | — | |||
| 140 | $JCI | Johnson Controls International plc | Industrials | $224K | 0.0% | 1,534 | — | |||
| 141 | $WT | WisdomTree, Inc. | Financials | $219K | 0.0% | 1,671 | — | |||
| 142 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $218K | 0.0% | 990 | -3% | |||
| 143 | $BLK | BlackRock, Inc. | Financials | $216K | 0.0% | 225 | -0.4% | |||
| 144 | $RAL | Ralliant Corp | Technology | $215K | 0.0% | 2,916 | — | |||
| 145 | $UNP | UNION PACIFIC CORP | Industrials | $213K | 0.0% | 782 | — | |||
| 146 | $AZN | ASTRAZENECA PLC | Healthcare | $212K | 0.0% | 1,120 | -2% | |||
| 147 | — | Schw US Lcap Etf - COMMON | — | $211K | 0.0% | 7,167 | — | |||
| 148 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $211K | 0.0% | 413 | — | |||
| 149 | — | Ishars Edg Msci Usa Qlty - COMMON | — | $208K | 0.0% | 950 | — | |||
| 150 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $206K | 0.0% | 2,011 | -3% |
What changed in Q2 2026
Against the previous quarter's 13F: 7 new, 86 added to, 118 trimmed, 24 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
$HONAHoneywell Aerospace Inc.$48K
first bought this quarter
$WPCW. P. Carey Inc.$41K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$32Kfirst bought this quarter
$FDXFFedEx Freight Holding Company, Inc.$27K
first bought this quarter
$SCCOSOUTHERN COPPER CORP/$9K
first bought this quarter
$BPBP PLC$5K
first bought this quarter
+1 more in the Excel export
Added to (86)
$GSGOLDMAN SACHS GROUP INC+201%
now $15.3M · held 9 qtrs, 2 adds in a row
$CDNSCADENCE DESIGN SYSTEMS INC+110%
now $17.1M · held 4 qtrs, 4 adds in a row
$QQnity Electronics, Inc.+3%
now $16.7M · held 3 qtrs, 3 adds in a row
$KLACKLA CORP+900%
now $302K · held 4 qtrs
- Vanguard Info Technology - COMMON+700%
now $256K
now $22.1M · held 10+ qtrs
+80 more in the Excel export
Trimmed (118)
$DDDuPont de Nemours, Inc.-66%
now $8.9M · held 10+ qtrs
$TROWPRICE T ROWE GROUP INC-59%
now $3.3M · held 10+ qtrs, 6 trims in a row
$ADBEADOBE INC.-73%
now $1.3M · held 10+ qtrs, 4 trims in a row
$GISGENERAL MILLS INC-66%
now $1.4M · held 10+ qtrs, 4 trims in a row
$ZTSZoetis Inc.-53%
now $2.4M · held 10+ qtrs, 4 trims in a row
$DISWalt Disney Co-20%
now $8.2M · held 10+ qtrs, 2 trims in a row
+112 more in the Excel export
Sold out (24)
$XOM.R34088EXXON MOBIL CORPwas $3.2M
held 9+ qtrs
$CTRACoterra Energy Inc.was $78K
held 3 qtrs
- Schwab 5-10 Year Corp Bd ETFwas $63K
$DIODDIODES INC /DEL/was $17K
$BPOPPOPULAR, INC.was $16K
$TSCOTRACTOR SUPPLY CO /DE/was $15K
+18 more in the Excel export
Holdings by quarter
Every 13F Steigerwald, Gordon & Koch Inc. has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Steigerwald, Gordon & Koch?
Q2 2026 13F filed with the SEC on Jul 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Steigerwald, Gordon & Koch's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+3.4%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 7% over the last 4
Top 10 weight
34%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Steigerwald, Gordon & Koch Inc. disclosed 765 positions worth $1.0B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 5.2% of the equity portfolio, followed by $JPM and $RTX. During the quarter the fund opened 7 new positions and exited 24 — including a new stake in $HONA and a full exit from $XOM.R34088. The portfolio is most concentrated in Technology (28.5% of disclosed assets). All figures are sourced directly from Steigerwald, Gordon & Koch Inc.’s Form 13F-HR filing with the SEC under CIK 1731876.
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AI-Powered Hedge Fund Analysis: Steigerwald, Gordon & Koch Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Steigerwald, Gordon & Koch Inc. (SEC CIK: 1731876), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Steigerwald, Gordon & Koch Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.