Steigerwald, Gordon & Koch Inc. has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $932 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $43.8M, Apple Inc. with a value of $40.3M, Jpmorgan Chase & CO with a value of $36.5M, International Business Machines Corp with a value of $29.3M, and Visa Inc. with a value of $29M.

Examining the 13F form we can see an increase of $44.3M in the current position value, from $888M to 932M.

Below you can find more details about Steigerwald, Gordon & Koch Inc. portfolio as well as his latest detailed transactions.

Portfolio value $932 Million
Technology: $231 Million
Healthcare: $162 Million
Industrials: $141 Million
Financial Services: $135 Million
Consumer Defensive: $71.9 Million
Communication Services: $55.6 Million
Consumer Cyclical: $37.6 Million
ETFs: $23.3 Million
Other: $75.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $932 Million
  • Prior Value $888 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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