Steigerwald, Gordon & Koch Inc. Portfolio Holdings

Steigerwald, Gordon & Koch Inc.

  • $908 Million
  • Q3 2024

Steigerwald, Gordon & Koch Inc. has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $908 Million distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $47.9M, Microsoft Corp with a value of $38.2M, Dick'S Sporting Goods, Inc. with a value of $31.1M, Jpmorgan Chase & CO with a value of $28M, and Caci International Inc with a value of $27M.

Examining the 13F form we can see an increase of $82.5M in the current position value, from $826M to 908M.

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

Portfolio value $908 Million
Technology: $215 Million
Healthcare: $167 Million
Industrials: $135 Million
Financial Services: $110 Million
Consumer Defensive: $73.8 Million
Consumer Cyclical: $44.6 Million
Basic Materials: $44.3 Million
Communication Services: $41 Million
Other: $77.4 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.9B
$15.7 Million 1.73% of portfolio
115,503
Q3 2024 Added 2.39%
$7.8B
$6.52 Million 0.72% of portfolio
179,583
Q3 2024 Added 3.78%
$4.71B
$1.07 Million 0.12% of portfolio
15,470
Q2 2024 Added 153.86%
$5.72B
$763,000 0.08% of portfolio
4,340
Q3 2023 Reduced 13.55%

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $908 Million
  • Prior Value $826 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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