Steigerwald, Gordon & Koch Inc. Portfolio Holdings

Steigerwald, Gordon & Koch Inc.

  • $888 Million
  • Q1 2025

Steigerwald, Gordon & Koch Inc. has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $888 Million distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $43.8M, Microsoft Corp with a value of $32.5M, Jpmorgan Chase & CO with a value of $31.1M, Visa Inc. with a value of $28.5M, and Check Point Software Technologies LTD with a value of $28M.

Examining the 13F form we can see an increase of $3.85M in the current position value, from $884M to 888M.

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

Portfolio value $888 Million
Technology: $209 Million
Healthcare: $165 Million
Industrials: $132 Million
Financial Services: $125 Million
Consumer Defensive: $70.6 Million
Communication Services: $49 Million
Consumer Cyclical: $37.5 Million
Basic Materials: $20.9 Million
Other: $78.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.25T
$43.8 Million 4.93% of portfolio
197,221
Q1 2025 Reduced 1.98%
$2.89T
$32.5 Million 3.66% of portfolio
86,586
Q1 2025 Reduced 1.24%
$688B
$31.1 Million 3.5% of portfolio
126,825
Q1 2025 Reduced 2.29%
$548B
$28.5 Million 3.21% of portfolio
81,456
Q1 2025 Reduced 1.11%
$27.6B
$28 Million 3.15% of portfolio
122,832
Q1 2025 Reduced 1.41%
$10.3B
$27.3 Million 3.07% of portfolio
135,236
Q1 2025 Reduced 3.7%
$10.1B
$26.7 Million 3.01% of portfolio
62,519
Q1 2025 Added 0.67%
$141B
$25.9 Million 2.92% of portfolio
55,275
Q1 2025 Reduced 2.46%
$134B
$25.4 Million 2.86% of portfolio
68,349
Q1 2025 Reduced 1.35%
$190B
$25.3 Million 2.85% of portfolio
191,198
Q1 2025 Reduced 1.14%
$58.8B
$25.1 Million 2.83% of portfolio
95,012
Q1 2025 Reduced 0.95%
$99.7B
$25.1 Million 2.83% of portfolio
37,361
Q1 2025 Reduced 0.26%
$257B
$24.8 Million 2.79% of portfolio
282,353
Q1 2025 Reduced 2.18%
$214B
$24.8 Million 2.79% of portfolio
99,591
Q1 2025 Reduced 1.63%
$125B
$24.4 Million 2.74% of portfolio
79,784
Q1 2025 Reduced 1.02%
$239B
$24.3 Million 2.73% of portfolio
337,832
Q1 2025 Reduced 1.15%
$183B
$21.6 Million 2.43% of portfolio
69,188
Q1 2025 Reduced 0.57%
$50.7B
$19.3 Million 2.17% of portfolio
303,931
Q1 2025 Reduced 0.58%
$105B
$19.2 Million 2.17% of portfolio
44,544
Q1 2025 Added 0.2%
$70.6B
$19.2 Million 2.16% of portfolio
116,670
Q1 2025 Added 0.06%
$26.9B
$19.1 Million 2.15% of portfolio
277,773
Q1 2025 Reduced 0.06%
$60.2B
$19 Million 2.14% of portfolio
665,755
Q1 2025 Reduced 0.61%
$404B
$18.6 Million 2.1% of portfolio
112,353
Q1 2025 Reduced 0.07%
$133B
$17.4 Million 1.96% of portfolio
245,245
Q1 2025 Added 0.12%
$41B
$16 Million 1.81% of portfolio
155,397
Q1 2025 Reduced 0.12%
$313B
$15.8 Million 1.78% of portfolio
220,560
Q1 2025 Reduced 0.74%
$163B
$15.6 Million 1.76% of portfolio
40,764
Q1 2025 Reduced 0.28%
$36.4B
$14.7 Million 1.65% of portfolio
195,845
Q1 2025 Reduced 0.35%
$15.3B
$13.8 Million 1.55% of portfolio
113,853
Q1 2025 Reduced 0.5%
$15.6B
$13.2 Million 1.48% of portfolio
158,971
Q1 2025 Reduced 1.93%
$124B
$12.9 Million 1.45% of portfolio
508,666
Q1 2025 Added 0.88%
$30.5B
$12.1 Million 1.36% of portfolio
161,824
Q1 2025 Added 0.86%
$35B
$11.8 Million 1.33% of portfolio
197,765
Q1 2025 Reduced 1.58%
$72B
$11.5 Million 1.3% of portfolio
104,932
Q1 2025 Added 0.12%
$194B
$11 Million 1.24% of portfolio
389,040
Q1 2025 Added 2.79%
$20.2B
$10.9 Million 1.22% of portfolio
118,263
Q1 2025 Reduced 1.05%
$154B
$10.9 Million 1.22% of portfolio
110,108
Q1 2025 Added 0.3%
$931B
$9.99 Million 1.12% of portfolio
64,728
Q1 2025 Added 477.16%
$363B
$8.73 Million 0.98% of portfolio
62,453
Q1 2025 Added 967.03%
$0
$8.34 Million 0.94% of portfolio
14,946
Q1 2025 Reduced 1.38%
$94.9B
$5.56 Million 0.63% of portfolio
32,602
Q1 2025 Reduced 9.06%
$20.3B
$4.4 Million 0.5% of portfolio
126,047
Q1 2025 Reduced 31.88%
$6.19B
$3.94 Million 0.44% of portfolio
137,564
Q1 2025 Reduced 21.51%
$43.3B
$3.69 Million 0.42% of portfolio
58,705
Q1 2025 Reduced 7.13%
$140B
$3.35 Million 0.38% of portfolio
16,361
Q1 2025 Added 0.01%
$0
$2.84 Million 0.32% of portfolio
27,283
Q1 2025 Reduced 2.87%
$717B
$2.55 Million 0.29% of portfolio
3,093
Q1 2025 Reduced 0.06%
$0
$2.58 Million 0.29% of portfolio
44,290
Q1 2025 Added 0.58%
$276B
$2.52 Million 0.28% of portfolio
23,279
Q1 2025 Added 0.37%

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $888 Million
  • Prior Value $884 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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