Steigerwald, Gordon & Koch Inc. Portfolio Holdings

Steigerwald, Gordon & Koch Inc.

  • $932 Million
  • Q2 2025

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
$713B
$2.3 Million 0.25% of portfolio
2,948
Q2 2025 Reduced 4.69%
$1.72T
$2.26 Million 0.24% of portfolio
3,067
Q2 2025 Added 10.6%
$319B
$2.06 Million 0.22% of portfolio
15,100
Q2 2025 Reduced 16.57%
$0
$1.86 Million 0.2% of portfolio
3,005
Q2 2025 Reduced 5.18%
$641B
$1.89 Million 0.2% of portfolio
3,884
Q2 2025 Added 0.52%
$0
$1.55 Million 0.17% of portfolio
5,094
Q1 2025 Reduced 25.61%
$378B
$1.59 Million 0.17% of portfolio
9,964
Q2 2025 Reduced 0.7%
$425B
$1.6 Million 0.17% of portfolio
4,357
Q2 2025 Reduced 1.09%
$1.46T
$1.52 Million 0.16% of portfolio
8,595
Q2 2025 Reduced 0.41%
$221B
$1.41 Million 0.15% of portfolio
3,627
Q2 2025 Added 0.64%
$433B
$1.4 Million 0.15% of portfolio
1,412
Q2 2025 Reduced 0.84%
$136B
$899,000 0.1% of portfolio
3,262
Q2 2025 Reduced 6.85%
$0
$921,000 0.1% of portfolio
6,913
Q2 2025 Reduced 0.01%
$276B
$939,000 0.1% of portfolio
13,536
Q2 2025 Reduced 2.13%
$557B
$807,000 0.09% of portfolio
1,437
Q2 2025 Reduced 1.1%
$120B
$829,000 0.09% of portfolio
1,792
Q2 2025 Reduced 1.1%
$1.19B
$814,000 0.09% of portfolio
130,563
Q2 2025 Reduced 13.28%
$1.3T
$715,000 0.08% of portfolio
3,160
Q2 2025 Reduced 0.78%
$562B
$658,000 0.07% of portfolio
492
Q2 2025 Added 2.5%
$372B
$609,000 0.07% of portfolio
3,283
Q2 2025 Reduced 2.32%
$115B
$636,000 0.07% of portfolio
2,197
Q2 2025 Reduced 0.45%
$1.1T
$643,000 0.07% of portfolio
2,025
Q2 2025 Reduced 12.56%
$4.13B
$579,000 0.06% of portfolio
10,175
Q2 2025 Reduced 29.19%
$59.1B
$526,000 0.06% of portfolio
2,574
Q2 2025 Reduced 2.28%
$5.09B
$598,000 0.06% of portfolio
3,760
Q2 2025 Reduced 13.36%
$242B
$586,000 0.06% of portfolio
1,839
Q2 2025 Reduced 2.39%
$231B
$567,000 0.06% of portfolio
4,176
Q2 2025 Reduced 0.24%
$0
$443,000 0.05% of portfolio
781
Q2 2025 Reduced 3.94%
$85.4B
$472,000 0.05% of portfolio
2,223
Q2 2025 Added 5.71%
$16.9B
$468,000 0.05% of portfolio
8,991
Q2 2025 Reduced 0.01%
$92.7B
$504,000 0.05% of portfolio
4,277
Q2 2025 Reduced 0.26%
$17.1B
$348,000 0.04% of portfolio
1,120
Q2 2025 Added 2.75%
$261B
$414,000 0.04% of portfolio
585
Q1 2025 Added 0.17%
$325B
$354,000 0.04% of portfolio
1,137
Q2 2025 Reduced 11.31%
$0
$349,000 0.04% of portfolio
4,804
Q4 2020 New
$183B
$369,000 0.04% of portfolio
8,541
Q2 2025 Reduced 0.47%
$0
$372,000 0.04% of portfolio
6,084
Q2 2025 Reduced 5.14%
$0
$412,000 0.04% of portfolio
3,751
Q1 2025 Reduced 6.11%
$230B
$418,000 0.04% of portfolio
1,432
Q2 2025 Reduced 1.1%
$6.71B
$346,000 0.04% of portfolio
3,840
Q2 2025 Added 1,242.66%
$85.7B
$331,000 0.04% of portfolio
1,214
Q2 2025 Reduced 4.18%
$63.3B
$355,000 0.04% of portfolio
1,387
Q2 2025 Reduced 5.45%
$214B
$382,000 0.04% of portfolio
4,837
Q2 2025 Reduced 17.67%
$197B
$392,000 0.04% of portfolio
2,969
Q2 2025 Reduced 4.66%
$275B
$253,000 0.03% of portfolio
2,091
Q3 2024 Added 4.76%
$404B
$312,000 0.03% of portfolio
6,611
Q2 2025 Added 0.02%
$177B
$282,000 0.03% of portfolio
1,453
Q2 2025 Reduced 0.82%
$33.9B
$267,000 0.03% of portfolio
2,570
Q1 2025 Added 18.43%
$303B
$273,000 0.03% of portfolio
1,908
Q2 2025 Reduced 7.74%

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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