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Steigerwald, Gordon & Koch Inc. Top Holdings and 13F Report (2025)

About Steigerwald, Gordon & Koch Inc.

Investment Activity

  • Steigerwald, Gordon & Koch Inc. has $885.11 million in total holdings as of December 31, 2024.
  • Steigerwald, Gordon & Koch Inc. owns shares of 126 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
  • Approximately 1.01% of the portfolio was purchased this quarter.
  • About 1.36% of the portfolio was sold this quarter.
  • This quarter, Steigerwald, Gordon & Koch Inc. has purchased 128 new stocks and bought additional shares in 41 stocks.
  • Steigerwald, Gordon & Koch Inc. sold shares of 61 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Apple
$50,383,517
Microsoft
$36,953,833
Walmart
$26,079,388

Largest New Holdings this Quarter

BLACKROCK INC
$224,499 Holding
Salesforce
$211,645 Holding

Largest Purchases this Quarter

Pfizer
46,760 shares (about $1.24M)
McKesson
1,452 shares (about $827.52K)
NextEra Energy
8,441 shares (about $605.14K)
United Parcel Service
4,754 shares (about $599.48K)
DuPont de Nemours
7,522 shares (about $573.55K)

Largest Sales this Quarter

DICK'S Sporting Goods
8,457 shares (about $1.94M)
Apple
4,403 shares (about $1.10M)
Walmart
9,936 shares (about $897.72K)
JPMorgan Chase & Co.
3,216 shares (about $770.91K)
PALANTIR TECHNOLOGIES INC
9,400 shares (about $710.92K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSteigerwald, Gordon & Koch Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$50,383,517$1,102,600 -2.1%201,1965.7%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$36,953,833$472,081 -1.3%87,6724.2%Computer and Technology
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$32,135,801$1,935,302 -5.7%140,4293.6%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$31,113,328$770,912 -2.4%129,7953.5%Finance
Walmart Inc. stock logo
WMT
Walmart
$26,079,388$897,719 -3.3%288,6482.9%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$26,031,732$155,177 -0.6%82,3682.9%Business Services
CACI International Inc stock logo
CACI
CACI International
$25,092,530$402,444 -1.6%62,1012.8%Computer and Technology
Stryker Co. stock logo
SYK
Stryker
$24,945,041$343,128 -1.4%69,2822.8%Medical
Accenture plc stock logo
ACN
Accenture
$24,480,120$305,707 -1.2%69,5872.8%Computer and Technology
Deere & Company stock logo
DE
Deere & Company
$24,010,442$414,806 -1.7%56,6682.7%Industrial Products
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$24,004,291$274,850 1.2%341,7462.7%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$23,596,630$514,918 -2.1%80,6082.7%Business Services
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$23,260,020$253,725 1.1%124,5852.6%Computer and Technology
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$23,108,075$129,359 -0.6%95,9272.6%Finance
RTX Co. stock logo
RTX
RTX
$22,379,630$225,308 1.0%193,3942.5%Aerospace
International Business Machines Co. stock logo
IBM
International Business Machines
$22,255,598$70,785 -0.3%101,2402.5%Computer and Technology
McKesson Co. stock logo
MCK
McKesson
$21,349,233$827,525 4.0%37,4602.4%Medical
Carrier Global Co. stock logo
CARR
Carrier Global
$20,868,144$297,887 -1.4%305,7152.4%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$18,998,231$393,967 2.1%116,6032.1%Medical
Amgen Inc. stock logo
AMGN
Amgen
$18,362,209$113,119 0.6%70,4502.1%Medical
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$18,353,868$367,325 2.0%669,8492.1%Oils/Energy
Adobe Inc. stock logo
ADBE
Adobe
$18,178,812$306,834 1.7%40,8802.1%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$17,561,174$605,137 3.6%244,9592.0%Utilities
Elevance Health, Inc. stock logo
ELV
Elevance Health
$16,399,063$450,805 2.8%44,4531.9%Medical
Ventas, Inc. stock logo
VTR
Ventas
$16,367,190$82,505 0.5%277,9281.8%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$16,259,456$192,491 1.2%112,4281.8%Medical
Sysco Co. stock logo
SYY
Sysco
$15,027,303$31,349 0.2%196,5381.7%Consumer Staples
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$14,408,310$86,405 0.6%155,5801.6%Construction
Omnicom Group Inc. stock logo
OMC
Omnicom Group
$13,946,460$107,206 0.8%162,0921.6%Business Services
The Coca-Cola Company stock logo
KO
Coca-Cola
$13,834,112$68,361 0.5%222,1991.6%Consumer Staples
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$13,515,933$170,993 1.3%119,5141.5%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$13,377,080$1,240,544 10.2%504,2241.5%Medical
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$13,216,440$599,481 4.8%104,8091.5%Transportation
General Mills, Inc. stock logo
GIS
General Mills
$12,813,642$71,104 0.6%200,9351.4%Consumer Staples
Revvity, Inc. stock logo
RVTY
Revvity
$12,771,616$5,915 0.0%114,4301.4%Medical
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$12,233,565$573,553 4.9%160,4401.4%Basic Materials
The Walt Disney Company stock logo
DIS
Walt Disney
$12,223,341$318,238 2.7%109,7741.4%Consumer Discretionary
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$8,921,924$143,646 1.6%15,1551.0%ETF
AT&T Inc. stock logo
T
AT&T
$8,617,722$157,500 1.9%378,4681.0%Computer and Technology
Celanese Co. stock logo
CE
Celanese
$7,499,710$494,301 -6.2%108,3610.8%Basic Materials
Dow Inc. stock logo
DOW
DOW
$7,425,034$256,030 -3.3%185,0240.8%Basic Materials
The Boeing Company stock logo
BA
Boeing
$6,345,718$671,194 -9.6%35,8510.7%Aerospace
BorgWarner Inc. stock logo
BWA
BorgWarner
$5,571,660$137,301 -2.4%175,2640.6%Auto/Tires/Trucks
Danaher Co. stock logo
DHR
Danaher
$3,755,514$67,030 -1.8%16,3600.4%Multi-Sector Conglomerates
Corteva, Inc. stock logo
CTVA
Corteva
$3,600,391$28,936 -0.8%63,2090.4%Consumer Staples
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,236,563$36,640 -1.1%28,0900.4%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,114,835$306,192 -9.0%23,1940.4%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,753,251$58,141 -2.1%12,5490.3%Retail/Wholesale
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,743,752$28,601 -1.0%44,0330.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,389,408$28,565 -1.2%3,0950.3%Medical
PHINIA Inc. stock logo
PHIN
PHINIA
$2,134,682$4,576 -0.2%44,3150.2%Auto/Tires/Trucks
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,123,132$45,624 -2.1%11,2150.2%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,984,897$138,549 7.5%6,8480.2%ETF
PALANTIR TECHNOLOGIES INC
$1,936,128$710,922 -26.9%25,6000.2%CL A
The Home Depot, Inc. stock logo
HD
Home Depot
$1,831,265$9,726 -0.5%4,7070.2%Retail/Wholesale
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,791,873$229,186 14.7%3,0570.2%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,741,048$37,169 -2.1%3,8410.2%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$1,727,313$12,760 0.7%9,0700.2%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,702,240$19,616 -1.1%10,1530.2%Consumer Staples
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,569,432$9,955 0.6%2,6800.2%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,350,736$5,498 -0.4%1,4740.2%Retail/Wholesale
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,236,266$43,906 -3.4%3,4070.1%Industrial Products
RadNet, Inc. stock logo
RDNT
RadNet
$1,080,4250.0%15,4700.1%Medical
Oracle Co. stock logo
ORCL
Oracle
$975,372$2,833 -0.3%5,8530.1%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$943,774$93,691 -9.0%2,3370.1%Auto/Tires/Trucks
Broadcom Inc. stock logo
AVGO
Broadcom
$889,248$9,507 -1.1%3,8350.1%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$882,101$3,062 0.3%6,9130.1%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$865,041$18,885 -2.1%14,6120.1%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$816,140$8,498 -1.0%7,5870.1%Oils/Energy
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$813,573$2,157 0.3%1,5090.1%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$776,076$2,634 -0.3%1,4730.1%Business Services
Balchem Co. stock logo
BCPC
Balchem
$707,3980.0%4,3400.1%Basic Materials
Fortive Co. stock logo
FTV
Fortive
$674,344$13,425 -2.0%8,9910.1%Computer and Technology
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$670,6370.0%2,4860.1%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$653,761$4,048 -0.6%1,2920.1%Medical
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$647,790$9,719 -1.5%1,3330.1%Aerospace
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$622,883$19,749 -3.1%3,1540.1%Computer and Technology
Chubb Limited stock logo
CB
Chubb
$618,083$2,210 -0.4%2,2370.1%Finance
Evolv Technologies Holdings, Inc. stock logo
EVLV
Evolv Technologies
$594,7240.0%150,5630.1%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$578,257$1,691 -0.3%5,8120.1%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$575,497$19,017 -3.2%3,2380.1%Medical
VERALTO CORP
$557,143$8,352 -1.5%5,4700.1%COM SHS
American Express stock logo
AXP
American Express
$484,955$1,187 0.2%1,6340.1%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$479,283$231,453 93.4%2,6340.1%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$476,728$3,733 -0.8%4,2140.1%Medical
Duke Energy Co. stock logo
DUK
Duke Energy
$453,257$11,423 -2.5%4,2060.1%Utilities
Marriott International, Inc. stock logo
MAR
Marriott International
$406,2110.0%1,4560.0%Consumer Discretionary
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$405,6520.0%3,9950.0%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$403,7680.0%4530.0%Consumer Discretionary
iShares Cohen & Steers REIT ETF stock logo
ICF
iShares Cohen & Steers REIT ETF
$401,271$2,712 -0.7%6,6590.0%ETF
McDonald's Co. stock logo
MCD
McDonald's
$390,102$22,333 -5.4%1,3450.0%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$379,083$3,803 -1.0%2,4920.0%Consumer Staples
Snap-on Incorporated stock logo
SNA
Snap-on
$368,6750.0%1,0860.0%Consumer Discretionary
Capital One Financial Co. stock logo
COF
Capital One Financial
$367,3390.0%2,0600.0%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$349,206$2,879 0.8%8,7320.0%Computer and Technology
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$347,232$23,477 -6.3%1,4790.0%Transportation
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$339,1390.0%2860.0%Retail/Wholesale
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$334,7820.0%5840.0%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$331,1880.0%4,8040.0%ETF
Chevron Co. stock logo
CVX
Chevron
$299,529$14,774 -4.7%2,0680.0%Oils/Energy

Showing largest 100 holdings. View all holdings.
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