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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 $896.23 million in total holdings as of March 31, 2025.
  • Steigerwald, Gordon & Koch Inc. owns shares of 118 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
  • Approximately 3.19% of the portfolio was purchased this quarter.
  • About 2.73% of the portfolio was sold this quarter.
  • This quarter, Steigerwald, Gordon & Koch Inc. has purchased 126 new stocks and bought additional shares in 42 stocks.
  • Steigerwald, Gordon & Koch Inc. sold shares of 61 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Apple
$43,808,679
Microsoft
$32,503,533
Visa
$28,546,941

Largest New Holdings this Quarter

049560105 - Atmos Energy
$223,523 Holding
666807102 - Northrop Grumman
$205,351 Holding

Largest Purchases this Quarter

LINDE PLC
21,973 shares (about $10.23M)
Alphabet
53,513 shares (about $8.28M)
Oracle
56,600 shares (about $7.91M)
AT&T
10,572 shares (about $298.98K)
Atmos Energy
1,446 shares (about $223.52K)

Largest Sales this Quarter

DOW
58,977 shares (about $2.06M)
BorgWarner
37,700 shares (about $1.08M)
DICK'S Sporting Goods
5,193 shares (about $1.05M)
Apple
3,975 shares (about $882.97K)
JPMorgan Chase & Co.
2,970 shares (about $728.54K)

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
$43,808,679$882,966 -2.0%197,2214.9%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$32,503,533$407,674 -1.2%86,5863.6%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$31,110,107$728,539 -2.3%126,8253.5%Finance
Visa Inc. stock logo
V
Visa
$28,546,941$319,618 -1.1%81,4563.2%Business Services
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$27,995,869$399,544 -1.4%122,8323.1%Computer and Technology
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$27,258,193$1,046,702 -3.7%135,2363.0%Retail/Wholesale
Deere & Company stock logo
DE
Deere & Company
$25,943,246$653,803 -2.5%55,2752.9%Industrials
Stryker Co. stock logo
SYK
Stryker
$25,442,730$347,307 -1.3%68,3492.8%Medical
RTX Co. stock logo
RTX
RTX
$25,326,023$290,881 -1.1%191,1982.8%Aerospace
McKesson Co. stock logo
MCK
McKesson
$25,143,420$66,626 -0.3%37,3612.8%Medical
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$25,126,907$241,981 -1.0%95,0122.8%Finance
Walmart Inc. stock logo
WMT
Walmart
$24,787,727$552,637 -2.2%282,3532.8%Retail/Wholesale
International Business Machines Co. stock logo
IBM
International Business Machines
$24,764,188$410,039 -1.6%99,5912.8%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$24,376,270$251,755 -1.0%79,7842.7%Business Services
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$24,252,934$280,986 -1.1%337,8322.7%Finance
CACI International Inc stock logo
CACI
CACI International
$22,939,471$153,373 0.7%62,5192.6%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$21,835,625$113,093 -0.5%70,0872.4%Medical
Accenture plc stock logo
ACN
Accenture
$21,589,521$124,505 -0.6%69,1882.4%Computer and Technology
Elevance Health, Inc. stock logo
ELV
Elevance Health
$19,374,926$39,581 0.2%44,5442.2%Medical
Carrier Global Co. stock logo
CARR
Carrier Global
$19,269,228$113,106 -0.6%303,9312.2%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$19,209,636$11,032 0.1%116,6702.1%Medical
Ventas, Inc. stock logo
VTR
Ventas
$19,099,682$10,658 -0.1%277,7732.1%Finance
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$18,994,002$116,802 -0.6%665,7552.1%Energy
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$18,632,576$12,438 -0.1%112,3532.1%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$17,385,443$20,275 0.1%245,2451.9%Utilities
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$16,036,990$18,886 -0.1%155,3971.8%Construction
The Coca-Cola Company stock logo
KO
Coca-Cola
$15,796,509$117,385 -0.7%220,5601.8%Consumer Staples
Adobe Inc. stock logo
ADBE
Adobe
$15,634,087$44,489 -0.3%40,7641.7%Computer and Technology
Sysco Co. stock logo
SYY
Sysco
$14,696,237$52,003 -0.4%195,8451.6%Consumer Staples
Omnicom Group Inc. stock logo
OMC
Omnicom Group
$13,180,276$258,762 -1.9%158,9711.5%Business Services
Pfizer Inc. stock logo
PFE
Pfizer
$12,889,605$112,560 0.9%508,6661.4%Medical
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$12,084,996$103,357 0.9%161,8241.3%Basic Materials
Revvity, Inc. stock logo
RVTY
Revvity
$12,045,667$61,047 -0.5%113,8531.3%Medical
General Mills, Inc. stock logo
GIS
General Mills
$11,824,380$189,534 -1.6%197,7651.3%Consumer Staples
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$11,541,457$13,529 0.1%104,9321.3%Transportation
AT&T Inc. stock logo
T
AT&T
$11,002,053$298,976 2.8%389,0401.2%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$10,867,644$32,966 0.3%110,1081.2%Consumer Discretionary
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$10,864,785$114,929 -1.0%118,2631.2%Finance
LINDE PLC
$10,462,745$10,231,326 4,421.1%22,4701.2%SHS
Alphabet Inc. stock logo
GOOGL
Alphabet
$10,009,498$8,275,217 477.2%64,7281.1%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$8,731,534$7,913,228 967.0%62,4531.0%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$8,398,096$117,436 -1.4%14,9460.9%ETF
The Boeing Company stock logo
BA
Boeing
$5,560,188$554,109 -9.1%32,6020.6%Aerospace
Dow Inc. stock logo
DOW
DOW
$4,401,550$2,059,472 -31.9%126,0470.5%Basic Materials
BorgWarner Inc. stock logo
BWA
BorgWarner
$3,941,221$1,080,108 -21.5%137,5640.4%Auto/Tires/Trucks
Corteva, Inc. stock logo
CTVA
Corteva
$3,694,311$283,437 -7.1%58,7050.4%Consumer Staples
Danaher Co. stock logo
DHR
Danaher
$3,353,912$205 0.0%16,3610.4%Medical
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,852,934$84,387 -2.9%27,2830.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,584,302$14,996 0.6%44,2900.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,554,694$1,652 -0.1%3,0930.3%Medical
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,522,961$9,212 0.4%23,2790.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,377,217$10,274 -0.4%12,4950.3%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,057,889$12,249 0.6%3,8640.2%Finance
PHINIA Inc. stock logo
PHIN
PHINIA
$1,854,275$26,010 -1.4%43,7020.2%Auto/Tires/Trucks
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,772,892$62,658 3.7%3,1690.2%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,710,050$20,281 -1.2%10,0340.2%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$1,614,565$110,692 -6.4%4,4050.2%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,597,994$53,593 3.5%2,7730.2%Computer and Technology
PALANTIR TECHNOLOGIES INC
$1,527,640$633,000 -29.3%18,1000.2%CL A
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,400,112$482,096 -25.6%5,0940.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,348,339$68,745 -4.9%8,6300.2%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,347,004$47,296 -3.4%1,4240.2%Retail/Wholesale
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,188,701$64,976 5.8%3,6040.1%Industrials
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$960,873$58,516 6.5%8,0790.1%Energy
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$891,573$129 0.0%6,9140.1%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$853,516$48,196 -5.3%13,8310.1%Computer and Technology
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$809,571$214,009 35.9%1,8120.1%Aerospace
Mastercard Incorporated stock logo
MA
Mastercard
$796,326$10,961 -1.4%1,4530.1%Business Services
Balchem Co. stock logo
BCPC
Balchem
$720,4400.0%4,3400.1%Basic Materials
RadNet, Inc. stock logo
RDNT
RadNet
$714,476$54,692 -7.1%14,3700.1%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$704,196$25,771 3.8%3,3610.1%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$671,493$5,238 -0.8%1,2820.1%Medical
Chubb Limited stock logo
CB
Chubb
$666,492$9,060 -1.3%2,2070.1%Finance
Fortive Co. stock logo
FTV
Fortive
$658,000$73 0.0%8,9920.1%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$600,215$5,442 -0.9%2,3160.1%Auto/Tires/Trucks
Broadcom Inc. stock logo
AVGO
Broadcom
$586,382$55,758 -8.7%3,5020.1%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$555,261$3,714 -0.7%4,1860.1%Medical
VERALTO CORP
$533,0800.0%5,4700.1%COM SHS
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$528,710$5,146 1.0%3,1850.1%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$527,332$5,655 1.1%5,8750.1%Medical
Duke Energy Co. stock logo
DUK
Duke Energy
$523,002$10,001 1.9%4,2880.1%Utilities
American Express stock logo
AXP
American Express
$506,890$67,262 15.3%1,8840.1%Finance
Evolv Technologies Holdings, Inc. stock logo
EVLV
Evolv Technologies
$469,7570.0%150,5630.1%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$466,928$93,266 25.0%3,1140.1%Consumer Staples
McDonald's Co. stock logo
MCD
McDonald's
$452,157$32,163 7.7%1,4480.1%Retail/Wholesale
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$449,4660.0%2,6340.1%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$447,614$25,178 6.0%4800.0%Consumer Discretionary
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$417,809$357,682 -46.1%8130.0%ETF
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$409,7180.0%2860.0%Retail/Wholesale
iShares Cohen & Steers REIT ETF stock logo
ICF
iShares Cohen & Steers REIT ETF
$394,653$15,075 -3.7%6,4140.0%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$389,248$6,850 -1.7%8,5810.0%Computer and Technology
Capital One Financial Co. stock logo
COF
Capital One Financial
$377,068$7,710 2.1%2,1030.0%Finance
Snap-on Incorporated stock logo
SNA
Snap-on
$367,341$1,348 0.4%1,0900.0%Consumer Discretionary
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$348,241$22,653 -6.1%3,7510.0%ETF
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$347,571$2,843 -0.8%1,4670.0%Transportation
Chevron Co. stock logo
CVX
Chevron
$345,9560.0%2,0680.0%Energy
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$319,558$546 0.2%5850.0%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$315,9110.0%4,8040.0%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$304,173$9,122 -2.9%3,1010.0%Retail/Wholesale
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$302,449$13,693 4.7%3,9980.0%ETF

Showing largest 100 holdings. View all holdings.
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