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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.13T
$1.6 Million 0.18% of portfolio
2,773
Q1 2025 Added 3.47%
$363B
$1.61 Million 0.18% of portfolio
4,405
Q1 2025 Reduced 6.42%
$184B
$1.53 Million 0.17% of portfolio
18,100
Q1 2025 Reduced 29.3%
$440B
$1.35 Million 0.15% of portfolio
1,424
Q1 2025 Reduced 3.39%
$933B
$1.35 Million 0.15% of portfolio
8,630
Q1 2025 Reduced 4.85%
$155B
$1.19 Million 0.13% of portfolio
3,604
Q1 2025 Added 5.78%
$446B
$960,000 0.11% of portfolio
8,079
Q1 2025 Added 6.48%
$229B
$853,000 0.1% of portfolio
13,831
Q1 2025 Reduced 5.34%
$493B
$796,000 0.09% of portfolio
1,453
Q1 2025 Reduced 1.36%
$122B
$809,000 0.09% of portfolio
1,812
Q1 2025 Added 35.93%
$306B
$704,000 0.08% of portfolio
3,361
Q1 2025 Added 3.8%
$425B
$671,000 0.08% of portfolio
1,282
Q1 2025 Reduced 0.77%
$2.85B
$710,000 0.08% of portfolio
14,370
Q1 2025 Reduced 7.11%
$5.19B
$710,000 0.08% of portfolio
4,340
Q3 2023 Reduced 13.55%
$23.2B
$658,000 0.07% of portfolio
8,992
Q1 2025 Added 0.01%
$762B
$600,000 0.07% of portfolio
2,316
Q1 2025 Reduced 0.9%
$119B
$666,000 0.07% of portfolio
2,207
Q1 2025 Reduced 1.34%
$188B
$506,000 0.06% of portfolio
1,884
Q1 2025 Added 15.3%
$198B
$527,000 0.06% of portfolio
5,875
Q1 2025 Added 1.08%
$93.8B
$523,000 0.06% of portfolio
4,288
Q1 2025 Added 1.95%
$229B
$555,000 0.06% of portfolio
4,186
Q1 2025 Reduced 0.66%
$787B
$528,000 0.06% of portfolio
3,185
Q1 2025 Added 0.98%
$433B
$447,000 0.05% of portfolio
480
Q1 2025 Added 5.96%
$478M
$454,000 0.05% of portfolio
150,563
Q3 2023 Reduced 6.23%
$197B
$466,000 0.05% of portfolio
3,114
Q1 2025 Added 24.96%
$50.2B
$449,000 0.05% of portfolio
2,634
Q4 2024 Added 93.39%
$229B
$452,000 0.05% of portfolio
1,448
Q1 2025 Added 7.66%
$87.3B
$409,000 0.05% of portfolio
286
Q1 2024 Reduced 4.98%
$270B
$345,000 0.04% of portfolio
2,068
Q4 2024 Reduced 4.7%
$62.5B
$377,000 0.04% of portfolio
2,103
Q1 2025 Added 2.09%
$16.2B
$367,000 0.04% of portfolio
1,090
Q1 2025 Added 0.37%
$174B
$319,000 0.04% of portfolio
585
Q1 2025 Added 0.17%
$50.9B
$347,000 0.04% of portfolio
1,467
Q1 2025 Reduced 0.81%
$185B
$389,000 0.04% of portfolio
8,581
Q1 2025 Reduced 1.73%
$22B
$223,000 0.03% of portfolio
1,446
Q1 2025 New
$34.2B
$280,000 0.03% of portfolio
2,570
Q1 2025 Added 18.43%
$135B
$229,000 0.03% of portfolio
972
Q1 2025 Added 0.1%
$177B
$285,000 0.03% of portfolio
1,465
Q1 2025 Reduced 3.11%
$300B
$275,000 0.03% of portfolio
6,610
Q1 2025 Added 0.03%
$93.5B
$303,000 0.03% of portfolio
3,101
Q1 2025 Reduced 2.91%
$136B
$275,000 0.03% of portfolio
1,182
Q1 2025 Added 1.55%
$71.5B
$301,000 0.03% of portfolio
1,267
Q1 2025 Reduced 12.98%
$153B
$286,000 0.03% of portfolio
1,865
Q1 2025 Added 24.5%
$150B
$226,000 0.03% of portfolio
6,146
Q4 2024 Added 1.0%
$238B
$233,000 0.03% of portfolio
2,091
Q3 2024 Added 4.76%
$58.2B
$219,000 0.02% of portfolio
7,460
Q1 2025 Added 0.01%
$83.2B
$205,000 0.02% of portfolio
401
Q1 2025 New

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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