Steigerwald, Gordon & Koch Inc.

CIK

1731876

Location

LEESBURG, VA

Portfolio Value

Mid $1,008,656,302

Diversification

Diversified

Filing Date

Global Rank

#2,511 / 8,794 ▼ 320 · as of Jun 2026

Top Industry

Drug Manufacturers - General 7.4%

Period ended 3 months ago

Filed Jul 23, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

644 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.2%

+0.3 pts

Top 5

19.3%

−0.1 pts

Top 10

34.1%

−1.0 pts

HHI

232

Diversified−1

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	24.8%	$249,992,722	100
Healthcare	15.8%	$159,614,884	74
Financial Services	14.9%	$150,571,127	83
Industrials	12.1%	$122,445,399	95
Consumer Defensive	6.9%	$69,494,652	34
Communication Services	6.4%	$64,337,272	33
Consumer Cyclical	4.9%	$49,105,078	65
Unclassified	3.7%	$36,838,757	54
Basic Materials	3.3%	$33,294,670	27
Real Estate	2.5%	$25,510,693	26
Utilities	2.4%	$23,980,134	25
Energy	2.3%	$23,470,914	28

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CDNS	Cadence Design Systems Inc	+23,857	45,605	$17,116,468
GS	Goldman Sachs Group Inc	+10,067	15,081	$15,252,470
Q	Qnity Electronics, Inc.	+3,358	102,301	$16,706,776
EDV	Vanguard World Funds Extended Duration ETF	+1,876	3,127	$494,781
IBIT	iShares Bitcoin Trust ETF	+1,700	2,650	$88,218
DVN	Devon Energy Corp/De	+1,508	2,320	$95,862
KLAC	Kla Corp	+900	1,000	$301,710
SYK	Stryker Corp	+639	70,209	$22,104,601
PANW	Palo Alto Networks Inc	+498	2,485	$847,434
BWA	Borgwarner Inc	+457	132,715	$8,812,276
BKNG	Booking Holdings Inc.	+412	450	$80,208
CVNA	Carvana Co.	+400	500	$32,910
BRK-B	Berkshire Hathaway Inc	+301	3,906	$1,954,523
TFC	Truist Financial Corp	+259	954	$47,528
INTC	Intel Corp	+245	3,665	$511,743
CVS	CVS HEALTH Corp	+235	2,481	$256,659
MRK	Merck & Co., Inc.	+218	4,655	$598,167
VB	Vanguard Morningstar Small-Cap ETF	+200	8,932	$2,807,402
REGN	Regeneron Pharmaceuticals, Inc.	+175	185	$115,354
FAST	Fastenal Co	+174	1,086	$52,160
MO	Altria Group, Inc.	+146	394	$28,348
PG	PROCTER & GAMBLE Co	+145	9,108	$1,335,597
PSA	Public Storage	+143	154	$49,019
AMZN	Amazon Com Inc	+128	13,216	$3,149,901
VZ	Verizon Communications Inc	+126	8,796	$372,422
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DD	DuPont de Nemours, Inc.	−127,803	65,479	$8,881,571
GIS	General Mills Inc	−79,977	40,983	$1,426,208
TROW	Price T Rowe Group Inc	−41,698	29,017	$3,298,942
ZTS	Zoetis Inc.	−38,729	33,674	$2,419,813
DOW	Dow Inc.	−23,363	14,692	$401,973
OTIS	Otis Worldwide Corp	−22,654	127,556	$9,133,009
DIS	Walt Disney Co	−21,242	85,249	$8,205,216
ADBE	Adobe Inc.	−16,460	6,184	$1,267,843
PFE	Pfizer Inc	−15,955	502,925	$12,110,434
OMC	Omnicom Group Inc.	−14,614	132,171	$9,626,013
UPS	United Parcel Service Inc	−10,716	45,158	$4,854,485
CHKP	Check Point Software Technologies Ltd	−8,888	114,987	$15,112,741
WMT	Walmart Inc.	−6,124	264,783	$29,989,322
RVTY	Revvity, Inc.	−4,980	103,494	$11,514,742
CTVA	Corteva, Inc.	−4,321	52,174	$4,418,616
ACN	Accenture plc	−4,285	65,885	$8,198,729
AAPL	Apple Inc.	−4,275	182,026	$52,671,043
WFC	Wells Fargo & Company/Mn	−3,464	325,174	$26,872,379
RTX	RTX Corp	−3,234	179,530	$34,062,226
FNDA	Schwab Fundamental U.S. Small Company ETF	−2,801	23,507	$779,887
SYY	Sysco Corp	−2,504	189,790	$15,862,648
VTR	Ventas, Inc.	−2,486	275,078	$24,426,926
DKS	Dick's Sporting Goods, Inc.	−2,036	125,954	$28,567,626
JPM	Jpmorgan Chase & Co	−1,893	117,984	$38,619,702
META	Meta Platforms, Inc.	−1,620	1,892	$1,065,744
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	219	$48,416
WPC	W. P. Carey Inc.	567	$40,540
SPCX	Space Exploration Technologies Corp	186	$31,779
FDXF	FedEx Freight Holding Company, Inc.	182	$27,482
SCCO	Southern Copper Corp/	50	$8,713
BP	Bp PLC	129	$4,766
GNT	GAMCO Natural Resources, Gold & Income Trust	582	$4,743
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	18,996	$3,222,861
DIOD	Diodes Inc /Del/	250	$17,065
BPOP	Popular, Inc.	118	$15,832
TSCO	Tractor Supply Co /De/	325	$14,722
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	190	$9,380
ATR	Aptargroup, Inc.	50	$6,301
CAG	Conagra Brands Inc.	400	$6,288
P	Everpure, Inc.	100	$5,904
DXC	DXC Technology Co	250	$3,142
VFC	V F Corp	150	$2,548
CBFV	CB Financial Services, Inc.	49	$1,674
SOFI	SoFi Technologies, Inc.	100	$1,588
KTB	Kontoor Brands, Inc.	21	$1,476
OTLY	Oatly Group AB	5	$50
ONL	Orion Properties Inc.	1	$2
—		2,207	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

644 tracked positions · $1,008,656,302 total · filing declares 765 positions · $1,008,882,227 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 644 positions by value · page 1 of 13

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	182,026	-4,275	$52,671,043	+11.4%	5.22%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	117,984	-1,893	$38,619,702	+9.5%	3.83%
GOOGL	Alphabet Inc. Communication Services	Reduced	99,197	-639	$35,418,729	+23.4%	3.51%
RTX	RTX Corp Industrials	Reduced	179,530	-3,234	$34,062,226	−3.4%	3.38%
DE	Deere & Co Industrials	Reduced	52,809	-1,194	$33,498,332	+10.1%	3.32%
MSFT	Microsoft Corp Technology	Added	85,142	+24	$31,759,668	+0.8%	3.15%
TRV	Travelers Companies, Inc. Financial Services	Reduced	93,276	-1,279	$30,792,273	+11.6%	3.05%
WMT	Walmart Inc. Consumer Defensive	Reduced	264,783	-6,124	$29,989,322	−10.9%	2.97%
JNJ	Johnson & Johnson Healthcare	Reduced	113,876	-966	$28,921,087	+3.0%	2.87%
DKS	Dick's Sporting Goods, Inc. Consumer Cyclical	Reduced	125,954	-2,036	$28,567,626	+12.6%	2.83%
V	Visa Inc. Financial Services	Added	82,180	+31	$28,195,136	+13.6%	2.80%
CACI	Caci International Inc /De/ Technology	Reduced	60,432	-891	$27,995,728	−16.1%	2.78%
IBM	International Business Machines Corp Technology	Reduced	97,405	-57	$27,391,260	+15.9%	2.72%
MCK	Mckesson Corp Healthcare	Reduced	36,210	-294	$27,360,276	−13.4%	2.71%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	325,174	-3,464	$26,872,379	+2.7%	2.66%
AMGN	Amgen Inc Healthcare	Reduced	70,256	-626	$25,441,102	+2.0%	2.52%
VTR	Ventas, Inc. Real Estate	Reduced	275,078	-2,486	$24,426,926	+7.6%	2.42%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	121,271	-1,461	$23,266,054	—	2.31%
SYK	Stryker Corp Healthcare	Added	70,209	+639	$22,104,601	−3.3%	2.19%
NEE	Nextera Energy Inc Utilities	Reduced	248,810	-598	$21,838,053	−5.7%	2.17%
KMI	Kinder Morgan, Inc. Energy	Reduced	680,728	-383	$21,762,874	−4.7%	2.16%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	294,831	-1,361	$21,625,853	+29.7%	2.14%
LIN	Linde PLC Basic Materials	Reduced	35,732	-2	$18,542,764	+4.7%	1.84%
KO	Coca Cola Co Consumer Defensive	Reduced	226,481	-1,390	$18,406,110	+6.2%	1.82%
ADP	Automatic Data Processing Inc Technology	Reduced	80,207	-1,047	$17,962,357	+8.8%	1.78%
ELV	Elevance Health, Inc. Healthcare	Reduced	44,876	-66	$17,354,895	+31.9%	1.72%
CDNS	Cadence Design Systems Inc Technology	Added	45,605	+23,857	$17,116,468	+183.2%	1.70%
Q	Qnity Electronics, Inc. Technology	Added	102,301	+3,358	$16,706,776	+46.3%	1.66%
SYY	Sysco Corp Consumer Defensive	Reduced	189,790	-2,504	$15,862,648	+15.6%	1.57%
GS	Goldman Sachs Group Inc Financial Services	Added	15,081	+10,067	$15,252,470	+259.6%	1.51%
CHKP	Check Point Software Technologies Ltd Technology	Reduced	114,987	-8,888	$15,112,741	−14.6%	1.50%
ORCL	Oracle Corp Technology	Reduced	86,057	-305	$12,611,653	−0.7%	1.25%
PFE	Pfizer Inc Healthcare	Reduced	502,925	-15,955	$12,110,434	−16.9%	1.20%
RVTY	Revvity, Inc. Healthcare	Reduced	103,494	-4,980	$11,514,742	+21.2%	1.14%
OMC	Omnicom Group Inc. Communication Services	Reduced	132,171	-14,614	$9,626,013	−12.9%	0.95%
OTIS	Otis Worldwide Corp Industrials	Reduced	127,556	-22,654	$9,133,009	−21.1%	0.91%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	65,479	-127,803	$8,881,571	+0.3%	0.88%
T	At&T Inc. Communication Services	Reduced	428,809	-675	$8,876,346	−28.7%	0.88%
BWA	Borgwarner Inc Consumer Cyclical	Added	132,715	+457	$8,812,276	+22.8%	0.87%
DIS	Walt Disney Co Communication Services	Reduced	85,249	-21,242	$8,205,216	−20.1%	0.81%
BA	Boeing Co Industrials	Reduced	37,888	-77	$8,201,615	+8.5%	0.81%
ACN	Accenture plc Technology	Reduced	65,885	-4,285	$8,198,729	−41.1%	0.81%
NVDA	Nvidia Corp Technology	Reduced	28,335	-59	$5,669,550	+14.5%	0.56%
UPS	United Parcel Service Inc Industrials	Reduced	45,158	-10,716	$4,854,485	−11.7%	0.48%
CTVA	Corteva, Inc. Basic Materials	Reduced	52,174	-4,321	$4,418,616	−6.6%	0.44%
CAT	Caterpillar Inc Industrials	Reduced	3,381	-36	$3,600,426	+48.7%	0.36%
PHIN	Phinia Inc. Consumer Cyclical	Reduced	41,159	-459	$3,390,266	+19.0%	0.34%
LLY	ELI LILLY & Co Healthcare	Held	2,796	0	$3,353,606	+30.4%	0.33%
TROW	Price T Rowe Group Inc Financial Services	Reduced	29,017	-41,698	$3,298,942	−48.2%	0.33%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,216	+128	$3,149,901	+15.6%	0.31%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.