Steigerwald, Gordon & Koch Inc.
Top Portfolio Positions
608 positions ·
$941,233,470 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
186,301 | $47,281,330 | 5.02% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
119,877 | $35,263,018 | 3.75% | |
| RTX |
RTX Corp
Industrials
|
182,764 | $35,255,175 | 3.75% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
270,907 | $33,668,321 | 3.58% | |
| CACI |
Caci International Inc /De/
Technology
|
61,323 | $33,351,740 | 3.54% | |
| MCK |
Mckesson Corp
Healthcare
|
36,504 | $31,589,101 | 3.36% | |
| MSFT |
Microsoft Corp
Technology
|
85,118 | $31,508,130 | 3.35% | |
| DE |
Deere & Co
Industrials
|
54,003 | $30,419,889 | 3.23% | |
| JNJ |
Johnson & Johnson
Healthcare
|
114,842 | $28,071,978 | 2.98% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
94,555 | $27,579,802 | 2.93% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SUN
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,671 | 626 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $32,808 | 626 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $31,306 | 626 | Shares | Sole | 2025-10-23 | |
| No 13F history on record for this holder in this stock. | ||||||