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CIK: 0001731876
Total reported value
$1.0B
$1.0B
124 檔
15.6%
The Q1 2024 SEC filing reveals that Steigerwald, Gordon & Koch Inc. held a total portfolio value of $1.0B, covering 124 public equity positions.
During Q1 2024, Steigerwald, Gordon & Koch Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.65% | -0.08% | -1.07% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.39% | +0.37% | -2.10% | |
| 3 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 4.33% | +0.22% | -3.29% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.24% | +0.21% | +0.22% | |
| 5 | SYK | Stryker CORP | Stock-Healthcare | 3.02% | -0.16% | +0.72% | |
| 6 | CACI | Caci International Inc -cl A | Stock-Tech | 2.90% | -0.65% | +1.34% | |
| 7 | DE | Deere & Co | Stock-Industrials | 2.88% | +0.20% | +0.02% | |
| 8 | ACN | Accenture plc | Stock-Tech | 2.87% | -0.62% | +0.32% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.75% | +0.24% | +0.84% | |
| 10 | ELV | Elevance Health Inc | Stock-Healthcare | 2.70% | +0.37% | +0.63% | |
| 11 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.66% | +0.22% | +0.36% | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 2.47% | +0.09% | +1.16% | |
| 13 | CE | Celanese CORP | Stock-Materials | 2.39% | — | -0.06% | |
| 14 | AMGN | Amgen Inc | Stock-Healthcare | 2.38% | -0.04% | +1.41% | |
| 15 | ADBE | Adobe Inc | Stock-Tech | 2.38% | -0.43% | +1.11% | |
| 16 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 2.37% | -0.32% | +1.58% | |
| 17 | WFC | Wells Fargo & Co | Stock-Financials | 2.32% | -0.03% | +0.84% | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 2.28% | +0.29% | +1.40% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 2.18% | -0.24% | +1.78% | |
| 20 | CARR | Carrier Global CORP | Stock-Industrials | 2.15% | +0.43% | +0.77% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 2.13% | -0.49% | +203.66% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.07% | -0.01% | +1.29% | |
| 23 | ZTS | Zoetis Inc | Stock-Healthcare | 2.05% | -0.64% | +3.86% | |
| 24 | SYY | Sysco CORP | Stock-Consumer Staples | 1.89% | +0.16% | +1.03% | |
| 25 | OMC | Omnicom Group | Stock-Comm Services | 1.86% | -0.18% | +1.31% | |
| 26 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.84% | -0.28% | +0.74% | |
| 27 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.69% | -0.08% | +0.28% | |
| 28 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.68% | -0.32% | +0.11% | |
| 29 | GIS | General Mills Inc | Stock-Consumer Staples | 1.67% | -0.32% | +1.73% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.63% | +0.04% | +0.94% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.60% | -0.24% | -6.45% | |
| 32 | RVTY | Revvity Inc | Stock-Healthcare | 1.49% | +0.16% | -2.71% | |
| 33 | VTR | Ventas Inc | Stock-Real Estate | 1.49% | +0.09% | -0.78% | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 1.47% | -0.22% | +32.86% | |
| 35 | MCK | Mckesson CORP | Stock-Healthcare | 1.47% | -0.53% | +173.62% | |
| 36 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.36% | -0.18% | +0.94% | |
| 37 | DOW | Dow Inc | Stock-Materials | 1.32% | -0.12% | +0.20% | |
| 38 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.32% | -0.91% | EXIT | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 1.26% | +0.03% | -8.52% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.12% | +0.75% | |
| 41 | T | At&t Inc | Stock-Comm Services | 0.90% | -0.40% | -9.94% | |
| 42 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.88% | +0.13% | -15.99% | |
| 43 | PFE | Pfizer Inc | Stock-Healthcare | 0.83% | -0.30% | +200.80% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.52% | -0.01% | — | |
| 45 | CTVA | Corteva Inc | Stock-Materials | 0.47% | -0.05% | -2.82% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.38% | +0.05% | -0.20% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.32% | +0.02% | +403.73% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.31% | +0.07% | -7.44% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.03% | -2.86% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.05% | -0.16% |
According to official SEC Form 13F filings, Steigerwald, Gordon & Koch Inc. reported a total U.S. public equity portfolio value of $1.0B across 124 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, DKS) accounted for 15.6% of total reported equity market value during Q1 2024.
During Q1 2024, Steigerwald, Gordon & Koch Inc.'s top holdings by market value included MSFT (4.7%)、AAPL (4.4%)、DKS (4.3%). The largest single position, MSFT, represented 4.7% of total portfolio value.
In Q1 2024, Steigerwald, Gordon & Koch Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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