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CIK: 0001731876
Total reported value
$1.0B
$1.0B
123 檔
16.7%
According to the latest 13F quarterly dataset, Steigerwald, Gordon & Koch Inc. managed an equity portfolio of $1.0B at the end of Q2 2024, spanning 123 distinct U.S. exchange-listed positions.
During Q2 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 | AAPL | Apple Inc | Stock-Tech | 5.21% | +0.37% | -0.70% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.78% | -0.08% | -0.49% | |
| 3 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 3.89% | +0.22% | -3.14% | |
| 4 | CACI | Caci International Inc -cl A | Stock-Tech | 3.25% | -0.65% | +1.35% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.21% | +0.21% | +0.80% | |
| 6 | SYK | Stryker CORP | Stock-Healthcare | 2.84% | -0.16% | +1.94% | |
| 7 | ELV | Elevance Health Inc | Stock-Healthcare | 2.78% | +0.37% | +1.14% | |
| 8 | ADBE | Adobe Inc | Stock-Tech | 2.61% | -0.43% | +2.82% | |
| 9 | AMGN | Amgen Inc | Stock-Healthcare | 2.59% | -0.04% | +1.86% | |
| 10 | DE | Deere & Co | Stock-Industrials | 2.57% | +0.20% | +0.78% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.56% | +0.24% | +1.72% | |
| 12 | ACN | Accenture plc | Stock-Tech | 2.51% | -0.62% | +2.57% | |
| 13 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 2.40% | -0.32% | +3.14% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 2.39% | -0.49% | +2.54% | |
| 15 | MCK | Mckesson CORP | Stock-Healthcare | 2.39% | -0.53% | +53.85% | |
| 16 | WFC | Wells Fargo & Co | Stock-Financials | 2.34% | -0.03% | +1.39% | |
| 17 | ADP | Automatic Data Processing | Stock-Tech | 2.34% | +0.09% | +1.85% | |
| 18 | CARR | Carrier Global CORP | Stock-Industrials | 2.33% | +0.43% | +2.74% | |
| 19 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.33% | +0.22% | +1.72% | |
| 20 | ZTS | Zoetis Inc | Stock-Healthcare | 2.29% | -0.64% | +12.08% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 2.23% | -0.24% | +2.45% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 2.08% | +0.29% | +3.52% | |
| 23 | NEE | Nextera Energy Inc | Stock-Utilities | 1.94% | -0.22% | +22.76% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.91% | -0.01% | +2.90% | |
| 25 | CE | Celanese CORP | Stock-Materials | 1.84% | — | +1.06% | |
| 26 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.76% | -0.28% | +1.72% | |
| 27 | OMC | Omnicom Group | Stock-Comm Services | 1.70% | -0.18% | +1.61% | |
| 28 | VTR | Ventas Inc | Stock-Real Estate | 1.68% | +0.09% | -1.65% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.67% | +0.04% | +1.32% | |
| 30 | SYY | Sysco CORP | Stock-Consumer Staples | 1.66% | +0.16% | +2.47% | |
| 31 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.60% | -0.32% | +3.50% | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.55% | -0.08% | +2.03% | |
| 33 | GIS | General Mills Inc | Stock-Consumer Staples | 1.49% | -0.32% | +1.95% | |
| 34 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.49% | -0.18% | +3.94% | |
| 35 | RVTY | Revvity Inc | Stock-Healthcare | 1.43% | +0.16% | -1.46% | |
| 36 | PFE | Pfizer Inc | Stock-Healthcare | 1.41% | -0.30% | +73.24% | |
| 37 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.38% | -0.91% | EXIT | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.24% | -0.24% | -1.33% | |
| 39 | DOW | Dow Inc | Stock-Materials | 1.19% | -0.12% | +1.30% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +0.12% | +4.87% | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.90% | +0.03% | -22.29% | |
| 42 | T | At&t Inc | Stock-Comm Services | 0.83% | -0.40% | -12.98% | |
| 43 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.67% | +0.13% | -15.11% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.50% | -0.01% | -0.01% | |
| 45 | CTVA | Corteva Inc | Stock-Materials | 0.42% | -0.05% | -0.86% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | +0.05% | +917.32% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.37% | +0.05% | +3.35% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | +0.07% | -1.67% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.31% | +0.02% | +3.09% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | +0.03% | +0.59% |
According to official SEC Form 13F filings, Steigerwald, Gordon & Koch Inc. reported a total U.S. public equity portfolio value of $1.0B across 123 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, DKS) accounted for 16.7% of total reported equity market value during Q2 2024.
During Q2 2024, Steigerwald, Gordon & Koch Inc.'s top holdings by market value included AAPL (5.2%)、MSFT (4.8%)、DKS (3.9%). The largest single position, AAPL, represented 5.2% of total portfolio value.
In Q2 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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