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CIK: 0001731876
Total reported value
$1.0B
$1.0B
128 檔
17.6%
During the Q3 2024 filing period, Steigerwald, Gordon & Koch Inc. (CIK: 0001731876) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 128 reported positions.
In Q3 2024, Steigerwald, Gordon & Koch Inc. displayed an active expansion posture, initiating 1 new positions and adding to 43 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.22% | +0.37% | +0.55% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.17% | -0.08% | +0.40% | |
| 3 | CACI | Caci International Inc -cl A | Stock-Tech | 3.47% | -0.65% | +1.12% | |
| 4 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 3.39% | +0.22% | -0.57% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.06% | +0.21% | +1.35% | |
| 6 | SYK | Stryker CORP | Stock-Healthcare | 2.77% | -0.16% | +1.61% | |
| 7 | CARR | Carrier Global CORP | Stock-Industrials | 2.72% | +0.43% | +1.48% | |
| 8 | ACN | Accenture plc | Stock-Tech | 2.72% | -0.62% | +3.21% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.63% | -0.49% | +2.23% | |
| 10 | DE | Deere & Co | Stock-Industrials | 2.62% | +0.20% | +1.41% | |
| 11 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 2.59% | -0.32% | +2.68% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 2.53% | -0.24% | +4.11% | |
| 13 | ADP | Automatic Data Processing | Stock-Tech | 2.49% | +0.09% | +1.67% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.48% | +0.24% | +2.70% | |
| 15 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.46% | +0.22% | +1.93% | |
| 16 | AMGN | Amgen Inc | Stock-Healthcare | 2.46% | -0.04% | +2.15% | |
| 17 | ELV | Elevance Health Inc | Stock-Healthcare | 2.45% | +0.37% | +2.03% | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 2.45% | +0.29% | +2.28% | |
| 19 | ZTS | Zoetis Inc | Stock-Healthcare | 2.43% | -0.64% | +4.77% | |
| 20 | ADBE | Adobe Inc | Stock-Tech | 2.27% | -0.43% | +3.30% | |
| 21 | NEE | Nextera Energy Inc | Stock-Utilities | 2.18% | -0.22% | +4.19% | |
| 22 | WFC | Wells Fargo & Co | Stock-Financials | 2.08% | -0.03% | +3.58% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.96% | -0.01% | +2.85% | |
| 24 | MCK | Mckesson CORP | Stock-Healthcare | 1.94% | -0.53% | +6.52% | |
| 25 | VTR | Ventas Inc | Stock-Real Estate | 1.93% | +0.09% | +2.36% | |
| 26 | OMC | Omnicom Group | Stock-Comm Services | 1.81% | -0.18% | +2.62% | |
| 27 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.75% | -0.28% | +2.30% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.73% | +0.04% | +2.21% | |
| 29 | CE | Celanese CORP | Stock-Materials | 1.71% | — | +2.39% | |
| 30 | SYY | Sysco CORP | Stock-Consumer Staples | 1.67% | +0.16% | +2.04% | |
| 31 | GIS | General Mills Inc | Stock-Consumer Staples | 1.61% | -0.32% | +2.29% | |
| 32 | RVTY | Revvity Inc | Stock-Healthcare | 1.59% | +0.16% | +1.74% | |
| 33 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.58% | -0.18% | +6.16% | |
| 34 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.49% | -0.08% | +7.19% | |
| 35 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.49% | -0.91% | EXIT | |
| 36 | PFE | Pfizer Inc | Stock-Healthcare | 1.44% | -0.30% | +10.10% | |
| 37 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.40% | -0.32% | +2.81% | |
| 38 | DOW | Dow Inc | Stock-Materials | 1.14% | -0.12% | +3.22% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.12% | -0.24% | +3.32% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.12% | +0.51% | |
| 41 | T | At&t Inc | Stock-Comm Services | 0.89% | -0.40% | +3.47% | |
| 42 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.71% | +0.13% | +3.78% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.66% | +0.03% | -3.11% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.50% | -0.01% | +0.29% | |
| 45 | CTVA | Corteva Inc | Stock-Materials | 0.41% | -0.05% | -1.54% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.36% | +0.05% | +0.42% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | +0.05% | +3.26% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | +0.07% | +0.42% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.30% | +0.02% | +1.12% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | +0.03% | +2.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CARR | Carrier Global CORP | +0.4% | +1.48% | Add |
| 2 | IBM | Intl Business Machines CORP | +0.4% | +2.28% | Add |
| 3 | RTX | Rtx CORP | +0.3% | +4.11% | Add |
| 4 | VTR | Ventas Inc | +0.3% | +2.36% | Add |
| 5 | WMT | Walmart Inc | +0.2% | +2.23% | Add |
| 6 | NEE | Nextera Energy Inc | +0.2% | +4.19% | Add |
| 7 | CACI | Caci International Inc -cl A | +0.2% | +1.12% | Add |
| 8 | ACN | Accenture plc | +0.2% | +3.21% | Add |
| 9 | CHKP | Check Point Software Technologies Ltd. | +0.2% | +2.68% | Add |
| 10 | RVTY | Revvity Inc | +0.2% | +1.74% | Add |
| 11 | ADP | Automatic Data Processing | +0.2% | +1.67% | Add |
| 12 | ZTS | Zoetis Inc | +0.1% | +4.77% | Add |
| 13 | TRV | Travelers Cos Inc/the | +0.1% | +1.93% | Add |
| 14 | GIS | General Mills Inc | +0.1% | +2.29% | Add |
| 15 | OMC | Omnicom Group | +0.1% | +2.62% | Add |
| 16 | 6D8 | Dupont De Nemours Inc | +0.1% | +8.04% | Add |
| 17 | KMI | Kinder Morgan, Inc. | +0.1% | +6.16% | Add |
| 18 | KO | Coca-cola Co/the | +0.1% | +2.21% | Add |
| 19 | T | At&t Inc | +0.1% | +3.47% | Add |
| 20 | DE | Deere & Co | +0.1% | +1.41% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | +2.85% | Add |
| 22 | BWA | Borgwarner Inc | 0% | +3.78% | Add |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +18.06% | Add |
| 24 | PFE | Pfizer Inc | 0% | +10.10% | Add |
| 25 | IEFA | Ishares Core Msci Eafe ETF | 0% | NEW | New buy |
| 26 | AAPL | Apple Inc | 0% | +0.55% | Add |
| 27 | SYY | Sysco CORP | 0% | +2.04% | Add |
| 28 | HD | Home Depot Inc | 0% | -0.42% | Trim |
| 29 | PHIN | Phinia Inc | 0% | -1.35% | Trim |
| 30 | DHR | Danaher CORP | — | +0.29% | Add |
| 31 | IJR | Ishares Core S&p Small-cap E | — | +0.42% | Add |
| 32 | OTIS | Otis Worldwide CORP | 0% | +2.30% | Add |
| 33 | CTVA | Corteva Inc | 0% | -1.54% | Trim |
| 34 | INTC | Intel CORP | 0% | EXIT | Sold out |
| 35 | IVV | Ishares Core S&p 500 ETF | 0% | +0.51% | Add |
| 36 | DOW | Dow Inc | -0.1% | +3.22% | Add |
| 37 | UPS | United Parcel Service-cl B | -0.1% | +7.19% | Add |
| 38 | SYK | Stryker CORP | -0.1% | +1.61% | Add |
| 39 | V | Visa Inc-class A Shares | -0.1% | +2.70% | Add |
| 40 | AMGN | Amgen Inc | -0.1% | +2.15% | Add |
| 41 | CE | Celanese CORP | -0.1% | +2.39% | Add |
| 42 | JPM | Jpmorgan Chase & Co | -0.2% | +1.35% | Add |
| 43 | TROW | T Rowe Price Group Inc | -0.2% | +2.81% | Add |
| 44 | BA | Boeing Co/the | -0.2% | -3.11% | Trim |
| 45 | WFC | Wells Fargo & Co | -0.3% | +3.58% | Add |
| 46 | ELV | Elevance Health Inc | -0.3% | +2.03% | Add |
| 47 | ADBE | Adobe Inc | -0.3% | +3.30% | Add |
| 48 | MCK | Mckesson CORP | -0.5% | +6.52% | Add |
| 49 | DKS | Dick's Sporting Goods Inc | -0.5% | -0.57% | Trim |
| 50 | MSFT | Microsoft CORP | -0.6% | +0.40% | Add |
According to official SEC Form 13F filings, Steigerwald, Gordon & Koch Inc. reported a total U.S. public equity portfolio value of $1.0B across 128 disclosed positions in Q3 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 AAPL, MSFT, CACI) accounted for 17.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
IEFA
市值: $297.9K
Top Position Liquidated / Trimmed
INTC
前期市值: $252.9K
During Q3 2024, Steigerwald, Gordon & Koch Inc.'s top holdings by market value included AAPL (5.2%)、MSFT (4.2%)、CACI (3.5%). The largest single position, AAPL, represented 5.2% of total portfolio value.
In Q3 2024, Steigerwald, Gordon & Koch Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 43 positions, trimming 5 holdings, and fully liquidating 1 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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