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CIK: 0001731876
Total reported value
$1.0B
$1.0B
126 檔
17.5%
According to the latest 13F quarterly dataset, Steigerwald, Gordon & Koch Inc. managed an equity portfolio of $1.0B at the end of Q4 2024, spanning 126 distinct U.S. exchange-listed positions.
During Q4 2024, Steigerwald, Gordon & Koch Inc. performed routine portfolio adjustments (1 new buys, 25 additions, 24 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.69% | +0.37% | -2.14% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.18% | -0.08% | -1.26% | |
| 3 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 3.63% | +0.22% | -5.68% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.52% | +0.21% | -2.42% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 2.95% | -0.49% | -3.33% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.94% | +0.24% | -0.59% | |
| 7 | CACI | Caci International Inc -cl A | Stock-Tech | 2.83% | -0.65% | -1.58% | |
| 8 | SYK | Stryker CORP | Stock-Healthcare | 2.82% | -0.16% | -1.36% | |
| 9 | ACN | Accenture plc | Stock-Tech | 2.77% | -0.62% | -1.23% | |
| 10 | DE | Deere & Co | Stock-Industrials | 2.71% | +0.20% | -1.70% | |
| 11 | WFC | Wells Fargo & Co | Stock-Financials | 2.71% | -0.03% | +1.16% | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 2.67% | +0.09% | -2.14% | |
| 13 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 2.63% | -0.32% | +1.10% | |
| 14 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.61% | +0.22% | -0.56% | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 2.53% | -0.24% | +1.02% | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 2.51% | +0.29% | -0.32% | |
| 17 | MCK | Mckesson CORP | Stock-Healthcare | 2.41% | -0.53% | +4.03% | |
| 18 | CARR | Carrier Global CORP | Stock-Industrials | 2.36% | +0.43% | -1.41% | |
| 19 | ZTS | Zoetis Inc | Stock-Healthcare | 2.15% | -0.64% | +2.12% | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 2.07% | -0.04% | +0.62% | |
| 21 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.07% | -0.18% | +2.04% | |
| 22 | ADBE | Adobe Inc | Stock-Tech | 2.05% | -0.43% | +1.72% | |
| 23 | NEE | Nextera Energy Inc | Stock-Utilities | 1.98% | -0.22% | +3.57% | |
| 24 | ELV | Elevance Health Inc | Stock-Healthcare | 1.85% | +0.37% | +2.83% | |
| 25 | VTR | Ventas Inc | Stock-Real Estate | 1.85% | +0.09% | +0.51% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.84% | -0.01% | +1.20% | |
| 27 | SYY | Sysco CORP | Stock-Consumer Staples | 1.70% | +0.16% | +0.21% | |
| 28 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.63% | -0.28% | +0.60% | |
| 29 | OMC | Omnicom Group | Stock-Comm Services | 1.58% | -0.18% | +0.77% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.56% | +0.04% | +0.50% | |
| 31 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.53% | -0.32% | +1.28% | |
| 32 | PFE | Pfizer Inc | Stock-Healthcare | 1.51% | -0.30% | +10.22% | |
| 33 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.49% | -0.08% | +4.75% | |
| 34 | GIS | General Mills Inc | Stock-Consumer Staples | 1.45% | -0.32% | +0.56% | |
| 35 | RVTY | Revvity Inc | Stock-Healthcare | 1.44% | +0.16% | -0.05% | |
| 36 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.38% | -0.91% | EXIT | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.38% | -0.24% | +2.67% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.12% | +1.64% | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.97% | -0.40% | +1.86% | |
| 40 | CE | Celanese CORP | Stock-Materials | 0.85% | — | -6.18% | |
| 41 | DOW | Dow Inc | Stock-Materials | 0.84% | -0.12% | -3.33% | |
| 42 | BA | Boeing Co/the | Stock-Industrials | 0.72% | +0.03% | -9.57% | |
| 43 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.63% | +0.13% | -2.40% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.42% | -0.01% | -1.75% | |
| 45 | CTVA | Corteva Inc | Stock-Materials | 0.41% | -0.05% | -0.80% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.37% | +0.05% | -1.12% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | +0.05% | -8.95% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.03% | -2.07% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.31% | +0.02% | -1.03% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | +0.07% | -1.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | +0.6% | +1.16% | Add |
| 2 | KMI | Kinder Morgan, Inc. | +0.5% | +2.04% | Add |
| 3 | MCK | Mckesson CORP | +0.5% | +4.03% | Add |
| 4 | AAPL | Apple Inc | +0.5% | -2.14% | Trim |
| 5 | V | Visa Inc-class A Shares | +0.5% | -0.59% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +0.5% | -2.42% | Trim |
| 7 | WMT | Walmart Inc | +0.3% | -3.33% | Trim |
| 8 | DIS | Walt Disney Co/the | +0.3% | +2.67% | Add |
| 9 | DKS | Dick's Sporting Goods Inc | +0.2% | -5.68% | Trim |
| 10 | ADP | Automatic Data Processing | +0.2% | -2.14% | Trim |
| 11 | TRV | Travelers Cos Inc/the | +0.2% | -0.56% | Trim |
| 12 | TROW | T Rowe Price Group Inc | +0.1% | +1.28% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | -26.86% | Trim |
| 14 | T | At&t Inc | +0.1% | +1.86% | Add |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | +1.64% | Add |
| 16 | BA | Boeing Co/the | +0.1% | -9.57% | Trim |
| 17 | SYK | Stryker CORP | +0.1% | -1.36% | Trim |
| 18 | ACN | Accenture plc | +0.1% | -1.23% | Trim |
| 19 | AMZN | Amazon.com Inc | +0.1% | -2.07% | Trim |
| 20 | CHKP | Check Point Software Technologies Ltd. | 0% | +1.10% | Add |
| 21 | TSLA | Tesla Inc | 0% | -9.03% | Trim |
| 22 | GOOG | Alphabet Inc-cl C | 0% | +0.74% | Add |
| 23 | SYY | Sysco CORP | 0% | +0.21% | Add |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +14.67% | Add |
| 25 | BLK | Blackrock Inc | 0% | NEW | New buy |
| 26 | GOOGL | Alphabet Inc-cl A | 0% | -2.10% | Trim |
| 27 | AVGO | Broadcom Inc | 0% | -1.06% | Trim |
| 28 | MSFT | Microsoft CORP | 0% | -1.26% | Trim |
| 29 | RTX | Rtx CORP | — | +1.02% | Add |
| 30 | UPS | United Parcel Service-cl B | — | +4.75% | Add |
| 31 | LLY | Eli Lilly & Co | 0% | -1.18% | Trim |
| 32 | VTR | Ventas Inc | -0.1% | +0.51% | Add |
| 33 | BWA | Borgwarner Inc | -0.1% | -2.40% | Trim |
| 34 | DHR | Danaher CORP | -0.1% | -1.75% | Trim |
| 35 | 6D8 | Dupont De Nemours Inc | -0.1% | +4.92% | Add |
| 36 | JNJ | Johnson & Johnson | -0.1% | +1.20% | Add |
| 37 | OTIS | Otis Worldwide CORP | -0.1% | +0.60% | Add |
| 38 | RVTY | Revvity Inc | -0.2% | -0.05% | Trim |
| 39 | GIS | General Mills Inc | -0.2% | +0.56% | Add |
| 40 | KO | Coca-cola Co/the | -0.2% | +0.50% | Add |
| 41 | NEE | Nextera Energy Inc | -0.2% | +3.57% | Add |
| 42 | ADBE | Adobe Inc | -0.2% | +1.72% | Add |
| 43 | OMC | Omnicom Group | -0.2% | +0.77% | Add |
| 44 | ZTS | Zoetis Inc | -0.3% | +2.12% | Add |
| 45 | DOW | Dow Inc | -0.3% | -3.33% | Trim |
| 46 | CARR | Carrier Global CORP | -0.4% | -1.41% | Trim |
| 47 | AMGN | Amgen Inc | -0.4% | +0.62% | Add |
| 48 | ELV | Elevance Health Inc | -0.6% | +2.83% | Add |
| 49 | CACI | Caci International Inc -cl A | -0.6% | -1.58% | Trim |
| 50 | CE | Celanese CORP | -0.9% | -6.18% | Trim |
According to official SEC Form 13F filings, Steigerwald, Gordon & Koch Inc. reported a total U.S. public equity portfolio value of $1.0B across 126 disclosed positions in Q4 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, DKS) accounted for 17.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $224.5K
Top Position Liquidated / Trimmed
AAPL
前期市值: $47.9M
During Q4 2024, Steigerwald, Gordon & Koch Inc.'s top holdings by market value included AAPL (5.7%)、MSFT (4.2%)、DKS (3.6%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q4 2024, Steigerwald, Gordon & Koch Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 25 positions, trimming 24 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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