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CIK: 0001731876
Total reported value
$1.0B
$1.0B
118 檔
16.3%
As reported in its official Q1 2025 Form 13F filing, Steigerwald, Gordon & Koch Inc.'s tracked investment portfolio stood at $1.0B with 118 total positions.
In Q1 2025, Steigerwald, Gordon & Koch Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.89% | +0.37% | -1.98% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.63% | -0.08% | -1.24% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.47% | +0.21% | -2.29% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 3.19% | +0.24% | -1.11% | |
| 5 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 3.12% | -0.32% | -1.41% | |
| 6 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 3.04% | +0.22% | -3.70% | |
| 7 | DE | Deere & Co | Stock-Industrials | 2.89% | +0.20% | -2.46% | |
| 8 | SYK | Stryker CORP | Stock-Healthcare | 2.84% | -0.16% | -1.35% | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 2.83% | -0.24% | -1.14% | |
| 10 | MCK | Mckesson CORP | Stock-Healthcare | 2.81% | -0.53% | -0.26% | |
| 11 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.80% | +0.22% | -0.95% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 2.77% | -0.49% | -2.18% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 2.76% | +0.29% | -1.63% | |
| 14 | ADP | Automatic Data Processing | Stock-Tech | 2.72% | +0.09% | -1.02% | |
| 15 | WFC | Wells Fargo & Co | Stock-Financials | 2.71% | -0.03% | -1.15% | |
| 16 | CACI | Caci International Inc -cl A | Stock-Tech | 2.56% | -0.65% | +0.67% | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 2.44% | -0.04% | -0.52% | |
| 18 | ACN | Accenture plc | Stock-Tech | 2.41% | -0.62% | -0.57% | |
| 19 | ELV | Elevance Health Inc | Stock-Healthcare | 2.16% | +0.37% | +0.20% | |
| 20 | CARR | Carrier Global CORP | Stock-Industrials | 2.15% | +0.43% | -0.58% | |
| 21 | ZTS | Zoetis Inc | Stock-Healthcare | 2.14% | -0.64% | +0.06% | |
| 22 | VTR | Ventas Inc | Stock-Real Estate | 2.13% | +0.09% | -0.06% | |
| 23 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.12% | -0.18% | -0.61% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.08% | -0.01% | -0.07% | |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 1.94% | -0.22% | +0.12% | |
| 26 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.79% | -0.28% | -0.12% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.76% | +0.04% | -0.74% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 1.74% | -0.43% | -0.28% | |
| 29 | SYY | Sysco CORP | Stock-Consumer Staples | 1.64% | +0.16% | -0.35% | |
| 30 | OMC | Omnicom Group | Stock-Comm Services | 1.47% | -0.18% | -1.93% | |
| 31 | PFE | Pfizer Inc | Stock-Healthcare | 1.44% | -0.30% | +0.88% | |
| 32 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.35% | -0.91% | EXIT | |
| 33 | RVTY | Revvity Inc | Stock-Healthcare | 1.34% | +0.16% | -0.50% | |
| 34 | GIS | General Mills Inc | Stock-Consumer Staples | 1.32% | -0.32% | -1.58% | |
| 35 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.29% | -0.08% | +0.12% | |
| 36 | T | At&t Inc | Stock-Comm Services | 1.23% | -0.40% | +2.79% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.21% | -0.24% | +0.30% | |
| 38 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.21% | -0.32% | -1.05% | |
| 39 | LIN | Linde plc | Stock-Materials | 1.17% | +0.02% | +4421.13% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | +0.52% | +477.16% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.97% | -0.05% | +967.03% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.12% | -1.38% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.62% | +0.03% | -9.06% | |
| 44 | DOW | Dow Inc | Stock-Materials | 0.49% | -0.12% | -31.88% | |
| 45 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.44% | +0.13% | -21.51% | |
| 46 | CTVA | Corteva Inc | Stock-Materials | 0.41% | -0.05% | -7.13% | |
| 47 | DHR | Danaher CORP | Stock-Healthcare | 0.37% | -0.01% | +0.01% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.32% | +0.05% | -2.87% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.29% | +0.02% | +0.58% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.07% | -0.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 4 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 5 | CHKP | Check Point Software Technologies Ltd. | — | NEW | New buy |
| 6 | DKS | Dick's Sporting Goods Inc | — | NEW | New buy |
| 7 | DE | Deere & Co | — | NEW | New buy |
| 8 | SYK | Stryker CORP | — | NEW | New buy |
| 9 | RTX | Rtx CORP | — | NEW | New buy |
| 10 | MCK | Mckesson CORP | — | NEW | New buy |
| 11 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 12 | WMT | Walmart Inc | — | NEW | New buy |
| 13 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 14 | ADP | Automatic Data Processing | — | NEW | New buy |
| 15 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 16 | CACI | Caci International Inc -cl A | — | NEW | New buy |
| 17 | AMGN | Amgen Inc | — | NEW | New buy |
| 18 | ACN | Accenture plc | — | NEW | New buy |
| 19 | ELV | Elevance Health Inc | — | NEW | New buy |
| 20 | CARR | Carrier Global CORP | — | NEW | New buy |
| 21 | ZTS | Zoetis Inc | — | NEW | New buy |
| 22 | VTR | Ventas Inc | — | NEW | New buy |
| 23 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 24 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 25 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 26 | OTIS | Otis Worldwide CORP | — | NEW | New buy |
| 27 | KO | Coca-cola Co/the | — | NEW | New buy |
| 28 | ADBE | Adobe Inc | — | NEW | New buy |
| 29 | SYY | Sysco CORP | — | NEW | New buy |
| 30 | OMC | Omnicom Group | — | NEW | New buy |
| 31 | PFE | Pfizer Inc | — | NEW | New buy |
| 32 | 6D8 | Dupont De Nemours Inc | — | NEW | New buy |
| 33 | RVTY | Revvity Inc | — | NEW | New buy |
| 34 | GIS | General Mills Inc | — | NEW | New buy |
| 35 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 36 | T | At&t Inc | — | NEW | New buy |
| 37 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 38 | TROW | T Rowe Price Group Inc | — | NEW | New buy |
| 39 | LIN | Linde plc | — | NEW | New buy |
| 40 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 41 | ORCL | Oracle CORP | — | NEW | New buy |
| 42 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 43 | BA | Boeing Co/the | — | NEW | New buy |
| 44 | DOW | Dow Inc | — | NEW | New buy |
| 45 | BWA | Borgwarner Inc | — | NEW | New buy |
| 46 | CTVA | Corteva Inc | — | NEW | New buy |
| 47 | DHR | Danaher CORP | — | NEW | New buy |
| 48 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 49 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 50 | LLY | Eli Lilly & Co | — | NEW | New buy |
According to official SEC Form 13F filings, Steigerwald, Gordon & Koch Inc. reported a total U.S. public equity portfolio value of $1.0B across 118 disclosed positions in Q1 2025.
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, JPM) accounted for 16.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $43.8M
During Q1 2025, Steigerwald, Gordon & Koch Inc.'s top holdings by market value included AAPL (4.9%)、MSFT (3.6%)、JPM (3.5%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q1 2025, Steigerwald, Gordon & Koch Inc. made 50 total portfolio adjustments, initiating 50 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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