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CIK: 0001731876
Total reported value
$1.0B
$1.0B
124 檔
17.8%
In Q2 2025, Steigerwald, Gordon & Koch Inc.'s U.S. equity holdings reached a combined market value of $1.0B, distributed across 124 disclosed stock positions.
In Q2 2025, Steigerwald, Gordon & Koch Inc. displayed an active expansion posture, initiating 0 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.62% | -0.08% | +1.64% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.25% | +0.37% | -0.48% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.85% | +0.21% | -0.63% | |
| 4 | CACI | Caci International Inc -cl A | Stock-Tech | 3.16% | -0.65% | +0.38% | |
| 5 | IBM | Intl Business Machines CORP | Stock-Tech | 3.09% | +0.29% | -0.09% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.06% | +0.24% | +0.20% | |
| 7 | DE | Deere & Co | Stock-Industrials | 2.95% | +0.20% | -0.32% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 2.95% | -0.24% | +0.04% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.91% | -0.49% | -0.16% | |
| 10 | MCK | Mckesson CORP | Stock-Healthcare | 2.87% | -0.53% | -0.46% | |
| 11 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 2.87% | -0.32% | +0.07% | |
| 12 | SYK | Stryker CORP | Stock-Healthcare | 2.86% | -0.16% | +0.17% | |
| 13 | WFC | Wells Fargo & Co | Stock-Financials | 2.85% | -0.03% | -0.18% | |
| 14 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 2.81% | +0.22% | -0.26% | |
| 15 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.68% | +0.22% | +0.04% | |
| 16 | ADP | Automatic Data Processing | Stock-Tech | 2.60% | +0.09% | +0.35% | |
| 17 | CARR | Carrier Global CORP | Stock-Industrials | 2.35% | +0.43% | +0.22% | |
| 18 | ACN | Accenture plc | Stock-Tech | 2.21% | -0.62% | +1.37% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 2.09% | -0.04% | +1.09% | |
| 20 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.08% | -0.18% | +0.75% | |
| 21 | ZTS | Zoetis Inc | Stock-Healthcare | 1.94% | -0.64% | +0.98% | |
| 22 | VTR | Ventas Inc | Stock-Real Estate | 1.87% | +0.09% | +1.14% | |
| 23 | ELV | Elevance Health Inc | Stock-Healthcare | 1.87% | +0.37% | +2.37% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.84% | -0.01% | +1.77% | |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 1.83% | -0.22% | +2.17% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 1.72% | -0.05% | +19.34% | |
| 27 | ADBE | Adobe Inc | Stock-Tech | 1.70% | -0.43% | +2.50% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.67% | +0.04% | +1.30% | |
| 29 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.63% | -0.28% | +0.15% | |
| 30 | SYY | Sysco CORP | Stock-Consumer Staples | 1.57% | +0.16% | +0.52% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.47% | -0.24% | +2.32% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.43% | +0.52% | +18.53% | |
| 33 | PFE | Pfizer Inc | Stock-Healthcare | 1.33% | -0.30% | +1.91% | |
| 34 | LIN | Linde plc | Stock-Materials | 1.31% | +0.02% | +17.98% | |
| 35 | OMC | Omnicom Group | Stock-Comm Services | 1.22% | -0.18% | +1.02% | |
| 36 | T | At&t Inc | Stock-Comm Services | 1.22% | -0.40% | +2.36% | |
| 37 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.19% | -0.91% | EXIT | |
| 38 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.19% | -0.32% | -1.52% | |
| 39 | RVTY | Revvity Inc | Stock-Healthcare | 1.16% | +0.16% | +0.00% | |
| 40 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.12% | -0.08% | +0.44% | |
| 41 | GIS | General Mills Inc | Stock-Consumer Staples | 1.08% | -0.32% | -0.48% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.12% | +4.19% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.75% | +0.03% | +3.72% | |
| 44 | CTVA | Corteva Inc | Stock-Materials | 0.46% | -0.05% | -1.06% | |
| 45 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.44% | +0.13% | -9.27% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | +0.05% | -0.61% | |
| 47 | DHR | Danaher CORP | Stock-Healthcare | 0.34% | -0.01% | -0.11% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.32% | +0.05% | +2.38% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.30% | +0.02% | +2.77% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | +0.03% | -1.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1% | +1.64% | Add |
| 2 | ORCL | Oracle CORP | +0.8% | +19.34% | Add |
| 3 | CACI | Caci International Inc -cl A | +0.6% | +0.38% | Add |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | -0.63% | Trim |
| 5 | IBM | Intl Business Machines CORP | +0.3% | -0.09% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +18.53% | Add |
| 7 | DIS | Walt Disney Co/the | +0.3% | +2.32% | Add |
| 8 | CARR | Carrier Global CORP | +0.2% | +0.22% | Add |
| 9 | WMT | Walmart Inc | +0.1% | -0.16% | Trim |
| 10 | WFC | Wells Fargo & Co | +0.1% | -0.18% | Trim |
| 11 | LIN | Linde plc | +0.1% | +17.98% | Add |
| 12 | BA | Boeing Co/the | +0.1% | +3.72% | Add |
| 13 | RTX | Rtx CORP | +0.1% | +0.04% | Add |
| 14 | NVDA | Nvidia CORP | +0.1% | -0.61% | Trim |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.19% | Add |
| 16 | MCK | Mckesson CORP | +0.1% | -0.46% | Trim |
| 17 | DE | Deere & Co | +0.1% | -0.32% | Trim |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +10.60% | Add |
| 19 | CTVA | Corteva Inc | +0.1% | -1.06% | Trim |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | -16.57% | Trim |
| 21 | EVLV | Evolv Technologies Holdings | 0% | -13.28% | Trim |
| 22 | SYK | Stryker CORP | 0% | +0.17% | Add |
| 23 | AMZN | Amazon.com Inc | 0% | -1.00% | Trim |
| 24 | AVGO | Broadcom Inc | 0% | -6.85% | Trim |
| 25 | T | At&t Inc | 0% | +2.36% | Add |
| 26 | TROW | T Rowe Price Group Inc | 0% | -1.52% | Trim |
| 27 | UNH | Unitedhealth Group Inc | 0% | -11.31% | Trim |
| 28 | KMI | Kinder Morgan, Inc. | 0% | +0.75% | Add |
| 29 | ADBE | Adobe Inc | 0% | +2.50% | Add |
| 30 | LLY | Eli Lilly & Co | 0% | -4.69% | Trim |
| 31 | PFE | Pfizer Inc | -0.1% | +1.91% | Add |
| 32 | ADP | Automatic Data Processing | -0.1% | +0.35% | Add |
| 33 | TRV | Travelers Cos Inc/the | -0.1% | +0.04% | Add |
| 34 | V | Visa Inc-class A Shares | -0.1% | +0.20% | Add |
| 35 | 6D8 | Dupont De Nemours Inc | -0.2% | +1.31% | Add |
| 36 | OTIS | Otis Worldwide CORP | -0.2% | +0.15% | Add |
| 37 | UPS | United Parcel Service-cl B | -0.2% | +0.44% | Add |
| 38 | RVTY | Revvity Inc | -0.2% | +0.00% | Add |
| 39 | ZTS | Zoetis Inc | -0.2% | +0.98% | Add |
| 40 | ACN | Accenture plc | -0.2% | +1.37% | Add |
| 41 | DOW | Dow Inc | -0.2% | -23.61% | Trim |
| 42 | DKS | Dick's Sporting Goods Inc | -0.2% | -0.26% | Trim |
| 43 | GIS | General Mills Inc | -0.2% | -0.48% | Trim |
| 44 | JNJ | Johnson & Johnson | -0.2% | +1.77% | Add |
| 45 | OMC | Omnicom Group | -0.3% | +1.02% | Add |
| 46 | CHKP | Check Point Software Technologies Ltd. | -0.3% | +0.07% | Add |
| 47 | VTR | Ventas Inc | -0.3% | +1.14% | Add |
| 48 | ELV | Elevance Health Inc | -0.3% | +2.37% | Add |
| 49 | AMGN | Amgen Inc | -0.4% | +1.09% | Add |
| 50 | AAPL | Apple Inc | -0.6% | -0.48% | 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 124 disclosed positions in Q2 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 MSFT, AAPL, JPM) accounted for 17.8% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
AAPL
前期市值: $43.8M
During Q2 2025, Steigerwald, Gordon & Koch Inc.'s top holdings by market value included MSFT (4.6%)、AAPL (4.3%)、JPM (3.9%). The largest single position, MSFT, represented 4.6% of total portfolio value.
In Q2 2025, Steigerwald, Gordon & Koch Inc. made 50 total portfolio adjustments, initiating 0 new buys, adding to 31 positions, trimming 19 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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