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CIK: 0001731876
Total reported value
$1.0B
$1.0B
823 檔
19.4%
According to the latest 13F quarterly dataset, Steigerwald, Gordon & Koch Inc. managed an equity portfolio of $1.0B at the end of Q3 2025, spanning 823 distinct U.S. exchange-listed positions.
In Q3 2025, Steigerwald, Gordon & Koch Inc. displayed an active expansion posture, initiating 6 new positions and adding to 22 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 823 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.71% | +0.37% | -1.78% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.28% | -0.08% | -2.13% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.74% | +0.21% | -1.98% | |
| 4 | RTX | Rtx CORP | Stock-Industrials | 3.04% | -0.24% | -1.10% | |
| 5 | CACI | Caci International Inc -cl A | Stock-Tech | 3.00% | -0.65% | -0.18% | |
| 6 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 2.82% | +0.22% | -2.11% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 2.77% | -0.49% | -0.80% | |
| 8 | MCK | Mckesson CORP | Stock-Healthcare | 2.76% | -0.53% | -0.06% | |
| 9 | ABBNY | Abb Ltd-spon Adr | Stock-Industrials | 2.71% | — | — | |
| 10 | WFC | Wells Fargo & Co | Stock-Financials | 2.69% | -0.03% | -0.90% | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 2.68% | +0.29% | -0.45% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.67% | +0.24% | -0.19% | |
| 13 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.56% | +0.22% | +0.43% | |
| 14 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 2.46% | -0.32% | +0.69% | |
| 15 | SYK | Stryker CORP | Stock-Healthcare | 2.43% | -0.16% | -0.11% | |
| 16 | DE | Deere & Co | Stock-Industrials | 2.40% | +0.20% | -0.66% | |
| 17 | ADP | Automatic Data Processing | Stock-Tech | 2.27% | +0.09% | +0.53% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 2.20% | -0.05% | +9.40% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.05% | -0.01% | +0.88% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.00% | +0.52% | +11.81% | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 1.93% | -0.04% | +0.68% | |
| 22 | VTR | Ventas Inc | Stock-Real Estate | 1.89% | +0.09% | +0.16% | |
| 23 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.82% | -0.18% | +0.13% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 1.81% | -0.22% | -0.12% | |
| 25 | CARR | Carrier Global CORP | Stock-Industrials | 1.74% | +0.43% | -0.06% | |
| 26 | ACN | Accenture plc | Stock-Tech | 1.69% | -0.62% | +1.98% | |
| 27 | ZTS | Zoetis Inc | Stock-Healthcare | 1.61% | -0.64% | -2.85% | |
| 28 | SYY | Sysco CORP | Stock-Consumer Staples | 1.55% | +0.16% | -0.12% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.43% | +0.04% | +0.73% | |
| 30 | ELV | Elevance Health Inc | Stock-Healthcare | 1.41% | +0.37% | +0.04% | |
| 31 | LIN | Linde plc | Stock-Materials | 1.38% | +0.02% | +14.49% | |
| 32 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.36% | -0.28% | -0.51% | |
| 33 | ADBE | Adobe Inc | Stock-Tech | 1.36% | -0.43% | -4.11% | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 1.24% | -0.30% | -1.86% | |
| 35 | OMC | Omnicom Group | Stock-Comm Services | 1.24% | -0.18% | -1.30% | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.23% | -0.24% | -0.26% | |
| 37 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.22% | -0.91% | EXIT | |
| 38 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.10% | -0.32% | -3.69% | |
| 39 | T | At&t Inc | Stock-Comm Services | 1.10% | -0.40% | +2.27% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.12% | -1.46% | |
| 41 | RVTY | Revvity Inc | Stock-Healthcare | 0.95% | +0.16% | -0.62% | |
| 42 | GIS | General Mills Inc | Stock-Consumer Staples | 0.88% | -0.32% | -7.88% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.72% | +0.03% | +2.69% | |
| 44 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.66% | -0.08% | -21.44% | |
| 45 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.53% | +0.13% | +0.67% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | +0.05% | +3.21% | |
| 47 | JPM 5.75 PERP DDBond | Jpmorgan Chase & Co | Bond | 0.43% | — | — | |
| 48 | CTVA | Corteva Inc | Stock-Materials | 0.38% | -0.05% | -0.15% | |
| 49 | JPM 4.75 PERP GGBond | Jpmorgan Chase & Co | Bond | 0.35% | — | — | |
| 50 | WFC 4.75 PERP ZBond | Wells Fargo & Company | Bond | 0.33% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +1.2% | +9.40% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.9% | +11.81% | Add |
| 3 | MSFT | Microsoft CORP | +0.7% | -2.13% | Trim |
| 4 | CACI | Caci International Inc -cl A | +0.4% | -0.18% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | -1.98% | Trim |
| 6 | RTX | Rtx CORP | +0.2% | -1.10% | Trim |
| 7 | LIN | Linde plc | +0.2% | +14.49% | Add |
| 8 | NVDA | Nvidia CORP | +0.2% | +3.21% | Add |
| 9 | BA | Boeing Co/the | +0.1% | +2.69% | Add |
| 10 | BWA | Borgwarner Inc | +0.1% | +0.67% | Trim |
| 11 | PLTR | Palantir Technologies Inc-a | +0.1% | -9.93% | Trim |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +9.65% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | -1.46% | Add |
| 14 | GOOG | Alphabet Inc-cl C | 0% | -3.61% | Trim |
| 15 | PHIN | Phinia Inc | 0% | -0.73% | Trim |
| 16 | DIS | Walt Disney Co/the | 0% | -0.26% | Add |
| 17 | WMT | Walmart Inc | — | -0.80% | Trim |
| 18 | WFC | Wells Fargo & Co | 0% | -0.90% | Trim |
| 19 | JNJ | Johnson & Johnson | 0% | +0.88% | Add |
| 20 | MCK | Mckesson CORP | -0.1% | -0.06% | Trim |
| 21 | IBM | Intl Business Machines CORP | -0.1% | -0.45% | Trim |
| 22 | SYY | Sysco CORP | -0.1% | -0.12% | Add |
| 23 | TROW | T Rowe Price Group Inc | -0.1% | -3.69% | Trim |
| 24 | NEE | Nextera Energy Inc | -0.1% | -0.12% | Add |
| 25 | 6D8 | Dupont De Nemours Inc | -0.1% | -0.13% | Add |
| 26 | AAPL | Apple Inc | -0.2% | -1.78% | Trim |
| 27 | DKS | Dick's Sporting Goods Inc | -0.2% | -2.11% | Trim |
| 28 | TRV | Travelers Cos Inc/the | -0.2% | +0.43% | Add |
| 29 | DOW | Dow Inc | -0.3% | -22.18% | Trim |
| 30 | KO | Coca-cola Co/the | -0.3% | +0.73% | Add |
| 31 | ADBE | Adobe Inc | -0.4% | -4.11% | Trim |
| 32 | RVTY | Revvity Inc | -0.4% | -0.62% | Trim |
| 33 | CARR | Carrier Global CORP | -0.4% | -0.06% | Add |
| 34 | OTIS | Otis Worldwide CORP | -0.4% | -0.51% | Trim |
| 35 | GIS | General Mills Inc | -0.4% | -7.88% | Trim |
| 36 | ADP | Automatic Data Processing | -0.5% | +0.53% | Add |
| 37 | DE | Deere & Co | -0.5% | -0.66% | Trim |
| 38 | AMGN | Amgen Inc | -0.5% | +0.68% | Add |
| 39 | V | Visa Inc-class A Shares | -0.5% | -0.19% | Add |
| 40 | ZTS | Zoetis Inc | -0.5% | -2.85% | Trim |
| 41 | UPS | United Parcel Service-cl B | -0.6% | -21.44% | Trim |
| 42 | CHKP | Check Point Software Technologies Ltd. | -0.7% | +0.69% | Add |
| 43 | ACN | Accenture plc | -0.7% | +1.98% | Add |
| 44 | ELV | Elevance Health Inc | -0.8% | +0.04% | Add |
| 45 | ABBNY | Abb Ltd-spon Adr | — | NEW | New buy |
| 46 | JPM 5.75 PERP DDBond | Jpmorgan Chase & Co | — | NEW | New buy |
| 47 | JPM 4.75 PERP GGBond | Jpmorgan Chase & Co | — | NEW | New buy |
| 48 | WFC 4.75 PERP ZBond | Wells Fargo & Company | — | NEW | New buy |
| 49 | WFC 5.625 PERP YBond | Wells Fargo & Company | — | NEW | New buy |
| 50 | ACLLY | Accelleron Industries AG | — | 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 823 disclosed positions in Q3 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 19.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
ABBNY
市值: $28.2M
Top Position Liquidated / Trimmed
AAPL
前期市值: $43.8M
During Q3 2025, Steigerwald, Gordon & Koch Inc.'s top holdings by market value included AAPL (4.7%)、MSFT (4.3%)、JPM (3.7%). The largest single position, AAPL, represented 4.7% of total portfolio value.
In Q3 2025, Steigerwald, Gordon & Koch Inc. made 50 total portfolio adjustments, initiating 6 new buys, adding to 22 positions, trimming 22 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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