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CIK: 0001731876
Total reported value
$1.0B
$1.0B
924 檔
19.6%
During the Q4 2025 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 924 reported positions.
In Q4 2025, Steigerwald, Gordon & Koch Inc. adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 924 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.92% | +0.37% | -2.12% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | -0.08% | -1.56% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.73% | +0.21% | -2.46% | |
| 4 | RTX | Rtx CORP | Stock-Industrials | 3.25% | -0.24% | -2.26% | |
| 5 | CACI | Caci International Inc -cl A | Stock-Tech | 3.15% | -0.65% | -1.54% | |
| 6 | WFC | Wells Fargo & Co | Stock-Financials | 2.94% | -0.03% | -1.55% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 2.92% | -0.49% | -2.46% | |
| 8 | MCK | Mckesson CORP | Stock-Healthcare | 2.88% | -0.53% | -1.44% | |
| 9 | IBM | Intl Business Machines CORP | Stock-Tech | 2.75% | +0.29% | -2.40% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.73% | +0.52% | +5.79% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.72% | +0.24% | -0.67% | |
| 12 | ABBNY | Abb Ltd-spon Adr | Stock-Industrials | 2.70% | — | -2.81% | |
| 13 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.63% | +0.22% | -1.09% | |
| 14 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 2.43% | +0.22% | -3.03% | |
| 15 | DE | Deere & Co | Stock-Industrials | 2.42% | +0.20% | -1.12% | |
| 16 | SYK | Stryker CORP | Stock-Healthcare | 2.31% | -0.16% | +0.20% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.27% | -0.01% | -0.93% | |
| 18 | AMGN | Amgen Inc | Stock-Healthcare | 2.22% | -0.04% | -1.07% | |
| 19 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 2.20% | -0.32% | -0.40% | |
| 20 | VTR | Ventas Inc | Stock-Real Estate | 2.05% | +0.09% | -1.83% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 1.98% | +0.09% | -0.35% | |
| 22 | NEE | Nextera Energy Inc | Stock-Utilities | 1.90% | -0.22% | -1.62% | |
| 23 | ACN | Accenture plc | Stock-Tech | 1.86% | -0.62% | +0.86% | |
| 24 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.77% | -0.18% | +0.06% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 1.65% | -0.05% | +8.42% | |
| 26 | ELV | Elevance Health Inc | Stock-Healthcare | 1.53% | +0.37% | -0.12% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.51% | +0.04% | -0.03% | |
| 28 | CARR | Carrier Global CORP | Stock-Industrials | 1.51% | +0.43% | -2.34% | |
| 29 | LIN | Linde plc | Stock-Materials | 1.40% | +0.02% | +12.35% | |
| 30 | SYY | Sysco CORP | Stock-Consumer Staples | 1.35% | +0.16% | -3.09% | |
| 31 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.27% | -0.28% | -2.53% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 1.23% | -0.43% | -8.97% | |
| 33 | PFE | Pfizer Inc | Stock-Healthcare | 1.22% | -0.30% | +0.63% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.22% | -0.24% | -0.36% | |
| 35 | OMC | Omnicom Group | Stock-Comm Services | 1.17% | -0.18% | -4.87% | |
| 36 | ZTS | Zoetis Inc | Stock-Healthcare | 1.09% | -0.64% | -21.38% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.12% | +1.02% | |
| 38 | RVTY | Revvity Inc | Stock-Healthcare | 1.02% | +0.16% | -3.12% | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.99% | -0.40% | +1.82% | |
| 40 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.99% | -0.32% | -10.43% | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.74% | +0.03% | +2.38% | |
| 42 | GIS | General Mills Inc | Stock-Consumer Staples | 0.69% | -0.32% | -15.02% | |
| 43 | Q | Qnity Electronics Inc | Stock-Tech | 0.67% | +0.49% | — | |
| 44 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.66% | -0.91% | EXIT | |
| 45 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.57% | -0.08% | -27.35% | |
| 46 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.54% | +0.13% | -0.09% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | +0.05% | +20.13% | |
| 48 | JPM 5.75 PERP DDBond | Jpmorgan Chase & Co | Bond | 0.42% | — | -1.84% | |
| 49 | CTVA | Corteva Inc | Stock-Materials | 0.36% | -0.05% | -2.46% | |
| 50 | DHR | Danaher CORP | Stock-Healthcare | 0.35% | -0.01% | -1.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | +5.79% | Add |
| 2 | AMGN | Amgen Inc | +0.3% | -1.07% | Trim |
| 3 | WFC | Wells Fargo & Co | +0.3% | -1.55% | Trim |
| 4 | JNJ | Johnson & Johnson | +0.2% | -0.93% | Trim |
| 5 | RTX | Rtx CORP | +0.2% | -2.26% | Trim |
| 6 | AAPL | Apple Inc | +0.2% | -2.12% | Trim |
| 7 | ACN | Accenture plc | +0.2% | +0.86% | Add |
| 8 | VTR | Ventas Inc | +0.2% | -1.83% | Trim |
| 9 | CACI | Caci International Inc -cl A | +0.2% | -1.54% | Trim |
| 10 | WMT | Walmart Inc | +0.2% | -2.46% | Trim |
| 11 | MCK | Mckesson CORP | +0.1% | -1.44% | Trim |
| 12 | ELV | Elevance Health Inc | +0.1% | -0.12% | Trim |
| 13 | LLY | Eli Lilly & Co | +0.1% | +1.59% | Add |
| 14 | NEE | Nextera Energy Inc | +0.1% | -1.62% | Trim |
| 15 | NVDA | Nvidia CORP | +0.1% | +20.13% | Add |
| 16 | KO | Coca-cola Co/the | +0.1% | -0.03% | Trim |
| 17 | TRV | Travelers Cos Inc/the | +0.1% | -1.09% | Trim |
| 18 | RVTY | Revvity Inc | +0.1% | -3.12% | Trim |
| 19 | IBM | Intl Business Machines CORP | +0.1% | -2.40% | Trim |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +1.18% | Add |
| 21 | V | Visa Inc-class A Shares | +0.1% | -0.67% | Trim |
| 22 | DHR | Danaher CORP | 0% | -1.23% | Trim |
| 23 | IVV | Ishares Core S&p 500 ETF | 0% | +1.02% | Add |
| 24 | CAT | Caterpillar Inc | 0% | -1.61% | Trim |
| 25 | MAR | Marriott International -cl A | 0% | +64.94% | Add |
| 26 | PLTR | Palantir Technologies Inc-a | 0% | -11.03% | Trim |
| 27 | ORLY | O'reilly Automotive Inc | 0% | -67.50% | Trim |
| 28 | HD | Home Depot Inc | 0% | -2.42% | Trim |
| 29 | DOW | Dow Inc | -0.1% | -34.63% | Trim |
| 30 | KMI | Kinder Morgan, Inc. | -0.1% | +0.06% | Add |
| 31 | OMC | Omnicom Group | -0.1% | -4.87% | Trim |
| 32 | OTIS | Otis Worldwide CORP | -0.1% | -2.53% | Trim |
| 33 | UPS | United Parcel Service-cl B | -0.1% | -27.35% | Trim |
| 34 | TROW | T Rowe Price Group Inc | -0.1% | -10.43% | Trim |
| 35 | T | At&t Inc | -0.1% | +1.82% | Add |
| 36 | SYK | Stryker CORP | -0.1% | +0.20% | Add |
| 37 | ADBE | Adobe Inc | -0.1% | -8.97% | Trim |
| 38 | GIS | General Mills Inc | -0.2% | -15.02% | Trim |
| 39 | SYY | Sysco CORP | -0.2% | -3.09% | Trim |
| 40 | CARR | Carrier Global CORP | -0.2% | -2.34% | Trim |
| 41 | CHKP | Check Point Software Technologies Ltd. | -0.3% | -0.40% | Trim |
| 42 | ADP | Automatic Data Processing | -0.3% | -0.35% | Trim |
| 43 | MSFT | Microsoft CORP | -0.3% | -1.56% | Trim |
| 44 | DKS | Dick's Sporting Goods Inc | -0.4% | -3.03% | Trim |
| 45 | ZTS | Zoetis Inc | -0.5% | -21.38% | Trim |
| 46 | ORCL | Oracle CORP | -0.6% | +8.42% | Add |
| 47 | 6D8 | Dupont De Nemours Inc | -0.6% | +4.36% | Add |
| 48 | Q | Qnity Electronics Inc | — | NEW | New buy |
| 49 | VGIT | Vanguard Intermediate-term T | — | NEW | New buy |
| 50 | BRNY | Burney US Factor Rotation | — | 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 924 disclosed positions in Q4 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 19.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
Q
市值: $6.9M
Top Position Liquidated / Trimmed
AAPL
前期市值: $49.1M
During Q4 2025, Steigerwald, Gordon & Koch Inc.'s top holdings by market value included AAPL (4.9%)、MSFT (3.9%)、JPM (3.7%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q4 2025, Steigerwald, Gordon & Koch Inc. made 50 total portfolio adjustments, initiating 3 new buys, adding to 12 positions, trimming 35 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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