Steigerwald, Gordon & Koch Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Steigerwald, Gordon & Koch Inc. reported 764 stock positions worth $1.0 billion. Its top holding was Apple (AAPL) at 5.2% of the portfolio, followed by JPMorgan Chase (JPM, 3.8%) and RTX (RTX, 3.4%). Compared with Q1 2026, it opened 5 new positions, sold out of 21, added to 81 and reduced 120. The biggest buy was Goldman Sachs (GS, shares +201%) and the biggest sale Caci International Class A (CACI, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- LEESBURG, VA
- CIK
- 0001731876
- Portfolio Value
- $1.0B (Q2 2026)
- SEC Filing
- 0001731876-26-000003 ↗ filed Jul 23, 2026
Holdings Value
Holdings 764 stocks · $1.0B
| AAPL Apple Inc. | 5.22% | 182,026 | $52.7M | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 3.83% | 117,984 | $38.6M | Reduce -1.6% |
| RTX RTX Corp. | 3.38% | 179,530 | $34.1M | Reduce -1.8% |
| DE Deere & Co. | 3.32% | 52,809 | $33.5M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 3.24% | 91,449 | $32.7M | Reduce -0.7% |
| MSFT Microsoft Corp. | 3.15% | 85,142 | $31.8M | Add +0.0% |
| TRV The Travelers Cos Inc. | 3.05% | 93,276 | $30.8M | Reduce -1.4% |
| WMT Walmart Inc. | 2.97% | 264,783 | $30.0M | Reduce -2.3% |
| JNJ Johnson & Johnson | 2.87% | 113,876 | $28.9M | Reduce -0.8% |
| DKS Dick's Sporting Goods Inc. | 2.83% | 125,954 | $28.6M | Reduce -1.6% |
| V Visa Inc. Class A | 2.80% | 82,180 | $28.2M | Add +0.0% |
| CACI Caci International Inc. Class A | 2.78% | 60,432 | $28.0M | Reduce -1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.72% | 97,405 | $27.4M | Reduce -0.1% |
| MCK McKesson Corp. | 2.71% | 36,210 | $27.4M | Reduce -0.8% |
| WFC Wells Fargo & Co. | 2.66% | 325,174 | $26.9M | Reduce -1.1% |
| AMGN Amgen Inc. | 2.52% | 70,256 | $25.4M | Reduce -0.9% |
| VTR Ventas Inc. | 2.42% | 275,078 | $24.4M | Reduce -0.9% |
| SYK Stryker Corp. | 2.19% | 70,209 | $22.1M | Add +0.9% |
| NEE Nextera Energy Inc. | 2.17% | 248,810 | $21.8M | Reduce -0.2% |
| KMI Kinder Morgan Inc. | 2.16% | 680,728 | $21.8M | Reduce -0.1% |
| CARR Carrier Global Corp. | 2.14% | 294,831 | $21.6M | Reduce -0.5% |
| LIN Linde PLC | 1.84% | 35,732 | $18.5M | Reduce -0.0% |
| KO The Coca-Cola Co. | 1.82% | 226,481 | $18.4M | Reduce -0.6% |
| ADP Automatic Data Processing | 1.78% | 80,207 | $18.0M | Reduce -1.3% |
| ELV Elevance Health Inc. | 1.72% | 44,876 | $17.4M | Reduce -0.1% |
| CDNS Cadence Design SYS Inc. | 1.70% | 45,605 | $17.1M | Add +109.7% |
| Q Qnity Electronics Inc. | 1.66% | 102,301 | $16.7M | Add +3.4% |
| SYY Sysco Corp. | 1.57% | 189,790 | $15.9M | Reduce -1.3% |
| GS Goldman Sachs Group Inc. | 1.51% | 15,081 | $15.3M | Add +200.8% |
| CHKP Check Point Software Tech | 1.50% | 114,987 | $15.1M | Reduce -7.2% |
| ORCL Oracle Corp. | 1.25% | 86,057 | $12.6M | Reduce -0.3% |
| PFE Pfizer Inc. | 1.20% | 502,925 | $12.1M | Reduce -3.1% |
| IVV iShares Core S&P 500 ETF | 1.17% | 15,755 | $11.8M | Add +0.2% |
| RVTY Revvity Inc. | 1.14% | 103,494 | $11.5M | Reduce -4.6% |
| OMC Omnicom Group | 0.95% | 132,171 | $9.6M | Reduce -10.0% |
| OTIS Otis Worldwide Corp. | 0.91% | 127,556 | $9.1M | Reduce -15.1% |
| DD Dupont DE Nemours Inc. | 0.88% | 65,479 | $8.9M | Add +1.6% |
| T AT&T Inc. | 0.88% | 428,809 | $8.9M | Reduce -0.2% |
| BWA Borgwarner Inc. | 0.87% | 132,715 | $8.8M | Add +0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.81% | 85,249 | $8.2M | Reduce -19.9% |
| BA The Boeing Co. | 0.81% | 37,888 | $8.2M | Reduce -0.2% |
| ACN Accenture PLC Class A | 0.81% | 65,885 | $8.2M | Reduce -6.1% |
| NVDA Nvidia Corp. | 0.56% | 28,335 | $5.7M | Reduce -0.2% |
| UPS United Parcel Service Class B | 0.48% | 45,158 | $4.9M | Reduce -19.2% |
| CTVA Corteva Inc. | 0.44% | 52,174 | $4.4M | Reduce -7.7% |
| IJR iShares Core S&P Small-Cap E | 0.39% | 26,364 | $3.9M | Reduce -1.3% |
| CAT Caterpillar Inc. | 0.36% | 3,381 | $3.6M | Reduce -1.1% |
| PHIN Phinia Inc. | 0.34% | 41,159 | $3.4M | Reduce -1.1% |
| LLY Eli Lilly & Co. | 0.33% | 2,796 | $3.4M | No change |
| IJH iShares Core S&P Midcap ETF | 0.33% | 43,483 | $3.4M | Reduce -1.8% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.33% | 29,017 | $3.3M | Reduce -59.0% |
| AMZN Amazon.com Inc. | 0.31% | 13,216 | $3.1M | Add +1.0% |
| DHR Danaher Corp. | 0.30% | 15,971 | $3.0M | No change |
| GOOG Alphabet Inc. Class C | 0.27% | 7,748 | $2.7M | Reduce -0.3% |
| ZTS Zoetis Inc. | 0.24% | 33,674 | $2.4M | Reduce -53.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 3,906 | $2.0M | Add +8.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 2,476 | $1.8M | Reduce -2.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 3,635 | $1.7M | No change |
| CSCO Cisco Systems Inc. | 0.16% | 13,433 | $1.6M | Reduce -0.6% |
| HD Home Depot Inc. | 0.14% | 4,072 | $1.4M | Reduce -2.0% |
| GIS General Mills Inc. | 0.14% | 40,983 | $1.4M | Reduce -66.1% |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 12,200 | $1.4M | No change |
| AVGO Broadcom Inc. | 0.14% | 3,701 | $1.4M | Add +0.1% |
| PG The Procter & Gamble Co. | 0.13% | 9,108 | $1.3M | Add +1.6% |
| COST Costco Wholesale Corp. | 0.13% | 1,417 | $1.3M | Reduce -1.1% |
| ADBE Adobe Inc. | 0.13% | 6,184 | $1.3M | Reduce -72.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 3,317 | $1.2M | Reduce -9.9% |
| VYM Vanguard High DVD Yield ETF | 0.12% | 7,680 | $1.2M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 0.11% | 1,892 | $1.1M | Reduce -46.1% |
| LMT Lockheed Martin Corp. | 0.09% | 1,737 | $885K | Reduce -4.2% |
| PANW Palo Alto Networks Inc. | 0.08% | 2,485 | $847K | Add +25.1% |
| ABBV Abbvie Inc. | 0.08% | 3,270 | $823K | Add +2.2% |
| TSLA Tesla Inc. | 0.08% | 1,899 | $799K | Add +2.8% |
| MA Mastercard Inc. Class A | 0.08% | 1,488 | $764K | Reduce -4.1% |
| MAR Marriott International Class A | 0.07% | 2,004 | $743K | No change |
| AXP American Express Co. | 0.06% | 1,914 | $647K | Add +0.9% |
| AMAT Applied Materials Inc. | 0.06% | 895 | $647K | No change |
| RDNT Radnet Inc. | 0.06% | 10,365 | $639K | Reduce -2.8% |
| BCPC Balchem Corp. | 0.06% | 3,760 | $635K | No change |
| EVLV Evolv Technologies Holdings | 0.06% | 105,563 | $612K | No change |
| MRK Merck & Co. Inc. | 0.06% | 4,655 | $598K | Add +4.9% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.06% | 287 | $571K | No change |
| DUK Duke Energy Corp. | 0.05% | 4,331 | $548K | Add +2.1% |
| FTV Fortive Corp. | 0.05% | 8,878 | $542K | No change |
| INTC Intel Corp. | 0.05% | 3,665 | $512K | Add +7.2% |
| CB Chubb Ltd. | 0.05% | 1,480 | $504K | Reduce -27.6% |
| LGND Ligand Pharmaceuticals | 0.05% | 1,566 | $495K | No change |
| LRCX Lam Research Corp. | 0.05% | 1,140 | $494K | Reduce -1.7% |
| RSP Invesco S&P 500 Equal Weight | 0.05% | 2,272 | $484K | Reduce -2.1% |
| VLTO Veralto Corp. | 0.05% | 5,406 | $479K | No change |
| VOO Vanguard S&P 500 ETF | 0.05% | 678 | $466K | Reduce -25.3% |
| SNA Snap-on Inc. | 0.05% | 1,145 | $461K | Add +2.2% |
| EFA iShares MSCI Eafe ETF | 0.04% | 4,215 | $438K | Reduce -1.8% |
| NSC Norfolk Southern Corp. | 0.04% | 1,382 | $435K | Add +4.6% |
| COF Capital One Financial Corp. | 0.04% | 2,158 | $433K | No change |
| STX Seagate Technology Holdings | 0.04% | 440 | $425K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.04% | 4,806 | $422K | Add +0.0% |
| CVX Chevron Corp. | 0.04% | 2,531 | $420K | Add +0.6% |
| SOXX iShares Semiconductor ETF | 0.04% | 645 | $413K | No change |
| COP Conocophillips | 0.04% | 3,967 | $412K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $251K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 200 | $251K | No change |
Total filed on the 13F, all lines: $1.0B.
Portfolio Sells Q1 2026 → Q2 2026
| CACI Caci International Inc. Class A | Reduce -1.4% | 2.78% | −0.65 |
| ZTS Zoetis Inc. | Reduce -53.5% | 0.24% | −0.64 |
| ACN Accenture PLC Class A | Reduce -6.1% | 0.81% | −0.62 |
| MCK McKesson Corp. | Reduce -0.8% | 2.71% | −0.53 |
| WMT Walmart Inc. | Reduce -2.3% | 2.97% | −0.48 |
| ADBE Adobe Inc. | Reduce -72.7% | 0.13% | −0.44 |
| T AT&T Inc. | Reduce -0.2% | 0.88% | −0.40 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.33 |
| TROW T Rowe Price Group Inc. | Reduce -59.0% | 0.33% | −0.33 |
| GIS General Mills Inc. | Reduce -66.1% | 0.14% | −0.32 |
| CHKP Check Point Software Tech | Reduce -7.2% | 1.50% | −0.32 |
| PFE Pfizer Inc. | Reduce -3.1% | 1.20% | −0.30 |
| OTIS Otis Worldwide Corp. | Reduce -15.1% | 0.91% | −0.28 |
| RTX RTX Corp. | Reduce -1.8% | 3.38% | −0.24 |
| DIS The Walt Disney Co. | Reduce -19.9% | 0.81% | −0.24 |
| NEE Nextera Energy Inc. | Reduce -0.2% | 2.17% | −0.21 |
| KMI Kinder Morgan Inc. | Reduce -0.1% | 2.16% | −0.19 |
| OMC Omnicom Group | Reduce -10.0% | 0.95% | −0.18 |
| DOW Dow Inc. | Reduce -61.4% | 0.04% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -46.1% | 0.11% | −0.10 |
| UPS United Parcel Service Class B | Reduce -19.2% | 0.48% | −0.08 |
| ORCL Oracle Corp. | Reduce -0.3% | 1.25% | −0.05 |
| CTVA Corteva Inc. | Reduce -7.7% | 0.44% | −0.05 |
| AMGN Amgen Inc. | Reduce -0.9% | 2.52% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -4.2% | 0.09% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -1.1% | 2.66% | −0.02 |
| CB Chubb Ltd. | Reduce -27.6% | 0.05% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -1.1% | 0.13% | −0.02 |
| JNJ Johnson & Johnson | Reduce -0.8% | 2.87% | −0.01 |
| NFLX Netflix Inc. | Reduce -4.0% | 0.03% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -25.3% | 0.05% | −0.01 |
| PEP Pepsico Inc. | Reduce -6.2% | 0.03% | −0.01 |
| BKNG Booking Holdings Inc. | Reduce -52.6% | 0.01% | −0.01 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.01 |
| MSTR Strategy Inc. | Reduce -92.1% | 0.00% | −0.01 |
| SCHI Schwab 5-10 Year Corporate B | Sold out | 0.00% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -46.4% | 0.01% | −0.00 |
| TMUS T-Mobile US Inc. | Reduce -37.4% | 0.00% | −0.00 |
| NKE Nike Inc. Class B | Reduce -11.5% | 0.01% | −0.00 |
| HSY The Hershey Co. | Reduce -49.2% | 0.00% | −0.00 |
| MA Mastercard Inc. Class A | Reduce -4.1% | 0.08% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Reduce -16.9% | 0.02% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -2.3% | 0.01% | −0.00 |
| LOW Lowe's Cos Inc. | Reduce -2.9% | 0.02% | −0.00 |
| CRM Salesforce Inc. | Reduce -11.3% | 0.01% | −0.00 |
| GM General Motors Co. | Reduce -47.3% | 0.00% | −0.00 |
| IT Gartner Inc. | Reduce -34.2% | 0.00% | −0.00 |
| VLO Valero Energy Corp. | Reduce -27.4% | 0.01% | −0.00 |
| INTU Intuit Inc. | Reduce -26.5% | 0.00% | −0.00 |
| ULTA Ulta Beauty Inc. | Reduce -88.6% | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| GS Goldman Sachs Group Inc. | Add +200.8% | 1.51% | +1.08 |
| CDNS Cadence Design SYS Inc. | Add +109.7% | 1.70% | +1.08 |
| Q Qnity Electronics Inc. | Add +3.4% | 1.66% | +0.48 |
| V Visa Inc. Class A | Add +0.0% | 2.80% | +0.25 |
| BWA Borgwarner Inc. | Add +0.3% | 0.87% | +0.14 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 1.17% | +0.12 |
| PANW Palo Alto Networks Inc. | Add +25.1% | 0.08% | +0.05 |
| INTC Intel Corp. | Add +7.2% | 0.05% | +0.04 |
| AMZN Amazon.com Inc. | Add +1.0% | 0.31% | +0.03 |
| AVGO Broadcom Inc. | Add +0.1% | 0.14% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.3% | 0.19% | +0.02 |
| TXN Texas Instruments Inc. | Add +2.0% | 0.04% | +0.01 |
| REGN Regeneron Pharmaceuticals | Add +1750.0% | 0.01% | +0.01 |
| ABBV Abbvie Inc. | Add +2.2% | 0.08% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +20.4% | 0.03% | +0.01 |
| CVS CVS Health Corp. | Add +10.5% | 0.03% | +0.01 |
| TSLA Tesla Inc. | Add +2.8% | 0.08% | +0.01 |
| HPE Hewlett Packard Enterprise | Add +0.1% | 0.02% | +0.01 |
| AXP American Express Co. | Add +0.9% | 0.06% | +0.01 |
| DVN Devon Energy Corp. | Add +185.7% | 0.01% | +0.01 |
| MS Morgan Stanley | Add +5.3% | 0.02% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +178.9% | 0.01% | +0.01 |
| PSA Public Storage | Add +1300.0% | 0.00% | +0.00 |
| MRK Merck & Co. Inc. | Add +4.9% | 0.06% | +0.00 |
| GE General Electric | Add +0.4% | 0.02% | +0.00 |
| NSC Norfolk Southern Corp. | Add +4.6% | 0.04% | +0.00 |
| MRVL Marvell Technology Inc. | Add +18.3% | 0.01% | +0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.0% | 0.04% | +0.00 |
| WPC WP Carey Inc. | New | 0.00% | +0.00 |
| SNA Snap-on Inc. | Add +2.2% | 0.05% | +0.00 |
| CSX CSX Corp. | Add +0.0% | 0.04% | +0.00 |
| GEV GE Vernova Inc. | Add +2.9% | 0.01% | +0.00 |
| SPCX Space Exploration Techn Class A | New | 0.00% | +0.00 |
| ROK Rockwell Automation Inc. | Add +14.1% | 0.01% | +0.00 |
| PH Parker Hannifin Corp. | Add +4.0% | 0.03% | +0.00 |
| DGX Quest Diagnostics Inc. | Add +40.8% | 0.01% | +0.00 |
| TFC Truist Financial Corp. | Add +37.3% | 0.00% | +0.00 |
| D Dominion Energy Inc. | Add +0.2% | 0.02% | +0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.1% | 0.02% | +0.00 |
| MO Altria Group Inc. | Add +58.9% | 0.00% | +0.00 |
| SCCO Southern Copper Corp. | New | 0.00% | +0.00 |
| CFG Citizens Financial Group | Add +215.4% | 0.00% | +0.00 |
| FAST Fastenal Co. | Add +19.1% | 0.01% | +0.00 |
| PM Philip Morris International | Add +1.6% | 0.01% | +0.00 |
| ES Eversource Energy | Add +45.7% | 0.00% | +0.00 |
| WSO Watsco Inc. | Add +3.9% | 0.01% | +0.00 |
| BP BP PLC-Spons ADR | New | 0.00% | +0.00 |
| GNT Gamco Natural Resources Gold | New | 0.00% | +0.00 |
| MDT Medtronic PLC | Add +34.0% | 0.00% | +0.00 |
| AJG Arthur J Gallagher & Co. | Add +5.2% | 0.00% | +0.00 |
Notes & Other Activity Q1 2026 → Q2 2026
| BCE Bce Inc. | COM NEW | Sold out | 0 | $0before exit |
| HLNE Hamilton Lane Inc. Class A | CL A | Sold out | 0 | $0before exit |
| HIG Hartford Insurance Group Inc. | COM | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 764 | $1.0B | AAPL, JPM, RTX, DE, GOOGL |
| Q1 2026 | 778 | $973.9M | AAPL, JPM, RTX, WMT, CACI |
| Q4 2025 | 916 | $1.0B | AAPL, MSFT, JPM, RTX, CACI |
| Q3 2025 | 818 | $1.0B | AAPL, MSFT, JPM, RTX, CACI |
| Q2 2025 | 123 | $948.0M | MSFT, AAPL, JPM, CACI, IBM |
| Q1 2025 | 117 | $896.0M | AAPL, MSFT, JPM, V, CHKP |
| Q4 2024 | 125 | $884.9M | AAPL, MSFT, DKS, JPM, WMT |
| Q3 2024 | 127 | $916.9M | AAPL, MSFT, CACI, DKS, JPM |
| Q2 2024 | 122 | $826.5M | AAPL, MSFT, DKS, CACI, JPM |
| Q1 2024 | 123 | $803.5M | MSFT, AAPL, DKS, JPM, SYK |