Steigerwald, Gordon & Koch Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Steigerwald, Gordon & Koch Inc. reported 125 stock positions worth $884.9 million. Its top holding was Apple (AAPL) at 5.7% of the portfolio, followed by Microsoft (MSFT, 4.2%) and Dick's Sporting Goods (DKS, 3.6%). Compared with Q3 2024, it opened 1 new position, sold out of 3, added to 40 and reduced 63. The biggest buy was Wells Fargo (WFC, shares +1%) and the biggest sale Celanese (CE, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- LEESBURG, VA
- CIK
- 0001731876
- Portfolio Value
- $884.9M (Q4 2024)
- SEC Filing
- 0001172661-25-000203 ↗ filed Jan 16, 2025
Holdings Value
Holdings 125 stocks · $884.9M
| AAPL Apple Inc. | 5.69% | 201,196 | $50.4M | Reduce -2.1% |
| MSFT Microsoft Corp. | 4.18% | 87,672 | $37.0M | Reduce -1.3% |
| DKS Dick's Sporting Goods Inc. | 3.63% | 140,429 | $32.1M | Reduce -5.7% |
| JPM JPMorgan Chase & Co. | 3.52% | 129,795 | $31.1M | Reduce -2.4% |
| WMT Walmart Inc. | 2.95% | 288,648 | $26.1M | Reduce -3.3% |
| V Visa Inc. Class A | 2.94% | 82,368 | $26.0M | Reduce -0.6% |
| CACI Caci International Inc. Class A | 2.84% | 62,101 | $25.1M | Reduce -1.6% |
| SYK Stryker Corp. | 2.82% | 69,282 | $24.9M | Reduce -1.4% |
| ACN Accenture PLC Class A | 2.77% | 69,587 | $24.5M | Reduce -1.2% |
| DE Deere & Co. | 2.71% | 56,668 | $24.0M | Reduce -1.7% |
| WFC Wells Fargo & Co. | 2.71% | 341,746 | $24.0M | Add +1.2% |
| ADP Automatic Data Processing | 2.67% | 80,608 | $23.6M | Reduce -2.1% |
| CHKP Check Point Software Tech | 2.63% | 124,585 | $23.3M | Add +1.1% |
| TRV The Travelers Cos Inc. | 2.61% | 95,927 | $23.1M | Reduce -0.6% |
| RTX RTX Corp. | 2.53% | 193,394 | $22.4M | Add +1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.52% | 101,240 | $22.3M | Reduce -0.3% |
| MCK McKesson Corp. | 2.41% | 37,460 | $21.3M | Add +4.0% |
| CARR Carrier Global Corp. | 2.36% | 305,715 | $20.9M | Reduce -1.4% |
| ZTS Zoetis Inc. | 2.15% | 116,603 | $19.0M | Add +2.1% |
| AMGN Amgen Inc. | 2.08% | 70,450 | $18.4M | Add +0.6% |
| KMI Kinder Morgan Inc. | 2.07% | 669,849 | $18.4M | Add +2.0% |
| ADBE Adobe Inc. | 2.05% | 40,880 | $18.2M | Add +1.7% |
| NEE Nextera Energy Inc. | 1.98% | 244,959 | $17.6M | Add +3.6% |
| ELV Elevance Health Inc. | 1.85% | 44,453 | $16.4M | Add +2.8% |
| VTR Ventas Inc. | 1.85% | 277,928 | $16.4M | Add +0.5% |
| JNJ Johnson & Johnson | 1.84% | 112,428 | $16.3M | Add +1.2% |
| SYY Sysco Corp. | 1.70% | 196,538 | $15.0M | Add +0.2% |
| OTIS Otis Worldwide Corp. | 1.63% | 155,580 | $14.4M | Add +0.6% |
| OMC Omnicom Group | 1.58% | 162,092 | $13.9M | Add +0.8% |
| KO The Coca-Cola Co. | 1.56% | 222,199 | $13.8M | Add +0.5% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 1.53% | 119,514 | $13.5M | Add +1.3% |
| PFE Pfizer Inc. | 1.51% | 504,224 | $13.4M | Add +10.2% |
| UPS United Parcel Service Class B | 1.49% | 104,809 | $13.2M | Add +4.8% |
| GIS General Mills Inc. | 1.45% | 200,935 | $12.8M | Add +0.6% |
| RVTY Revvity Inc. | 1.44% | 114,430 | $12.8M | Reduce -0.1% |
| DD Dupont DE Nemours Inc. | 1.38% | 160,440 | $12.2M | Add +4.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.38% | 109,774 | $12.2M | Add +2.7% |
| IVV iShares Core S&P 500 ETF | 1.01% | 15,155 | $8.9M | Add +1.6% |
| T AT&T Inc. | 0.97% | 378,468 | $8.6M | Add +1.9% |
| CE Celanese Corp. | 0.85% | 108,361 | $7.5M | Reduce -6.2% |
| DOW Dow Inc. | 0.84% | 185,024 | $7.4M | Reduce -3.3% |
| BA The Boeing Co. | 0.72% | 35,851 | $6.3M | Reduce -9.6% |
| BWA Borgwarner Inc. | 0.63% | 175,264 | $5.6M | Reduce -2.4% |
| DHR Danaher Corp. | 0.42% | 16,360 | $3.8M | Reduce -1.8% |
| CTVA Corteva Inc. | 0.41% | 63,209 | $3.6M | Reduce -0.8% |
| IJR iShares Core S&P Small-Cap E | 0.37% | 28,090 | $3.2M | Reduce -1.1% |
| NVDA Nvidia Corp. | 0.35% | 23,194 | $3.1M | Reduce -8.9% |
| AMZN Amazon.com Inc. | 0.31% | 12,549 | $2.8M | Reduce -2.1% |
| IJH iShares Core S&P Midcap ETF | 0.31% | 44,033 | $2.7M | Reduce -1.0% |
| LLY Eli Lilly & Co. | 0.27% | 3,095 | $2.4M | Reduce -1.2% |
| PHIN Phinia Inc. | 0.24% | 44,315 | $2.1M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 0.24% | 11,215 | $2.1M | Reduce -2.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 6,848 | $2.0M | Add +7.5% |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 25,600 | $1.9M | Reduce -26.9% |
| HD Home Depot Inc. | 0.21% | 4,707 | $1.8M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 3,057 | $1.8M | Add +14.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 3,841 | $1.7M | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 0.20% | 9,070 | $1.7M | Add +0.7% |
| PG The Procter & Gamble Co. | 0.19% | 10,153 | $1.7M | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 0.18% | 2,680 | $1.6M | Add +0.6% |
| COST Costco Wholesale Corp. | 0.15% | 1,474 | $1.4M | Reduce -0.4% |
| CAT Caterpillar Inc. | 0.14% | 3,407 | $1.2M | Reduce -3.4% |
| RDNT Radnet Inc. | 0.12% | 15,470 | $1.1M | No change |
| ORCL Oracle Corp. | 0.11% | 5,853 | $975K | Reduce -0.3% |
| TSLA Tesla Inc. | 0.11% | 2,337 | $944K | Reduce -9.0% |
| AVGO Broadcom Inc. | 0.10% | 3,835 | $889K | Reduce -1.1% |
| VYM Vanguard High DVD Yield ETF | 0.10% | 6,913 | $882K | Add +0.3% |
| CSCO Cisco Systems Inc. | 0.10% | 14,612 | $865K | Reduce -2.1% |
| XOM Exxon Mobil Corp. | 0.09% | 7,587 | $816K | Reduce -1.0% |
| VOO Vanguard S&P 500 ETF | 0.09% | 1,509 | $814K | Add +0.3% |
| MA Mastercard Inc. Class A | 0.09% | 1,473 | $776K | Reduce -0.3% |
| BCPC Balchem Corp. | 0.08% | 4,340 | $707K | No change |
| FTV Fortive Corp. | 0.08% | 8,991 | $674K | Reduce -1.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.08% | 2,486 | $671K | No change |
| UNH Unitedhealth Group Inc. | 0.07% | 1,292 | $654K | Reduce -0.6% |
| LMT Lockheed Martin Corp. | 0.07% | 1,333 | $648K | Reduce -1.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.07% | 3,154 | $623K | Reduce -3.1% |
| CB Chubb Ltd. | 0.07% | 2,237 | $618K | Reduce -0.4% |
| EVLV Evolv Technologies Holdings | 0.07% | 150,563 | $595K | No change |
| MRK Merck & Co. Inc. | 0.07% | 5,812 | $578K | Reduce -0.3% |
| ABBV Abbvie Inc. | 0.07% | 3,238 | $575K | Reduce -3.2% |
| VLTO Veralto Corp. | 0.06% | 5,470 | $557K | Reduce -1.5% |
| AXP American Express Co. | 0.05% | 1,634 | $485K | Add +0.3% |
| PANW Palo Alto Networks Inc. | 0.05% | 2,634 | $479K | Reduce -3.3% |
| ABT Abbott Laboratories | 0.05% | 4,214 | $477K | Reduce -0.8% |
| DUK Duke Energy Corp. | 0.05% | 4,206 | $453K | Reduce -2.5% |
| MAR Marriott International Class A | 0.05% | 1,456 | $406K | No change |
| IVW iShares S&P 500 Growth ETF | 0.05% | 3,995 | $406K | No change |
| NFLX Netflix Inc. | 0.05% | 453 | $404K | No change |
| ICF iShares Select U.S. REIT ETF | 0.05% | 6,659 | $401K | Reduce -0.7% |
| MCD McDonald's Corp. | 0.04% | 1,345 | $390K | Reduce -5.4% |
| PEP Pepsico Inc. | 0.04% | 2,492 | $379K | Reduce -1.0% |
| SNA Snap-on Inc. | 0.04% | 1,086 | $369K | No change |
| COF Capital One Financial Corp. | 0.04% | 2,060 | $367K | No change |
| VZ Verizon Communications Inc. | 0.04% | 8,732 | $349K | Add +0.8% |
| NSC Norfolk Southern Corp. | 0.04% | 1,479 | $347K | Reduce -6.3% |
| ORLY O'reilly Automotive Inc. | 0.04% | 286 | $339K | No change |
| GS Goldman Sachs Group Inc. | 0.04% | 584 | $335K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.04% | 4,804 | $331K | No change |
| CVX Chevron Corp. | 0.03% | 2,068 | $300K | Reduce -4.7% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $244K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 200 | $244K | No change |
Total filed on the 13F, all lines: $885.1M.
Portfolio Sells Q3 2024 → Q4 2024
| CE Celanese Corp. | Reduce -6.2% | 0.85% | −0.87 |
| CACI Caci International Inc. Class A | Reduce -1.6% | 2.84% | −0.64 |
| CARR Carrier Global Corp. | Reduce -1.4% | 2.36% | −0.36 |
| DOW Dow Inc. | Reduce -3.3% | 0.84% | −0.30 |
| RVTY Revvity Inc. | Reduce -0.1% | 1.44% | −0.15 |
| BWA Borgwarner Inc. | Reduce -2.4% | 0.63% | −0.08 |
| DHR Danaher Corp. | Reduce -1.8% | 0.42% | −0.08 |
| LLY Eli Lilly & Co. | Reduce -1.2% | 0.27% | −0.03 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -1.5% | 0.07% | −0.01 |
| CAT Caterpillar Inc. | Reduce -3.4% | 0.14% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -0.6% | 0.07% | −0.01 |
| ABBV Abbvie Inc. | Reduce -3.2% | 0.07% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -0.3% | 0.07% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -1.0% | 0.09% | −0.01 |
| VLTO Veralto Corp. | Reduce -1.5% | 0.06% | −0.00 |
| NKE Nike Inc. Class B | Reduce -3.3% | 0.02% | −0.00 |
| PEP Pepsico Inc. | Reduce -1.0% | 0.04% | −0.00 |
| NSC Norfolk Southern Corp. | Reduce -6.3% | 0.04% | −0.00 |
| TXN Texas Instruments Inc. | Reduce -3.6% | 0.03% | −0.00 |
| MCD McDonald's Corp. | Reduce -5.4% | 0.04% | −0.00 |
| CSX CSX Corp. | Reduce -7.4% | 0.03% | −0.00 |
| DUK Duke Energy Corp. | Reduce -2.5% | 0.05% | −0.00 |
| ICF iShares Select U.S. REIT ETF | Reduce -0.7% | 0.05% | −0.00 |
| FTV Fortive Corp. | Reduce -1.9% | 0.08% | −0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -3.4% | 0.03% | −0.00 |
| HD Home Depot Inc. | Reduce -0.5% | 0.21% | −0.00 |
| CTVA Corteva Inc. | Reduce -0.8% | 0.41% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -1.1% | 0.19% | −0.00 |
| UNP Union Pacific Corp. | Reduce -1.5% | 0.03% | −0.00 |
| CVX Chevron Corp. | Reduce -4.7% | 0.03% | −0.00 |
| CB Chubb Ltd. | Reduce -0.4% | 0.07% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.1% | 0.20% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -6.6% | 0.03% | −0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -6.3% | 0.02% | +0.00 |
| ABT Abbott Laboratories | Reduce -0.8% | 0.05% | +0.00 |
| ORCL Oracle Corp. | Reduce -0.3% | 0.11% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.1% | 0.37% | +0.00 |
| PANW Palo Alto Networks Inc. | Reduce -3.3% | 0.05% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.0% | 0.31% | +0.01 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 0.09% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -3.1% | 0.07% | +0.01 |
| MSFT Microsoft Corp. | Reduce -1.3% | 4.18% | +0.01 |
| COST Costco Wholesale Corp. | Reduce -0.4% | 0.15% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -2.1% | 0.10% | +0.01 |
| NVDA Nvidia Corp. | Reduce -8.9% | 0.35% | +0.01 |
| PHIN Phinia Inc. | Reduce -0.2% | 0.24% | +0.02 |
| AVGO Broadcom Inc. | Reduce -1.1% | 0.10% | +0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| WFC Wells Fargo & Co. | Add +1.2% | 2.71% | +0.63 |
| KMI Kinder Morgan Inc. | Add +2.0% | 2.07% | +0.49 |
| MCK McKesson Corp. | Add +4.0% | 2.41% | +0.47 |
| DIS The Walt Disney Co. | Add +2.7% | 1.38% | +0.26 |
| TROW T Rowe Price Group Inc. | Add +1.3% | 1.53% | +0.13 |
| T AT&T Inc. | Add +1.9% | 0.97% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +1.6% | 1.01% | +0.07 |
| PFE Pfizer Inc. | Add +10.2% | 1.51% | +0.07 |
| CHKP Check Point Software Tech | Add +1.1% | 2.63% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +14.7% | 0.20% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +0.7% | 0.20% | +0.03 |
| SYY Sysco Corp. | Add +0.2% | 1.70% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.5% | 0.22% | +0.03 |
| CRM Salesforce Inc. | New | 0.02% | +0.02 |
| META Meta Platforms Inc. Class A | Add +0.6% | 0.18% | +0.01 |
| AXP American Express Co. | Add +0.3% | 0.05% | +0.01 |
| BAC Bank of America Corp. | Add +6.6% | 0.03% | +0.01 |
| UPS United Parcel Service Class B | Add +4.8% | 1.49% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 0.09% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +0.3% | 0.10% | +0.00 |
| BLK BlackRock Inc. | Add +0.5% | 0.03% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +9.7% | 0.03% | +0.00 |
| SBUX Starbucks Corp. | Add +1.3% | 0.03% | −0.00 |
| RTX RTX Corp. | Add +1.0% | 2.53% | −0.00 |
| CMCSA Comcast Corp. Class A | Add +1.0% | 0.03% | −0.00 |
| QCOM Qualcomm Inc. | Add +0.1% | 0.03% | −0.00 |
| LOW Lowe's Cos Inc. | Add +0.2% | 0.03% | −0.00 |
| ASML ASML Holding NV-NY Reg SHS | Add +4.8% | 0.02% | −0.00 |
| VZ Verizon Communications Inc. | Add +0.8% | 0.04% | −0.00 |
| VTR Ventas Inc. | Add +0.5% | 1.85% | −0.08 |
| DD Dupont DE Nemours Inc. | Add +4.9% | 1.38% | −0.10 |
| OTIS Otis Worldwide Corp. | Add +0.6% | 1.63% | −0.12 |
| JNJ Johnson & Johnson | Add +1.2% | 1.84% | −0.13 |
| GIS General Mills Inc. | Add +0.6% | 1.45% | −0.16 |
| KO The Coca-Cola Co. | Add +0.5% | 1.56% | −0.17 |
| NEE Nextera Energy Inc. | Add +3.6% | 1.98% | −0.20 |
| ADBE Adobe Inc. | Add +1.7% | 2.05% | −0.22 |
| OMC Omnicom Group | Add +0.8% | 1.58% | −0.24 |
| ZTS Zoetis Inc. | Add +2.1% | 2.15% | −0.29 |
| AMGN Amgen Inc. | Add +0.6% | 2.08% | −0.39 |
| ELV Elevance Health Inc. | Add +2.8% | 1.85% | −0.60 |
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 |