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

0$500.0M$1.0B$1.5B Q1 2024: $803.5M Q1 2024 Q2 2024: $826.5M Q2 2024 Q3 2024: $916.9M Q3 2024 Q4 2024: $884.9M $884.9M Q4 2024 Q1 2025: $896.0M Q1 2025 Q2 2025: $948.0M Q2 2025 Q3 2025: $1.0B Q3 2025 Q4 2025: $1.0B Q4 2025 Q1 2026: $973.9M Q1 2026 Q2 2026: $1.0B Q2 2026

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%
SBUX Starbucks Corp. 0.03% 3,194 $292K Add +1.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 6,608 $290K Add +6.6%
LOW Lowe's Cos Inc. 0.03% 1,164 $288K Add +0.2%
TXN Texas Instruments Inc. 0.03% 1,512 $284K Reduce -3.6%
IEFA iShares Core MSCI Eafe ETF 0.03% 3,817 $268K No change
HUBB Hubbell Inc. 0.03% 604 $253K No change
CSX CSX Corp. 0.03% 7,459 $241K Reduce -7.4%
SCHX Schwab US Large-Cap ETF 0.03% 10,332 $240K Reduce -6.6%
XLK SS Technology Select Sector 0.03% 1,015 $236K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.03% 3,062 $232K No change
RSP Invesco S&P 500 Equal Weight 0.03% 1,316 $231K Add +9.7%
CMCSA Comcast Corp. Class A 0.03% 6,146 $231K Add +1.0%
QCOM Qualcomm Inc. 0.03% 1,498 $230K Add +0.1%
EFA iShares MSCI Eafe ETF 0.03% 3,030 $229K Reduce -3.4%
CI The Cigna Group 0.03% 828 $229K No change
KEYS Keysight Technologies Inc. 0.03% 1,401 $225K No change
BLK BlackRock Inc. 0.03% 219 $224K Add +0.5%
UNP Union Pacific Corp. 0.03% 971 $222K Reduce -1.5%
NKE Nike Inc. Class B 0.02% 2,864 $217K Reduce -3.3%
CRM Salesforce Inc. 0.02% 633 $212K New
ASML ASML Holding NV-NY Reg SHS 0.02% 305 $211K Add +4.8%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.02% 746 $209K Reduce -6.3%
LIN Linde PLC 0.02% 497 $208K No change
WEC WEC Energy Group Inc. 0.02% 2,170 $204K No change
NVS Novartis AG-Sponsored ADR 0.02% 2,091 $203K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $244K (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 200$244KNo 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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 764$1.0BAAPL, JPM, RTX, DE, GOOGL
Q1 2026 778$973.9MAAPL, JPM, RTX, WMT, CACI
Q4 2025 916$1.0BAAPL, MSFT, JPM, RTX, CACI
Q3 2025 818$1.0BAAPL, MSFT, JPM, RTX, CACI
Q2 2025 123$948.0MMSFT, AAPL, JPM, CACI, IBM
Q1 2025 117$896.0MAAPL, MSFT, JPM, V, CHKP
Q4 2024 125$884.9MAAPL, MSFT, DKS, JPM, WMT
Q3 2024 127$916.9MAAPL, MSFT, CACI, DKS, JPM
Q2 2024 122$826.5MAAPL, MSFT, DKS, CACI, JPM
Q1 2024 123$803.5MMSFT, AAPL, DKS, JPM, SYK