Steigerwald, Gordon & Koch Inc.

Name: Steigerwald, Gordon & Koch Inc. 13F holdings, Q1 2025
Creator: Steigerwald, Gordon & Koch Inc.
Published: 2025-04-10

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), Steigerwald, Gordon & Koch Inc. reported 117 stock positions worth $896.0 million. Its top holding was Apple (AAPL) at 4.9% of the portfolio, followed by Microsoft (MSFT, 3.6%) and JPMorgan Chase (JPM, 3.5%). Compared with Q4 2024, it opened 2 new positions, sold out of 10, added to 42 and reduced 61. The biggest buy was Linde (LIN, shares +4421%) and the biggest sale an exit from Celanese (CE).

Most Recent 13F: Q2 2026
Location: LEESBURG, VA
CIK: 0001731876
Portfolio Value: $896.0M (Q1 2025)
SEC Filing: 0001172661-25-001477 ↗ filed Apr 10, 2025

Holdings Value

Holdings 117 stocks · $896.0M


AAPL Apple Inc.	4.89%	197,221	$43.8M	Reduce -2.0%
MSFT Microsoft Corp.	3.63%	86,586	$32.5M	Reduce -1.2%
JPM JPMorgan Chase & Co.	3.47%	126,825	$31.1M	Reduce -2.3%
V Visa Inc. Class A	3.19%	81,456	$28.5M	Reduce -1.1%
CHKP Check Point Software Tech	3.12%	122,832	$28.0M	Reduce -1.4%
DKS Dick's Sporting Goods Inc.	3.04%	135,236	$27.3M	Reduce -3.7%
DE Deere & Co.	2.90%	55,275	$25.9M	Reduce -2.5%
SYK Stryker Corp.	2.84%	68,349	$25.4M	Reduce -1.4%
RTX RTX Corp.	2.83%	191,198	$25.3M	Reduce -1.1%
MCK McKesson Corp.	2.81%	37,361	$25.1M	Reduce -0.3%
TRV The Travelers Cos Inc.	2.80%	95,012	$25.1M	Reduce -0.9%
WMT Walmart Inc.	2.77%	282,353	$24.8M	Reduce -2.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	2.76%	99,591	$24.8M	Reduce -1.6%
ADP Automatic Data Processing	2.72%	79,784	$24.4M	Reduce -1.0%
WFC Wells Fargo & Co.	2.71%	337,832	$24.3M	Reduce -1.1%
CACI Caci International Inc. Class A	2.56%	62,519	$22.9M	Add +0.7%
AMGN Amgen Inc.	2.44%	70,087	$21.8M	Reduce -0.5%
ACN Accenture PLC Class A	2.41%	69,188	$21.6M	Reduce -0.6%
ELV Elevance Health Inc.	2.16%	44,544	$19.4M	Add +0.2%
CARR Carrier Global Corp.	2.15%	303,931	$19.3M	Reduce -0.6%
ZTS Zoetis Inc.	2.14%	116,670	$19.2M	Add +0.1%
VTR Ventas Inc.	2.13%	277,773	$19.1M	Reduce -0.1%
KMI Kinder Morgan Inc.	2.12%	665,755	$19.0M	Reduce -0.6%
JNJ Johnson & Johnson	2.08%	112,353	$18.6M	Reduce -0.1%
NEE Nextera Energy Inc.	1.94%	245,245	$17.4M	Add +0.1%
OTIS Otis Worldwide Corp.	1.79%	155,397	$16.0M	Reduce -0.1%
KO The Coca-Cola Co.	1.76%	220,560	$15.8M	Reduce -0.7%
ADBE Adobe Inc.	1.74%	40,764	$15.6M	Reduce -0.3%
SYY Sysco Corp.	1.64%	195,845	$14.7M	Reduce -0.3%
OMC Omnicom Group	1.47%	158,971	$13.2M	Reduce -1.9%
PFE Pfizer Inc.	1.44%	508,666	$12.9M	Add +0.9%
DD Dupont DE Nemours Inc.	1.35%	161,824	$12.1M	Add +0.9%
RVTY Revvity Inc.	1.34%	113,853	$12.0M	Reduce -0.5%
GIS General Mills Inc.	1.32%	197,765	$11.8M	Reduce -1.6%
UPS United Parcel Service Class B	1.29%	104,932	$11.5M	Add +0.1%
T AT&T Inc.	1.23%	389,040	$11.0M	Add +2.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO	1.21%	110,108	$10.9M	Add +0.3%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC	1.21%	118,263	$10.9M	Reduce -1.1%
LIN Linde PLC	1.17%	22,470	$10.5M	Add +4421.1%
GOOGL Alphabet Inc. Class A	1.12%	64,728	$10.0M	Add +477.2%
ORCL Oracle Corp.	0.97%	62,453	$8.7M	Add +967.0%
IVV iShares Core S&P 500 ETF	0.94%	14,946	$8.4M	Reduce -1.4%
BA The Boeing Co.	0.62%	32,602	$5.6M	Reduce -9.1%
DOW Dow Inc.	0.49%	126,047	$4.4M	Reduce -31.9%
BWA Borgwarner Inc.	0.44%	137,564	$3.9M	Reduce -21.5%
CTVA Corteva Inc.	0.41%	58,705	$3.7M	Reduce -7.1%
DHR Danaher Corp.	0.37%	16,361	$3.4M	Add +0.0%
IJR iShares Core S&P Small-Cap E	0.32%	27,283	$2.9M	Reduce -2.9%
IJH iShares Core S&P Midcap ETF	0.29%	44,290	$2.6M	Add +0.6%
LLY Eli Lilly & Co.	0.29%	3,093	$2.6M	Reduce -0.1%
NVDA Nvidia Corp.	0.28%	23,279	$2.5M	Add +0.4%
AMZN Amazon.com Inc.	0.27%	12,495	$2.4M	Reduce -0.4%
BRK.B Berkshire Hathaway Inc. Class B	0.23%	3,864	$2.1M	Add +0.6%
PHIN Phinia Inc.	0.21%	43,702	$1.9M	Reduce -1.4%
SPY SS SPDR S&P 500 ETF Trust-US	0.20%	3,169	$1.8M	Add +3.7%
PG The Procter & Gamble Co.	0.19%	10,034	$1.7M	Reduce -1.2%
HD Home Depot Inc.	0.18%	4,405	$1.6M	Reduce -6.4%
META Meta Platforms Inc. Class A	0.18%	2,773	$1.6M	Add +3.5%
PLTR Palantir Technologies Inc. Class A	0.17%	18,100	$1.5M	Reduce -29.3%
VTI VG Morningstar TS MKT ETF-US	0.16%	5,094	$1.4M	Reduce -25.6%
GOOG Alphabet Inc. Class C	0.15%	8,630	$1.3M	Reduce -4.8%
COST Costco Wholesale Corp.	0.15%	1,424	$1.3M	Reduce -3.4%
CAT Caterpillar Inc.	0.13%	3,604	$1.2M	Add +5.8%
XOM Exxon Mobil Corp.	0.11%	8,079	$961K	Add +6.5%
VYM Vanguard High DVD Yield ETF	0.10%	6,914	$892K	Add +0.0%
CSCO Cisco Systems Inc.	0.10%	13,831	$854K	Reduce -5.3%
LMT Lockheed Martin Corp.	0.09%	1,812	$810K	Add +35.9%
MA Mastercard Inc. Class A	0.09%	1,453	$796K	Reduce -1.4%
BCPC Balchem Corp.	0.08%	4,340	$720K	No change
RDNT Radnet Inc.	0.08%	14,370	$714K	Reduce -7.1%
ABBV Abbvie Inc.	0.08%	3,361	$704K	Add +3.8%
UNH Unitedhealth Group Inc.	0.07%	1,282	$671K	Reduce -0.8%
CB Chubb Ltd.	0.07%	2,207	$666K	Reduce -1.3%
FTV Fortive Corp.	0.07%	8,992	$658K	Add +0.0%
TSLA Tesla Inc.	0.07%	2,316	$600K	Reduce -0.9%
AVGO Broadcom Inc.	0.07%	3,502	$586K	Reduce -8.7%
ABT Abbott Laboratories	0.06%	4,186	$555K	Reduce -0.7%
VLTO Veralto Corp.	0.06%	5,470	$533K	No change
TSM Taiwan Semiconductor-SP ADR	0.06%	3,185	$529K	Add +1.0%
MRK Merck & Co. Inc.	0.06%	5,875	$527K	Add +1.1%
DUK Duke Energy Corp.	0.06%	4,288	$523K	Add +1.9%
AXP American Express Co.	0.06%	1,884	$507K	Add +15.3%
EVLV Evolv Technologies Holdings	0.05%	150,563	$470K	No change
PEP Pepsico Inc.	0.05%	3,114	$467K	Add +25.0%
MCD McDonald's Corp.	0.05%	1,448	$452K	Add +7.7%
PANW Palo Alto Networks Inc.	0.05%	2,634	$449K	No change
NFLX Netflix Inc.	0.05%	480	$448K	Add +6.0%
VOO Vanguard S&P 500 ETF	0.05%	813	$418K	Reduce -46.1%
ORLY O'reilly Automotive Inc.	0.05%	286	$410K	No change
ICF iShares Select U.S. REIT ETF	0.04%	6,414	$395K	Reduce -3.7%
VZ Verizon Communications Inc.	0.04%	8,581	$389K	Reduce -1.7%
COF Capital One Financial Corp.	0.04%	2,103	$377K	Add +2.1%
SNA Snap-on Inc.	0.04%	1,090	$367K	Add +0.4%
IVW iShares S&P 500 Growth ETF	0.04%	3,751	$348K	Reduce -6.1%
NSC Norfolk Southern Corp.	0.04%	1,467	$348K	Reduce -0.8%
CVX Chevron Corp.	0.04%	2,068	$346K	No change
GS Goldman Sachs Group Inc.	0.04%	585	$320K	Add +0.2%
SPYM Ste STR SPDR PT S&P 500 ETF	0.04%	4,804	$316K	No change
SBUX Starbucks Corp.	0.03%	3,101	$304K	Reduce -2.9%
IEFA iShares Core MSCI Eafe ETF	0.03%	3,998	$302K	Add +4.7%
MAR Marriott International Class A	0.03%	1,267	$302K	Reduce -13.0%
QCOM Qualcomm Inc.	0.03%	1,865	$286K	Add +24.5%
RSP Invesco S&P 500 Equal Weight	0.03%	1,644	$285K	Add +24.9%
WEC WEC Energy Group Inc.	0.03%	2,570	$280K	Add +18.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.03%	6,610	$276K	Add +0.0%
LOW Lowe's Cos Inc.	0.03%	1,182	$276K	Add +1.6%
TXN Texas Instruments Inc.	0.03%	1,465	$263K	Reduce -3.1%
EFA iShares MSCI Eafe ETF	0.03%	2,970	$243K	Reduce -2.0%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.03%	3,062	$241K	No change
NVS Novartis AG-Sponsored ADR	0.03%	2,091	$233K	No change
UNP Union Pacific Corp.	0.03%	972	$230K	Add +0.1%
CMCSA Comcast Corp. Class A	0.03%	6,146	$227K	No change
ATO Atmos Energy Corp.	0.02%	1,446	$224K	New
CSX CSX Corp.	0.02%	7,460	$220K	Add +0.0%
XLK SS Technology Select Sector	0.02%	1,015	$210K	No change
BLK BlackRock Inc.	0.02%	219	$207K	No change
NOC Northrop Grumman Corp.	0.02%	401	$205K	New

Other holdings (1): bonds, preferreds, convertibles and warrants · $247K (not counted above)

Security	Class	Shares / Principal	Value	Change
BANK OF AMERICA CORP (BAC 7.25 PERP L)	7.25%CNV PFD L	200	$247K	No change

Total filed on the 13F, all lines: $896.2M.

Portfolio Sells Q4 2024 → Q1 2025


CE Celanese Corp.	Sold out	0.00%	−0.85
AAPL Apple Inc.	Reduce -2.0%	4.89%	−0.80
DKS Dick's Sporting Goods Inc.	Reduce -3.7%	3.04%	−0.59
MSFT Microsoft Corp.	Reduce -1.2%	3.63%	−0.55
ACN Accenture PLC Class A	Reduce -0.6%	2.41%	−0.36
DOW Dow Inc.	Reduce -31.9%	0.49%	−0.35
TROW T Rowe Price Group Inc.	Reduce -1.1%	1.21%	−0.31
ADBE Adobe Inc.	Reduce -0.3%	1.74%	−0.31
CARR Carrier Global Corp.	Reduce -0.6%	2.15%	−0.21
BWA Borgwarner Inc.	Reduce -21.5%	0.44%	−0.19
WMT Walmart Inc.	Reduce -2.2%	2.77%	−0.18
GIS General Mills Inc.	Reduce -1.6%	1.32%	−0.13
OMC Omnicom Group	Reduce -1.9%	1.47%	−0.11
RVTY Revvity Inc.	Reduce -0.5%	1.34%	−0.10
BA The Boeing Co.	Reduce -9.1%	0.62%	−0.10
VV Vngrd Mrgstr LRG-Cap ETF-Usd	Sold out	0.00%	−0.08
IVV iShares Core S&P 500 ETF	Reduce -1.4%	0.94%	−0.07
VTI VG Morningstar TS MKT ETF-US	Reduce -25.6%	0.16%	−0.07
SYY Sysco Corp.	Reduce -0.3%	1.64%	−0.06
PLTR Palantir Technologies Inc. Class A	Reduce -29.3%	0.17%	−0.05
IJR iShares Core S&P Small-Cap E	Reduce -2.9%	0.32%	−0.05
AMZN Amazon.com Inc.	Reduce -0.4%	0.27%	−0.05
VOO Vanguard S&P 500 ETF	Reduce -46.1%	0.05%	−0.05
GOOG Alphabet Inc. Class C	Reduce -4.8%	0.15%	−0.04
JPM JPMorgan Chase & Co.	Reduce -2.3%	3.47%	−0.04
RDNT Radnet Inc.	Reduce -7.1%	0.08%	−0.04
TSLA Tesla Inc.	Reduce -0.9%	0.07%	−0.04
AVGO Broadcom Inc.	Reduce -8.7%	0.07%	−0.04
PHIN Phinia Inc.	Reduce -1.4%	0.21%	−0.03
HUBB Hubbell Inc.	Sold out	0.00%	−0.03
SCHX Schwab US Large-Cap ETF	Sold out	0.00%	−0.03
HD Home Depot Inc.	Reduce -6.4%	0.18%	−0.03
CI The Cigna Group	Sold out	0.00%	−0.03
KEYS Keysight Technologies Inc.	Sold out	0.00%	−0.03
NKE Nike Inc. Class B	Sold out	0.00%	−0.02
CRM Salesforce Inc.	Sold out	0.00%	−0.02
ASML ASML Holding NV-NY Reg SHS	Sold out	0.00%	−0.02
VBK Van Morst SML-Cap Gro-Usd Inc.	Sold out	0.00%	−0.02
MAR Marriott International Class A	Reduce -13.0%	0.03%	−0.01
IVW iShares S&P 500 Growth ETF	Reduce -6.1%	0.04%	−0.01
WFC Wells Fargo & Co.	Reduce -1.1%	2.71%	−0.01
TXN Texas Instruments Inc.	Reduce -3.1%	0.03%	−0.00
CSCO Cisco Systems Inc.	Reduce -5.3%	0.10%	−0.00
COST Costco Wholesale Corp.	Reduce -3.4%	0.15%	−0.00
PG The Procter & Gamble Co.	Reduce -1.2%	0.19%	−0.00
ICF iShares Select U.S. REIT ETF	Reduce -3.7%	0.04%	−0.00
NSC Norfolk Southern Corp.	Reduce -0.8%	0.04%	−0.00
SBUX Starbucks Corp.	Reduce -2.9%	0.03%	+0.00
UNH Unitedhealth Group Inc.	Reduce -0.8%	0.07%	+0.00
EFA iShares MSCI Eafe ETF	Reduce -2.0%	0.03%	+0.00

Portfolio Buys Q4 2024 → Q1 2025


LIN Linde PLC	Add +4421.1%	1.17%	+1.14
GOOGL Alphabet Inc. Class A	Add +477.2%	1.12%	+0.88
ORCL Oracle Corp.	Add +967.0%	0.97%	+0.86
ELV Elevance Health Inc.	Add +0.2%	2.16%	+0.31
T AT&T Inc.	Add +2.8%	1.23%	+0.25
BRK.B Berkshire Hathaway Inc. Class B	Add +0.6%	0.23%	+0.03
ATO Atmos Energy Corp.	New	0.02%	+0.02
NOC Northrop Grumman Corp.	New	0.02%	+0.02
LMT Lockheed Martin Corp.	Add +35.9%	0.09%	+0.02
XOM Exxon Mobil Corp.	Add +6.5%	0.11%	+0.01
ABBV Abbvie Inc.	Add +3.8%	0.08%	+0.01
PEP Pepsico Inc.	Add +25.0%	0.05%	+0.01
WEC WEC Energy Group Inc.	Add +18.4%	0.03%	+0.01
DUK Duke Energy Corp.	Add +1.9%	0.06%	+0.01
MCD McDonald's Corp.	Add +7.7%	0.05%	+0.01
QCOM Qualcomm Inc.	Add +24.5%	0.03%	+0.01
RSP Invesco S&P 500 Equal Weight	Add +24.9%	0.03%	+0.01
NFLX Netflix Inc.	Add +6.0%	0.05%	+0.00
IEFA iShares Core MSCI Eafe ETF	Add +4.7%	0.03%	+0.00
AXP American Express Co.	Add +15.3%	0.06%	+0.00
META Meta Platforms Inc. Class A	Add +3.5%	0.18%	+0.00
COF Capital One Financial Corp.	Add +2.1%	0.04%	+0.00
UNP Union Pacific Corp.	Add +0.1%	0.03%	+0.00
VYM Vanguard High DVD Yield ETF	Add +0.0%	0.10%	−0.00
SNA Snap-on Inc.	Add +0.4%	0.04%	−0.00
LOW Lowe's Cos Inc.	Add +1.6%	0.03%	−0.00
BAC Bank of America Corp.	Add +0.0%	0.03%	−0.00
GS Goldman Sachs Group Inc.	Add +0.2%	0.04%	−0.00
CSX CSX Corp.	Add +0.0%	0.02%	−0.00
FTV Fortive Corp.	Add +0.0%	0.07%	−0.00
ZTS Zoetis Inc.	Add +0.1%	2.14%	−0.00
SPY SS SPDR S&P 500 ETF Trust-US	Add +3.7%	0.20%	−0.00
MRK Merck & Co. Inc.	Add +1.1%	0.06%	−0.01
CAT Caterpillar Inc.	Add +5.8%	0.13%	−0.01
TSM Taiwan Semiconductor-SP ADR	Add +1.0%	0.06%	−0.01
IJH iShares Core S&P Midcap ETF	Add +0.6%	0.29%	−0.02
DD Dupont DE Nemours Inc.	Add +0.9%	1.35%	−0.03
NEE Nextera Energy Inc.	Add +0.1%	1.94%	−0.04
DHR Danaher Corp.	Add +0.0%	0.37%	−0.05
NVDA Nvidia Corp.	Add +0.4%	0.28%	−0.07
PFE Pfizer Inc.	Add +0.9%	1.44%	−0.07
DIS The Walt Disney Co.	Add +0.3%	1.21%	−0.17
UPS United Parcel Service Class B	Add +0.1%	1.29%	−0.21
CACI Caci International Inc. Class A	Add +0.7%	2.56%	−0.28

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