Steigerwald, Gordon & Koch Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 14, 2025), Steigerwald, Gordon & Koch Inc. reported 123 stock positions worth $948.0 million. Its top holding was Microsoft (MSFT) at 4.6% of the portfolio, followed by Apple (AAPL, 4.2%) and JPMorgan Chase (JPM, 3.9%). Compared with Q1 2025, it opened 6 new positions, added to 45 and reduced 62. The biggest buy was Microsoft (MSFT, shares +2%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LEESBURG, VA
- CIK
- 0001731876
- Portfolio Value
- $948.0M (Q2 2025)
- SEC Filing
- 0001172661-25-002578 ↗ filed Jul 14, 2025
Holdings Value
Holdings 123 stocks · $948.0M
| MSFT Microsoft Corp. | 4.62% | 88,003 | $43.8M | Add +1.6% |
| AAPL Apple Inc. | 4.25% | 196,274 | $40.3M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 3.85% | 126,021 | $36.5M | Reduce -0.6% |
| CACI Caci International Inc. Class A | 3.16% | 62,758 | $29.9M | Add +0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.09% | 99,499 | $29.3M | Reduce -0.1% |
| V Visa Inc. Class A | 3.06% | 81,620 | $29.0M | Add +0.2% |
| DE Deere & Co. | 2.96% | 55,097 | $28.0M | Reduce -0.3% |
| RTX RTX Corp. | 2.95% | 191,267 | $27.9M | Add +0.0% |
| WMT Walmart Inc. | 2.91% | 281,905 | $27.6M | Reduce -0.2% |
| MCK McKesson Corp. | 2.87% | 37,189 | $27.3M | Reduce -0.5% |
| CHKP Check Point Software Tech | 2.87% | 122,917 | $27.2M | Add +0.1% |
| SYK Stryker Corp. | 2.86% | 68,465 | $27.1M | Add +0.2% |
| WFC Wells Fargo & Co. | 2.85% | 337,213 | $27.0M | Reduce -0.2% |
| DKS Dick's Sporting Goods Inc. | 2.81% | 134,888 | $26.7M | Reduce -0.3% |
| TRV The Travelers Cos Inc. | 2.68% | 95,047 | $25.4M | Add +0.0% |
| ADP Automatic Data Processing | 2.60% | 80,063 | $24.7M | Add +0.3% |
| CARR Carrier Global Corp. | 2.35% | 304,612 | $22.3M | Add +0.2% |
| ACN Accenture PLC Class A | 2.21% | 70,133 | $21.0M | Add +1.4% |
| AMGN Amgen Inc. | 2.09% | 70,853 | $19.8M | Add +1.1% |
| KMI Kinder Morgan Inc. | 2.08% | 670,755 | $19.7M | Add +0.8% |
| ZTS Zoetis Inc. | 1.94% | 117,808 | $18.4M | Add +1.0% |
| VTR Ventas Inc. | 1.87% | 280,952 | $17.7M | Add +1.1% |
| ELV Elevance Health Inc. | 1.87% | 45,598 | $17.7M | Add +2.4% |
| JNJ Johnson & Johnson | 1.84% | 114,347 | $17.5M | Add +1.8% |
| NEE Nextera Energy Inc. | 1.83% | 250,572 | $17.4M | Add +2.2% |
| ORCL Oracle Corp. | 1.72% | 74,530 | $16.3M | Add +19.3% |
| ADBE Adobe Inc. | 1.71% | 41,783 | $16.2M | Add +2.5% |
| KO The Coca-Cola Co. | 1.67% | 223,432 | $15.8M | Add +1.3% |
| OTIS Otis Worldwide Corp. | 1.63% | 155,634 | $15.4M | Add +0.1% |
| SYY Sysco Corp. | 1.57% | 196,870 | $14.9M | Add +0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.47% | 112,665 | $14.0M | Add +2.3% |
| GOOGL Alphabet Inc. Class A | 1.43% | 76,719 | $13.5M | Add +18.5% |
| PFE Pfizer Inc. | 1.33% | 518,356 | $12.6M | Add +1.9% |
| LIN Linde PLC | 1.31% | 26,510 | $12.4M | Add +18.0% |
| OMC Omnicom Group | 1.22% | 160,587 | $11.6M | Add +1.0% |
| T AT&T Inc. | 1.22% | 398,207 | $11.5M | Add +2.4% |
| DD Dupont DE Nemours Inc. | 1.19% | 163,945 | $11.2M | Add +1.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 1.19% | 116,467 | $11.2M | Reduce -1.5% |
| RVTY Revvity Inc. | 1.16% | 113,857 | $11.0M | Add +0.0% |
| UPS United Parcel Service Class B | 1.12% | 105,398 | $10.6M | Add +0.4% |
| GIS General Mills Inc. | 1.08% | 196,812 | $10.2M | Reduce -0.5% |
| IVV iShares Core S&P 500 ETF | 1.02% | 15,572 | $9.7M | Add +4.2% |
| BA The Boeing Co. | 0.75% | 33,815 | $7.1M | Add +3.7% |
| CTVA Corteva Inc. | 0.46% | 58,081 | $4.3M | Reduce -1.1% |
| BWA Borgwarner Inc. | 0.44% | 124,815 | $4.2M | Reduce -9.3% |
| NVDA Nvidia Corp. | 0.39% | 23,136 | $3.7M | Reduce -0.6% |
| DHR Danaher Corp. | 0.34% | 16,343 | $3.2M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 0.32% | 27,931 | $3.1M | Add +2.4% |
| IJH iShares Core S&P Midcap ETF | 0.30% | 45,515 | $2.8M | Add +2.8% |
| AMZN Amazon.com Inc. | 0.29% | 12,370 | $2.7M | Reduce -1.0% |
| DOW Dow Inc. | 0.27% | 96,286 | $2.5M | Reduce -23.6% |
| LLY Eli Lilly & Co. | 0.24% | 2,948 | $2.3M | Reduce -4.7% |
| META Meta Platforms Inc. Class A | 0.24% | 3,067 | $2.3M | Add +10.6% |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 15,100 | $2.1M | Reduce -16.6% |
| PHIN Phinia Inc. | 0.20% | 43,264 | $1.9M | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 3,884 | $1.9M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 3,005 | $1.9M | Reduce -5.2% |
| HD Home Depot Inc. | 0.17% | 4,357 | $1.6M | Reduce -1.1% |
| PG The Procter & Gamble Co. | 0.17% | 9,964 | $1.6M | Reduce -0.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 5,094 | $1.5M | No change |
| GOOG Alphabet Inc. Class C | 0.16% | 8,595 | $1.5M | Reduce -0.4% |
| CAT Caterpillar Inc. | 0.15% | 3,627 | $1.4M | Add +0.6% |
| COST Costco Wholesale Corp. | 0.15% | 1,412 | $1.4M | Reduce -0.8% |
| CSCO Cisco Systems Inc. | 0.10% | 13,536 | $939K | Reduce -2.1% |
| VYM Vanguard High DVD Yield ETF | 0.10% | 6,913 | $922K | Reduce -0.0% |
| AVGO Broadcom Inc. | 0.09% | 3,262 | $899K | Reduce -6.8% |
| XOM Exxon Mobil Corp. | 0.09% | 8,008 | $863K | Reduce -0.9% |
| LMT Lockheed Martin Corp. | 0.09% | 1,792 | $830K | Reduce -1.1% |
| EVLV Evolv Technologies Holdings | 0.09% | 130,563 | $815K | Reduce -13.3% |
| MA Mastercard Inc. Class A | 0.09% | 1,437 | $808K | Reduce -1.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 3,160 | $716K | Reduce -0.8% |
| NFLX Netflix Inc. | 0.07% | 492 | $659K | Add +2.5% |
| TSLA Tesla Inc. | 0.07% | 2,025 | $643K | Reduce -12.6% |
| CB Chubb Ltd. | 0.07% | 2,197 | $637K | Reduce -0.5% |
| ABBV Abbvie Inc. | 0.06% | 3,283 | $609K | Reduce -2.3% |
| BCPC Balchem Corp. | 0.06% | 3,760 | $599K | Reduce -13.4% |
| AXP American Express Co. | 0.06% | 1,839 | $587K | Reduce -2.4% |
| RDNT Radnet Inc. | 0.06% | 10,175 | $579K | Reduce -29.2% |
| ABT Abbott Laboratories | 0.06% | 4,176 | $568K | Reduce -0.2% |
| VLTO Veralto Corp. | 0.06% | 5,465 | $552K | Reduce -0.1% |
| PANW Palo Alto Networks Inc. | 0.06% | 2,574 | $527K | Reduce -2.3% |
| DUK Duke Energy Corp. | 0.05% | 4,277 | $505K | Reduce -0.3% |
| COF Capital One Financial Corp. | 0.05% | 2,223 | $473K | Add +5.7% |
| FTV Fortive Corp. | 0.05% | 8,991 | $469K | Reduce -0.0% |
| VOO Vanguard S&P 500 ETF | 0.05% | 781 | $444K | Reduce -3.9% |
| MCD McDonald's Corp. | 0.04% | 1,432 | $419K | Reduce -1.1% |
| GS Goldman Sachs Group Inc. | 0.04% | 585 | $414K | No change |
| IVW iShares S&P 500 Growth ETF | 0.04% | 3,751 | $413K | No change |
| PEP Pepsico Inc. | 0.04% | 2,969 | $392K | Reduce -4.7% |
| MRK Merck & Co. Inc. | 0.04% | 4,837 | $383K | Reduce -17.7% |
| ICF iShares Select U.S. REIT ETF | 0.04% | 6,084 | $372K | Reduce -5.1% |
| VZ Verizon Communications Inc. | 0.04% | 8,541 | $370K | Reduce -0.5% |
| NSC Norfolk Southern Corp. | 0.04% | 1,387 | $355K | Reduce -5.5% |
| UNH Unitedhealth Group Inc. | 0.04% | 1,137 | $355K | Reduce -11.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.04% | 4,804 | $349K | No change |
| SNA Snap-on Inc. | 0.04% | 1,120 | $349K | Add +2.8% |
| ORLY O'reilly Automotive Inc. | 0.04% | 3,840 | $346K | Reduce -10.5% |
| MAR Marriott International Class A | 0.04% | 1,214 | $332K | Reduce -4.2% |
| RSP Invesco S&P 500 Equal Weight | 0.03% | 1,754 | $319K | Add +6.7% |
| EFA iShares MSCI Eafe ETF | 0.03% | 3,555 | $318K | Add +19.7% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $243K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 200 | $243K | No change |
Total filed on the 13F, all lines: $948.2M.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.5% | 4.25% | −0.64 |
| GIS General Mills Inc. | Reduce -0.5% | 1.08% | −0.24 |
| DKS Dick's Sporting Goods Inc. | Reduce -0.3% | 2.81% | −0.23 |
| DOW Dow Inc. | Reduce -23.6% | 0.27% | −0.22 |
| LLY Eli Lilly & Co. | Reduce -4.7% | 0.24% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -11.3% | 0.04% | −0.04 |
| DHR Danaher Corp. | Reduce -0.1% | 0.34% | −0.03 |
| TROW T Rowe Price Group Inc. | Reduce -1.5% | 1.19% | −0.03 |
| FTV Fortive Corp. | Reduce -0.0% | 0.05% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.7% | 0.17% | −0.02 |
| RDNT Radnet Inc. | Reduce -29.2% | 0.06% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -17.7% | 0.04% | −0.02 |
| BCPC Balchem Corp. | Reduce -13.4% | 0.06% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -0.9% | 0.09% | −0.02 |
| ABBV Abbvie Inc. | Reduce -2.3% | 0.06% | −0.01 |
| HD Home Depot Inc. | Reduce -1.1% | 0.17% | −0.01 |
| PEP Pepsico Inc. | Reduce -4.7% | 0.04% | −0.01 |
| SBUX Starbucks Corp. | Reduce -22.2% | 0.02% | −0.01 |
| CVX Chevron Corp. | Reduce -7.7% | 0.03% | −0.01 |
| ORLY O'reilly Automotive Inc. | Reduce -10.5% | 0.04% | −0.01 |
| CB Chubb Ltd. | Reduce -0.5% | 0.07% | −0.01 |
| MCD McDonald's Corp. | Reduce -1.1% | 0.04% | −0.01 |
| DUK Duke Energy Corp. | Reduce -0.3% | 0.05% | −0.01 |
| ICF iShares Select U.S. REIT ETF | Reduce -5.1% | 0.04% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -12.3% | 0.03% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -0.5% | 0.04% | −0.00 |
| PHIN Phinia Inc. | Reduce -1.0% | 0.20% | −0.00 |
| MA Mastercard Inc. Class A | Reduce -1.1% | 0.09% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -0.8% | 0.15% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -2.7% | 0.02% | −0.00 |
| LMT Lockheed Martin Corp. | Reduce -1.1% | 0.09% | −0.00 |
| UNP Union Pacific Corp. | Reduce -3.2% | 0.02% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.0% | 0.10% | −0.00 |
| ABT Abbott Laboratories | Reduce -0.2% | 0.06% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.2% | 0.20% | −0.00 |
| NSC Norfolk Southern Corp. | Reduce -5.5% | 0.04% | −0.00 |
| VLTO Veralto Corp. | Reduce -0.1% | 0.06% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -5.6% | 0.03% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -3.9% | 0.05% | +0.00 |
| BWA Borgwarner Inc. | Reduce -9.3% | 0.44% | +0.00 |
| TSLA Tesla Inc. | Reduce -12.6% | 0.07% | +0.00 |
| BLK BlackRock Inc. | Reduce -0.5% | 0.02% | +0.00 |
| CSX CSX Corp. | Reduce -0.7% | 0.03% | +0.00 |
| MAR Marriott International Class A | Reduce -4.2% | 0.04% | +0.00 |
| TXN Texas Instruments Inc. | Reduce -0.8% | 0.03% | +0.00 |
| CSCO Cisco Systems Inc. | Reduce -2.1% | 0.10% | +0.00 |
| AXP American Express Co. | Reduce -2.4% | 0.06% | +0.01 |
| PANW Palo Alto Networks Inc. | Reduce -2.3% | 0.06% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -0.4% | 0.16% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.8% | 0.08% | +0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +1.6% | 4.62% | +0.99 |
| ORCL Oracle Corp. | Add +19.3% | 1.72% | +0.74 |
| CACI Caci International Inc. Class A | Add +0.4% | 3.16% | +0.60 |
| GOOGL Alphabet Inc. Class A | Add +18.5% | 1.43% | +0.31 |
| DIS The Walt Disney Co. | Add +2.3% | 1.47% | +0.26 |
| CARR Carrier Global Corp. | Add +0.2% | 2.35% | +0.20 |
| LIN Linde PLC | Add +18.0% | 1.31% | +0.14 |
| BA The Boeing Co. | Add +3.7% | 0.75% | +0.13 |
| RTX RTX Corp. | Add +0.0% | 2.95% | +0.12 |
| IVV iShares Core S&P 500 ETF | Add +4.2% | 1.02% | +0.08 |
| META Meta Platforms Inc. Class A | Add +10.6% | 0.24% | +0.06 |
| HUBB Hubbell Inc. | New | 0.03% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.02% | +0.02 |
| BKNG Booking Holdings Inc. | New | 0.02% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.02% | +0.02 |
| SCHW Schwab (charles) Corp. | New | 0.02% | +0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.02% | +0.02 |
| NFLX Netflix Inc. | Add +2.5% | 0.07% | +0.02 |
| SYK Stryker Corp. | Add +0.2% | 2.86% | +0.02 |
| CAT Caterpillar Inc. | Add +0.6% | 0.15% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +2.8% | 0.30% | +0.01 |
| COF Capital One Financial Corp. | Add +5.7% | 0.05% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +19.7% | 0.03% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +2.4% | 0.32% | +0.00 |
| BAC Bank of America Corp. | Add +0.0% | 0.03% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +6.7% | 0.03% | +0.00 |
| LOW Lowe's Cos Inc. | Add +0.8% | 0.03% | −0.00 |
| SNA Snap-on Inc. | Add +2.8% | 0.04% | −0.00 |
| T AT&T Inc. | Add +2.4% | 1.22% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.5% | 0.20% | −0.03 |
| ADBE Adobe Inc. | Add +2.5% | 1.71% | −0.04 |
| KMI Kinder Morgan Inc. | Add +0.8% | 2.08% | −0.04 |
| SYY Sysco Corp. | Add +0.5% | 1.57% | −0.07 |
| KO The Coca-Cola Co. | Add +1.3% | 1.67% | −0.10 |
| NEE Nextera Energy Inc. | Add +2.2% | 1.83% | −0.11 |
| PFE Pfizer Inc. | Add +1.9% | 1.33% | −0.11 |
| ADP Automatic Data Processing | Add +0.3% | 2.60% | −0.12 |
| TRV The Travelers Cos Inc. | Add +0.0% | 2.68% | −0.12 |
| V Visa Inc. Class A | Add +0.2% | 3.06% | −0.13 |
| DD Dupont DE Nemours Inc. | Add +1.3% | 1.19% | −0.16 |
| OTIS Otis Worldwide Corp. | Add +0.1% | 1.63% | −0.16 |
| UPS United Parcel Service Class B | Add +0.4% | 1.12% | −0.17 |
| RVTY Revvity Inc. | Add +0.0% | 1.16% | −0.18 |
| ACN Accenture PLC Class A | Add +1.4% | 2.21% | −0.20 |
| ZTS Zoetis Inc. | Add +1.0% | 1.94% | −0.21 |
| JNJ Johnson & Johnson | Add +1.8% | 1.84% | −0.24 |
| OMC Omnicom Group | Add +1.0% | 1.22% | −0.25 |
| CHKP Check Point Software Tech | Add +0.1% | 2.87% | −0.26 |
| VTR Ventas Inc. | Add +1.1% | 1.87% | −0.26 |
| ELV Elevance Health Inc. | Add +2.4% | 1.87% | −0.29 |
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 |