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

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 Q4 2024 Q1 2025: $896.0M Q1 2025 Q2 2025: $948.0M $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 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%
IEFA iShares Core MSCI Eafe ETF 0.03% 3,773 $315K Reduce -5.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 6,611 $313K Add +0.0%
TXN Texas Instruments Inc. 0.03% 1,453 $302K Reduce -0.8%
CVX Chevron Corp. 0.03% 1,908 $273K Reduce -7.7%
WEC WEC Energy Group Inc. 0.03% 2,570 $268K No change
LOW Lowe's Cos Inc. 0.03% 1,191 $264K Add +0.8%
QCOM Qualcomm Inc. 0.03% 1,635 $260K Reduce -12.3%
XLK SS Technology Select Sector 0.03% 1,015 $257K No change
NVS Novartis AG-Sponsored ADR 0.03% 2,091 $253K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.03% 3,062 $250K No change
CSX CSX Corp. 0.03% 7,410 $242K Reduce -0.7%
HUBB Hubbell Inc. 0.03% 580 $237K New
BLK BlackRock Inc. 0.02% 218 $229K Reduce -0.5%
ASML ASML Holding NV-NY Reg SHS 0.02% 280 $224K New
ATO Atmos Energy Corp. 0.02% 1,446 $223K No change
SBUX Starbucks Corp. 0.02% 2,413 $221K Reduce -22.2%
BKNG Booking Holdings Inc. 0.02% 38 $220K New
UNP Union Pacific Corp. 0.02% 941 $217K Reduce -3.2%
CMCSA Comcast Corp. Class A 0.02% 5,980 $213K Reduce -2.7%
QQQ Invesco QQQ Trust Series 1 0.02% 369 $204K New
SCHW Schwab (charles) Corp. 0.02% 2,205 $201K New
VBK Van Morst SML-Cap Gro-Usd Inc. 0.02% 726 $201K New
NOC Northrop Grumman Corp. 0.02% 401 $201K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $243K (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 200$243KNo 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

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