Steigerwald, Gordon & Koch Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), Steigerwald, Gordon & Koch Inc. reported 818 stock positions worth $1.0 billion. Its top holding was Apple (AAPL) at 4.8% of the portfolio, followed by Microsoft (MSFT, 4.3%) and JPMorgan Chase (JPM, 3.8%). Compared with Q2 2025, it opened 695 new positions, added to 43 and reduced 66. The biggest buy was a new position in Abb Ltd.-Spon ADR (ABBNY) and the biggest sale Carrier Global (CARR, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LEESBURG, VA
- CIK
- 0001731876
- Portfolio Value
- $1.0B (Q3 2025)
- SEC Filing
- 0001731876-25-000002 ↗ filed Oct 23, 2025
Holdings Value
Holdings 818 stocks · $1.0B
| AAPL Apple Inc. | 4.78% | 192,774 | $49.1M | Reduce -1.8% |
| MSFT Microsoft Corp. | 4.34% | 86,130 | $44.6M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 3.79% | 123,525 | $39.0M | Reduce -2.0% |
| RTX RTX Corp. | 3.08% | 189,168 | $31.7M | Reduce -1.1% |
| CACI Caci International Inc. Class A | 3.04% | 62,646 | $31.2M | Reduce -0.2% |
| DKS Dick's Sporting Goods Inc. | 2.86% | 132,042 | $29.3M | Reduce -2.1% |
| WMT Walmart Inc. | 2.81% | 279,663 | $28.8M | Reduce -0.8% |
| MCK McKesson Corp. | 2.79% | 37,165 | $28.7M | Reduce -0.1% |
| ABBNY Abb Ltd.-Spon ADR | 2.74% | 391,829 | $28.2M | New |
| WFC Wells Fargo & Co. | 2.73% | 334,171 | $28.0M | Reduce -0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.72% | 99,052 | $27.9M | Reduce -0.5% |
| V Visa Inc. Class A | 2.71% | 81,468 | $27.8M | Reduce -0.2% |
| TRV The Travelers Cos Inc. | 2.59% | 95,451 | $26.7M | Add +0.4% |
| CHKP Check Point Software Tech | 2.49% | 123,761 | $25.6M | Add +0.7% |
| SYK Stryker Corp. | 2.46% | 68,392 | $25.3M | Reduce -0.1% |
| DE Deere & Co. | 2.44% | 54,731 | $25.0M | Reduce -0.7% |
| ADP Automatic Data Processing | 2.30% | 80,490 | $23.6M | Add +0.5% |
| ORCL Oracle Corp. | 2.23% | 81,536 | $22.9M | Add +9.4% |
| JNJ Johnson & Johnson | 2.08% | 115,354 | $21.4M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 2.03% | 85,783 | $20.9M | Add +11.8% |
| AMGN Amgen Inc. | 1.96% | 71,332 | $20.1M | Add +0.7% |
| VTR Ventas Inc. | 1.92% | 281,410 | $19.7M | Add +0.2% |
| KMI Kinder Morgan Inc. | 1.85% | 671,609 | $19.0M | Add +0.1% |
| NEE Nextera Energy Inc. | 1.84% | 250,259 | $18.9M | Reduce -0.1% |
| CARR Carrier Global Corp. | 1.77% | 304,417 | $18.2M | Reduce -0.1% |
| ACN Accenture PLC Class A | 1.72% | 71,523 | $17.6M | Add +2.0% |
| ZTS Zoetis Inc. | 1.63% | 114,450 | $16.7M | Reduce -2.9% |
| SYY Sysco Corp. | 1.58% | 196,641 | $16.2M | Reduce -0.1% |
| KO The Coca-Cola Co. | 1.45% | 225,066 | $14.9M | Add +0.7% |
| ELV Elevance Health Inc. | 1.43% | 45,616 | $14.7M | Add +0.0% |
| LIN Linde PLC | 1.40% | 30,352 | $14.4M | Add +14.5% |
| OTIS Otis Worldwide Corp. | 1.38% | 154,841 | $14.2M | Reduce -0.5% |
| ADBE Adobe Inc. | 1.38% | 40,067 | $14.1M | Reduce -4.1% |
| PFE Pfizer Inc. | 1.26% | 508,734 | $13.0M | Reduce -1.9% |
| OMC Omnicom Group | 1.26% | 158,499 | $12.9M | Reduce -1.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.25% | 112,368 | $12.9M | Reduce -0.3% |
| DD Dupont DE Nemours Inc. | 1.24% | 163,736 | $12.8M | Reduce -0.1% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 1.12% | 112,174 | $11.5M | Reduce -3.7% |
| T AT&T Inc. | 1.12% | 407,244 | $11.5M | Add +2.3% |
| IVV iShares Core S&P 500 ETF | 1.00% | 15,345 | $10.3M | Reduce -1.5% |
| RVTY Revvity Inc. | 0.97% | 113,154 | $9.9M | Reduce -0.6% |
| GIS General Mills Inc. | 0.89% | 181,309 | $9.1M | Reduce -7.9% |
| BA The Boeing Co. | 0.73% | 34,726 | $7.5M | Add +2.7% |
| UPS United Parcel Service Class B | 0.67% | 82,802 | $6.9M | Reduce -21.4% |
| BWA Borgwarner Inc. | 0.54% | 125,652 | $5.5M | Add +0.7% |
| NVDA Nvidia Corp. | 0.43% | 23,878 | $4.5M | Add +3.2% |
| CTVA Corteva Inc. | 0.38% | 57,992 | $3.9M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 0.31% | 27,054 | $3.2M | Reduce -3.1% |
| DHR Danaher Corp. | 0.31% | 16,054 | $3.2M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 0.29% | 13,562 | $3.0M | Add +9.6% |
| IJH iShares Core S&P Midcap ETF | 0.29% | 45,371 | $3.0M | Reduce -0.3% |
| PLTR Palantir Technologies Inc. Class A | 0.24% | 13,600 | $2.5M | Reduce -9.9% |
| META Meta Platforms Inc. Class A | 0.24% | 3,363 | $2.5M | Add +9.7% |
| PHIN Phinia Inc. | 0.24% | 42,949 | $2.5M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.21% | 2,770 | $2.1M | Reduce -6.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 4,089 | $2.1M | Add +5.3% |
| GOOG Alphabet Inc. Class C | 0.20% | 8,285 | $2.0M | Reduce -3.6% |
| HD Home Depot Inc. | 0.17% | 4,305 | $1.7M | Reduce -1.2% |
| CAT Caterpillar Inc. | 0.17% | 3,654 | $1.7M | Add +0.7% |
| DOW Dow Inc. | 0.17% | 74,927 | $1.7M | Reduce -22.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.15% | 2,342 | $1.6M | Reduce -22.1% |
| PG The Procter & Gamble Co. | 0.14% | 9,455 | $1.5M | Reduce -5.1% |
| ACLLY Accelleron Industries AG | 0.14% | 16,774 | $1.4M | New |
| COST Costco Wholesale Corp. | 0.13% | 1,402 | $1.3M | Reduce -0.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 3,808 | $1.2M | Reduce -25.3% |
| AVGO Broadcom Inc. | 0.11% | 3,572 | $1.2M | Add +9.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.10% | 3,555 | $993K | Add +12.5% |
| VYM Vanguard High DVD Yield ETF | 0.09% | 6,714 | $946K | Reduce -2.9% |
| CSCO Cisco Systems Inc. | 0.09% | 13,289 | $909K | Reduce -1.8% |
| XOM Exxon Mobil Corp. | 0.09% | 7,922 | $893K | Reduce -1.1% |
| LMT Lockheed Martin Corp. | 0.09% | 1,783 | $890K | Reduce -0.5% |
| MA Mastercard Inc. Class A | 0.08% | 1,438 | $818K | Add +0.1% |
| TSLA Tesla Inc. | 0.08% | 1,819 | $809K | Reduce -10.2% |
| EVLV Evolv Technologies Holdings | 0.08% | 105,563 | $797K | Reduce -19.1% |
| ABBV Abbvie Inc. | 0.07% | 3,249 | $752K | Reduce -1.0% |
| AXP American Express Co. | 0.06% | 1,831 | $608K | Reduce -0.4% |
| NFLX Netflix Inc. | 0.06% | 507 | $608K | Add +3.0% |
| RDNT Radnet Inc. | 0.06% | 7,975 | $608K | Reduce -21.6% |
| CB Chubb Ltd. | 0.06% | 2,153 | $608K | Reduce -2.0% |
| VLTO Veralto Corp. | 0.06% | 5,465 | $583K | No change |
| BCPC Balchem Corp. | 0.05% | 3,760 | $564K | No change |
| DUK Duke Energy Corp. | 0.05% | 4,340 | $537K | Add +1.5% |
| ABT Abbott Laboratories | 0.05% | 3,932 | $527K | Reduce -5.8% |
| PANW Palo Alto Networks Inc. | 0.05% | 2,574 | $524K | No change |
| VOO Vanguard S&P 500 ETF | 0.05% | 781 | $478K | No change |
| COF Capital One Financial Corp. | 0.05% | 2,178 | $463K | Reduce -2.0% |
| MCD McDonald's Corp. | 0.04% | 1,455 | $442K | Add +1.6% |
| FTV Fortive Corp. | 0.04% | 8,992 | $441K | Add +0.0% |
| GS Goldman Sachs Group Inc. | 0.04% | 540 | $430K | Reduce -7.7% |
| NSC Norfolk Southern Corp. | 0.04% | 1,387 | $417K | No change |
| ORLY O'reilly Automotive Inc. | 0.04% | 3,840 | $414K | No change |
| PEP Pepsico Inc. | 0.04% | 2,934 | $412K | Reduce -1.2% |
| MRK Merck & Co. Inc. | 0.04% | 4,843 | $406K | Add +0.1% |
| SNA Snap-on Inc. | 0.04% | 1,120 | $388K | No change |
| VZ Verizon Communications Inc. | 0.04% | 8,718 | $383K | Add +2.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.04% | 4,804 | $376K | No change |
| ICF iShares Select U.S. REIT ETF | 0.04% | 6,049 | $373K | Reduce -0.6% |
| UNH Unitedhealth Group Inc. | 0.04% | 1,056 | $365K | Reduce -7.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 6,613 | $341K | Add +0.0% |
| LOW Lowe's Cos Inc. | 0.03% | 1,341 | $337K | Add +12.6% |
Other holdings (5): bonds, preferreds, convertibles and warrants · $14.7M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO (JPM 5.75 PERP DD) | PREFERRED STOCK | 178,821 | $4.4M | New |
| JPMORGAN CHASE & CO (JPM 4.75 PERP GG) | Common Stock | 175,395 | $3.7M | New |
| WELLS FARGO & COMPANY (WFC 4.75 PERP Z) | Common Stock | 174,588 | $3.4M | New |
| WELLS FARGO & COMPANY (WFC 5.625 PERP Y) | PREFERRED STOCK | 117,741 | $2.9M | New |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 200 | $256K | No change |
Total filed on the 13F, all lines: $1.0B.
Portfolio Sells Q2 2025 → Q3 2025
| CARR Carrier Global Corp. | Reduce -0.1% | 1.77% | −0.58 |
| DE Deere & Co. | Reduce -0.7% | 2.44% | −0.52 |
| UPS United Parcel Service Class B | Reduce -21.4% | 0.67% | −0.45 |
| SYK Stryker Corp. | Reduce -0.1% | 2.46% | −0.40 |
| IBM Intl Business Machines Corp. | Reduce -0.5% | 2.72% | −0.37 |
| V Visa Inc. Class A | Reduce -0.2% | 2.71% | −0.35 |
| ADBE Adobe Inc. | Reduce -4.1% | 1.38% | −0.33 |
| ZTS Zoetis Inc. | Reduce -2.9% | 1.63% | −0.31 |
| MSFT Microsoft Corp. | Reduce -2.1% | 4.34% | −0.27 |
| OTIS Otis Worldwide Corp. | Reduce -0.5% | 1.38% | −0.25 |
| DIS The Walt Disney Co. | Reduce -0.3% | 1.25% | −0.22 |
| RVTY Revvity Inc. | Reduce -0.6% | 0.97% | −0.20 |
| GIS General Mills Inc. | Reduce -7.9% | 0.89% | −0.19 |
| WFC Wells Fargo & Co. | Reduce -0.9% | 2.73% | −0.12 |
| CACI Caci International Inc. Class A | Reduce -0.2% | 3.04% | −0.11 |
| WMT Walmart Inc. | Reduce -0.8% | 2.81% | −0.10 |
| DOW Dow Inc. | Reduce -22.2% | 0.17% | −0.10 |
| MCK McKesson Corp. | Reduce -0.1% | 2.79% | −0.08 |
| CTVA Corteva Inc. | Reduce -0.1% | 0.38% | −0.07 |
| TROW T Rowe Price Group Inc. | Reduce -3.7% | 1.12% | −0.06 |
| PFE Pfizer Inc. | Reduce -1.9% | 1.26% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -2.0% | 3.79% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -22.1% | 0.15% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -25.3% | 0.12% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -6.0% | 0.21% | −0.04 |
| DHR Danaher Corp. | Reduce -1.8% | 0.31% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -5.1% | 0.14% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -0.7% | 0.13% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -1.5% | 1.00% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -42.7% | 0.03% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -1.8% | 0.09% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.3% | 0.29% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.1% | 0.31% | −0.01 |
| ABT Abbott Laboratories | Reduce -5.8% | 0.05% | −0.01 |
| EVLV Evolv Technologies Holdings | Reduce -19.1% | 0.08% | −0.01 |
| CB Chubb Ltd. | Reduce -2.0% | 0.06% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -4.1% | 0.02% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.9% | 0.09% | −0.01 |
| COF Capital One Financial Corp. | Reduce -2.0% | 0.05% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -1.1% | 0.09% | −0.00 |
| SBUX Starbucks Corp. | Reduce -0.5% | 0.02% | −0.00 |
| ICF iShares Select U.S. REIT ETF | Reduce -0.6% | 0.04% | −0.00 |
| AXP American Express Co. | Reduce -0.4% | 0.06% | −0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -6.5% | 0.02% | −0.00 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.9% | 0.03% | −0.00 |
| RDNT Radnet Inc. | Reduce -21.6% | 0.06% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -7.1% | 0.04% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -7.7% | 0.04% | −0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -0.8% | 0.03% | −0.00 |
| PEP Pepsico Inc. | Reduce -1.2% | 0.04% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| ABBNY Abb Ltd.-Spon ADR | New | 2.74% | +2.74 |
| GOOGL Alphabet Inc. Class A | Add +11.8% | 2.03% | +0.60 |
| ORCL Oracle Corp. | Add +9.4% | 2.23% | +0.51 |
| JNJ Johnson & Johnson | Add +0.9% | 2.08% | +0.24 |
| ACLLY Accelleron Industries AG | New | 0.14% | +0.14 |
| BWA Borgwarner Inc. | Add +0.7% | 0.54% | +0.10 |
| LIN Linde PLC | Add +14.5% | 1.40% | +0.09 |
| NVDA Nvidia Corp. | Add +3.2% | 0.43% | +0.05 |
| VTR Ventas Inc. | Add +0.2% | 1.92% | +0.05 |
| LGND Ligand Pharmaceuticals | New | 0.03% | +0.03 |
| SCHX Schwab US Large-Cap ETF | New | 0.02% | +0.02 |
| UBER Uber Technologies Inc. | New | 0.02% | +0.02 |
| IWP iShares Russell Mid-Cap Grow | New | 0.02% | +0.02 |
| CAT Caterpillar Inc. | Add +0.7% | 0.17% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +12.5% | 0.10% | +0.02 |
| MDLZ Mondelez International Inc. Class A | New | 0.02% | +0.02 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.02% | +0.02 |
| AVGO Broadcom Inc. | Add +9.5% | 0.11% | +0.02 |
| VGT Vanguard Info Tech ETF | New | 0.02% | +0.02 |
| NKE Nike Inc. Class B | New | 0.02% | +0.02 |
| MSI Motorola Solutions Inc. | New | 0.02% | +0.02 |
| KEYS Keysight Technologies Inc. | New | 0.02% | +0.02 |
| AIVL Wisdomtree US AI Enhanced Va | New | 0.02% | +0.02 |
| AEE Ameren Corporation | New | 0.02% | +0.02 |
| WELL Welltower Inc. | New | 0.02% | +0.02 |
| QUAL iShares MSCI USA Quality Fac | New | 0.02% | +0.02 |
| IWM iShares Russell 2000 ETF | New | 0.02% | +0.02 |
| D Dominion Energy Inc. | New | 0.02% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | New | 0.02% | +0.02 |
| JCI Johnson Controls Internation | New | 0.02% | +0.02 |
| PH Parker Hannifin Corp. | New | 0.02% | +0.02 |
| SOXX iShares Semiconductor ETF | New | 0.02% | +0.02 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.02% | +0.02 |
| GD General Dynamics Corp. | New | 0.02% | +0.02 |
| ITOT iShares Core S&P Total U.S. | New | 0.02% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | New | 0.02% | +0.02 |
| C Citigroup Inc. | New | 0.02% | +0.02 |
| XLP SS Consumer Staples Sel Sect | New | 0.02% | +0.02 |
| AMAT Applied Materials Inc. | New | 0.02% | +0.02 |
| GILD Gilead Sciences Inc. | New | 0.02% | +0.02 |
| XLV SS Health Care Select Sector | New | 0.02% | +0.02 |
| ETN Eaton Corp. PLC | New | 0.02% | +0.02 |
| CI The Cigna Group | New | 0.02% | +0.02 |
| MS Morgan Stanley | New | 0.02% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.02% | +0.02 |
| BR Broadridge Financial Solutio | New | 0.02% | +0.02 |
| IHI iShares U.S. Medical Devices | New | 0.02% | +0.02 |
| ADI Analog Devices Inc. | New | 0.02% | +0.02 |
| VHT Vanguard Health Care ETF | New | 0.02% | +0.02 |
| VNT Vontier Corp. | New | 0.02% | +0.02 |
Notes & Other Activity Q2 2025 → Q3 2025
| JPMORGAN CHASE & CO (JPM 5.75 PERP DD) | PREFERRED STOCK | New | 178,821 | $4.4M |
| JPMORGAN CHASE & CO (JPM 4.75 PERP GG) | Common Stock | New | 175,395 | $3.7M |
| WELLS FARGO & COMPANY (WFC 4.75 PERP Z) | Common Stock | New | 174,588 | $3.4M |
| WELLS FARGO & COMPANY (WFC 5.625 PERP Y) | PREFERRED STOCK | New | 117,741 | $2.9M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |