Steigerwald, Gordon & Koch Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Steigerwald, Gordon & Koch Inc. reported 778 stock positions worth $973.9 million. Its top holding was Apple (AAPL) at 4.9% of the portfolio, followed by JPMorgan Chase (JPM, 3.6%) and RTX (RTX, 3.6%). Compared with Q4 2025, it opened 24 new positions, sold out of 161, added to 107 and reduced 196. The biggest buy was Cadence Design SYS (CDNS, shares +8329%) and the biggest sale an exit from Abb Ltd.-Spon ADR (ABBNY).
- Most Recent 13F
- Q2 2026
- Location
- LEESBURG, VA
- CIK
- 0001731876
- Portfolio Value
- $973.9M (Q1 2026)
- SEC Filing
- 0001731876-26-000002 ↗ filed Apr 28, 2026
Holdings Value
Holdings 778 stocks · $973.9M
| AAPL Apple Inc. | 4.85% | 186,301 | $47.3M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 3.62% | 119,877 | $35.3M | Reduce -0.5% |
| RTX RTX Corp. | 3.62% | 182,764 | $35.3M | Reduce -1.2% |
| WMT Walmart Inc. | 3.46% | 270,907 | $33.7M | Reduce -0.7% |
| CACI Caci International Inc. Class A | 3.42% | 61,323 | $33.4M | Reduce -0.6% |
| MCK McKesson Corp. | 3.24% | 36,504 | $31.6M | Reduce -0.3% |
| MSFT Microsoft Corp. | 3.24% | 85,118 | $31.5M | Add +0.4% |
| DE Deere & Co. | 3.12% | 54,003 | $30.4M | Reduce -0.2% |
| JNJ Johnson & Johnson | 2.88% | 114,842 | $28.1M | Add +0.5% |
| TRV The Travelers Cos Inc. | 2.83% | 94,555 | $27.6M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 2.72% | 92,064 | $26.5M | Add +1.4% |
| WFC Wells Fargo & Co. | 2.69% | 328,638 | $26.2M | Reduce -0.1% |
| DKS Dick's Sporting Goods Inc. | 2.61% | 127,990 | $25.4M | Reduce -0.0% |
| AMGN Amgen Inc. | 2.56% | 70,882 | $24.9M | Add +0.4% |
| V Visa Inc. Class A | 2.55% | 82,149 | $24.8M | Add +1.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.43% | 97,462 | $23.6M | Add +0.8% |
| NEE Nextera Energy Inc. | 2.38% | 249,408 | $23.2M | Add +1.3% |
| SYK Stryker Corp. | 2.35% | 69,570 | $22.9M | Add +1.5% |
| KMI Kinder Morgan Inc. | 2.34% | 681,111 | $22.8M | Add +1.4% |
| VTR Ventas Inc. | 2.33% | 277,564 | $22.7M | Add +0.5% |
| LIN Linde PLC | 1.82% | 35,734 | $17.7M | Add +4.8% |
| CHKP Check Point Software Tech | 1.82% | 123,875 | $17.7M | Add +0.5% |
| KO The Coca-Cola Co. | 1.78% | 227,871 | $17.3M | Add +1.3% |
| CARR Carrier Global Corp. | 1.71% | 296,192 | $16.7M | Reduce -0.4% |
| ADP Automatic Data Processing | 1.70% | 81,254 | $16.5M | Add +1.3% |
| PFE Pfizer Inc. | 1.50% | 518,880 | $14.6M | Add +1.4% |
| ACN Accenture PLC Class A | 1.43% | 70,170 | $13.9M | Reduce -2.7% |
| SYY Sysco Corp. | 1.41% | 192,294 | $13.7M | Add +0.9% |
| ELV Elevance Health Inc. | 1.35% | 44,942 | $13.2M | Reduce -1.4% |
| ORCL Oracle Corp. | 1.30% | 86,362 | $12.7M | Reduce -2.3% |
| T AT&T Inc. | 1.28% | 429,484 | $12.5M | Add +3.6% |
| OTIS Otis Worldwide Corp. | 1.19% | 150,210 | $11.6M | Reduce -0.5% |
| Q Qnity Electronics Inc. | 1.17% | 98,943 | $11.4M | Add +16.3% |
| OMC Omnicom Group | 1.14% | 146,785 | $11.1M | Reduce -2.6% |
| IVV iShares Core S&P 500 ETF | 1.05% | 15,723 | $10.3M | Add +1.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.05% | 106,491 | $10.3M | Reduce -4.9% |
| RVTY Revvity Inc. | 0.98% | 108,474 | $9.5M | Reduce -1.1% |
| DD Dupont DE Nemours Inc. | 0.91% | 193,282 | $8.9M | Add +13.1% |
| ZTS Zoetis Inc. | 0.88% | 72,403 | $8.6M | Reduce -19.5% |
| BA The Boeing Co. | 0.78% | 37,965 | $7.6M | Add +6.8% |
| BWA Borgwarner Inc. | 0.74% | 132,258 | $7.2M | Add +5.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.65% | 70,715 | $6.4M | Reduce -29.6% |
| CDNS Cadence Design SYS Inc. | 0.62% | 21,748 | $6.0M | Add +8329.5% |
| ADBE Adobe Inc. | 0.57% | 22,644 | $5.5M | Reduce -37.9% |
| UPS United Parcel Service Class B | 0.56% | 55,874 | $5.5M | Reduce -7.1% |
| NVDA Nvidia Corp. | 0.51% | 28,394 | $5.0M | Reduce -1.0% |
| CTVA Corteva Inc. | 0.49% | 56,495 | $4.7M | Reduce -0.1% |
| GIS General Mills Inc. | 0.46% | 120,960 | $4.5M | Reduce -21.5% |
| GS Goldman Sachs Group Inc. | 0.44% | 5,014 | $4.2M | Add +826.8% |
| IJR iShares Core S&P Small-Cap E | 0.34% | 26,717 | $3.3M | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.33% | 18,996 | $3.2M | Add +118.0% |
| DHR Danaher Corp. | 0.31% | 15,971 | $3.0M | Add +0.7% |
| IJH iShares Core S&P Midcap ETF | 0.31% | 44,258 | $3.0M | Add +0.9% |
| PHIN Phinia Inc. | 0.29% | 41,618 | $2.8M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 0.28% | 13,088 | $2.7M | Reduce -0.9% |
| LLY Eli Lilly & Co. | 0.26% | 2,796 | $2.6M | Reduce -0.6% |
| CAT Caterpillar Inc. | 0.25% | 3,417 | $2.4M | Reduce -5.0% |
| GOOG Alphabet Inc. Class C | 0.23% | 7,772 | $2.2M | Reduce -7.3% |
| META Meta Platforms Inc. Class A | 0.21% | 3,512 | $2.0M | Reduce -0.6% |
| PLTR Palantir Technologies Inc. Class A | 0.18% | 12,200 | $1.8M | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 3,605 | $1.7M | Reduce -1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 2,527 | $1.6M | Add +6.0% |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.16% | 38,055 | $1.6M | Reduce -22.3% |
| COST Costco Wholesale Corp. | 0.15% | 1,432 | $1.4M | Add +1.5% |
| HD Home Depot Inc. | 0.14% | 4,156 | $1.4M | Reduce -1.1% |
| PG The Procter & Gamble Co. | 0.13% | 8,963 | $1.3M | Reduce -1.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 3,635 | $1.2M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 3,683 | $1.2M | Reduce -3.9% |
| VYM Vanguard High DVD Yield ETF | 0.12% | 7,780 | $1.2M | Add +8.8% |
| AVGO Broadcom Inc. | 0.12% | 3,696 | $1.1M | Add +1.7% |
| LMT Lockheed Martin Corp. | 0.11% | 1,813 | $1.1M | Add +3.4% |
| CSCO Cisco Systems Inc. | 0.11% | 13,513 | $1.0M | Add +0.0% |
| MA Mastercard Inc. Class A | 0.08% | 1,551 | $775K | Add +4.7% |
| ABBV Abbvie Inc. | 0.07% | 3,199 | $696K | Reduce -1.5% |
| TSLA Tesla Inc. | 0.07% | 1,848 | $687K | Add +0.1% |
| CB Chubb Ltd. | 0.07% | 2,045 | $667K | Reduce -1.2% |
| MAR Marriott International Class A | 0.07% | 2,004 | $655K | No change |
| EVLV Evolv Technologies Holdings | 0.07% | 105,563 | $639K | No change |
| BCPC Balchem Corp. | 0.07% | 3,760 | $637K | No change |
| RDNT Radnet Inc. | 0.06% | 10,665 | $596K | Add +14.7% |
| AXP American Express Co. | 0.06% | 1,896 | $574K | Add +3.8% |
| DUK Duke Energy Corp. | 0.06% | 4,240 | $555K | Reduce -2.3% |
| VOO Vanguard S&P 500 ETF | 0.06% | 908 | $543K | Reduce -0.1% |
| MRK Merck & Co. Inc. | 0.05% | 4,437 | $534K | Reduce -2.7% |
| COP Conocophillips | 0.05% | 3,967 | $524K | Add +627.9% |
| CVX Chevron Corp. | 0.05% | 2,516 | $521K | Add +0.1% |
| FTV Fortive Corp. | 0.05% | 8,878 | $491K | Reduce -0.5% |
| VLTO Veralto Corp. | 0.05% | 5,406 | $478K | Reduce -0.9% |
| NFLX Netflix Inc. | 0.05% | 4,688 | $451K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.05% | 2,322 | $446K | Add +34.9% |
| VZ Verizon Communications Inc. | 0.04% | 8,670 | $435K | Reduce -1.4% |
| EFA iShares MSCI Eafe ETF | 0.04% | 4,290 | $417K | Add +10.3% |
| SNA Snap-on Inc. | 0.04% | 1,120 | $407K | No change |
| MCD McDonald's Corp. | 0.04% | 1,303 | $405K | Reduce -2.6% |
| PEP Pepsico Inc. | 0.04% | 2,591 | $402K | Reduce -2.2% |
| ABT Abbott Laboratories | 0.04% | 3,852 | $395K | Add +0.4% |
| COF Capital One Financial Corp. | 0.04% | 2,158 | $394K | Reduce -3.3% |
| NSC Norfolk Southern Corp. | 0.04% | 1,321 | $379K | Reduce -1.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.04% | 287 | $379K | Reduce -1.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.04% | 4,804 | $368K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $238K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 200 | $238K | No change |
Total filed on the 13F, all lines: $974.2M.
Portfolio Sells Q4 2025 → Q1 2026
| ABBNY Abb Ltd.-Spon ADR | Sold out | 0.00% | −2.74 |
| ADBE Adobe Inc. | Reduce -37.9% | 0.57% | −0.68 |
| ACN Accenture PLC Class A | Reduce -2.7% | 1.43% | −0.46 |
| ORCL Oracle Corp. | Reduce -2.3% | 1.30% | −0.37 |
| TROW T Rowe Price Group Inc. | Reduce -29.6% | 0.65% | −0.35 |
| WFC Wells Fargo & Co. | Reduce -0.1% | 2.69% | −0.30 |
| GIS General Mills Inc. | Reduce -21.5% | 0.46% | −0.23 |
| ZTS Zoetis Inc. | Reduce -19.5% | 0.88% | −0.22 |
| ELV Elevance Health Inc. | Reduce -1.4% | 1.35% | −0.20 |
| DIS The Walt Disney Co. | Reduce -4.9% | 1.05% | −0.19 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 3.62% | −0.16 |
| AAPL Apple Inc. | Reduce -1.3% | 4.85% | −0.14 |
| ACLLY Accelleron Industries AG | Sold out | 0.00% | −0.12 |
| OTIS Otis Worldwide Corp. | Reduce -0.5% | 1.19% | −0.09 |
| RVTY Revvity Inc. | Reduce -1.1% | 0.98% | −0.06 |
| OMC Omnicom Group | Reduce -2.6% | 1.14% | −0.05 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -0.6% | 0.26% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -7.3% | 0.23% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -0.6% | 0.21% | −0.02 |
| KEYS Keysight Technologies Inc. | Reduce -96.2% | 0.00% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 0.28% | −0.02 |
| UPS United Parcel Service Class B | Reduce -7.1% | 0.56% | −0.02 |
| COF Capital One Financial Corp. | Reduce -3.3% | 0.04% | −0.01 |
| NSRGY Nestle SA-Spons ADR | Sold out | 0.00% | −0.01 |
| NVDA Nvidia Corp. | Reduce -1.0% | 0.51% | −0.01 |
| BITU Proshares Ultra Bitcoin ETF | Sold out | 0.00% | −0.01 |
| LVMUY LVMH Moet Hennessy-Unsp ADR | Sold out | 0.00% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -2.8% | 0.02% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -10.5% | 0.02% | −0.01 |
| SBGSY Schneider Elect SE-Unsp ADR | Sold out | 0.00% | −0.01 |
| SIEGY Siemens AG-Spons ADR | Sold out | 0.00% | −0.01 |
| BRNY Burney US Factor Rotation | Reduce -24.7% | 0.02% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -6.0% | 0.03% | −0.01 |
| CRM Salesforce Inc. | Reduce -4.9% | 0.01% | −0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -49.7% | 0.01% | −0.00 |
| BR Broadridge Financial Solutio | Reduce -11.4% | 0.01% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -18.8% | 0.02% | −0.00 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.00 |
| BKNG Booking Holdings Inc. | Reduce -2.6% | 0.02% | −0.00 |
| PRILX Parnassus Core Equity-Inst | Sold out | 0.00% | −0.00 |
| VLTO Veralto Corp. | Reduce -0.9% | 0.05% | −0.00 |
| NOW ServiceNow Inc. | Reduce -6.4% | 0.01% | −0.00 |
| INTU Intuit Inc. | Reduce -27.8% | 0.00% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.9% | 0.12% | −0.00 |
| TBCIX T Rowe PR Blue Chip Grow-I | Sold out | 0.00% | −0.00 |
| ALLE Allegion PLC | Reduce -86.4% | 0.00% | −0.00 |
| ISRG Intuitive Surgical Inc. | Reduce -3.9% | 0.02% | −0.00 |
| SAP Sap SE-Sponsored ADR | Reduce -4.7% | 0.01% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| CDNS Cadence Design SYS Inc. | Add +8329.5% | 0.62% | +0.61 |
| JNJ Johnson & Johnson | Add +0.5% | 2.88% | +0.58 |
| KMI Kinder Morgan Inc. | Add +1.4% | 2.34% | +0.55 |
| Q Qnity Electronics Inc. | Add +16.3% | 1.17% | +0.50 |
| NEE Nextera Energy Inc. | Add +1.3% | 2.38% | +0.46 |
| LIN Linde PLC | Add +4.8% | 1.82% | +0.40 |
| GS Goldman Sachs Group Inc. | Add +826.8% | 0.44% | +0.39 |
| AMGN Amgen Inc. | Add +0.4% | 2.56% | +0.31 |
| T AT&T Inc. | Add +3.6% | 1.28% | +0.28 |
| PFE Pfizer Inc. | Add +1.4% | 1.50% | +0.26 |
| VTR Ventas Inc. | Add +0.5% | 2.33% | +0.25 |
| KO The Coca-Cola Co. | Add +1.3% | 1.78% | +0.25 |
| DD Dupont DE Nemours Inc. | Add +13.1% | 0.91% | +0.24 |
| XOM Exxon Mobil Corp. | Add +118.0% | 0.33% | +0.23 |
| BWA Borgwarner Inc. | Add +5.3% | 0.74% | +0.19 |
| TRV The Travelers Cos Inc. | Add +0.2% | 2.83% | +0.17 |
| COP Conocophillips | Add +627.9% | 0.05% | +0.05 |
| SYY Sysco Corp. | Add +0.9% | 1.41% | +0.04 |
| LMT Lockheed Martin Corp. | Add +3.4% | 0.11% | +0.03 |
| COST Costco Wholesale Corp. | Add +1.5% | 0.15% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +0.9% | 0.31% | +0.03 |
| BA The Boeing Co. | Add +6.8% | 0.78% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +1.4% | 1.05% | +0.02 |
| DVY iShares Select Dividend ETF | Add +157.2% | 0.03% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +8.8% | 0.12% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +223.5% | 0.02% | +0.02 |
| CVX Chevron Corp. | Add +0.1% | 0.05% | +0.02 |
| FDL First Trust Morn DVD Lead Inc. | New | 0.02% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +34.9% | 0.05% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.0% | 0.17% | +0.01 |
| AMAT Applied Materials Inc. | Add +5.3% | 0.03% | +0.01 |
| SO The Southern Co. | Add +195.0% | 0.01% | +0.01 |
| NWBI Northwest Bancshares Inc. | New | 0.01% | +0.01 |
| MSTR Strategy Inc. | Add +1160.4% | 0.01% | +0.01 |
| SLB SLB Ltd. | Add +292.0% | 0.01% | +0.01 |
| ADI Analog Devices Inc. | Add +13.7% | 0.02% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +73.4% | 0.01% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.0% | 0.11% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +10.3% | 0.04% | +0.01 |
| AMD Advanced Micro Devices | Add +100.0% | 0.01% | +0.01 |
| KLAC KLA Corp. | Add +28.2% | 0.02% | +0.01 |
| WELL Welltower Inc. | Add +16.9% | 0.02% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +53.3% | 0.01% | +0.01 |
| HON Honeywell International Inc. | Add +69.6% | 0.01% | +0.01 |
| EPD Enterprise Products Partners | Add +258.3% | 0.01% | +0.01 |
| PH Parker Hannifin Corp. | Add +17.2% | 0.03% | +0.01 |
| FVD First Trust Value Line DVD | Add +218.2% | 0.01% | +0.01 |
| WMB Williams Cos Inc. | Add +636.5% | 0.01% | +0.01 |
| DVN Devon Energy Corp. | Add +6666.7% | 0.00% | +0.00 |
| NDAQ Nasdaq Inc. | Add +77.6% | 0.01% | +0.00 |
Notes & Other Activity Q4 2025 → Q1 2026
| JPMORGAN CHASE & CO (JPM 5.75 PERP DD) | PREFERRED STOCK | Sold out | 175,530 | $4.4Mbefore exit |
| JPMORGAN CHASE & CO (JPM 4.75 PERP GG) | Common Stock | Sold out | 172,259 | $3.5Mbefore exit |
| WELLS FARGO & COMPANY (WFC 4.75 PERP Z) | Common Stock | Sold out | 173,067 | $3.4Mbefore exit |
| WELLS FARGO & COMPANY (WFC 5.625 PERP Y) | PREFERRED STOCK | Sold out | 115,991 | $2.8Mbefore exit |
| GLIBR Gci Liberty Inc. Class R | COM | Sold out | 5 | $19before exit |
| BCE Bce Inc. | COM NEW | Reduce -100.0% | 0 | $0 |
| HLNE Hamilton Lane Inc. Class A | CL A | Reduce -100.0% | 0 | $0 |
| HIG Hartford Insurance Group Inc. | COM | New | 0 | $0 |
| IMBBY Imperial Brands PLC-Spon ADR | ADR | Sold out | 0 | $0before exit |
| GMWKF Games Workshop Group PLC | COM | Sold out | 0 | $0before exit |
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 |