Arkolith/Funds/Steigerwald, Gordon & Koch Inc.

Steigerwald, Gordon & Koch Inc.

CIK 1731876
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Steigerwald, Gordon & Koch Inc. holds a diversified book of 765 stocks worth $1.0B as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened DuPont De Nemours Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the equity book. Cloning the disclosed picks since 2024 would be +19% (+10.1%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Steigerwald, Gordon & Koch Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
9
new positions
Added to
86
existing
Trimmed
116
reduced
Sold out
23
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+18.9%
+10.1%/yr · since Oct '24
Their reported book
+12.5%
held from quarter-end
S&P 500
+30.3%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jul '25Nov '25Mar '26Jul '26
Steigerwald, Gordon & Koch Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 6.4 points over this window.

Growth of $10,000 cloning Steigerwald, Gordon & Koch Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
34%
Top 20 holdings
59%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

95% mapped to company sectors

Information Technology
29%
Industrials
17%
Financials
15%
Health Care
13%
Consumer Discretionary
9%
ETF / fund or unclassified
5%
Utilities
5%
Materials
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Steigerwald, Gordon & Koch Inc.

Manager / fundShared namesTheir $ in those
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC80 / 80$16.9B
IFP Advisors, Inc80 / 80$1.2B
GAMMA Investing LLC80 / 80$1.1B
VANGUARD GROUP INC79 / 80$3.3T
BlackRock, Inc.79 / 80$2.6T
FMR LLC79 / 80$854.0B
MORGAN STANLEY79 / 80$618.7B
JPMORGAN CHASE & CO79 / 80$600.9B

Ranked by how many of Steigerwald, Gordon & Koch Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

765 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COMMON
$52.7M182.0K
5.2%
−2.3%
Reduced · −4K sh
2JP Morgan Chase & Co
COMMON
$38.6M118.0K
3.8%
−1.6%
Reduced · −2K sh
3Raytheon Technologies Ord
COMMON
$34.1M179.5K
3.4%
−1.8%
Reduced · −3K sh
4Deere & Co
COMMON
$33.5M52.8K
3.3%
−2.2%
Reduced · −1K sh
5Alphabet Inc Class A
COMMON
$32.7M91.4K
3.2%
−0.7%
Reduced · −615 sh
6Microsoft Corp
COMMON
$31.8M85.1K
3.1%
~0%
Added · +24 sh
7Travelers Companies Inc
COMMON
$30.8M93.3K
3.1%
−1.4%
Reduced · −1K sh
8Wal-Mart Stores Inc
COMMON
$30.0M264.8K
3.0%
−2.3%
Reduced · −6K sh
9Johnson & Johnson
COMMON
$28.9M113.9K
2.9%
−0.8%
Reduced · −966 sh
10Dick's Sporting Goods
COMMON
$28.6M126.0K
2.8%
−1.6%
Reduced · −2K sh
11Visa Inc
COMMON
$28.2M82.2K
2.8%
~0%
Added · +31 sh
12CACI International
COMMON
$28.0M60.4K
2.8%
−1.4%
Reduced · −891 sh
13International Business Machines
COMMON
$27.4M97.4K
2.7%
−0.1%
Reduced · −57 sh
14McKesson Corporation
COMMON
$27.4M36.2K
2.7%
−0.8%
Reduced · −294 sh
15Wells Fargo & Co
COMMON
$26.9M325.2K
2.7%
−1.1%
Reduced · −3K sh
16Amgen Incorporated
COMMON
$25.4M70.3K
2.5%
−0.9%
Reduced · −626 sh
17Ventas Inc
COMMON
$24.4M275.1K
2.4%
−0.9%
Reduced · −2K sh
18Stryker Corp
COMMON
$22.1M70.2K
2.2%
+0.9%
Added · +639 sh
19Nextera Energy Inc
COMMON
$21.8M248.8K
2.2%
−0.2%
Reduced · −598 sh
20Kinder Morgan Inc
COMMON
$21.8M680.7K
2.2%
−0.1%
Reduced · −383 sh
21Carrier Global Corp
COMMON
$21.6M294.8K
2.1%
−0.5%
Reduced · −1K sh
22Linde PLC
COMMON
$18.5M35.7K
1.8%
~0%
Reduced · −2 sh
23Coca Cola Company
COMMON
$18.4M226.5K
1.8%
−0.6%
Reduced · −1K sh
24Auto Data Processing
COMMON
$18.0M80.2K
1.8%
−1.3%
Reduced · −1K sh
25Elevance Health Inc
COMMON
$17.4M44.9K
1.7%
−0.1%
Reduced · −66 sh
26Cadence Design System
COMMON
$17.1M45.6K
1.7%
+110%
Added · +24K sh
27Qnity Electronics Inc
COMMON
$16.7M102.3K
1.7%
+3.4%
Added · +3K sh
28Sysco Corporation
COMMON
$15.9M189.8K
1.6%
−1.3%
Reduced · −3K sh
29Goldman Sachs Group Inc
COMMON
$15.3M15.1K
1.5%
+201%
Added · +10K sh
30Check Point Software Tech
COMMON
$15.1M115.0K
1.5%
−7.2%
Reduced · −9K sh
31Oracle Corporation
COMMON
$12.6M86.1K
1.3%
−0.3%
Reduced · −305 sh
32Pfizer Incorporated
COMMON
$12.1M502.9K
1.2%
−3.1%
Reduced · −16K sh
33iShares Core S&P 500 ETF
COMMON
$11.8M15.8K
1.2%
+0.2%
Added · +32 sh
34Revvity Inc
COMMON
$11.5M103.5K
1.1%
−4.6%
Reduced · −5K sh
35Omnicom Group Inc
COMMON
$9.6M132.2K
1.0%
−9.9%
Reduced · −15K sh
36OTIS Worldwide Corp
COMMON
$9.1M127.6K
0.9%
−15%
Reduced · −23K sh
37DuPont De Nemours Inc
COMMON
$8.9M65.5K
0.9%
New
New position
38AT&T Inc
COMMON
$8.9M428.8K
0.9%
−0.1%
Reduced · −675 sh
39BorgWarner
COMMON
$8.8M132.7K
0.9%
+0.3%
Added · +457 sh
40Walt Disney Co
COMMON
$8.2M85.2K
0.8%
−20%
Reduced · −21K sh
41Boeing Co
COMMON
$8.2M37.9K
0.8%
−0.2%
Reduced · −77 sh
42Accenture Ltd
COMMON
$8.2M65.9K
0.8%
−6.1%
Reduced · −4K sh
43Nvidia Corp
COMMON
$5.7M28.3K
0.6%
−0.2%
Reduced · −59 sh
44United Parcel Service
COMMON
$4.9M45.2K
0.5%
−19%
Reduced · −11K sh
45Corteva Inc
COMMON
$4.4M52.2K
0.4%
−7.6%
Reduced · −4K sh
46iShares Core S&P Small-Cap ETF
COMMON
$3.9M26.4K
0.4%
−1.3%
Reduced · −353 sh
47Caterpillar Inc
COMMON
$3.6M3.4K
0.4%
−1.1%
Reduced · −36 sh
48Phinia Inc
COMMON
$3.4M41.2K
0.3%
−1.1%
Reduced · −459 sh
49Eli Lilly & Company
COMMON
$3.4M2.8K
0.3%
Held
50iShares Core S&P Mid-Cap ETF
COMMON
$3.4M43.5K
0.3%
−1.8%
Reduced · −775 sh
Showing 50 of 765 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 2026765$1.0B13F-HR
Q1 2026Mar 31, 2026Apr 28, 2026782$974.2M13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026924$1.0B13F-HR
Q3 2025Sep 30, 2025Oct 23, 2025823$1.0B13F-HR
Q2 2025Jun 30, 2025Jul 14, 2025124$948.2M13F-HR
Q1 2025Mar 31, 2025Apr 10, 2025118$896.2M13F-HR
Q4 2024Dec 31, 2024Jan 16, 2025126$885.1M13F-HR
Q3 2024Sep 30, 2024Oct 9, 2024128$917.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.