Steigerwald, Gordon & Koch Inc. holds a diversified book of 765 reported positions worth $1.0B as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 3 new listings in the book), a listing rather than a purchase; they opened Dupont De Nemours Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the reported non-option book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
+5 sectors below the cut, 6% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Steigerwald, Gordon & Koch Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.5B |
| BlueSpruce Investments, LP | 10 / 80 | $643.2M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Swiss Re Ltd | 52 / 80 | $1.0B |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Prospect Hill Management, LLC | 10 / 80 | $240.3M |
| AdviceOne Advisory Services, LLC | 22 / 80 | $163.7M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Steigerwald, Gordon & Koch Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COMMON | $52.7M | 182.0K | 5.2% | ▼−2.3% Reduced · −4K sh | |
| 2 | JP Morgan Chase & Co COMMON | $38.6M | 118.0K | 3.8% | ▼−1.6% Reduced · −2K sh | |
| 3 | Raytheon Technologies Ord COMMON | $34.1M | 179.5K | 3.4% | ▼−1.8% Reduced · −3K sh | |
| 4 | Deere & Co COMMON | $33.5M | 52.8K | 3.3% | ▼−2.2% Reduced · −1K sh | |
| 5 | Alphabet Inc Class A COMMON | $32.7M | 91.4K | 3.2% | ▼−0.7% Reduced · −615 sh | |
| 6 | Microsoft Corp COMMON | $31.8M | 85.1K | 3.1% | ▲~0% Added · +24 sh | |
| 7 | Travelers Companies Inc COMMON | $30.8M | 93.3K | 3.1% | ▼−1.4% Reduced · −1K sh | |
| 8 | Wal-Mart Stores Inc COMMON | $30.0M | 264.8K | 3.0% | ▼−2.3% Reduced · −6K sh | |
| 9 | Johnson & Johnson COMMON | $28.9M | 113.9K | 2.9% | ▼−0.8% Reduced · −966 sh | |
| 10 | Dick's Sporting Goods COMMON | $28.6M | 126.0K | 2.8% | ▼−1.6% Reduced · −2K sh | |
| 11 | Visa Inc COMMON | $28.2M | 82.2K | 2.8% | ▲~0% Added · +31 sh | |
| 12 | CACI International COMMON | $28.0M | 60.4K | 2.8% | ▼−1.4% Reduced · −891 sh | |
| 13 | International Business Machines COMMON | $27.4M | 97.4K | 2.7% | ▼−0.1% Reduced · −57 sh | |
| 14 | McKesson Corporation COMMON | $27.4M | 36.2K | 2.7% | ▼−0.8% Reduced · −294 sh | |
| 15 | Wells Fargo & Co COMMON | $26.9M | 325.2K | 2.7% | ▼−1.1% Reduced · −3K sh | |
| 16 | Amgen Incorporated COMMON | $25.4M | 70.3K | 2.5% | ▼−0.9% Reduced · −626 sh | |
| 17 | Ventas Inc COMMON | $24.4M | 275.1K | 2.4% | ▼−0.9% Reduced · −2K sh | |
| 18 | Stryker Corp COMMON | $22.1M | 70.2K | 2.2% | ▲+0.9% Added · +639 sh | |
| 19 | Nextera Energy Inc COMMON | $21.8M | 248.8K | 2.2% | ▼−0.2% Reduced · −598 sh | |
| 20 | Kinder Morgan Inc COMMON | $21.8M | 680.7K | 2.2% | ▼−0.1% Reduced · −383 sh | |
| 21 | Carrier Global Corp COMMON | $21.6M | 294.8K | 2.1% | ▼−0.5% Reduced · −1K sh | |
| 22 | Linde PLC COMMON | $18.5M | 35.7K | 1.8% | ▼~0% Reduced · −2 sh | |
| 23 | Coca Cola Company COMMON | $18.4M | 226.5K | 1.8% | ▼−0.6% Reduced · −1K sh | |
| 24 | Auto Data Processing COMMON | $18.0M | 80.2K | 1.8% | ▼−1.3% Reduced · −1K sh | |
| 25 | Elevance Health Inc COMMON | $17.4M | 44.9K | 1.7% | ▼−0.1% Reduced · −66 sh | |
| 26 | Cadence Design System COMMON | $17.1M | 45.6K | 1.7% | ▲+110% Added · +24K sh | |
| 27 | Qnity Electronics Inc COMMON | $16.7M | 102.3K | 1.7% | ▲+3.4% Added · +3K sh | |
| 28 | Sysco Corporation COMMON | $15.9M | 189.8K | 1.6% | ▼−1.3% Reduced · −3K sh | |
| 29 | Goldman Sachs Group Inc COMMON | $15.3M | 15.1K | 1.5% | ▲+201% Added · +10K sh | |
| 30 | Check Point Software Tech COMMON | $15.1M | 115.0K | 1.5% | ▼−7.2% Reduced · −9K sh | |
| 31 | Oracle Corporation COMMON | $12.6M | 86.1K | 1.3% | ▼−0.3% Reduced · −305 sh | |
| 32 | Pfizer Incorporated COMMON | $12.1M | 502.9K | 1.2% | ▼−3.1% Reduced · −16K sh | |
| 33 | iShares Core S&P 500 ETF COMMON | $11.8M | 15.8K | 1.2% | ▲+0.2% Added · +32 sh | |
| 34 | Revvity Inc COMMON | $11.5M | 103.5K | 1.1% | ▼−4.6% Reduced · −5K sh | |
| 35 | Omnicom Group Inc COMMON | $9.6M | 132.2K | 1.0% | ▼−9.9% Reduced · −15K sh | |
| 36 | OTIS Worldwide Corp COMMON | $9.1M | 127.6K | 0.9% | ▼−15% Reduced · −23K sh | |
| 37 | DuPont De Nemours Inc COMMON | $8.9M | 65.5K | 0.9% | ▲New New position | |
| 38 | AT&T Inc COMMON | $8.9M | 428.8K | 0.9% | ▼−0.1% Reduced · −675 sh | |
| 39 | BorgWarner COMMON | $8.8M | 132.7K | 0.9% | ▲+0.3% Added · +457 sh | |
| 40 | Walt Disney Co COMMON | $8.2M | 85.2K | 0.8% | ▼−20% Reduced · −21K sh | |
| 41 | Boeing Co COMMON | $8.2M | 37.9K | 0.8% | ▼−0.2% Reduced · −77 sh | |
| 42 | Accenture Ltd COMMON | $8.2M | 65.9K | 0.8% | ▼−6.1% Reduced · −4K sh | |
| 43 | Nvidia Corp COMMON | $5.7M | 28.3K | 0.6% | ▼−0.2% Reduced · −59 sh | |
| 44 | United Parcel Service COMMON | $4.9M | 45.2K | 0.5% | ▼−19% Reduced · −11K sh | |
| 45 | Corteva Inc COMMON | $4.4M | 52.2K | 0.4% | ▼−7.6% Reduced · −4K sh | |
| 46 | iShares Core S&P Small-Cap ETF COMMON | $3.9M | 26.4K | 0.4% | ▼−1.3% Reduced · −353 sh | |
| 47 | Caterpillar Inc COMMON | $3.6M | 3.4K | 0.4% | ▼−1.1% Reduced · −36 sh | |
| 48 | Phinia Inc COMMON | $3.4M | 41.2K | 0.3% | ▼−1.1% Reduced · −459 sh | |
| 49 | Eli Lilly & Company COMMON | $3.4M | 2.8K | 0.3% | —Held | |
| 50 | iShares Core S&P Mid-Cap ETF COMMON | $3.4M | 43.5K | 0.3% | ▼−1.8% Reduced · −775 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1731876/holdings"
Use Arkolith to show Steigerwald, Gordon & Koch Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 23d | 765 | $1.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 28d | 782 | $974.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 23d | 924 | $1.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 23d | 823 | $1.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 14d | 124 | $948.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 10d | 118 | $896.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 16d | 126 | $885.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 9, 2024 | 9d | 128 | $917.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.