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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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.
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.
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.
95% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Steigerwald, Gordon & Koch Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $16.9B |
| IFP Advisors, Inc | 80 / 80 | $1.2B |
| GAMMA Investing LLC | 80 / 80 | $1.1B |
| VANGUARD GROUP INC | 79 / 80 | $3.3T |
| BlackRock, Inc. | 79 / 80 | $2.6T |
| FMR LLC | 79 / 80 | $854.0B |
| MORGAN STANLEY | 79 / 80 | $618.7B |
| JPMORGAN CHASE & CO | 79 / 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.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 765 | $1.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 782 | $974.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 924 | $1.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 823 | $1.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 124 | $948.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 118 | $896.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 126 | $885.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 9, 2024 | 128 | $917.2M | 13F-HR |
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.