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Steigerwald, Gordon & Koch Inc. — 13F Holdings & Portfolio

CIK 1731876 · latest 13F-HR filed 2026-07-23

Backtest portfolio

Steigerwald, Gordon & Koch Inc. manages $1.01B in 13F-reported U.S. long-equity assets across 765 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (5.22%), JPM (3.83%), RTX (3.38%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions and exited 26; 437 existing positions rose in reported value and 164 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.01B

Long-equity book

Holdings
765

Distinct positions

Period
2026-06-30

Filed 2026-07-23

Q/Q Activity
+9 / −26 / ↑437 / ↓164

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL5.2% · -2%JPM3.8% · -2%RTX3.4% · -2%DE3.3% · -2%GOOGL3.2% · -1%MSFT3.1% · 0%TRV3.1% · -1%WMT3.0% · -2%JNJ2.9% · -1%DKS2.8% · -2%V2.8% · 0%CACI2.8% · -2%IBM2.7% · -0%MCK2.7% · -1%WFC2.7% · -1%AMGN2.5% · -1%VTR2.4% · -1%SYK2.2% · +1%NEE2.2% · -0%KMI2.2% · -0%CARR2.1% · -0%LIN1.8% · -0%KO1.8% · -1%ADP1.8% · -1%ELV1.7% · -0%CDNS1.7% · +110%Q1.7% · +3%SYY1.6% · -1%GS1.5% · +201%CHKP1.5% · -7%ORCL1.2% · -0%PFE1.2% · -3%IVV1.2% · +0%RVTY1.1% · -5%OMC1.0% · -10%OTIS0.9% · -15%DD0.9% · -66%T0.9% · -0%BWA0.9% · +0%DIS0.8% · -20%BA0.8% · -0%ACN0.8% · -6%NVDA0.6% · -0%UPS0.5% · -19%CTVA0.4% · -8%IJR0.4% · -1%CAT0.4% · -1%PHIN0.3% · -1%LLY0.3% · 0%IJH0.3% · -2%TROW0.3% · -59%AMZN0.3% · +1%DHR0.3% · 0%GOOG0.3% · -0%ZTS0.2% · -54%BRK.B0.2% · +8%SPY0.2% · -2%TSM0.2% · 0%CSCO0.2% · -1%HD0.1% · -2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 33.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 8, 2026.

Assets Under Management
$1.32B
Discretionary
$1.32B
Employees
15
Accounts
730
Address
893-A HARRISON STREET, S.E.
LEESBURG, VA 20175
Phone
(703) 777-8826
Website
Name Title / Status Ownership Type
GORDON, JEFFREY, ANDREW ControlPRESIDENT
since Oct 2005
10–25%Individual
KOCH, DARREN, ANTHONY ControlVICE PRESIDENT
since Oct 2009
10–25%Individual
STEIGERWALD, JOHN, STEPHEN ControlCHIEF EXECUTIVE OFFICER
since Jun 1996
50–75%Individual
Wiggins, Jennifer, Lauren ControlCHIEF COMPLIANCE OFFICER
since Jun 2025
Less than 5%Individual
Ownership & leadership changes · 4 filings with changes since Mar 12, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jun 26, 2025 filing
  • ChangedSTEIGERWALD, JOHN, STEPHEN · title CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER → CHIEF EXECUTIVE OFFICER
  • ChangedWiggins, Jennifer, Lauren · title CORPORATE SECRETARY/TREASURER → CHIEF COMPLIANCE OFFICER
Jun 9, 2022 filing
  • No longer listedSHOWALTER, KAREN, GILL · SECRETARY/TREASURER · Less than 5% · control person · listed since Sep 2015
  • AddedWiggins, Jennifer, Lauren · CORPORATE SECRETARY/TREASURER · Less than 5% · control person
Sep 2, 2015 filing
  • No longer listedGIBSON, MARGARET, ANN · SECRETARY/TREASURER · Less than 5% · control person · listed since Oct 2009
  • AddedSHOWALTER, KAREN, GILL · SECRETARY/TREASURER · Less than 5% · control person
Mar 19, 2015 filing
  • ChangedGIBSON, MARGARET, ANN · ownership 5–10% → Less than 5%
Mar 12, 2012 filing (earliest on record)
  • ListedGIBSON, MARGARET, ANN · SECRETARY/TREASURER · 5–10% · control person
  • ListedGORDON, JEFFREY, ANDREW · PRESIDENT · 10–25% · control person
  • ListedKOCH, DARREN, ANTHONY · VICE PRESIDENT · 10–25% · control person
  • ListedSTEIGERWALD, JOHN, STEPHEN · CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Steigerwald, Gordon & Koch Inc. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Apple Inc AAPL 037833100 $52.7M 5.22% 182,026 SH
2 JP Morgan Chase & Co JPM 46625H100 $38.6M 3.83% 117,984 SH
3 Raytheon Technologies Ord RTX 75513E101 $34.1M 3.38% 179,530 SH
4 Deere & Co DE 244199105 $33.5M 3.32% 52,809 SH
5 Alphabet Inc Class A GOOGL 02079K305 $32.7M 3.24% 91,449 SH
6 Microsoft Corp MSFT 594918104 $31.8M 3.15% 85,142 SH
7 Travelers Companies Inc TRV 89417E109 $30.8M 3.05% 93,276 SH
8 Wal-Mart Stores Inc WMT 931142103 $30.0M 2.97% 264,783 SH
9 Johnson & Johnson JNJ 478160104 $28.9M 2.87% 113,876 SH
10 Dick's Sporting Goods DKS 253393102 $28.6M 2.83% 125,954 SH
11 Visa Inc V 92826C839 $28.2M 2.79% 82,180 SH
12 CACI International CACI 127190304 $28.0M 2.77% 60,432 SH
13 International Business Machines IBM 459200101 $27.4M 2.72% 97,405 SH
14 McKesson Corporation MCK 58155Q103 $27.4M 2.71% 36,210 SH
15 Wells Fargo & Co WFC 949746101 $26.9M 2.66% 325,174 SH
16 Amgen Incorporated AMGN 031162100 $25.4M 2.52% 70,256 SH
17 Ventas Inc VTR 92276F100 $24.4M 2.42% 275,078 SH
18 Stryker Corp SYK 863667101 $22.1M 2.19% 70,209 SH
19 Nextera Energy Inc NEE 65339F101 $21.8M 2.16% 248,810 SH
20 Kinder Morgan Inc KMI 49456B101 $21.8M 2.16% 680,728 SH
21 Carrier Global Corp CARR 14448C104 $21.6M 2.14% 294,831 SH
22 Linde PLC LIN G54950103 $18.5M 1.84% 35,732 SH
23 Coca Cola Company KO 191216100 $18.4M 1.82% 226,481 SH
24 Auto Data Processing ADP 053015103 $18.0M 1.78% 80,207 SH
25 Elevance Health Inc ELV 036752103 $17.4M 1.72% 44,876 SH
26 Cadence Design System CDNS 127387108 $17.1M 1.70% 45,605 SH
27 QNITY ELECTRONICS INC Q 74743L100 $16.7M 1.66% 102,301 SH
28 Sysco Corporation SYY 871829107 $15.9M 1.57% 189,790 SH
29 Goldman Sachs Group Inc GS 38141G104 $15.3M 1.51% 15,081 SH
30 Check Point Software Tech CHKP M22465104 $15.1M 1.50% 114,987 SH
31 Oracle Corporation ORCL 68389X105 $12.6M 1.25% 86,057 SH
32 Pfizer Incorporated PFE 717081103 $12.1M 1.20% 502,925 SH
33 iShares Core S&P 500 ETF IVV 464287200 $11.8M 1.17% 15,755 SH
34 Revvity Inc RVTY 714046109 $11.5M 1.14% 103,494 SH
35 Omnicom Group Inc OMC 681919106 $9.6M 0.95% 132,171 SH
36 OTIS Worldwide Corp OTIS 68902V107 $9.1M 0.91% 127,556 SH
37 DuPont De Nemours Inc DD 26614N201 $8.9M 0.88% 65,479 SH
38 AT&T Inc T 00206R102 $8.9M 0.88% 428,809 SH
39 BorgWarner BWA 099724106 $8.8M 0.87% 132,715 SH
40 Walt Disney Co DIS 254687106 $8.2M 0.81% 85,249 SH
41 Boeing Co BA 097023105 $8.2M 0.81% 37,888 SH
42 Accenture Ltd ACN G1151C101 $8.2M 0.81% 65,885 SH
43 Nvidia Corp NVDA 67066G104 $5.7M 0.56% 28,335 SH
44 United Parcel Service UPS 911312106 $4.9M 0.48% 45,158 SH
45 Corteva Inc CTVA 22052L104 $4.4M 0.44% 52,174 SH
46 iShares Core S&P Small-Cap ETF IJR 464287804 $3.9M 0.39% 26,364 SH
47 Caterpillar Inc CAT 149123101 $3.6M 0.36% 3,381 SH
48 Phinia Inc PHIN 71880K101 $3.4M 0.34% 41,159 SH
49 Eli Lilly & Company LLY 532457108 $3.4M 0.33% 2,796 SH
50 iShares Core S&P Mid-Cap ETF IJH 464287507 $3.4M 0.33% 43,483 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $1.01B 765 0001731876-26-000003
2026-03-31 2026-04-28 $974.2M 782 0001731876-26-000002
2025-12-31 2026-01-23 $1.04B 924 0001731876-26-000001
Filer Information
Address
893-A HARRISON STREET, SE
LEESBURG, VA 20175
Phone
(703) 777-8826
Filing Manager
Steigerwald, Gordon & Koch Inc.
LEESBURG, VA
Signatory
Jennifer Wiggins
Chief Compliance Officer