Steigerwald, Gordon & Koch Inc. 13F Holdings · Q2 2026
Steigerwald, Gordon & Koch Inc. reported 765 securities worth $1.01B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (5.22%), JPM (3.83%), RTX (3.38%). Among its top 25 positions this quarter: 3 added, 22 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $52.7M | 5.22% | 182,026 | Trimmed |
| 2 | JPM | JP Morgan Chase & Co | $38.6M | 3.83% | 117,984 | Trimmed |
| 3 | RTX | Raytheon Technologies Ord | $34.1M | 3.38% | 179,530 | Trimmed |
| 4 | DE | Deere & Co | $33.5M | 3.32% | 52,809 | Trimmed |
| 5 | GOOGL | Alphabet Inc Class A | $32.7M | 3.24% | 91,449 | Trimmed |
| 6 | MSFT | Microsoft Corp | $31.8M | 3.15% | 85,142 | Added |
| 7 | TRV | Travelers Companies Inc | $30.8M | 3.05% | 93,276 | Trimmed |
| 8 | WMT | Wal-Mart Stores Inc | $30.0M | 2.97% | 264,783 | Trimmed |
| 9 | JNJ | Johnson & Johnson | $28.9M | 2.87% | 113,876 | Trimmed |
| 10 | DKS | Dick's Sporting Goods | $28.6M | 2.83% | 125,954 | Trimmed |
| 11 | V | Visa Inc | $28.2M | 2.79% | 82,180 | Added |
| 12 | CACI | CACI International | $28.0M | 2.77% | 60,432 | Trimmed |
| 13 | IBM | International Business Machines | $27.4M | 2.72% | 97,405 | Trimmed |
| 14 | MCK | McKesson Corporation | $27.4M | 2.71% | 36,210 | Trimmed |
| 15 | WFC | Wells Fargo & Co | $26.9M | 2.66% | 325,174 | Trimmed |
| 16 | AMGN | Amgen Incorporated | $25.4M | 2.52% | 70,256 | Trimmed |
| 17 | VTR | Ventas Inc | $24.4M | 2.42% | 275,078 | Trimmed |
| 18 | SYK | Stryker Corp | $22.1M | 2.19% | 70,209 | Added |
| 19 | KMI | Kinder Morgan Inc | $21.8M | 2.16% | 680,728 | Trimmed |
| 20 | NEE | Nextera Energy Inc | $21.8M | 2.16% | 248,810 | Trimmed |
| 21 | CARR | Carrier Global Corp | $21.6M | 2.14% | 294,831 | Trimmed |
| 22 | LIN | Linde PLC | $18.5M | 1.84% | 35,732 | Trimmed |
| 23 | KO | Coca Cola Company | $18.4M | 1.82% | 226,481 | Trimmed |
| 24 | ADP | Auto Data Processing | $18.0M | 1.78% | 80,207 | Trimmed |
| 25 | ELV | Elevance Health Inc | $17.4M | 1.72% | 44,876 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR