Steigerwald, Gordon & Koch

Latest statistics and disclosures from Steigerwald, Gordon & Koch's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AAPL, MSFT, DE, PKI, ACN, and represent 21.36% of Steigerwald, Gordon & Koch's stock portfolio.
  • Added to shares of these 10 stocks: AAPL (+$20M), CARR, ADBE, OTIS, WMT, RTX, WFC, DIS, JPM, TSLA.
  • Started 4 new stock positions in VOO, NFLX, NVDA, UNH.
  • Reduced shares in these 10 stocks: WBA, XOM, CI, CVX, DHR, MSFT, AMZN, IVV, IJR, ICF.
  • Sold out of its positions in CI, CVX.
  • Steigerwald, Gordon & Koch was a net buyer of stock by $30M.
  • Steigerwald, Gordon & Koch has $423M in assets under management (AUM), dropping by 12.00%.

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Portfolio Holdings for Steigerwald, Gordon & Koch

Companies in the Steigerwald, Gordon & Koch portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.2 $26M +291% 226k 115.81
Microsoft Corporation (MSFT) 4.7 $20M 95k 210.33
Deere & Company (DE) 3.6 $15M 68k 221.62
PerkinElmer (PKI) 3.5 $15M 119k 125.51
Accenture Plc Ireland Shs Class A (ACN) 3.3 $14M 62k 226.00
United Parcel Service CL B (UPS) 3.3 $14M 83k 166.63
Amgen (AMGN) 3.2 $14M 53k 254.15
Visa Com Cl A (V) 3.2 $14M 68k 199.97
Johnson & Johnson (JNJ) 3.0 $13M 84k 148.89
Stryker Corporation (SYK) 2.9 $12M 59k 208.38
Caci Intl Cl A (CACI) 2.7 $12M +3% 54k 213.16
T. Rowe Price (TROW) 2.7 $11M 88k 128.22
Adobe Systems Incorporated (ADBE) 2.6 $11M +16% 23k 490.45
Check Point Software Tech Lt Ord (CHKP) 2.6 $11M 91k 120.34

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Anthem (ANTM) 2.6 $11M 41k 268.58
JPMorgan Chase & Co. (JPM) 2.5 $11M +3% 109k 96.27
Dick's Sporting Goods (DKS) 2.4 $10M 176k 57.88
Automatic Data Processing (ADP) 2.3 $9.7M 70k 139.49
Celanese Corporation (CE) 2.2 $9.4M 87k 107.45
SYSCO Corporation (SYY) 2.2 $9.3M 150k 62.22
Dominion Resources (D) 2.1 $9.0M +2% 114k 78.93
General Mills (GIS) 2.1 $8.9M 144k 61.68
Coca-Cola Company (KO) 2.0 $8.6M 175k 49.37
Disney Walt Com Disney (DIS) 2.0 $8.4M +9% 68k 124.09
Abb Sponsored Adr (ABB) 2.0 $8.3M 328k 25.45
Travelers Companies (TRV) 1.9 $8.2M +3% 76k 108.19
Wal-Mart Stores (WMT) 1.7 $7.4M +23% 53k 139.91
At&t (T) 1.7 $7.2M 253k 28.51
International Business Machines (IBM) 1.6 $6.8M +3% 56k 121.67
Raytheon Technologies Corp (RTX) 1.4 $6.1M +25% 106k 57.54
Omni (OMC) 1.3 $5.4M 108k 49.50
Carrier Global Corporation (CARR) 1.2 $5.3M +68% 173k 30.54
Wells Fargo & Company (WFC) 1.2 $4.9M +22% 208k 23.51
Boeing Company (BA) 1.1 $4.6M 28k 165.28
Dow (DOW) 1.0 $4.2M +4% 89k 47.05
Otis Worldwide Corp (OTIS) 1.0 $4.2M +49% 67k 62.41
Danaher Corporation (DHR) 0.9 $3.7M -4% 17k 215.31
Ishares Tr Core S&p500 Etf (IVV) 0.9 $3.7M -2% 11k 336.11
Dupont De Nemours (DD) 0.8 $3.5M +4% 64k 55.48
Cdk Global Inc equities (CDK) 0.8 $3.5M +3% 80k 43.59
Ishares Tr Tips Bd Etf (TIP) 0.7 $3.1M 25k 126.51
BorgWarner (BWA) 0.6 $2.6M +4% 67k 38.74
Corteva (CTVA) 0.6 $2.5M -2% 87k 28.81
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $2.3M -3% 33k 70.22
Kinder Morgan (KMI) 0.4 $1.9M 151k 12.33
Amazon (AMZN) 0.4 $1.7M -7% 533.00 3151.97
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $1.6M -3% 8.6k 185.26
Ishares Tr Cohen Steer Reit (ICF) 0.3 $1.4M -5% 13k 101.98
Verizon Communications (VZ) 0.3 $1.3M +2% 22k 59.47
Walgreen Boots Alliance (WBA) 0.3 $1.2M -55% 35k 35.93
Exxon Mobil Corporation (XOM) 0.3 $1.2M -51% 36k 34.34
Procter & Gamble Company (PG) 0.2 $1.0M +15% 7.5k 139.05
Home Depot (HD) 0.2 $952k 3.4k 277.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $798k -4% 3.7k 213.03
Fortive (FTV) 0.2 $724k -2% 9.5k 76.16
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $656k 8.1k 80.89
Cisco Systems (CSCO) 0.2 $634k 16k 39.41
Eli Lilly & Co. (LLY) 0.1 $604k 4.1k 148.08
Intel Corporation (INTC) 0.1 $589k -3% 11k 51.81
Balchem Corporation (BCPC) 0.1 $578k 5.9k 97.59
Pfizer (PFE) 0.1 $577k 16k 36.69
Costco Wholesale Corporation (COST) 0.1 $564k 1.6k 355.16
CSX Corporation (CSX) 0.1 $554k 7.1k 77.68
Alphabet Cap Stk Cl A (GOOGL) 0.1 $546k 372.00 1467.74
Norfolk Southern (NSC) 0.1 $537k 2.5k 214.11
Mastercard Incorporated Cl A (MA) 0.1 $483k -7% 1.4k 338.24
Nike CL B (NKE) 0.1 $469k 3.7k 125.60
Tesla Motors (TSLA) 0.1 $465k +384% 1.1k 428.57
Duke Energy Corp Com New (DUK) 0.1 $456k 5.1k 88.60
Vanguard Index Fds Large Cap Etf (VV) 0.1 $438k 2.8k 156.26
Lockheed Martin Corporation (LMT) 0.1 $428k +4% 1.1k 383.51
Caterpillar (CAT) 0.1 $425k 2.9k 149.07
Facebook Cl A (FB) 0.1 $394k 1.5k 262.14
McDonald's Corporation (MCD) 0.1 $381k +2% 1.7k 219.72
Consolidated Edison (ED) 0.1 $349k +10% 4.5k 77.90
Cgi Cl A Sub Vtg (GIB) 0.1 $349k 5.2k 67.77
Pepsi (PEP) 0.1 $342k 2.5k 138.80
Comcast Corp Cl A (CMCSA) 0.1 $342k +20% 7.4k 46.30
Alphabet Cap Stk Cl C (GOOG) 0.1 $310k 211.00 1469.19
Bk Of America Corp 7.25%CNV PFD L (BAC.PL) 0.1 $298k 200.00 1490.00
Abbott Laboratories (ABT) 0.1 $296k +3% 2.7k 108.70
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $292k -7% 3.6k 81.00
Oracle Corporation (ORCL) 0.1 $285k +2% 4.8k 59.62
Merck & Co (MRK) 0.1 $278k 3.4k 82.86
NVIDIA Corporation (NVDA) 0.1 $272k NEW 503.00 540.76
Ishares Tr Rus 1000 Etf (IWB) 0.1 $259k 1.4k 187.00
Starbucks Corporation (SBUX) 0.1 $251k +2% 2.9k 86.02
Wec Energy Group (WEC) 0.1 $247k 2.6k 96.86
Northrop Grumman Corporation (NOC) 0.1 $244k 773.00 315.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $241k NEW 782.00 308.18
Netflix (NFLX) 0.1 $240k NEW 480.00 500.00
UnitedHealth (UNH) 0.1 $238k NEW 764.00 311.52
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $238k 1.4k 170.12
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $217k -24% 1.0k 214.85
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $212k 3.6k 59.52
Abbvie (ABBV) 0.0 $200k +6% 2.3k 87.49

Past Filings by Steigerwald, Gordon & Koch

SEC 13F filings are viewable for Steigerwald, Gordon & Koch going back to 2017

View all past filings