Q2 2026 13F · SEC CIK 1731876

Steigerwald, Gordon & Koch Inc.

Wealth managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.0B
Reported positions: 765
Top holdings a year, 3 yrs: +13.7%
Assets under management: $1.3B

Steigerwald, Gordon & Koch Inc. is a wealth manager that reported 765 positions worth $1.0B in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Apple Inc (AAPL, 5.2%), Jpmorgan Chase & Co (JPM, 3.8%), Rtx Corporation (RTX, 3.4%). A portfolio copying its top holdings returned 13.7% a year over the last 3 years, against 20.4% for the S&P 500.

Steigerwald, Gordon & Koch Inc. holdings largest 50 of 765 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Steigerwald, Gordon & Koch Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	5.2%	4.9%	182,026	-2.3%	$52.7M
JPMJpmorgan Chase & Co	3.8%	3.6%	117,984	-1.6%	$38.6M
RTXRtx Corporation	3.4%	3.6%	179,530	-1.8%	$34.1M
DEDeere & Co	3.3%	3.1%	52,809	-2.2%	$33.5M
GOOGLAlphabet Inc	3.2%	2.7%	91,449	-0.7%	$32.7M
MSFTMicrosoft Corp	3.1%	3.2%	85,142	+0.0%	$31.8M
TRVTravelers Companies Inc	3.1%	2.8%	93,276	-1.4%	$30.8M
WMTWalmart Inc	3.0%	3.5%	264,783	-2.3%	$30.0M
JNJJohnson & Johnson	2.9%	2.9%	113,876	-0.8%	$28.9M
DKSDicks Sporting Goods Inc	2.8%	2.6%	125,954	-1.6%	$28.6M
VVisa Inc	2.8%	2.5%	82,180	+0.0%	$28.2M
CACICaci Intl Inc	2.8%	3.4%	60,432	-1.5%	$28.0M
IBMInternational Business Machs	2.7%	2.4%	97,405	-0.1%	$27.4M
MCKMckesson Corp	2.7%	3.2%	36,210	-0.8%	$27.4M
WFCWells Fargo & Co	2.7%	2.7%	325,174	-1.1%	$26.9M
AMGNAmgen Inc	2.5%	2.6%	70,256	-0.9%	$25.4M
VTRVentas Inc	2.4%	2.3%	275,078	-0.9%	$24.4M
SYKStryker Corporation	2.2%	2.3%	70,209	+0.9%	$22.1M
NEENextera Energy Inc	2.2%	2.4%	248,810	-0.2%	$21.8M
KMIKinder Morgan Inc Del	2.2%	2.3%	680,728	-0.1%	$21.8M
CARRCarrier Global Corporation	2.1%	1.7%	294,831	-0.5%	$21.6M
LINLinde PLC	1.8%	1.8%	35,732	-0.0%	$18.5M
KOCoca Cola Co	1.8%	1.8%	226,481	-0.6%	$18.4M
ADPAutomatic Data Processing in	1.8%	1.7%	80,207	-1.3%	$18.0M
ELVElevance Health Inc Formerly	1.7%	1.4%	44,876	-0.1%	$17.4M
CDNSCadence Design System Inc	1.7%	0.6%	45,605	+109.7%	$17.1M
QQnity Electronics Inc Common Stock	1.7%	1.2%	102,301	+3.4%	$16.7M
SYYSysco Corp	1.6%	1.4%	189,790	-1.3%	$15.9M
GSGoldman Sachs Group Inc	1.5%	0.4%	15,081	+200.8%	$15.3M
CHKPCheck Point Software Tech Lt	1.5%	1.8%	114,987	-7.2%	$15.1M
ORCLOracle Corp	1.3%	1.3%	86,057	-0.4%	$12.6M
PFEPfizer Inc	1.2%	1.5%	502,925	-3.1%	$12.1M
IVVIshares Tr	1.2%	1.1%	15,755	+0.2%	$11.8M
RVTYRevvity Inc	1.1%	1.0%	103,494	-4.6%	$11.5M
OMCOmnicom Group Inc	1.0%	1.1%	132,171	-10.0%	$9.6M
OTISOtis Worldwide Corp	0.9%	1.2%	127,556	-15.1%	$9.1M
DDDupont de Nemours Inc Common Stock	0.9%	—	65,479	—	$8.9M
TAt&t Inc	0.9%	1.3%	428,809	-0.2%	$8.9M
BWABorgwarner Inc	0.9%	0.7%	132,715	+0.3%	$8.8M
DISDisney Walt Co	0.8%	1.1%	85,249	-19.9%	$8.2M
BABoeing Co	0.8%	0.8%	37,888	-0.2%	$8.2M
ACNAccenture PLC Ireland	0.8%	1.4%	65,885	-6.1%	$8.2M
NVDANvidia Corporation	0.6%	0.5%	28,335	-0.2%	$5.7M
UPSUnited Parcel Svcs Inc	0.5%	0.6%	45,158	-19.2%	$4.9M
CTVACorteva Inc	0.4%	0.5%	52,174	-7.6%	$4.4M
IJRIshares Tr	0.4%	0.3%	26,364	-1.3%	$3.9M
CATCaterpillar Inc	0.4%	—	3,381	—	$3.6M
PHINPhinia Inc	0.3%	—	41,159	—	$3.4M
LLYEli Lilly & Co	0.3%	—	2,796	—	$3.4M
IJHIshares Tr	0.3%	—	43,483	—	$3.4M

What Steigerwald, Gordon & Koch Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

GS Goldman Sachs Group Inc+200.8% shares
CDNS Cadence Design System Inc+109.7% shares

Reduced

DIS Disney Walt Co-19.9% shares
UPS United Parcel Svcs Inc-19.2% shares
OTIS Otis Worldwide Corp-15.1% shares
OMC Omnicom Group Inc-10.0% shares
CTVA Corteva Inc-7.6% shares
CHKP Check Point Software Tech Lt-7.2% shares
ACN Accenture PLC Ireland-6.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.4% /yr; S&P 500 +20.1%
3 years: +13.7% /yr; S&P 500 +20.4%
5 years: +7.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.0B	765
Q1 2026	$974.2M	779
Q4 2025	$1.0B	915
Q3 2025	$1.0B	815
Q2 2025	$948.2M	124
Q1 2025	$896.2M	118
Q4 2024	$885.1M	126
Q3 2024	$917.2M	128
Q2 2024	$826.7M	123
Q1 2024	$803.7M	124
Q4 2023	$739.1M	119
Q3 2023	$655.6M	111

Questions about Steigerwald, Gordon & Koch Inc.'s portfolio

What stocks does Steigerwald, Gordon & Koch Inc. own?

Steigerwald, Gordon & Koch Inc.'s latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 765 positions worth $1.0B. The largest are Apple Inc (AAPL) at 5.2%, Jpmorgan Chase & Co (JPM) at 3.8%, Rtx Corporation (RTX) at 3.4%, Deere & Co (DE) at 3.3% and Alphabet Inc (GOOGL) at 3.2%.

What did Steigerwald, Gordon & Koch Inc. buy last quarter?

In Q2 2026, Steigerwald, Gordon & Koch Inc. added Goldman Sachs Group Inc (GS) (+200.8% shares) and Cadence Design System Inc (CDNS) (+109.7% shares), compared with its Q1 2026 filing.

What did Steigerwald, Gordon & Koch Inc. sell last quarter?

In Q2 2026, Steigerwald, Gordon & Koch Inc. cut from its top 50 Dupont de Nemours Inc (DD), cut from its top 50 Zoetis Inc (ZTS), cut from its top 50 Price T Rowe Group Inc (TROW), cut from its top 50 Adobe Inc (ADBE), cut from its top 50 General Mills Inc (GIS), Disney Walt Co (DIS) (-19.9% shares), United Parcel Svcs Inc (UPS) (-19.2% shares) and Otis Worldwide Corp (OTIS) (-15.1% shares), compared with its Q1 2026 filing.

How has Steigerwald, Gordon & Koch Inc.'s portfolio performed?

A portfolio copying Steigerwald, Gordon & Koch Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.4% against +20.1%. Over 5 years: +7.5% a year against +11.6%.

When is Steigerwald, Gordon & Koch Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Steigerwald, Gordon & Koch Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Steigerwald, Gordon & Koch Inc. manage?

Steigerwald, Gordon & Koch Inc. reported $1.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.0B.