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View AllLatest Steigerwald, Gordon & Koch Inc. Stock Portfolio
$803Million
Equity Portfolio Value
Last Reported on: 16 Apr, 2024
About Steigerwald, Gordon & Koch Inc. and it’s 13F Hedge Fund Stock Holdings
Steigerwald, Gordon & Koch Inc. is a hedge fund based in Leesburg, VA. On 25-Jul-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $915.8 Millions. In it's latest 13F Holdings report, Steigerwald, Gordon & Koch Inc. reported an equity portfolio of $739.1 Millions as of 31 Dec, 2023.
The top stock holdings of Steigerwald, Gordon & Koch Inc. are AAPL, MSFT, DKS. The fund has invested 5.5% of it's portfolio in APPLE INC and 4.6% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB) and ISHARES TR (AGG) stocks. They significantly reduced their stock positions in DOMINION ENERGY INC (D), MERCK & CO INC (MRK) and PEPSICO INC (PEP). Steigerwald, Gordon & Koch Inc. opened new stock positions in MCKESSON CORP (MCK), VERALTO CORP and BROADCOM INC (AVGO). The fund showed a lot of confidence in some stocks as they added substantially to PFIZER INC (PFE), VANGUARD INDEX FDS (VOO) and NEXTERA ENERGY INC (NEE).
The top stock holdings of Steigerwald, Gordon & Koch Inc. are AAPL, MSFT, DKS. The fund has invested 5.5% of it's portfolio in APPLE INC and 4.6% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB) and ISHARES TR (AGG) stocks. They significantly reduced their stock positions in DOMINION ENERGY INC (D), MERCK & CO INC (MRK) and PEPSICO INC (PEP). Steigerwald, Gordon & Koch Inc. opened new stock positions in MCKESSON CORP (MCK), VERALTO CORP and BROADCOM INC (AVGO). The fund showed a lot of confidence in some stocks as they added substantially to PFIZER INC (PFE), VANGUARD INDEX FDS (VOO) and NEXTERA ENERGY INC (NEE).
New Buys
| Ticker | $ Bought |
|---|---|
| RADNET INC | 296,534 |
| ASML HOLDING N V | 248,440 |
| KEYSIGHT TECHNOLOGIES INC | 219,088 |
| ISHARES TR | 211,869 |
| SCHWAB STRATEGIC TR | 211,639 |
| SELECT SECTOR SPDR TR | 211,394 |
| ISHARES TR | 202,729 |
| SELECT SECTOR SPDR TR | 201,032 |
New stocks bought by Steigerwald, Gordon & Koch Inc.
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 403 |
| WALMART INC | 203 |
| PFIZER INC | 200 |
| MCKESSON CORP | 173 |
| NEXTERA ENERGY INC | 32.86 |
| META PLATFORMS INC | 12.59 |
| CHEVRON CORP NEW | 10.28 |
| UNION PAC CORP | 6.63 |
Additions to existing portfolio by Steigerwald, Gordon & Koch Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| DOMINION ENERGY INC | -62.64 |
| STARBUCKS CORP | -48.42 |
| VANGUARD INDEX FDS | -19.02 |
| PALANTIR TECHNOLOGIES INC | -18.01 |
| BORGWARNER INC | -16.00 |
| AT&T INC | -9.94 |
| BOEING CO | -8.52 |
| ELI LILLY & CO | -7.44 |
Steigerwald, Gordon & Koch Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| MONDELEZ INTL INC | -217,989 |
| ISHARES TR | -255,934 |
| NOVARTIS AG | -201,536 |
| NORTHROP GRUMMAN CORP | -213,299 |
Steigerwald, Gordon & Koch Inc. got rid off the above stocks
Current Stock Holdings of Steigerwald, Gordon & Koch Inc.
Last Reported on: 16 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.39 | 205,916 | 35,310,400 | REDUCED | -2.1 | |
| ABBV | ABBVIE INC | 0.07 | 3,094 | 563,348 | ADDED | 5.56 | |
| ABT | ABBOTT LABS | 0.06 | 4,068 | 462,386 | REDUCED | -0.42 | |
| ACN | ACCENTURE PLC IRELAND | 2.87 | 66,553 | 23,068,000 | ADDED | 0.32 | |
| ADBE | ADOBE INC | 2.38 | 37,839 | 19,093,400 | ADDED | 1.11 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 2.47 | 79,542 | 19,864,900 | ADDED | 1.16 | |
| AGG | ISHARES TR | 0.92 | 14,147 | 7,437,420 | ADDED | 0.75 | |
| AGG | ISHARES TR | 0.38 | 27,374 | 3,025,390 | REDUCED | -0.2 | |
| AGG | ISHARES TR | 0.32 | 42,681 | 2,592,440 | ADDED | 403 | |
| AGG | ISHARES TR | 0.05 | 7,209 | 415,959 | REDUCED | -2.04 | |
| AGG | ISHARES TR | 0.04 | 3,646 | 307,901 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.03 | 2,653 | 211,869 | NEW | ||
| AGG | ISHARES TR | 0.03 | 964 | 202,729 | NEW | ||
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMGN | AMGEN INC | 2.38 | 67,290 | 19,132,000 | ADDED | 1.41 | |
| AMZN | AMAZON COM INC | 0.28 | 12,480 | 2,251,100 | REDUCED | -2.86 | |
| ASML | ASML HOLDING N V | 0.03 | 256 | 248,440 | NEW | ||
| AVGO | BROADCOM INC | 0.05 | 301 | 399,607 | UNCHANGED | 0.00 | |
| AXP | AMERICAN EXPRESS CO | 0.05 | 1,630 | 371,135 | REDUCED | -1.03 | |
| BA | BOEING CO | 1.26 | 52,649 | 10,160,600 | REDUCED | -8.52 | |
| BAC | BANK AMERICA CORP | 0.03 | 200 | 238,748 | UNCHANGED | 0.00 | |
| BAC | BANK AMERICA CORP | 0.03 | 6,196 | 234,944 | REDUCED | -6.04 | |
| BCPC | BALCHEM CORP | 0.08 | 4,340 | 672,483 | UNCHANGED | 0.00 | |
| BIL | SPDR SER TR | 0.04 | 4,804 | 295,590 | UNCHANGED | 0.00 | |
| BWA | BORGWARNER INC | 0.88 | 203,833 | 7,081,160 | REDUCED | -16.00 | |
| CACI | CACI INTL INC | 2.90 | 61,565 | 23,322,700 | ADDED | 1.34 | |
| CARR | CARRIER GLOBAL CORPORATION | 2.15 | 297,433 | 17,289,800 | ADDED | 0.77 | |
| CAT | CATERPILLAR INC | 0.16 | 3,522 | 1,290,540 | ADDED | 0.54 | |
| CB | CHUBB LIMITED | 0.07 | 2,087 | 540,804 | UNCHANGED | 0.00 | |
| CE | CELANESE CORP DEL | 2.39 | 111,626 | 19,184,000 | REDUCED | -0.06 | |
| CHKP | CHECK POINT SOFTWARE TECH LT | 2.37 | 116,352 | 19,082,900 | ADDED | 1.58 | |
| CI | THE CIGNA GROUP | 0.04 | 878 | 318,882 | UNCHANGED | 0.00 | |
| CMCSA | COMCAST CORP NEW | 0.04 | 6,456 | 279,876 | REDUCED | -2.45 | |
| COF | CAPITAL ONE FINL CORP | 0.04 | 2,060 | 306,713 | UNCHANGED | 0.00 | |
| COST | COSTCO WHSL CORP NEW | 0.13 | 1,440 | 1,054,960 | REDUCED | -0.14 | |
| CSCO | CISCO SYS INC | 0.10 | 16,462 | 821,620 | REDUCED | -0.62 | |
| CSX | CSX CORP | 0.09 | 18,643 | 691,080 | REDUCED | -0.16 | |
| CTVA | CORTEVA INC | 0.47 | 65,275 | 3,764,430 | REDUCED | -2.82 | |
| CVX | CHEVRON CORP NEW | 0.04 | 2,027 | 319,739 | ADDED | 10.28 | |
| D | DOMINION ENERGY INC | 0.07 | 10,964 | 539,341 | REDUCED | -62.64 | |
| DD | DUPONT DE NEMOURS INC | 1.32 | 138,188 | 10,594,900 | REDUCED | -0.23 | |
| DE | DEERE & CO | 2.88 | 56,405 | 23,167,800 | ADDED | 0.02 | |
| DHR | DANAHER CORPORATION | 0.52 | 16,605 | 4,146,540 | UNCHANGED | 0.00 | |
| DIS | DISNEY WALT CO | 1.60 | 104,870 | 12,831,900 | REDUCED | -6.45 | |
| DKS | DICKS SPORTING GOODS INC | 4.32 | 154,591 | 34,761,400 | REDUCED | -3.29 | |
| DNA | GINKGO BIOWORKS HOLDINGS INC | 0.00 | 10,000 | 11,600 | NEW | ||
| DOW | DOW INC | 1.32 | 183,050 | 10,604,100 | ADDED | 0.2 | |
| DUK | DUKE ENERGY CORP NEW | 0.05 | 4,480 | 433,257 | REDUCED | -1.45 | |
| ED | CONSOLIDATED EDISON INC | 0.03 | 2,858 | 259,577 | UNCHANGED | 0.00 | |
| ELV | ELEVANCE HEALTH INC | 2.70 | 41,893 | 21,723,100 | ADDED | 0.63 | |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | 0.08 | 150,563 | 670,005 | UNCHANGED | 0.00 | |
| FNDA | SCHWAB STRATEGIC TR | 0.03 | 3,410 | 211,639 | NEW | ||
| FTV | FORTIVE CORP | 0.10 | 9,170 | 788,841 | REDUCED | -2.65 | |
| GIS | GENERAL MLS INC | 1.67 | 191,613 | 13,407,200 | ADDED | 1.73 | |
| GOOG | ALPHABET INC | 0.20 | 10,619 | 1,602,690 | ADDED | 0.63 | |
| GOOG | ALPHABET INC | 0.17 | 8,963 | 1,364,740 | REDUCED | -0.66 | |
| HD | HOME DEPOT INC | 0.23 | 4,743 | 1,819,350 | ADDED | 3.42 | |
| HUBB | HUBBELL INC | 0.03 | 604 | 250,690 | REDUCED | -2.42 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 2.28 | 95,920 | 18,316,900 | ADDED | 1.4 | |
| INTC | INTEL CORP | 0.04 | 8,036 | 354,931 | ADDED | 0.01 | |
| JNJ | JOHNSON & JOHNSON | 2.07 | 104,976 | 16,606,100 | ADDED | 1.29 | |
| JPM | JPMORGAN CHASE & CO | 3.24 | 130,192 | 26,077,400 | ADDED | 0.22 | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 0.03 | 1,401 | 219,088 | NEW | ||
| KMI | KINDER MORGAN INC DEL | 1.36 | 594,915 | 10,910,700 | ADDED | 0.94 | |
| KO | COCA COLA CO | 1.62 | 213,504 | 13,062,200 | ADDED | 0.94 | |
| LLY | ELI LILLY & CO | 0.31 | 3,172 | 2,467,560 | REDUCED | -7.44 | |
| LMT | LOCKHEED MARTIN CORP | 0.08 | 1,361 | 619,208 | REDUCED | -2.86 | |
| LOW | LOWES COS INC | 0.03 | 955 | 243,189 | REDUCED | -1.04 | |
| MA | MASTERCARD INCORPORATED | 0.09 | 1,477 | 711,282 | REDUCED | -2.89 | |
| MAR | MARRIOTT INTL INC NEW | 0.05 | 1,456 | 367,345 | UNCHANGED | 0.00 | |
| MCD | MCDONALDS CORP | 0.07 | 1,893 | 533,648 | REDUCED | -0.79 | |
| MCK | MCKESSON CORP | 1.47 | 21,972 | 11,795,500 | ADDED | 173 | |
| MDLZ | MONDELEZ INTL INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| META | META PLATFORMS INC | 0.12 | 1,977 | 960,069 | ADDED | 12.59 | |
| MRK | MERCK & CO INC | 0.08 | 5,046 | 665,819 | ADDED | 1.39 | |
| MSFT | MICROSOFT CORP | 4.65 | 88,872 | 37,390,300 | REDUCED | -1.07 | |
| NEE | NEXTERA ENERGY INC | 1.47 | 184,922 | 11,818,400 | ADDED | 32.86 | |
| NFLX | NETFLIX INC | 0.03 | 418 | 253,891 | ADDED | 0.48 | |
| NKE | NIKE INC | 0.04 | 3,058 | 287,376 | REDUCED | -3.62 | |
| NOC | NORTHROP GRUMMAN CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NSC | NORFOLK SOUTHN CORP | 0.05 | 1,645 | 419,381 | REDUCED | -4.36 | |
| NVDA | NVIDIA CORPORATION | 0.27 | 2,425 | 2,190,710 | REDUCED | -0.16 | |
| NVS | NOVARTIS AG | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| OMC | OMNICOM GROUP INC | 1.86 | 154,255 | 14,925,800 | ADDED | 1.31 | |
| ORCL | ORACLE CORP | 0.08 | 5,304 | 666,286 | ADDED | 0.13 | |
| ORLY | OREILLY AUTOMOTIVE INC | 0.04 | 286 | 322,860 | REDUCED | -4.98 | |
| OTIS | OTIS WORLDWIDE CORP | 1.84 | 148,607 | 14,752,200 | ADDED | 0.74 | |
| PANW | PALO ALTO NETWORKS INC | 0.05 | 1,370 | 389,258 | UNCHANGED | 0.00 | |
| PEP | PEPSICO INC | 0.05 | 2,447 | 428,173 | REDUCED | -3.51 | |
| PFE | PFIZER INC | 0.83 | 239,848 | 6,655,770 | ADDED | 200 | |
| PG | PROCTER AND GAMBLE CO | 0.20 | 9,687 | 1,571,750 | REDUCED | -0.51 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 0.13 | 45,000 | 1,035,450 | REDUCED | -18.01 | |
| QCOM | QUALCOMM INC | 0.03 | 1,495 | 253,094 | ADDED | 0.27 | |
| RDNT | RADNET INC | 0.04 | 6,094 | 296,534 | NEW | ||
| RTX | RTX CORPORATION | 2.18 | 179,499 | 17,506,500 | ADDED | 1.78 | |
| SBUX | STARBUCKS CORP | 0.04 | 3,335 | 304,766 | REDUCED | -48.42 | |
| SIRI | SIRIUS XM HOLDINGS INC | 0.01 | 13,288 | 51,557 | UNCHANGED | 0.00 | |
| SNA | SNAP ON INC | 0.04 | 1,054 | 312,216 | UNCHANGED | 0.00 | |
| SPY | SPDR S&P 500 ETF TR | 0.17 | 2,627 | 1,374,340 | ADDED | 1.27 | |
| SYK | STRYKER CORPORATION | 3.02 | 67,802 | 24,264,200 | ADDED | 0.72 | |
| SYY | SYSCO CORP | 1.90 | 187,568 | 15,226,800 | ADDED | 1.03 | |
| T | AT&T INC | 0.90 | 412,657 | 7,262,770 | REDUCED | -9.94 | |
| TROW | PRICE T ROWE GROUP INC | 1.68 | 110,896 | 13,520,500 | ADDED | 0.11 | |
| TRV | TRAVELERS COMPANIES INC | 2.66 | 93,035 | 21,411,000 | ADDED | 0.36 | |
| TSLA | TESLA INC | 0.09 | 4,263 | 749,411 | REDUCED | -3.11 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.06 | 3,301 | 449,101 | REDUCED | -0.81 | |
| TXN | TEXAS INSTRS INC | 0.03 | 1,435 | 250,015 | UNCHANGED | 0.00 | |
| UNH | UNITEDHEALTH GROUP INC | 0.09 | 1,400 | 692,608 | ADDED | 0.07 | |
| UNP | UNION PAC CORP | 0.03 | 1,061 | 260,832 | ADDED | 6.63 | |
| UPS | UNITED PARCEL SERVICE INC | 1.69 | 91,489 | 13,598,100 | ADDED | 0.28 | |
| V | VISA INC | 2.75 | 79,321 | 22,137,000 | ADDED | 0.84 | |
| VIGI | VANGUARD WHITEHALL FDS | 0.11 | 7,538 | 911,969 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 0.22 | 6,803 | 1,768,090 | REDUCED | -6.8 | |
| VOO | VANGUARD INDEX FDS | 0.09 | 1,443 | 693,623 | REDUCED | -19.02 | |
| VOO | VANGUARD INDEX FDS | 0.07 | 2,487 | 596,188 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 0.03 | 866 | 225,797 | UNCHANGED | 0.00 | |
| VTR | VENTAS INC | 1.49 | 274,675 | 11,959,400 | REDUCED | -0.78 | |
| VZ | VERIZON COMMUNICATIONS INC | 0.05 | 10,056 | 421,968 | REDUCED | -5.6 | |
| WFC | WELLS FARGO CO NEW | 2.32 | 321,683 | 18,644,800 | ADDED | 0.84 | |
| WMT | WALMART INC | 2.13 | 284,856 | 17,139,800 | ADDED | 203 | |
| XLB | SELECT SECTOR SPDR TR | 0.03 | 1,015 | 211,394 | NEW | ||
| XLB | SELECT SECTOR SPDR TR | 0.03 | 3,062 | 201,032 | NEW | ||
| XOM | EXXON MOBIL CORP | 0.10 | 6,861 | 797,520 | ADDED | 6.14 | |
| ZTS | ZOETIS INC | 2.05 | 97,244 | 16,454,700 | ADDED | 3.86 | |
| REVVITY INC | 1.49 | 114,191 | 11,990,000 | REDUCED | -2.71 | ||
| PHINIA INC | 0.22 | 45,137 | 1,734,620 | REDUCED | -1.1 | ||
| BERKSHIRE HATHAWAY INC DEL | 0.18 | 3,355 | 1,410,780 | REDUCED | -0.15 | ||
| VERALTO CORP | 0.06 | 5,560 | 492,956 | REDUCED | -0.71 |