13F filer

Steigerwald, Gordon & Koch

As of Jun 30, 2026 Filed Jul 23, 2026 CIK 1731876 SEC filings ↗
13F Value
$1.01B
Positions
765
Top Position
AAPL5.2%
Top 5
19.0%

Latest filing changes

vs Mar 31, 2026
1 GS Goldman Sachs Group +200.8%+$10.2M
2 CDNS Cadence Design Systems +109.7%+$9.0M
3 Q Qnity Electronics +3.4%+$548K
4 SYK Stryker +0.9%+$201K
5 PANW Palo Alto Networks +25.1%+$170K
Holdings765
# Trend (4Q)
1 AAPL 5.2% $52.7M -2.3% 182.0K 4.9% Common Stock
2 JPM 3.8% $38.6M -1.6% 118.0K 3.6% Common Stock
3 RTX 3.4% $34.1M -1.8% 179.5K 3.6% Common Stock
4 DE 3.3% $33.5M -2.2% 52.8K 3.1% Common Stock
5 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 91,449 reported quantity $32,681,165 reported value
3.2% $32.7M -0.7% 91.4K 2.7% Common Stock
6 MSFT 3.1% $31.8M +0.0% 85.1K 3.2% Common Stock
7 TRV 3.1% $30.8M -1.4% 93.3K 2.8% Common Stock
8 WMT 3.0% $30.0M -2.3% 264.8K 3.5% Common Stock
9 JNJ 2.9% $28.9M -0.8% 113.9K 2.9% Common Stock
10 DKS 2.8% $28.6M -1.6% 126.0K 2.6% Common Stock
11 V 2.8% $28.2M +0.0% 82.2K 2.5% Common Stock
12 CACI 2.8% $28.0M -1.5% 60.4K 3.4% Common Stock
13 IBM 2.7% $27.4M -0.1% 97.4K 2.4% Common Stock
14 MCK 2.7% $27.4M -0.8% 36.2K 3.2% Common Stock
15 WFC 2.7% $26.9M -1.1% 325.2K 2.7% Common Stock
16 AMGN 2.5% $25.4M -0.9% 70.3K 2.6% Common Stock
17 VTR 2.4% $24.4M -0.9% 275.1K 2.3% Common Stock
18 SYK 2.2% $22.1M +0.9% 70.2K 2.3% Common Stock
19 NEE 2.2% $21.8M -0.2% 248.8K 2.4% Common Stock
20 KMI 2.2% $21.8M -0.1% 680.7K 2.3% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing24
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.