Steigerwald, Gordon & Koch Inc.
•CIK: 1731876•Filing: Q4 2025
**Steigerwald, Gordon & Koch Inc.** manages $1.0B across a diversified portfolio of 915 positions. The firm maintains significant exposure to mega-cap technology and financial names, with top holdings including AAPL at $51.3M and MSFT at $41.0M. Further concentration is evident in financials and industrials, notably JPM ($38.8M) and RTX ($33.9M). This structure suggests a core strategy focused on established market leaders across technology, finance, and industrials.
Total AUM
$1.0B
QoQ Performance
-0.0%
Positions
908
Top 10 Concentration
33.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL4.9%
MSFT3.9%
JPM3.7%
RTX3.3%
CACI3.2%
WFC2.9%
WMT2.9%
MCK2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other42.6%
Technology20.7%
Financial10.0%
Industrial7.4%
Healthcare6.7%
Consumer3.8%
Communication2.3%
Utilities2.0%
🚪 Exited Positionssold since Q3 2025
+613 more exited positions
Changes from Q3 2025
NEW3 new positions
↑71 increased
↓87 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022