Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Steigerwald, Gordon & Koch Inc. (CIK 1731876) reported $974.2M across 772 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($47.3M, 4.85%), RTX ($35.3M, 3.62%), JPM ($35.3M, 3.62%), WMT ($33.7M, 3.46%), CACI ($33.4M, 3.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $47.3M | 4.85% | 186,301 | Trimmed |
| 2 | RTX | Raytheon Technologies Ord | $35.3M | 3.62% | 182,764 | Trimmed |
| 3 | JPM | JP Morgan Chase & Co | $35.3M | 3.62% | 119,877 | Trimmed |
| 4 | WMT | Wal-Mart Stores Inc | $33.7M | 3.46% | 270,907 | Trimmed |
| 5 | CACI | CACI International | $33.4M | 3.42% | 61,323 | Trimmed |
| 6 | MCK | McKesson Corporation | $31.6M | 3.24% | 36,504 | Trimmed |
| 7 | MSFT | Microsoft Corp | $31.5M | 3.23% | 85,118 | Added |
| 8 | DE | Deere & Co | $30.4M | 3.12% | 54,003 | Trimmed |
| 9 | JNJ | Johnson & Johnson | $28.1M | 2.88% | 114,842 | Added |
| 10 | TRV | Travelers Companies Inc | $27.6M | 2.83% | 94,555 | Added |
| 11 | GOOGL | Alphabet Inc Class A | $26.5M | 2.72% | 92,064 | Added |
| 12 | WFC | Wells Fargo & Co | $26.2M | 2.69% | 328,638 | Trimmed |
| 13 | DKS | Dick's Sporting Goods | $25.4M | 2.61% | 127,990 | Trimmed |
| 14 | AMGN | Amgen Incorporated | $24.9M | 2.56% | 70,882 | Added |
| 15 | V | Visa Inc | $24.8M | 2.55% | 82,149 | Added |
| 16 | IBM | International Business Machines | $23.6M | 2.43% | 97,462 | Added |
| 17 | NEE | Nextera Energy Inc | $23.2M | 2.38% | 249,408 | Added |
| 18 | SYK | Stryker Corp | $22.9M | 2.35% | 69,570 | Added |
| 19 | KMI | Kinder Morgan Inc | $22.8M | 2.34% | 681,111 | Added |
| 20 | VTR | Ventas Inc | $22.7M | 2.33% | 277,564 | Added |
| 21 | CHKP | Check Point Software Tech | $17.7M | 1.82% | 123,875 | Added |
| 22 | LIN | Linde PLC | $17.7M | 1.82% | 35,734 | Added |
| 23 | KO | Coca Cola Company | $17.3M | 1.78% | 227,871 | Added |
| 24 | CARR | Carrier Global Corp | $16.7M | 1.71% | 296,192 | Trimmed |
| 25 | ADP | Auto Data Processing | $16.5M | 1.69% | 81,254 | Added |
Source: SEC Form 13F filings · as of 2026-03-31