DOSSIER · 13F-HR · Q1 2026

Steigerwald, Gordon & Koch Inc.

$974M in tracked AUM across 782 positions as of Q1 2026.

SG
CIK 0001731876 · last filed Mar 31, 2026
Total AUM
$974M
as of Q1 2026
Holdings
782
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Based on the SEC 13F filing data for Steigerwald, Gordon & Koch Inc. for the period ending December 31, 2025, here is a comprehensive institutional analysis.

1. Portfolio Overview

Steigerwald, Gordon & Koch Inc. has undergone a significant transformation in the reported quarter, characterized by aggressive capital deployment and a strategic pivot. The total portfolio value surged by 150.8%, growing from approximately $415.43 million to $1.04 billion. This substantial increase i...

The portfolio is highly diversified, consisting of 924 total holdings. This suggests a "core-satellite" or broad market approach where risk is spread across a vast array of securities. However, the top 10 holdings account for roughly 34% of the total portfolio value, indicating that while the tail is long, the firm relies heavily on a concentrated list of major blue-chip names for performance.

2. Key Holdings

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
Apple Inc
$47M186K4.9%
02
JPM
JP Morgan Chase & Co
$35M120K3.6%
03
RTX
Raytheon Technologies Ord
$35M183K3.6%
04
WMT
Wal-Mart Stores Inc
$34M271K3.5%
05
CACI
CACI International
$33M61K3.4%
06
MCK
McKesson Corporation
$32M37K3.2%
07
MSFT
Microsoft Corp
$32M85K3.2%
08
DE
Deere & Co
$30M54K3.1%
09
JNJ
Johnson & Johnson
$28M115K2.9%
10
TRV
Travelers Companies Inc
$28M95K2.8%

Filing history

2026Q1Mar 31
$974M 6.5%
782 positionsView →
2025Q4Dec 31
$1.0B 150.8%
924 positionsView →
2025Q3Sep 30
$415M 56.2%
379 positionsView →
2025Q2Jun 30
$948M 5.8%
124 positionsLocked
2025Q1Mar 31
$896M 1.3%
118 positionsLocked
2024Q4Dec 31
$885M 3.5%
126 positionsLocked
2024Q3Sep 30
$917M 10.9%
128 positionsLocked
2024Q2Jun 30
$827M 2.9%
123 positionsLocked
2024Q1Mar 31
$804M 8.7%
124 positionsLocked
2023Q4Dec 31
$739M 12.7%
119 positionsLocked
2023Q3Sep 30
$656M 3.8%
111 positionsLocked
2023Q2Jun 30
$682M 1.9%
108 positionsLocked
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