Filed: 7/14/2025ACC: 0001172661-25-002578
📋 What this filing means
STEIGERWALD, GORDON & KOCH INC. filed this quarterly 13F‑HR report disclosing 124 equity positions with a total reported market value of $948.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
124
Positions
$948.23M
Total AUM (reported)
7.54M
Total Shares
Allocation by class
COM$748.58M78.9%
CL A$53.96M5.7%
COM CL A$29.79M3.1%
ORD$27.20M2.9%
SHS CLASS A$20.96M2.2%
CAP STK CL A$13.52M1.4%
SHS$12.44M1.3%
Portfolio Concentration
Top 3$120.58M12.7%
4–10$198.99M21.0%
11–25$329.57M34.8%
Rest$299.09M31.5%
Top 3 weight
12.7%
Top 10 weight
33.7%
Voting Authority Distribution
Total shares with voting rights: 7.54M
Sole
Full voting authority
7.54M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole124
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings124
Rows:
MICROSOFT CORP
SOLEShares88K
TypeSH
Market value$43.77M
4.62%
Sole
88K
Shared
0.00
None
0.00
APPLE INC
SOLEShares196.27K
TypeSH
Market value$40.27M
4.25%
Sole
196.27K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares126.02K
TypeSH
Market value$36.53M
3.85%
Sole
126.02K
Shared
0.00
None
0.00
CACI INTL INC
SOLEShares62.76K
TypeSH
Market value$29.92M
3.16%
Sole
62.76K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares99.50K
TypeSH
Market value$29.33M
3.09%
Sole
99.50K
Shared
0.00
None
0.00
VISA INC
SOLEShares81.62K
TypeSH
Market value$28.98M
3.06%
Sole
81.62K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares55.10K
TypeSH
Market value$28.02M
2.95%
Sole
55.10K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares191.27K
TypeSH
Market value$27.93M
2.95%
Sole
191.27K
Shared
0.00
None
0.00
WALMART INC
SOLEShares281.90K
TypeSH
Market value$27.56M
2.91%
Sole
281.90K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares37.19K
TypeSH
Market value$27.25M
2.87%
Sole
37.19K
Shared
0.00
None
0.00
CHECK POINT SOFTWARE TECH LT
SOLEShares122.92K
TypeSH
Market value$27.20M
2.87%
Sole
122.92K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares68.47K
TypeSH
Market value$27.09M
2.86%
Sole
68.47K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares337.21K
TypeSH
Market value$27.02M
2.85%
Sole
337.21K
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
SOLEShares134.89K
TypeSH
Market value$26.68M
2.81%
Sole
134.89K
Shared
0.00
None
0.00
TRAVELERS COMPANIES INC
SOLEShares95.05K
TypeSH
Market value$25.43M
2.68%
Sole
95.05K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares80.06K
TypeSH
Market value$24.69M
2.60%
Sole
80.06K
Shared
0.00
None
0.00
CARRIER GLOBAL CORPORATION
SOLEShares304.61K
TypeSH
Market value$22.29M
2.35%
Sole
304.61K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares70.13K
TypeSH
Market value$20.96M
2.21%
Sole
70.13K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares70.85K
TypeSH
Market value$19.78M
2.09%
Sole
70.85K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares670.75K
TypeSH
Market value$19.72M
2.08%
Sole
670.75K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares117.81K
TypeSH
Market value$18.37M
1.94%
Sole
117.81K
Shared
0.00
None
0.00
VENTAS INC
SOLEShares280.95K
TypeSH
Market value$17.74M
1.87%
Sole
280.95K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares45.60K
TypeSH
Market value$17.74M
1.87%
Sole
45.60K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares114.35K
TypeSH
Market value$17.47M
1.84%
Sole
114.35K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares250.57K
TypeSH
Market value$17.39M
1.83%
Sole
250.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 88K | SH | $43.77M 4.62% | 88K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 196.27K | SH | $40.27M 4.25% | 196.27K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 126.02K | SH | $36.53M 3.85% | 126.02K | 0.00 | 0.00 |
CACI INTL INCSOLE | CL A | 62.76K | SH | $29.92M 3.16% | 62.76K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 99.50K | SH | $29.33M 3.09% | 99.50K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 81.62K | SH | $28.98M 3.06% | 81.62K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 55.10K | SH | $28.02M 2.95% | 55.10K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 191.27K | SH | $27.93M 2.95% | 191.27K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 281.90K | SH | $27.56M 2.91% | 281.90K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 37.19K | SH | $27.25M 2.87% | 37.19K | 0.00 | 0.00 |
CHECK POINT SOFTWARE TECH LTSOLE | ORD | 122.92K | SH | $27.20M 2.87% | 122.92K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 68.47K | SH | $27.09M 2.86% | 68.47K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 337.21K | SH | $27.02M 2.85% | 337.21K | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 134.89K | SH | $26.68M 2.81% | 134.89K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 95.05K | SH | $25.43M 2.68% | 95.05K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 80.06K | SH | $24.69M 2.60% | 80.06K | 0.00 | 0.00 |
CARRIER GLOBAL CORPORATIONSOLE | COM | 304.61K | SH | $22.29M 2.35% | 304.61K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 70.13K | SH | $20.96M 2.21% | 70.13K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 70.85K | SH | $19.78M 2.09% | 70.85K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 670.75K | SH | $19.72M 2.08% | 670.75K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 117.81K | SH | $18.37M 1.94% | 117.81K | 0.00 | 0.00 |
VENTAS INCSOLE | COM | 280.95K | SH | $17.74M 1.87% | 280.95K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 45.60K | SH | $17.74M 1.87% | 45.60K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 114.35K | SH | $17.47M 1.84% | 114.35K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 250.57K | SH | $17.39M 1.83% | 250.57K | 0.00 | 0.00 |
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