Filed: 10/23/2025ACC: 0001731876-25-000002
📋 What this filing means
STEIGERWALD, GORDON & KOCH INC. filed this quarterly 13F‑HR report disclosing 823 equity positions with a total reported market value of $1.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
823
Positions
$1.04B
Total AUM (reported)
8.84M
Total Shares
Allocation by class
COMMON$1.04B100.0%
Portfolio Concentration
Top 3$132.66M12.7%
4–10$205.98M19.8%
11–25$343.03M32.9%
Rest$360.34M34.6%
Top 3 weight
12.7%
Top 10 weight
32.5%
Voting Authority Distribution
Total shares with voting rights: 8.84M
Sole
Full voting authority
8.84M
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)
Sole823
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings823
Rows:
Apple Inc
SOLEShares192.77K
TypeSH
Market value$49.09M
4.71%
Sole
192.77K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares86.13K
TypeSH
Market value$44.61M
4.28%
Sole
86.13K
Shared
0.00
None
0.00
JP Morgan Chase & Co
SOLEShares123.53K
TypeSH
Market value$38.96M
3.74%
Sole
123.53K
Shared
0.00
None
0.00
Raytheon Technologies Ord
SOLEShares189.17K
TypeSH
Market value$31.65M
3.04%
Sole
189.17K
Shared
0.00
None
0.00
CACI International
SOLEShares62.65K
TypeSH
Market value$31.25M
3.00%
Sole
62.65K
Shared
0.00
None
0.00
Dick's Sporting Goods
SOLEShares132.04K
TypeSH
Market value$29.34M
2.82%
Sole
132.04K
Shared
0.00
None
0.00
Wal-Mart Stores Inc
SOLEShares279.66K
TypeSH
Market value$28.82M
2.77%
Sole
279.66K
Shared
0.00
None
0.00
McKesson Corporation
SOLEShares37.16K
TypeSH
Market value$28.71M
2.76%
Sole
37.16K
Shared
0.00
None
0.00
ABB Ltd
SOLEShares391.83K
TypeSH
Market value$28.19M
2.71%
Sole
391.83K
Shared
0.00
None
0.00
Wells Fargo & Co
SOLEShares334.17K
TypeSH
Market value$28.01M
2.69%
Sole
334.17K
Shared
0.00
None
0.00
International Business Machines
SOLEShares99.05K
TypeSH
Market value$27.95M
2.68%
Sole
99.05K
Shared
0.00
None
0.00
Visa Inc
SOLEShares81.47K
TypeSH
Market value$27.81M
2.67%
Sole
81.47K
Shared
0.00
None
0.00
Travelers Companies Inc
SOLEShares95.45K
TypeSH
Market value$26.65M
2.56%
Sole
95.45K
Shared
0.00
None
0.00
Check Point Software Tech
SOLEShares123.76K
TypeSH
Market value$25.61M
2.46%
Sole
123.76K
Shared
0.00
None
0.00
Stryker Corp
SOLEShares68.39K
TypeSH
Market value$25.28M
2.43%
Sole
68.39K
Shared
0.00
None
0.00
Deere & Co
SOLEShares54.73K
TypeSH
Market value$25.03M
2.40%
Sole
54.73K
Shared
0.00
None
0.00
Auto Data Processing
SOLEShares80.49K
TypeSH
Market value$23.62M
2.27%
Sole
80.49K
Shared
0.00
None
0.00
Oracle Corporation
SOLEShares81.54K
TypeSH
Market value$22.93M
2.20%
Sole
81.54K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares115.35K
TypeSH
Market value$21.39M
2.05%
Sole
115.35K
Shared
0.00
None
0.00
Alphabet Inc Class A
SOLEShares85.78K
TypeSH
Market value$20.85M
2.00%
Sole
85.78K
Shared
0.00
None
0.00
Amgen Incorporated
SOLEShares71.33K
TypeSH
Market value$20.13M
1.93%
Sole
71.33K
Shared
0.00
None
0.00
Ventas Inc
SOLEShares281.41K
TypeSH
Market value$19.70M
1.89%
Sole
281.41K
Shared
0.00
None
0.00
Kinder Morgan Inc
SOLEShares671.61K
TypeSH
Market value$19.01M
1.82%
Sole
671.61K
Shared
0.00
None
0.00
Nextera Energy Inc
SOLEShares250.26K
TypeSH
Market value$18.89M
1.81%
Sole
250.26K
Shared
0.00
None
0.00
Carrier Global Corp
SOLEShares304.42K
TypeSH
Market value$18.17M
1.74%
Sole
304.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COMMON | 192.77K | SH | $49.09M 4.71% | 192.77K | 0.00 | 0.00 |
Microsoft CorpSOLE | COMMON | 86.13K | SH | $44.61M 4.28% | 86.13K | 0.00 | 0.00 |
JP Morgan Chase & CoSOLE | COMMON | 123.53K | SH | $38.96M 3.74% | 123.53K | 0.00 | 0.00 |
Raytheon Technologies OrdSOLE | COMMON | 189.17K | SH | $31.65M 3.04% | 189.17K | 0.00 | 0.00 |
CACI InternationalSOLE | COMMON | 62.65K | SH | $31.25M 3.00% | 62.65K | 0.00 | 0.00 |
Dick's Sporting GoodsSOLE | COMMON | 132.04K | SH | $29.34M 2.82% | 132.04K | 0.00 | 0.00 |
Wal-Mart Stores IncSOLE | COMMON | 279.66K | SH | $28.82M 2.77% | 279.66K | 0.00 | 0.00 |
McKesson CorporationSOLE | COMMON | 37.16K | SH | $28.71M 2.76% | 37.16K | 0.00 | 0.00 |
ABB LtdSOLE | COMMON | 391.83K | SH | $28.19M 2.71% | 391.83K | 0.00 | 0.00 |
Wells Fargo & CoSOLE | COMMON | 334.17K | SH | $28.01M 2.69% | 334.17K | 0.00 | 0.00 |
International Business MachinesSOLE | COMMON | 99.05K | SH | $27.95M 2.68% | 99.05K | 0.00 | 0.00 |
Visa IncSOLE | COMMON | 81.47K | SH | $27.81M 2.67% | 81.47K | 0.00 | 0.00 |
Travelers Companies IncSOLE | COMMON | 95.45K | SH | $26.65M 2.56% | 95.45K | 0.00 | 0.00 |
Check Point Software TechSOLE | COMMON | 123.76K | SH | $25.61M 2.46% | 123.76K | 0.00 | 0.00 |
Stryker CorpSOLE | COMMON | 68.39K | SH | $25.28M 2.43% | 68.39K | 0.00 | 0.00 |
Deere & CoSOLE | COMMON | 54.73K | SH | $25.03M 2.40% | 54.73K | 0.00 | 0.00 |
Auto Data ProcessingSOLE | COMMON | 80.49K | SH | $23.62M 2.27% | 80.49K | 0.00 | 0.00 |
Oracle CorporationSOLE | COMMON | 81.54K | SH | $22.93M 2.20% | 81.54K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COMMON | 115.35K | SH | $21.39M 2.05% | 115.35K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | COMMON | 85.78K | SH | $20.85M 2.00% | 85.78K | 0.00 | 0.00 |
Amgen IncorporatedSOLE | COMMON | 71.33K | SH | $20.13M 1.93% | 71.33K | 0.00 | 0.00 |
Ventas IncSOLE | COMMON | 281.41K | SH | $19.70M 1.89% | 281.41K | 0.00 | 0.00 |
Kinder Morgan IncSOLE | COMMON | 671.61K | SH | $19.01M 1.82% | 671.61K | 0.00 | 0.00 |
Nextera Energy IncSOLE | COMMON | 250.26K | SH | $18.89M 1.81% | 250.26K | 0.00 | 0.00 |
Carrier Global CorpSOLE | COMMON | 304.42K | SH | $18.17M 1.74% | 304.42K | 0.00 | 0.00 |
Page 1 of 33
…