Filed: 1/23/2026ACC: 0001731876-26-000001
📋 What this filing means
STEIGERWALD, GORDON & KOCH INC. filed this quarterly 13F‑HR report disclosing 924 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.
924
Positions
$1.04B
Total AUM (reported)
8.78M
Total Shares
Allocation by class
COM$1.04B100.0%
Portfolio Concentration
Top 3$131.12M12.6%
4–10$214.92M20.6%
11–25$345.02M33.1%
Rest$350.77M33.7%
Top 3 weight
12.6%
Top 10 weight
33.2%
Voting Authority Distribution
Total shares with voting rights: 8.78M
Sole
Full voting authority
8.78M
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)
Sole924
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings924
Rows:
Apple Inc
SOLEShares188.68K
TypeSH
Market value$51.30M
4.92%
Sole
188.68K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares84.79K
TypeSH
Market value$41.00M
3.94%
Sole
84.79K
Shared
0.00
None
0.00
JP Morgan Chase & Co
SOLEShares120.49K
TypeSH
Market value$38.82M
3.73%
Sole
120.49K
Shared
0.00
None
0.00
Raytheon Technologies Ord
SOLEShares184.90K
TypeSH
Market value$33.91M
3.25%
Sole
184.90K
Shared
0.00
None
0.00
CACI International
SOLEShares61.68K
TypeSH
Market value$32.87M
3.15%
Sole
61.68K
Shared
0.00
None
0.00
Wells Fargo & Co
SOLEShares329K
TypeSH
Market value$30.66M
2.94%
Sole
329K
Shared
0.00
None
0.00
Wal-Mart Stores Inc
SOLEShares272.79K
TypeSH
Market value$30.39M
2.92%
Sole
272.79K
Shared
0.00
None
0.00
McKesson Corporation
SOLEShares36.63K
TypeSH
Market value$30.05M
2.88%
Sole
36.63K
Shared
0.00
None
0.00
International Business Machines
SOLEShares96.67K
TypeSH
Market value$28.63M
2.75%
Sole
96.67K
Shared
0.00
None
0.00
Alphabet Inc Class A
SOLEShares90.75K
TypeSH
Market value$28.40M
2.73%
Sole
90.75K
Shared
0.00
None
0.00
Visa Inc
SOLEShares80.92K
TypeSH
Market value$28.38M
2.72%
Sole
80.92K
Shared
0.00
None
0.00
ABB Ltd
SOLEShares380.83K
TypeSH
Market value$28.17M
2.70%
Sole
380.83K
Shared
0.00
None
0.00
Travelers Companies Inc
SOLEShares94.41K
TypeSH
Market value$27.38M
2.63%
Sole
94.41K
Shared
0.00
None
0.00
Dick's Sporting Goods
SOLEShares128.04K
TypeSH
Market value$25.35M
2.43%
Sole
128.04K
Shared
0.00
None
0.00
Deere & Co
SOLEShares54.12K
TypeSH
Market value$25.20M
2.42%
Sole
54.12K
Shared
0.00
None
0.00
Stryker Corp
SOLEShares68.53K
TypeSH
Market value$24.09M
2.31%
Sole
68.53K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares114.28K
TypeSH
Market value$23.65M
2.27%
Sole
114.28K
Shared
0.00
None
0.00
Amgen Incorporated
SOLEShares70.57K
TypeSH
Market value$23.10M
2.22%
Sole
70.57K
Shared
0.00
None
0.00
Check Point Software Tech
SOLEShares123.26K
TypeSH
Market value$22.87M
2.20%
Sole
123.26K
Shared
0.00
None
0.00
Ventas Inc
SOLEShares276.25K
TypeSH
Market value$21.38M
2.05%
Sole
276.25K
Shared
0.00
None
0.00
Auto Data Processing
SOLEShares80.20K
TypeSH
Market value$20.63M
1.98%
Sole
80.20K
Shared
0.00
None
0.00
Nextera Energy Inc
SOLEShares246.20K
TypeSH
Market value$19.76M
1.90%
Sole
246.20K
Shared
0.00
None
0.00
Accenture Ltd
SOLEShares72.14K
TypeSH
Market value$19.36M
1.86%
Sole
72.14K
Shared
0.00
None
0.00
Kinder Morgan Inc
SOLEShares672.04K
TypeSH
Market value$18.47M
1.77%
Sole
672.04K
Shared
0.00
None
0.00
Oracle Corporation
SOLEShares88.40K
TypeSH
Market value$17.23M
1.65%
Sole
88.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 188.68K | SH | $51.30M 4.92% | 188.68K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 84.79K | SH | $41.00M 3.94% | 84.79K | 0.00 | 0.00 |
JP Morgan Chase & CoSOLE | COM | 120.49K | SH | $38.82M 3.73% | 120.49K | 0.00 | 0.00 |
Raytheon Technologies OrdSOLE | COM | 184.90K | SH | $33.91M 3.25% | 184.90K | 0.00 | 0.00 |
CACI InternationalSOLE | COM | 61.68K | SH | $32.87M 3.15% | 61.68K | 0.00 | 0.00 |
Wells Fargo & CoSOLE | COM | 329K | SH | $30.66M 2.94% | 329K | 0.00 | 0.00 |
Wal-Mart Stores IncSOLE | COM | 272.79K | SH | $30.39M 2.92% | 272.79K | 0.00 | 0.00 |
McKesson CorporationSOLE | COM | 36.63K | SH | $30.05M 2.88% | 36.63K | 0.00 | 0.00 |
International Business MachinesSOLE | COM | 96.67K | SH | $28.63M 2.75% | 96.67K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | COM | 90.75K | SH | $28.40M 2.73% | 90.75K | 0.00 | 0.00 |
Visa IncSOLE | COM | 80.92K | SH | $28.38M 2.72% | 80.92K | 0.00 | 0.00 |
ABB LtdSOLE | COM | 380.83K | SH | $28.17M 2.70% | 380.83K | 0.00 | 0.00 |
Travelers Companies IncSOLE | COM | 94.41K | SH | $27.38M 2.63% | 94.41K | 0.00 | 0.00 |
Dick's Sporting GoodsSOLE | COM | 128.04K | SH | $25.35M 2.43% | 128.04K | 0.00 | 0.00 |
Deere & CoSOLE | COM | 54.12K | SH | $25.20M 2.42% | 54.12K | 0.00 | 0.00 |
Stryker CorpSOLE | COM | 68.53K | SH | $24.09M 2.31% | 68.53K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 114.28K | SH | $23.65M 2.27% | 114.28K | 0.00 | 0.00 |
Amgen IncorporatedSOLE | COM | 70.57K | SH | $23.10M 2.22% | 70.57K | 0.00 | 0.00 |
Check Point Software TechSOLE | COM | 123.26K | SH | $22.87M 2.20% | 123.26K | 0.00 | 0.00 |
Ventas IncSOLE | COM | 276.25K | SH | $21.38M 2.05% | 276.25K | 0.00 | 0.00 |
Auto Data ProcessingSOLE | COM | 80.20K | SH | $20.63M 1.98% | 80.20K | 0.00 | 0.00 |
Nextera Energy IncSOLE | COM | 246.20K | SH | $19.76M 1.90% | 246.20K | 0.00 | 0.00 |
Accenture LtdSOLE | COM | 72.14K | SH | $19.36M 1.86% | 72.14K | 0.00 | 0.00 |
Kinder Morgan IncSOLE | COM | 672.04K | SH | $18.47M 1.77% | 672.04K | 0.00 | 0.00 |
Oracle CorporationSOLE | COM | 88.40K | SH | $17.23M 1.65% | 88.40K | 0.00 | 0.00 |
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