Filed: 4/28/2026ACC: 0001731876-26-000002
📋 What this filing means
STEIGERWALD, GORDON & KOCH INC. filed this quarterly 13F‑HR report disclosing 782 equity positions with a total reported market value of $974.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
782
Positions
$974.16M
Total AUM (reported)
7.69M
Total Shares
Allocation by class
COMMON$974.16M100.0%
Portfolio Concentration
Top 3$117.80M12.1%
4–10$216.19M22.2%
11–25$328.90M33.8%
Rest$311.27M32.0%
Top 3 weight
12.1%
Top 10 weight
34.3%
Voting Authority Distribution
Total shares with voting rights: 7.69M
Sole
Full voting authority
7.69M
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)
Sole782
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings782
Rows:
Apple Inc
SOLEShares186.30K
TypeSH
Market value$47.28M
4.85%
Sole
186.30K
Shared
0.00
None
0.00
JP Morgan Chase & Co
SOLEShares119.88K
TypeSH
Market value$35.26M
3.62%
Sole
119.88K
Shared
0.00
None
0.00
Raytheon Technologies Ord
SOLEShares182.76K
TypeSH
Market value$35.26M
3.62%
Sole
182.76K
Shared
0.00
None
0.00
Wal-Mart Stores Inc
SOLEShares270.91K
TypeSH
Market value$33.67M
3.46%
Sole
270.91K
Shared
0.00
None
0.00
CACI International
SOLEShares61.32K
TypeSH
Market value$33.35M
3.42%
Sole
61.32K
Shared
0.00
None
0.00
McKesson Corporation
SOLEShares36.50K
TypeSH
Market value$31.59M
3.24%
Sole
36.50K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares85.12K
TypeSH
Market value$31.51M
3.23%
Sole
85.12K
Shared
0.00
None
0.00
Deere & Co
SOLEShares54K
TypeSH
Market value$30.42M
3.12%
Sole
54K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares114.84K
TypeSH
Market value$28.07M
2.88%
Sole
114.84K
Shared
0.00
None
0.00
Travelers Companies Inc
SOLEShares94.56K
TypeSH
Market value$27.58M
2.83%
Sole
94.56K
Shared
0.00
None
0.00
Alphabet Inc Class A
SOLEShares92.06K
TypeSH
Market value$26.47M
2.72%
Sole
92.06K
Shared
0.00
None
0.00
Wells Fargo & Co
SOLEShares328.64K
TypeSH
Market value$26.16M
2.69%
Sole
328.64K
Shared
0.00
None
0.00
Dick's Sporting Goods
SOLEShares127.99K
TypeSH
Market value$25.38M
2.61%
Sole
127.99K
Shared
0.00
None
0.00
Amgen Incorporated
SOLEShares70.88K
TypeSH
Market value$24.94M
2.56%
Sole
70.88K
Shared
0.00
None
0.00
Visa Inc
SOLEShares82.15K
TypeSH
Market value$24.83M
2.55%
Sole
82.15K
Shared
0.00
None
0.00
International Business Machines
SOLEShares97.46K
TypeSH
Market value$23.62M
2.43%
Sole
97.46K
Shared
0.00
None
0.00
Nextera Energy Inc
SOLEShares249.41K
TypeSH
Market value$23.17M
2.38%
Sole
249.41K
Shared
0.00
None
0.00
Stryker Corp
SOLEShares69.57K
TypeSH
Market value$22.86M
2.35%
Sole
69.57K
Shared
0.00
None
0.00
Kinder Morgan Inc
SOLEShares681.11K
TypeSH
Market value$22.84M
2.34%
Sole
681.11K
Shared
0.00
None
0.00
Ventas Inc
SOLEShares277.56K
TypeSH
Market value$22.70M
2.33%
Sole
277.56K
Shared
0.00
None
0.00
Linde PLC
SOLEShares35.73K
TypeSH
Market value$17.72M
1.82%
Sole
35.73K
Shared
0.00
None
0.00
Check Point Software Tech
SOLEShares123.88K
TypeSH
Market value$17.70M
1.82%
Sole
123.88K
Shared
0.00
None
0.00
Coca Cola Company
SOLEShares227.87K
TypeSH
Market value$17.33M
1.78%
Sole
227.87K
Shared
0.00
None
0.00
Carrier Global Corp
SOLEShares296.19K
TypeSH
Market value$16.68M
1.71%
Sole
296.19K
Shared
0.00
None
0.00
Auto Data Processing
SOLEShares81.25K
TypeSH
Market value$16.51M
1.69%
Sole
81.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COMMON | 186.30K | SH | $47.28M 4.85% | 186.30K | 0.00 | 0.00 |
JP Morgan Chase & CoSOLE | COMMON | 119.88K | SH | $35.26M 3.62% | 119.88K | 0.00 | 0.00 |
Raytheon Technologies OrdSOLE | COMMON | 182.76K | SH | $35.26M 3.62% | 182.76K | 0.00 | 0.00 |
Wal-Mart Stores IncSOLE | COMMON | 270.91K | SH | $33.67M 3.46% | 270.91K | 0.00 | 0.00 |
CACI InternationalSOLE | COMMON | 61.32K | SH | $33.35M 3.42% | 61.32K | 0.00 | 0.00 |
McKesson CorporationSOLE | COMMON | 36.50K | SH | $31.59M 3.24% | 36.50K | 0.00 | 0.00 |
Microsoft CorpSOLE | COMMON | 85.12K | SH | $31.51M 3.23% | 85.12K | 0.00 | 0.00 |
Deere & CoSOLE | COMMON | 54K | SH | $30.42M 3.12% | 54K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COMMON | 114.84K | SH | $28.07M 2.88% | 114.84K | 0.00 | 0.00 |
Travelers Companies IncSOLE | COMMON | 94.56K | SH | $27.58M 2.83% | 94.56K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | COMMON | 92.06K | SH | $26.47M 2.72% | 92.06K | 0.00 | 0.00 |
Wells Fargo & CoSOLE | COMMON | 328.64K | SH | $26.16M 2.69% | 328.64K | 0.00 | 0.00 |
Dick's Sporting GoodsSOLE | COMMON | 127.99K | SH | $25.38M 2.61% | 127.99K | 0.00 | 0.00 |
Amgen IncorporatedSOLE | COMMON | 70.88K | SH | $24.94M 2.56% | 70.88K | 0.00 | 0.00 |
Visa IncSOLE | COMMON | 82.15K | SH | $24.83M 2.55% | 82.15K | 0.00 | 0.00 |
International Business MachinesSOLE | COMMON | 97.46K | SH | $23.62M 2.43% | 97.46K | 0.00 | 0.00 |
Nextera Energy IncSOLE | COMMON | 249.41K | SH | $23.17M 2.38% | 249.41K | 0.00 | 0.00 |
Stryker CorpSOLE | COMMON | 69.57K | SH | $22.86M 2.35% | 69.57K | 0.00 | 0.00 |
Kinder Morgan IncSOLE | COMMON | 681.11K | SH | $22.84M 2.34% | 681.11K | 0.00 | 0.00 |
Ventas IncSOLE | COMMON | 277.56K | SH | $22.70M 2.33% | 277.56K | 0.00 | 0.00 |
Linde PLCSOLE | COMMON | 35.73K | SH | $17.72M 1.82% | 35.73K | 0.00 | 0.00 |
Check Point Software TechSOLE | COMMON | 123.88K | SH | $17.70M 1.82% | 123.88K | 0.00 | 0.00 |
Coca Cola CompanySOLE | COMMON | 227.87K | SH | $17.33M 1.78% | 227.87K | 0.00 | 0.00 |
Carrier Global CorpSOLE | COMMON | 296.19K | SH | $16.68M 1.71% | 296.19K | 0.00 | 0.00 |
Auto Data ProcessingSOLE | COMMON | 81.25K | SH | $16.51M 1.69% | 81.25K | 0.00 | 0.00 |
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