Filed: 7/23/2026ACC: 0001731876-26-000003
📋 What this filing means
STEIGERWALD, GORDON & KOCH INC. filed this quarterly 13F‑HR report disclosing 765 equity positions with a total reported market value of $1.01B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
765
Positions
$1.01B
Total AUM (reported)
7.23M
Total Shares
Allocation by class
COMMON$1.01B100.0%
Portfolio Concentration
Top 3$125.35M12.4%
4–10$216.21M21.4%
11–25$347.28M34.4%
Rest$320.04M31.7%
Top 3 weight
12.4%
Top 10 weight
33.9%
Voting Authority Distribution
Total shares with voting rights: 7.23M
Sole
Full voting authority
7.23M
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)
Sole765
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings765
Rows:
Apple Inc
SOLEShares182.03K
TypeSH
Market value$52.67M
5.22%
Sole
182.03K
Shared
0.00
None
0.00
JP Morgan Chase & Co
SOLEShares117.98K
TypeSH
Market value$38.62M
3.83%
Sole
117.98K
Shared
0.00
None
0.00
Raytheon Technologies Ord
SOLEShares179.53K
TypeSH
Market value$34.06M
3.38%
Sole
179.53K
Shared
0.00
None
0.00
Deere & Co
SOLEShares52.81K
TypeSH
Market value$33.50M
3.32%
Sole
52.81K
Shared
0.00
None
0.00
Alphabet Inc Class A
SOLEShares91.45K
TypeSH
Market value$32.68M
3.24%
Sole
91.45K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares85.14K
TypeSH
Market value$31.76M
3.15%
Sole
85.14K
Shared
0.00
None
0.00
Travelers Companies Inc
SOLEShares93.28K
TypeSH
Market value$30.79M
3.05%
Sole
93.28K
Shared
0.00
None
0.00
Wal-Mart Stores Inc
SOLEShares264.78K
TypeSH
Market value$29.99M
2.97%
Sole
264.78K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares113.88K
TypeSH
Market value$28.92M
2.87%
Sole
113.88K
Shared
0.00
None
0.00
Dick's Sporting Goods
SOLEShares125.95K
TypeSH
Market value$28.57M
2.83%
Sole
125.95K
Shared
0.00
None
0.00
Visa Inc
SOLEShares82.18K
TypeSH
Market value$28.20M
2.79%
Sole
82.18K
Shared
0.00
None
0.00
CACI International
SOLEShares60.43K
TypeSH
Market value$28.00M
2.77%
Sole
60.43K
Shared
0.00
None
0.00
International Business Machines
SOLEShares97.41K
TypeSH
Market value$27.39M
2.72%
Sole
97.41K
Shared
0.00
None
0.00
McKesson Corporation
SOLEShares36.21K
TypeSH
Market value$27.36M
2.71%
Sole
36.21K
Shared
0.00
None
0.00
Wells Fargo & Co
SOLEShares325.17K
TypeSH
Market value$26.87M
2.66%
Sole
325.17K
Shared
0.00
None
0.00
Amgen Incorporated
SOLEShares70.26K
TypeSH
Market value$25.44M
2.52%
Sole
70.26K
Shared
0.00
None
0.00
Ventas Inc
SOLEShares275.08K
TypeSH
Market value$24.43M
2.42%
Sole
275.08K
Shared
0.00
None
0.00
Stryker Corp
SOLEShares70.21K
TypeSH
Market value$22.10M
2.19%
Sole
70.21K
Shared
0.00
None
0.00
Nextera Energy Inc
SOLEShares248.81K
TypeSH
Market value$21.84M
2.16%
Sole
248.81K
Shared
0.00
None
0.00
Kinder Morgan Inc
SOLEShares680.73K
TypeSH
Market value$21.76M
2.16%
Sole
680.73K
Shared
0.00
None
0.00
Carrier Global Corp
SOLEShares294.83K
TypeSH
Market value$21.63M
2.14%
Sole
294.83K
Shared
0.00
None
0.00
Linde PLC
SOLEShares35.73K
TypeSH
Market value$18.54M
1.84%
Sole
35.73K
Shared
0.00
None
0.00
Coca Cola Company
SOLEShares226.48K
TypeSH
Market value$18.41M
1.82%
Sole
226.48K
Shared
0.00
None
0.00
Auto Data Processing
SOLEShares80.21K
TypeSH
Market value$17.96M
1.78%
Sole
80.21K
Shared
0.00
None
0.00
Elevance Health Inc
SOLEShares44.88K
TypeSH
Market value$17.36M
1.72%
Sole
44.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COMMON | 182.03K | SH | $52.67M 5.22% | 182.03K | 0.00 | 0.00 |
JP Morgan Chase & CoSOLE | COMMON | 117.98K | SH | $38.62M 3.83% | 117.98K | 0.00 | 0.00 |
Raytheon Technologies OrdSOLE | COMMON | 179.53K | SH | $34.06M 3.38% | 179.53K | 0.00 | 0.00 |
Deere & CoSOLE | COMMON | 52.81K | SH | $33.50M 3.32% | 52.81K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | COMMON | 91.45K | SH | $32.68M 3.24% | 91.45K | 0.00 | 0.00 |
Microsoft CorpSOLE | COMMON | 85.14K | SH | $31.76M 3.15% | 85.14K | 0.00 | 0.00 |
Travelers Companies IncSOLE | COMMON | 93.28K | SH | $30.79M 3.05% | 93.28K | 0.00 | 0.00 |
Wal-Mart Stores IncSOLE | COMMON | 264.78K | SH | $29.99M 2.97% | 264.78K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COMMON | 113.88K | SH | $28.92M 2.87% | 113.88K | 0.00 | 0.00 |
Dick's Sporting GoodsSOLE | COMMON | 125.95K | SH | $28.57M 2.83% | 125.95K | 0.00 | 0.00 |
Visa IncSOLE | COMMON | 82.18K | SH | $28.20M 2.79% | 82.18K | 0.00 | 0.00 |
CACI InternationalSOLE | COMMON | 60.43K | SH | $28.00M 2.77% | 60.43K | 0.00 | 0.00 |
International Business MachinesSOLE | COMMON | 97.41K | SH | $27.39M 2.72% | 97.41K | 0.00 | 0.00 |
McKesson CorporationSOLE | COMMON | 36.21K | SH | $27.36M 2.71% | 36.21K | 0.00 | 0.00 |
Wells Fargo & CoSOLE | COMMON | 325.17K | SH | $26.87M 2.66% | 325.17K | 0.00 | 0.00 |
Amgen IncorporatedSOLE | COMMON | 70.26K | SH | $25.44M 2.52% | 70.26K | 0.00 | 0.00 |
Ventas IncSOLE | COMMON | 275.08K | SH | $24.43M 2.42% | 275.08K | 0.00 | 0.00 |
Stryker CorpSOLE | COMMON | 70.21K | SH | $22.10M 2.19% | 70.21K | 0.00 | 0.00 |
Nextera Energy IncSOLE | COMMON | 248.81K | SH | $21.84M 2.16% | 248.81K | 0.00 | 0.00 |
Kinder Morgan IncSOLE | COMMON | 680.73K | SH | $21.76M 2.16% | 680.73K | 0.00 | 0.00 |
Carrier Global CorpSOLE | COMMON | 294.83K | SH | $21.63M 2.14% | 294.83K | 0.00 | 0.00 |
Linde PLCSOLE | COMMON | 35.73K | SH | $18.54M 1.84% | 35.73K | 0.00 | 0.00 |
Coca Cola CompanySOLE | COMMON | 226.48K | SH | $18.41M 1.82% | 226.48K | 0.00 | 0.00 |
Auto Data ProcessingSOLE | COMMON | 80.21K | SH | $17.96M 1.78% | 80.21K | 0.00 | 0.00 |
Elevance Health IncSOLE | COMMON | 44.88K | SH | $17.36M 1.72% | 44.88K | 0.00 | 0.00 |
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