Steigerwald, Gordon & Koch Inc. Portfolio Stock Holdings

Steigerwald, Gordon & Koch Inc. disclosed 765 stock positions valued at approximately $1.0 billion in its latest SEC 13F filing. The largest holdings include Apple Inc, JP Morgan Chase & Co, and Raytheon Technologies Ord. The filing reflects positions held as of June 30, 2026 and was filed on July 23, 2026.

Report Period
June 30, 2026
No. of Stocks
765
Portfolio Value
$1.0B
Holdings by Sector
Steigerwald, Gordon & Koch Inc. Portfolio Holdings in Q2 2026

737 holdings in the latest reporting period.

Page 1 of 8
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Apple IncAAPLTechnology5.22%182,026-4,275-2.29%$52,670,966
JP Morgan Chase & CoJPMFinancial Services3.83%117,984-1,893-1.58%$38,619,617
Raytheon Technologies OrdRTXIndustrials3.38%179,530-3,234-1.77%$34,062,214
Deere & CoDEIndustrials3.32%52,809-1,194-2.21%$33,498,565
Alphabet Inc Class AGOOGLCommunication Services3.24%91,449-615-0.67%$32,681,165
Microsoft CorpMSFTTechnology3.15%85,142+24+0.03%$31,759,834
Travelers Companies IncTRVFinancial Services3.05%93,276-1,279-1.35%$30,792,246
Wal-Mart Stores IncWMTConsumer Defensive2.97%264,783-6,124-2.26%$29,989,370
Johnson & JohnsonJNJHealthcare2.87%113,876-966-0.84%$28,921,108
Dick's Sporting GoodsDKSConsumer Cyclical2.83%125,954-2,036-1.59%$28,567,582
Visa IncVFinancial Services2.79%82,180+31+0.04%$28,195,052
CACI InternationalCACITechnology2.77%60,432-891-1.45%$27,995,728
International Business MachinesIBMTechnology2.72%97,405-57-0.06%$27,391,335
McKesson CorporationMCKHealthcare2.71%36,210-294-0.81%$27,360,248
Wells Fargo & CoWFCFinancial Services2.66%325,174-3,464-1.05%$26,872,361
Amgen IncorporatedAMGNHealthcare2.52%70,256-626-0.88%$25,441,111
Ventas IncVTRReal Estate2.42%275,078-2,486-0.90%$24,426,903
Stryker CorpSYKHealthcare2.19%70,209+639+0.92%$22,104,608
Nextera Energy IncNEEUtilities2.16%248,810-598-0.24%$21,838,022
Kinder Morgan IncKMIEnergy2.16%680,728-383-0.06%$21,762,872
Carrier Global CorpCARRIndustrials2.14%294,831-1,361-0.46%$21,625,851
Linde PLCLINOther1.84%35,732-2-0.01%$18,542,826
Coca Cola CompanyKOConsumer Defensive1.82%226,481-1,390-0.61%$18,406,072
Auto Data ProcessingADPTechnology1.78%80,207-1,047-1.29%$17,962,263
Elevance Health IncELVHealthcare1.72%44,876-66-0.15%$17,355,018
Cadence Design SystemCDNSTechnology1.70%45,605+23,857+109.70%$17,116,469
Sysco CorporationSYYConsumer Defensive1.57%189,790-2,504-1.30%$15,862,617
Goldman Sachs Group IncGSFinancial Services1.51%15,081+10,067+200.78%$15,252,961
Check Point Software TechCHKPOther1.50%114,987-8,888-7.17%$15,112,741
Oracle CorporationORCLTechnology1.25%86,057-305-0.35%$12,611,652
Pfizer IncorporatedPFEHealthcare1.20%502,925-15,955-3.07%$12,110,434
iShares Core S&P 500 ETFIVVOther1.17%15,755+32+0.20%$11,798,971
Revvity IncRVTYHealthcare1.14%103,494-4,980-4.59%$11,514,734
Omnicom Group IncOMCCommunication Services0.95%132,171-14,614-9.96%$9,626,035
OTIS Worldwide CorpOTISIndustrials0.91%127,556-22,654-15.08%$9,132,998
AT&T IncTCommunication Services0.88%428,809-675-0.16%$8,876,352
BorgWarnerBWAConsumer Cyclical0.87%132,715+457+0.35%$8,812,256
Walt Disney CoDISCommunication Services0.81%85,249-21,242-19.95%$8,205,200
Boeing CoBAIndustrials0.81%37,888-77-0.20%$8,201,510
Accenture LtdACNTechnology0.81%65,885-4,285-6.11%$8,198,768
Nvidia CorpNVDATechnology0.56%28,335-59-0.21%$5,669,492
United Parcel ServiceUPSIndustrials0.48%45,158-10,716-19.18%$4,854,506
Corteva IncCTVABasic Materials0.44%52,174-4,321-7.65%$4,418,652
iShares Core S&P Small-Cap ETFIJROther0.39%26,364-353-1.32%$3,910,041
Caterpillar IncCATIndustrials0.36%3,381-36-1.05%$3,600,541
Phinia IncPHINConsumer Cyclical0.34%41,159-459-1.10%$3,390,249
Eli Lilly & CompanyLLYHealthcare0.33%2,796--$3,354,006
iShares Core S&P Mid-Cap ETFIJHOther0.33%43,483-775-1.75%$3,352,991
T Rowe Price GroupTROWFinancial Services0.33%29,017-41,698-58.97%$3,298,927
Amazon Com IncAMZNConsumer Cyclical0.31%13,216+128+0.98%$3,149,799
Danaher Corp DelDHRHealthcare0.30%15,971--$3,042,173
Alphabet Inc Class CGOOGCommunication Services0.27%7,748-24-0.31%$2,737,477
Zoetis IncZTSHealthcare0.24%33,674-38,729-53.49%$2,419,842
Berkshire Hathaway Class BBRK-BFinancial Services0.19%3,906+301+8.35%$1,954,523
SPDR S&P 500 Index ETFSPYOther0.18%2,476-51-2.02%$1,848,888
Taiwan Semiconductr ADRTSMTechnology0.17%3,635--$1,735,967
Cisco Systems IncCSCOTechnology0.16%13,433-80-0.59%$1,577,863
Home Depot IncHDConsumer Cyclical0.14%4,072-84-2.02%$1,436,267
General Mills IncGISConsumer Defensive0.14%40,983-79,977-66.12%$1,426,209
Palantir Technologies IncPLTRTechnology0.14%12,200--$1,423,374
Broadcom LtdAVGOTechnology0.14%3,701+5+0.14%$1,398,050
Procter & Gamble CoPGConsumer Defensive0.13%9,108+145+1.62%$1,335,646
Costco Wholesale CorpCOSTConsumer Defensive0.13%1,417-15-1.05%$1,325,793
Adobe Systems IncADBETechnology0.13%6,184-16,460-72.69%$1,267,878
Vanguard Total Stock MarketVTIOther0.12%3,317-366-9.94%$1,227,527
Vanguard High DividendVYMOther0.12%7,680-100-1.29%$1,213,601
Meta Platforms IncMETACommunication Services0.11%1,892-1,620-46.13%$1,065,798
Lockheed Martin CorpLMTIndustrials0.09%1,737-76-4.19%$884,983
Palo Alto NetworksPANWTechnology0.08%2,485+498+25.06%$847,435
Abbvie IncABBVHealthcare0.08%3,270+71+2.22%$822,935
Tesla Motors IncTSLAConsumer Cyclical0.08%1,899+51+2.76%$798,719
Mastercard IncMAFinancial Services0.08%1,488-63-4.06%$764,151
Marriott International IncMARConsumer Cyclical0.07%2,004--$742,578
American Express CompanyAXPFinancial Services0.06%1,914+18+0.95%$647,411
Applied Materials IncAMATTechnology0.06%895--$646,832
RadNet IncRDNTHealthcare0.06%10,365-300-2.81%$639,210
Balchem CorpBCPCBasic Materials0.06%3,760--$635,252
EVOLV TECHNOLOGIES HOLDINGS CL A ORDEVLVIndustrials0.06%105,563--$612,265
Merck & Co. Inc.MRKHealthcare0.06%4,655+218+4.91%$598,108
Asml Holding N V New York ShsASMLOther0.06%287--$570,969
Duke Energy CorporationDUKUtilities0.05%4,331+91+2.15%$548,233
Fortive CorporationFTVTechnology0.05%8,878--$542,340
Intel CorpINTCTechnology0.05%3,665+245+7.16%$511,793
Chubb CorporationCBFinancial Services0.05%1,480-565-27.63%$504,295
Ligand Pharm Inc Cl BLGNDHealthcare0.05%1,566--$494,997
Lam Research CorpLRCXOther0.05%1,140-20-1.72%$493,996
Invesco S&P 500 Equal Weight ETFRSPOther0.05%2,272-50-2.15%$483,500
VERALTO ORD WIVLTOIndustrials0.05%5,406--$479,374
Vanguard S&P 500 ETFVOOOther0.05%678-230-25.33%$465,906
Snap On IncSNAIndustrials0.05%1,145+25+2.23%$460,748
iShares MSCI EAFE IndexEFAOther0.04%4,215-75-1.75%$437,854
Norfolk Southern CorpNSCIndustrials0.04%1,382+61+4.62%$434,904
Capital One FinancialCOFFinancial Services0.04%2,158--$432,938
Seagate TechnologySTXOther0.04%440--$424,600
State Street SPDR Portfolio S&P 500 ETFSPLGOther0.04%4,806+2+0.04%$422,351
Chevron CorpCVXEnergy0.04%2,531+15+0.60%$419,539
iShares PHLX Semiconductor ETFSOXXOther0.04%645--$413,290
ConocophillipsCOPEnergy0.04%3,967--$412,409
Texas Instruments IncTXNTechnology0.04%1,349+26+1.97%$402,014
Dow IncDOWBasic Materials0.04%14,692-23,363-61.39%$401,970