1y return+6.1%S&P 500 +20.9%
3y return+31.9%S&P 500 +68.5%
5y return+33.9%S&P 500 +74.5%
10y return+135.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $235 against $357 in the S&P 500.2
Steigerwald, Gordon & Koch Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $52.7M | 5.2% | −2.3% |
| JPMJP Morgan Chase & Co | $38.6M | 3.8% | −1.6% |
| RTXRaytheon Technologies Ord | $34.1M | 3.4% | −1.8% |
| DEDeere & Co | $33.5M | 3.3% | −2.2% |
| GOOGLAlphabet Inc Class A | $32.7M | 3.2% | |
| MSFTMicrosoft Corp | $31.8M | 3.1% | |
| TRVTravelers Companies Inc | $30.8M | 3.1% | −1.4% |
| WMTWal-Mart Stores Inc | $30.0M | 3.0% | −2.3% |
| JNJJohnson & Johnson | $28.9M | 2.9% | |
| DKSDick's Sporting Goods | $28.6M | 2.8% | −1.6% |
| VVisa Inc | $28.2M | 2.8% | |
| CACICACI International | $28.0M | 2.8% | −1.5% |
| IBMInternational Business Machines | $27.4M | 2.7% | |
| MCKMcKesson Corporation | $27.4M | 2.7% | |
| WFCWells Fargo & Co | $26.9M | 2.7% | −1.1% |
| AMGNAmgen Incorporated | $25.4M | 2.5% | |
| VTRVentas Inc | $24.4M | 2.4% | |
| SYKStryker Corp | $22.1M | 2.2% | |
| NEENextera Energy Inc | $21.8M | 2.2% | |
| KMIKinder Morgan Inc | $21.8M | 2.2% | |
| CARRCarrier Global Corp | $21.6M | 2.1% | |
| Linde PLCCUSIP G54950103 | $18.5M | 1.8% | |
| KOCoca Cola Company | $18.4M | 1.8% | |
| ADPAuto Data Processing | $18.0M | 1.8% | −1.3% |
| ELVElevance Health Inc | $17.4M | 1.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| DKSDick's Sporting Goods | June 30, 2020 | +449.7% | $28.6M |
| GOOGLAlphabet Inc Class A | June 30, 2020 | +404.0% | $32.7M |
| DEDeere & Co | June 30, 2020 | +303.7% | $33.5M |
| JPMJP Morgan Chase & Co | June 30, 2020 | +248.0% | $38.6M |
| CARRCarrier Global Corp | June 30, 2020 | +230.1% | $21.6M |
| WFCWells Fargo & Co | June 30, 2020 | +222.8% | $26.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $52.7M |
| RTXRaytheon Technologies Ord | June 30, 2020 | +207.9% | $34.1M |
| TRVTravelers Companies Inc | June 30, 2020 | +189.5% | $30.8M |
| WMTWal-Mart Stores Inc | June 30, 2020 | +183.7% | $30.0M |
Sold off last quarter
- DuPont De Nemours IncCUSIP 26614N102 was $8.9M
- Exxon Mobil CorporationCUSIP 30231G102 was $3.2M
- Honeywell InternationalCUSIP 438516106 was $100K
- CTRACoterra Energy Inc was $78K
- SCHISchwab 5-10 Year Corp Bd ETF was $63K
- DIODDiodes Incorporated was $17K
- BPOPPopular Inc was $16K
- TSCOTractor Supply Co was $15K
- SPYINEOS S&P 500(R) High Income ETF was $9,380
- ATRAptarGroup Inc was $6,301
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.0% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +0.7% | +2.4% |
| September 30, 2025 | +3.0% | +7.8% |
| June 30, 2025 | +4.7% | +10.5% |
| March 31, 2025 | +0.6% | −4.6% |
| December 31, 2024 | −3.1% | +2.1% |
| September 30, 2024 | +8.2% | +5.4% |
| June 30, 2024 | +0.2% | +4.0% |
| March 31, 2024 | +7.1% | +10.0% |
| December 31, 2023 | +10.6% | +11.2% |
| September 30, 2023 | −5.2% | −3.6% |
| June 30, 2023 | +3.4% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +12.2% | +7.1% |
| September 30, 2022 | −6.1% | −5.3% |
| June 30, 2022 | −14.3% | −16.5% |
| March 31, 2022 | −2.2% | −4.9% |
| December 31, 2021 | +7.3% | +10.7% |
| September 30, 2021 | −0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Steigerwald, Gordon & Koch Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1731876&type=13F-HR&dateb=&owner=include&count=40CIK 1731876
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1731876/000173187626000003/Filed July 23, 2026 · accession 0001731876-26-000003