Steigerwald, Gordon & Koch Inc.
RIA/Wealth
Steigerwald, Gordon & Koch Inc. is a RIA/Wealth based in Leesburg, VA led by John Stephen Steigerwald, reporting $1.2B in AUM as of Q3 2025 with AAPL as the largest holding (5% allocation).
CEOJohn Stephen Steigerwald
- Portfolio Value
- $1.0B
- Positions
- 760
- Top Holding
- AAPL at 4.79%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Steigerwald, Gordon & Koch Inc.'s portfolio (33% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $49.1M | 4.79% | -$891.2K Sold | 0.00% 192.8K shares | |
Software - Infrastructure Technology | $44.6M | 4.35% | -$970.1K Sold | 0.00% 86.1K shares | |
Banks - Diversified Financial Services | $39.0M | 3.80% | -$787.3K Sold | 0.00% 123.5K shares | |
Aerospace & Defense Industrials | $31.7M | 3.09% | -$351.2K Sold | 0.01% 189.2K shares | |
Information Technology Services Technology | $31.2M | 3.05% | -$55.9K Sold | 0.28% 62.6K shares | |
Specialty Retail Consumer Cyclical | $29.3M | 2.86% | -$632.4K Sold | 0.15% 132.0K shares | |
Discount Stores Consumer Defensive | $28.8M | 2.81% | -$231.1K Sold | 0.00% 279.7K shares | |
Medical - Distribution Healthcare | $28.7M | 2.80% | -$18.5K Sold | 0.03% 37.2K shares | |
Unknown Unknown | $28.2M | 2.75% | +$28.2M Bought | — 391.8K shares | |
Banks - Diversified Financial Services | $28.0M | 2.73% | -$255.0K Sold | 0.01% 334.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Steigerwald, Gordon & Koch Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-42.66% | |
-25.25% | |
-22.18% | |
-22.06% | |
-21.62% |
Analytics
Portfolio insights and performance metrics for Steigerwald, Gordon & Koch Inc.
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