Steigerwald, Gordon & Koch Inc.
SEC Form 13F institutional filer · CIK 0001731876
13F-HR · 386 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$0.87B
Top-10 concentration
37.5%
Steigerwald, Gordon & Koch Inc. — $873M AUM allocation strategy
Steigerwald, Gordon & Koch Inc. files SEC Form 13F and reports $873M of long US equity value across 386 reported holdings for 2026-03-31.
Its largest sector bet is Financials 13.1%, followed by Health Care 12.3% and Information Technology 11.7%.
The top 10 holdings account for 37% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Steigerwald, Gordon & Koch Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$873M
total across 386 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
37% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$DD +22.4K sh · +$1.98M+$CDNS +21.5K sh · +$5.96M+$T +14.8K sh · +$2.14M
Biggest trims (shares)
−$JPM −348K sh · −$11.4M−$WFC −289K sh · −$10.7M−$GIS −33.1K sh · −$2.66M
Exited to nil (held last quarter, gone now)
$MAA ($24.3K last qtr)$ARES ($14.5K last qtr)$HLT ($13.2K last qtr)$MSCI ($12.6K last qtr)$PCG ($11.7K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Diversified Banks7.0%—
- Technology Hardware, Storage & Peripherals5.4%—
- Aerospace & Defense4.1%—
- Consumer Staples Merchandise Retail3.9%—
- Health Care Distributors3.6%—
- Systems Software3.6%—
- Agricultural & Farm Machinery3.5%—
- Pharmaceuticals3.2%—
- Other holdings65.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 186K | $47.3M | -2.38K | 5.4% |
| $JPM | JP Morgan Chase & Co | 120K | $35.3M | -348K | 4.0% |
| $RTX | RTX Corporation | 183K | $35.3M | -2.14K | 4.0% |
| $WMT | Walmart Inc | 271K | $33.7M | -2.29K | 3.9% |
| $MCK | McKesson Corporation | 36.5K | $31.6M | -126 | 3.6% |
| $MSFT | Microsoft Corporation | 85.1K | $31.5M | +332 | 3.6% |
| $DE | Deere & Company | 54K | $30.4M | -117 | 3.5% |
| $JNJ | Johnson & Johnson | 115K | $28.1M | +564 | 3.2% |
| $TRV | The Travelers Companies Inc | 94.6K | $27.6M | +147 | 3.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 92.1K | $26.5M | +1.32K | 3.0% |
…and 376 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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