$226 Million is the total value of Steigerwald, Gordon & Koch Inc.'s 56 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 11.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TIP | Sell | ISHARES TRtips bd etf | $4,183,000 | -6.0% | 38,217 | -4.8% | 1.85% | -8.6% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $4,089,000 | -9.7% | 38,572 | -0.1% | 1.81% | -12.2% |
| EFV | Sell | ISHARES TReafe value etf | $2,797,000 | -11.6% | 61,209 | -0.1% | 1.24% | -14.0% |
| IDV | Sell | ISHARES TRintl sel div etf | $2,664,000 | -18.4% | 95,833 | -6.2% | 1.18% | -20.6% |
| ICF | Sell | ISHARES TRcohen&steer reit | $2,480,000 | +1.0% | 27,426 | -2.2% | 1.10% | -1.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $528,000 | -10.7% | 13,740 | -6.3% | 0.23% | -13.0% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $519,000 | -4.8% | 3,978 | -0.6% | 0.23% | -7.3% |
| PG | Sell | PROCTER & GAMBLE CO | $255,000 | -10.5% | 3,546 | -2.7% | 0.11% | -13.1% |
| HPQ | Exit | HEWLETT PACKARD CO | $0 | – | -10,530 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-09-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 48 | Q3 2023 | 6.2% |
| MICROSOFT CORP | 48 | Q3 2023 | 5.2% |
| ACCENTURE PLC IRELAND | 48 | Q3 2023 | 3.9% |
| JOHNSON & JOHNSON | 48 | Q3 2023 | 3.6% |
| STRYKER CORPORATION | 48 | Q3 2023 | 3.5% |
| REVVITY INC | 48 | Q3 2023 | 3.5% |
| AUTOMATIC DATA PROCESSING IN | 48 | Q3 2023 | 3.4% |
| CACI INTL INC | 48 | Q3 2023 | 3.7% |
| AMGEN INC | 48 | Q3 2023 | 3.7% |
| SYSCO CORP | 48 | Q3 2023 | 3.3% |
View Steigerwald, Gordon & Koch Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-26 |
View Steigerwald, Gordon & Koch Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.