$655 Million is the total value of Steigerwald, Gordon & Koch Inc.'s 113 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDShigh div yld | $885,000 | +0.1% | 7,888 | 0.0% | 0.14% | +1.5% | |
| CAT | CATERPILLAR INC | $654,000 | +7.7% | 2,936 | 0.0% | 0.10% | +9.9% | |
| FTV | FORTIVE CORP | $579,000 | -20.1% | 9,505 | 0.0% | 0.09% | -19.3% | |
| PANW | PALO ALTO NETWORKS INC | $327,000 | +12.0% | 525 | 0.0% | 0.05% | +13.6% | |
| ED | CONSOLIDATED EDISON INC | $299,000 | +10.7% | 3,160 | 0.0% | 0.05% | +12.2% | |
| IVW | ISHARES TRs&p 500 grwt etf | $281,000 | -8.8% | 3,681 | 0.0% | 0.04% | -6.5% | |
| COF | CAPITAL ONE FINL CORP | $270,000 | -9.7% | 2,060 | 0.0% | 0.04% | -8.9% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $265,000 | +3.9% | 3,562 | 0.0% | 0.04% | +5.3% | |
| BACPRL | BK OF AMERICA CORP7.25%cnv pfd l | $263,000 | -9.0% | 200 | 0.0% | 0.04% | -7.0% | |
| SPLG | SPDR SER TRportfolio s&p500 | $255,000 | -4.9% | 4,804 | 0.0% | 0.04% | -2.5% | |
| CI | CIGNA CORP NEW | $247,000 | +4.7% | 1,029 | 0.0% | 0.04% | +8.6% | |
| WEC | WEC ENERGY GROUP INC | $237,000 | +3.0% | 2,370 | 0.0% | 0.04% | +2.9% | |
| CRM | SALESFORCE COM INC | $223,000 | -16.5% | 1,052 | 0.0% | 0.03% | -15.0% | |
| VHT | VANGUARD WORLD FDShealth car etf | $217,000 | -4.4% | 853 | 0.0% | 0.03% | -2.9% | |
| SNA | SNAP ON INC | $211,000 | -4.5% | 1,027 | 0.0% | 0.03% | -3.0% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $210,000 | -11.8% | 845 | 0.0% | 0.03% | -11.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-25
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.