$656 Million is the total value of Steigerwald, Gordon & Koch Inc.'s 111 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $958,802 | +11.0% | 3,512 | 0.0% | 0.15% | +15.0% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $486,604 | -3.5% | 2,487 | 0.0% | 0.07% | 0.0% | |
| SNA | SNAP ON INC | $268,833 | -11.5% | 1,054 | 0.0% | 0.04% | -8.9% | |
| CI | THE CIGNA GROUP | $252,601 | +1.9% | 883 | 0.0% | 0.04% | +8.3% | |
| IVW | ISHARES TRs&p 500 grwt etf | $249,486 | -2.9% | 3,646 | 0.0% | 0.04% | 0.0% | |
| ORLY | OREILLY AUTOMOTIVE INC | $245,392 | -4.9% | 270 | 0.0% | 0.04% | -2.6% | |
| ED | CONSOLIDATED EDISON INC | $244,484 | -5.4% | 2,858 | 0.0% | 0.04% | -2.6% | |
| SPLG | SPDR SER TRportfolio s&p500 | $241,449 | -3.6% | 4,804 | 0.0% | 0.04% | 0.0% | |
| AXP | AMERICAN EXPRESS CO | $242,434 | -14.4% | 1,625 | 0.0% | 0.04% | -11.9% | |
| BACPRL | BANK AMERICA CORP7.25%cnv pfd l | $222,442 | -5.1% | 200 | 0.0% | 0.03% | 0.0% | |
| HUBB | HUBBELL INC | $215,939 | -5.5% | 689 | 0.0% | 0.03% | -2.9% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $209,919 | -9.9% | 3,562 | 0.0% | 0.03% | -5.9% | |
| SIRI | SIRIUS XM HOLDINGS INC | $60,062 | -0.2% | 13,288 | 0.0% | 0.01% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-11
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.