John Steigerwald
@Steigerwald, Gordon & Koch Inc.
Latest period2024 - Q4ReportedManaged Assets$885.111MTotal holdings126
Assets growth rate-3.49%Assets growth rate (2-Q avg)3.73%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Steigerwald, Gordon & Koch Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 126 positions.
Assets under management
The assets under management (AUM) of Steigerwald, Gordon & Koch Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 885.111M in assets, with a quarterly growth rate of -3.49% and a 2-quarter average growth rate of 3.73%. The portfolio is managed by John Steigerwald, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BLKBlackrock Inc
| 0.03% | $224,499 219 shares@ $1025.11 avg price | New Position |
CRMSalesforce Inc
| 0.03% | $211,645 633 shares@ $334.36 avg price | New Position |