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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WFCWells Fargo Co New
Recent Activity
Increased 1.16%
2.72%
$24.004M
341,746 shares@ $70.25 avg price
CHKPCheck Point Software Tech Lt
Recent Activity
Increased 1.11%
2.63%
$23.26M
124,585 shares@ $186.71 avg price
RTXRtx Corporation
Recent Activity
Increased 1.02%
2.53%
$22.38M
193,394 shares@ $115.73 avg price
MCKMckesson Corp
Recent Activity
Increased 4.04%
2.42%
$21.349M
37,460 shares@ $569.93 avg price
ZTSZoetis Inc
Recent Activity
Increased 2.12%
2.15%
$18.998M
116,603 shares@ $162.94 avg price
AMGNAmgen Inc
Recent Activity
Increased 0.62%
2.08%
$18.362M
70,450 shares@ $260.65 avg price
KMIKinder Morgan Inc Del
Recent Activity
Increased 2.05%
2.08%
$18.354M
669,849 shares@ $27.41 avg price
ADBEAdobe Inc
Recent Activity
Increased 1.72%
2.06%
$18.179M
40,880 shares@ $444.69 avg price
NEENextera Energy Inc
Recent Activity
Increased 3.57%
1.99%
$17.561M
244,959 shares@ $71.7 avg price
ELVElevance Health Inc
Recent Activity
Increased 2.83%
1.86%
$16.399M
44,453 shares@ $368.91 avg price