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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
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
VTRVentas Inc
Recent Activity
Increased 0.51%
1.85%
$16.367M
277,928 shares@ $58.9 avg price
JNJJohnson & Johnson
Recent Activity
Increased 1.2%
1.84%
$16.259M
112,428 shares@ $144.63 avg price
SYYSysco Corp
Recent Activity
Increased 0.21%
1.7%
$15.027M
196,538 shares@ $76.47 avg price
OTISOtis Worldwide Corp
Recent Activity
Increased 0.61%
1.63%
$14.408M
155,580 shares@ $92.62 avg price
OMCOmnicom Group Inc
Recent Activity
Increased 0.78%
1.58%
$13.946M
162,092 shares@ $86.05 avg price
KOCoca Cola Co
Recent Activity
Increased 0.5%
1.57%
$13.834M
222,199 shares@ $62.27 avg price