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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
TROWPrice T Rowe Group Inc
Recent Activity
Increased 1.29%
1.53%
$13.516M
119,514 shares@ $113.1 avg price
PFEPfizer Inc
Recent Activity
Increased 10.23%
1.52%
$13.377M
504,224 shares@ $26.54 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 4.76%
1.5%
$13.216M
104,809 shares@ $126.11 avg price
GISGeneral Mls Inc
Recent Activity
Increased 0.56%
1.45%
$12.814M
200,935 shares@ $63.78 avg price
RVTYRevvity Inc
Recent Activity
Decreased -0.04%
1.45%
$12.772M
114,430 shares@ $111.62 avg price
DDDupont De Nemours Inc
Recent Activity
Increased 4.92%
1.39%
$12.234M
160,440 shares@ $76.26 avg price
DISDisney Walt Co
Recent Activity
Increased 2.68%
1.39%
$12.223M
109,774 shares@ $111.36 avg price
IVVIshares Tr
Recent Activity
Increased 1.64%
1.01%
$8.922M
15,155 shares@ $588.72 avg price
TAt&t Inc
Recent Activity
Increased 1.87%
0.98%
$8.618M
378,468 shares@ $22.78 avg price
CECelanese Corp Del
Recent Activity
Decreased -6.18%
0.85%
$7.5M
108,361 shares@ $69.22 avg price