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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
DOWDow Inc
Recent Activity
Decreased -3.33%
0.84%
$7.425M
185,024 shares@ $40.14 avg price
BABoeing Co
Recent Activity
Decreased -9.56%
0.72%
$6.346M
35,851 shares@ $177.01 avg price
BWABorgwarner Inc
Recent Activity
Decreased -2.4%
0.63%
$5.572M
175,264 shares@ $31.8 avg price
DHRDanaher Corporation
Recent Activity
Decreased -1.75%
0.43%
$3.756M
16,360 shares@ $229.56 avg price
CTVACorteva Inc
Recent Activity
Decreased -0.79%
0.41%
$3.6M
63,209 shares@ $56.97 avg price
IJRIshares Tr
Recent Activity
Decreased -1.11%
0.37%
$3.237M
28,090 shares@ $115.23 avg price
NVDANvidia Corporation
Recent Activity
Decreased -8.95%
0.36%
$3.115M
23,194 shares@ $134.3 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -2.06%
0.32%
$2.753M
12,549 shares@ $219.41 avg price
IJHIshares Tr
Recent Activity
Decreased -1.03%
0.31%
$2.744M
44,033 shares@ $62.32 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -1.18%
0.27%
$2.389M
3,095 shares@ $772.03 avg price