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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
PHINPhinia Inc
Recent Activity
Decreased -0.21%
0.25%
$2.135M
44,315 shares@ $48.18 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -2.1%
0.24%
$2.123M
11,215 shares@ $189.32 avg price
VTIVanguard Index Fds
Recent Activity
Increased 7.51%
0.23%
$1.985M
6,848 shares@ $289.86 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -26.85%
0.22%
$1.936M
25,600 shares@ $75.63 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.52%
0.21%
$1.831M
4,707 shares@ $389.06 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 14.67%
0.21%
$1.792M
3,057 shares@ $586.16 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -2.09%
0.2%
$1.741M
3,841 shares@ $453.28 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.75%
0.2%
$1.727M
9,070 shares@ $190.45 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -1.13%
0.2%
$1.702M
10,153 shares@ $167.66 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.64%
0.18%
$1.569M
2,680 shares@ $585.61 avg price