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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
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.4%
0.16%
$1.351M
1,474 shares@ $916.38 avg price
CATCaterpillar Inc
Recent Activity
Decreased -3.42%
0.14%
$1.236M
3,407 shares@ $362.87 avg price
RDNTRadnet Inc
Recent Activity
0.13%
$1.08M
15,470 shares@ $69.85 avg price
ORCLOracle Corp
Recent Activity
Decreased -0.28%
0.12%
$975,372
5,853 shares@ $166.65 avg price
TSLATesla Inc
Recent Activity
Decreased -9.03%
0.11%
$943,774
2,337 shares@ $403.84 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -1.05%
0.11%
$889,248
3,835 shares@ $231.88 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 0.35%
0.1%
$882,101
6,913 shares@ $127.61 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -2.13%
0.1%
$865,041
14,612 shares@ $59.21 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -1.03%
0.1%
$816,140
7,587 shares@ $107.58 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.27%
0.1%
$813,573
1,509 shares@ $539.15 avg price