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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
MAMastercard Incorporated
Recent Activity
Decreased -0.33%
0.09%
$776,076
1,473 shares@ $526.87 avg price
BCPCBalchem Corp
Recent Activity
0.08%
$707,398
4,340 shares@ $163.0 avg price
FTVFortive Corp
Recent Activity
Decreased -1.95%
0.08%
$674,344
8,991 shares@ $75.01 avg price
VVVanguard Index Fds
Recent Activity
0.08%
$670,637
2,486 shares@ $269.77 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -0.61%
0.08%
$653,761
1,292 shares@ $506.01 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -1.47%
0.08%
$647,790
1,333 shares@ $485.97 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -3.07%
0.08%
$622,883
3,154 shares@ $197.49 avg price
CBChubb Limited
Recent Activity
Decreased -0.35%
0.07%
$618,083
2,237 shares@ $276.3 avg price
EVLVEvolv Technologies Hldngs In
Recent Activity
0.07%
$594,724
150,563 shares@ $3.96 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -0.29%
0.07%
$578,257
5,812 shares@ $99.5 avg price