Steigerwald, Gordon & Koch
Steigerwald, Gordon & Koch reported 765 stocks worth $1B in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are AAPL (5.2%), JPM (3.8%) and RTX (3.4%). Compared with Q1 2026, the fund opened new positions in DD, added to SYK, CDNS and Q, trimmed AAPL, JPM and RTX and sold out of DD, XOM and CTRA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $52.7M | 5.2% | 182K | −4,275 (−2%) | 8 of 8 | |
| 2 |  JPM Jpmorgan Chase & Co. | $38.6M | 3.8% | 118K | −1,893 (−2%) | 8 of 8 | |
| 3 |  RTX Rtx Corp | $34.1M | 3.4% | 180K | −3,234 (−2%) | 8 of 8 | |
| 4 |  DE Deere & Co | $33.5M | 3.3% | 53K | −1,194 (−2%) | 8 of 8 | |
| 5 |  GOOGL Alphabet Inc | $32.7M | 3.2% | 91K | −615 (−1%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $31.8M | 3.1% | 85K | No change | 8 of 8 | |
| 7 |  TRV Travelers Cos Inc | $30.8M | 3.0% | 93K | −1,279 (−1%) | 8 of 8 | |
| 8 |  WMT Walmart Inc | $30M | 3.0% | 265K | −6,124 (−2%) | 8 of 8 | |
| 9 |  JNJ Johnson & Johnson | $28.9M | 2.9% | 114K | −966 (−1%) | 8 of 8 | |
| 10 |  DKS Dicks Sporting Goods Inc | $28.6M | 2.8% | 126K | −2,036 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 DD Dupont DE Nemours Inc | $8.9M | 193K |
 XOM Exxon Mobil Corp | $3.2M | 19K |
HONEYWELL INTL INC | $100K | 441 |
 CTRA Coterra Energy Inc | $78K | 2,207 |
 SCHI Schwab Strategic TR | $63K | 2,760 |
🔒 Free account: see all 23.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 23, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Steigerwald, Gordon & Koch 13F FAQ
What does Steigerwald, Gordon & Koch own?
Steigerwald, Gordon & Koch reported 765 stocks worth $1B in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are AAPL (5.2%), JPM (3.8%) and RTX (3.4%). The table above lists every position in the filing (the top 10 without an account).
What did Steigerwald, Gordon & Koch buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 78 added to, 113 trimmed and 23 sold out. New positions include DD. It sold all of DD, XOM and CTRA.
When will Steigerwald, Gordon & Koch file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Steigerwald, Gordon & Koch's portfolio worth?
The Q2 2026 filing reports $1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.