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Holders — by stockHoldings — by fund

Steigerwald, Gordon & Koch Inc.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1731876

$1.01B

disclosed book value

765

positions

5.2%

largest position share

Positions, as of 2026-06-30

top 100 of 765 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLApple Inc182,026$52.7M5.2%
2JPMJP Morgan Chase & Co117,984$38.6M3.8%
3RTXRaytheon Technologies Ord179,530$34.1M3.4%
4DEDeere & Co52,809$33.5M3.3%
5GOOGLAlphabet Inc Class A91,449$32.7M3.2%
6MSFTMicrosoft Corp85,142$31.8M3.1%
7TRVTravelers Companies Inc93,276$30.8M3.1%
8WMTWal-Mart Stores Inc264,783$30.0M3%
9JNJJohnson & Johnson113,876$28.9M2.9%
10DKSDick's Sporting Goods125,954$28.6M2.8%
11VVisa Inc82,180$28.2M2.8%
12CACICACI International60,432$28.0M2.8%
13IBMInternational Business Machines97,405$27.4M2.7%
14MCKMcKesson Corporation36,210$27.4M2.7%
15WFCWells Fargo & Co325,174$26.9M2.7%
16AMGNAmgen Incorporated70,256$25.4M2.5%
17VTRVentas Inc275,078$24.4M2.4%
18SYKStryker Corp70,209$22.1M2.2%
19NEENextera Energy Inc248,810$21.8M2.2%
20KMIKinder Morgan Inc680,728$21.8M2.2%
21CARRCarrier Global Corp294,831$21.6M2.1%
22Linde PLC35,732$18.5M1.8%
23KOCoca Cola Company226,481$18.4M1.8%
24ADPAuto Data Processing80,207$18.0M1.8%
25ELVElevance Health Inc44,876$17.4M1.7%
26CDNSCadence Design System45,605$17.1M1.7%
27QQNITY ELECTRONICS INC102,301$16.7M1.7%
28SYYSysco Corporation189,790$15.9M1.6%
29GSGoldman Sachs Group Inc15,081$15.3M1.5%
30Check Point Software Tech114,987$15.1M1.5%
31ORCLOracle Corporation86,057$12.6M1.3%
32PFEPfizer Incorporated502,925$12.1M1.2%
33IVViShares Core S&P 500 ETF15,755$11.8M1.2%
34RVTYRevvity Inc103,494$11.5M1.1%
35OMCOmnicom Group Inc132,171$9.6M1%
36OTISOTIS Worldwide Corp127,556$9.1M0.9%
37DDDuPont De Nemours Inc65,479$8.9M0.9%
38TAT&T Inc428,809$8.9M0.9%
39BWABorgWarner132,715$8.8M0.9%
40DISWalt Disney Co85,249$8.2M0.8%
41BABoeing Co37,888$8.2M0.8%
42Accenture Ltd65,885$8.2M0.8%
43NVDANvidia Corp28,335$5.7M0.6%
44UPSUnited Parcel Service45,158$4.9M0.5%
45CTVACorteva Inc52,174$4.4M0.4%
46IJRiShares Core S&P Small-Cap ETF26,364$3.9M0.4%
47CATCaterpillar Inc3,381$3.6M0.4%
48PHINPhinia Inc41,159$3.4M0.3%
49LLYEli Lilly & Company2,796$3.4M0.3%
50IJHiShares Core S&P Mid-Cap ETF43,483$3.4M0.3%
51TROWT Rowe Price Group29,017$3.3M0.3%
52AMZNAmazon Com Inc13,216$3.1M0.3%
53DHRDanaher Corp Del15,971$3.0M0.3%
54GOOGAlphabet Inc Class C7,748$2.7M0.3%
55ZTSZoetis Inc33,674$2.4M0.2%
56BRK/BBerkshire Hathaway Class B3,906$2.0M0.2%
57SPYSPDR S&P 500 Index ETF2,476$1.8M0.2%
58TSMTaiwan Semiconductr ADR3,635$1.7M0.2%
59CSCOCisco Systems Inc13,433$1.6M0.2%
60HDHome Depot Inc4,072$1.4M0.1%
61GISGeneral Mills Inc40,983$1.4M0.1%
62PLTRPalantir Technologies Inc12,200$1.4M0.1%
63AVGOBroadcom Ltd3,701$1.4M0.1%
64PGProcter & Gamble Co9,108$1.3M0.1%
65COSTCostco Wholesale Corp1,417$1.3M0.1%
66ADBEAdobe Systems Inc6,184$1.3M0.1%
67VTIVanguard Total Stock Market3,317$1.2M0.1%
68VYMVanguard High Dividend7,680$1.2M0.1%
69METAMeta Platforms Inc1,892$1.1M0.1%
70LMTLockheed Martin Corp1,737$884,9830.1%
71PANWPalo Alto Networks2,485$847,4350.1%
72ABBVAbbvie Inc3,270$822,9350.1%
73TSLATesla Motors Inc1,899$798,7190.1%
74MAMastercard Inc1,488$764,1510.1%
75MARMarriott International Inc2,004$742,5780.1%
76AXPAmerican Express Company1,914$647,4110.1%
77AMATApplied Materials Inc895$646,8320.1%
78RDNTRadNet Inc10,365$639,2100.1%
79BCPCBalchem Corp3,760$635,2520.1%
80EVLVEVOLV TECHNOLOGIES HOLDINGS CL A ORD105,563$612,2650.1%
81MRKMerck & Co. Inc.4,655$598,1080.1%
82Asml Holding N V New York Shs287$570,9690.1%
83DUKDuke Energy Corporation4,331$548,2330.1%
84FTVFortive Corporation8,878$542,3400.1%
85INTCIntel Corp3,665$511,7930.1%
86Chubb Corporation1,480$504,2950%
87LGNDLigand Pharm Inc Cl B1,566$494,9970%
88LRCXLam Research Corp1,140$493,9960%
89RSPInvesco S&P 500 Equal Weight ETF2,272$483,5000%
90VLTOVERALTO ORD WI5,406$479,3740%
91VOOVanguard S&P 500 ETF678$465,9060%
92SNASnap On Inc1,145$460,7480%
93EFAiShares MSCI EAFE Index4,215$437,8540%
94NSCNorfolk Southern Corp1,382$434,9040%
95COFCapital One Financial2,158$432,9380%
96Seagate Technology440$424,6000%
97SPYMState Street SPDR Portfolio S&P 500 ETF4,806$422,3510%
98CVXChevron Corp2,531$419,5390%
99SOXXiShares PHLX Semiconductor ETF645$413,2900%
100COPConocophillips3,967$412,4090%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.