Steigerwald, Gordon & Koch Inc.

Q3 2025 13F-HR Holdings

Location
Leesburg, VA
Holdings as of
9/30/2025
Date filed
10/23/2025
Form type
13F-HR
Num holdings
823
Total value ($000)
$1,042,013
Net value change ($000)
+93,782 (9.9%)
New positions
699
Sold out positions
0
Turnover %
6.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ABLZF 28,192 NEW
AAPL 8,816 21.9%
GOOGL 7,334 54.2%
ORCL 6,636 40.7%
JPM 4,444 NEW
JNJ 3,922 22.5%
RTX 3,724 13.3%
JPM 3,680 NEW
Wells Fargo Co Dp Pf Cl A Sr Z 3,446 NEW
WELLS FARGO CO NEW 2,920 NEW
Top Reduces (Value $000, Stocks/ETFs)
CARR -4,121 -18.5%
UPS -3,723 -35.0%
ACN -3,324 -15.9%
ELV -2,996 -16.9%
DE -2,990 -10.7%
ADBE -2,031 -12.6%
SYK -1,805 -6.7%
ZTS -1,626 -8.9%
CHKP -1,588 -5.8%
IBM -1,382 -4.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type