Steigerwald, Gordon & Koch Inc.

Q1 2026 13F-HR Holdings

Location
Leesburg, VA
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
782
Total value ($000)
$974,160
Net value change ($000)
-67,664 (-6.5%)
New positions
27
Sold out positions
169
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CDNS 5,962 7360.5%
DE 5,223 20.7%
Q 4,468 64.3%
JNJ 4,422 18.7%
KMI 4,363 23.6%
GS 3,767 793.1%
NEE 3,400 17.2%
WMT 3,276 10.8%
LIN 3,176 21.8%
XOM 2,175 207.5%
Top Reduces (Value $000, Stocks/ETFs)
ABLZF -28,170 -100.0%
MSFT -9,496 -23.2%
ADBE -7,261 -56.9%
ACN -5,441 -28.1%
CHKP -5,176 -22.6%
IBM -5,011 -17.5%
ORCL -4,525 -26.3%
WFC -4,500 -14.7%
JPM -4,374 -100.0%
ADP -4,122 -20.0%
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