Steigerwald, Gordon & Koch Inc.

Q2 2026 13F-HR Holdings

Location
Leesburg, VA
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
765
Total value ($000)
$1,008,882
Net value change ($000)
+34,722 (3.6%)
New positions
9
Sold out positions
26
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 11,073 183.2%
GS 11,011 259.6%
DuPont De Nemours Inc 8,882 NEW
GOOGL 6,207 23.4%
AAPL 5,390 11.4%
Q 5,291 46.3%
CARR 4,947 29.7%
ELV 4,198 31.9%
IBM 3,767 15.9%
V 3,366 13.6%
Top Reduces (Value $000, Stocks/ETFs)
DD -8,852 -100.0%
ZTS -6,139 -71.7%
ACN -5,715 -41.1%
CACI -5,356 -16.1%
ADBE -4,236 -77.0%
MCK -4,229 -13.4%
WMT -3,679 -10.9%
T -3,575 -28.7%
XOM -3,223 -100.0%
GIS -3,076 -68.3%
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