Steigerwald, Gordon & Koch Inc.

Q3 2026 13F-HR Holdings

Location
Leesburg, VA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
724
Total value ($000)
$931,658
Net value change ($000)
-77,224 (-7.7%)
New positions
44
Sold out positions
85
Turnover %
10.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
PANW 12,312 1453.6%
MSFT 11,010 34.7%
CACI 8,535 30.5%
RVTY 4,264 37.0%
AMGN 4,247 16.7%
MCK 3,503 12.8%
GS 3,170 20.8%
XOM 3,036 NEW
AAPL 2,809 5.3%
ADP 2,740 15.3%
Top Reduces (Value $000, Stocks/ETFs)
WMT -29,989 -100.0%
V -28,195 -100.0%
WFC -26,872 -100.0%
DKS -11,996 -42.0%
IBM -5,939 -21.7%
CARR -5,455 -25.2%
CHKP -3,943 -26.1%
OTIS -3,731 -40.9%
ORCL -3,118 -24.7%
NEE -2,962 -13.6%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type