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| Steigerwald Gordon & Koch Inc
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|---|---|
| CRD # | 111685 |
| SEC # | 801-55694 |
| CIK # | 0001731876 |
| AUM | 1,322.7 M (2026-04-03) |
| Employees | 16 (62% Investors, 0% Brokers) |
| Phone | 703-777-8826 |
| Address | 893A Harrison Street, SE Leesburg, VA 20175 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001731876 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 47.3 | |
| J P Morgan Chase & Co | 35.3 | |
| United Technologies Corp /DE/ | 35.3 | |
| Wal Mart Stores Inc | 33.7 | |
| CACI International Inc /DE/ | 33.4 | |
| McKesson Corp | 31.6 | |
| Microsoft Corp | 31.5 | |
| Deere & Co | 30.4 | |
| Johnson & Johnson | 28.1 | |
| Travelers Companies Inc | 27.6 | |
| Alphabet Inc | 26.5 | |
| Wells Fargo & Co/MN | 26.2 | |
| Dicks Sporting Goods Inc | 25.4 | |
| Amgen Inc | 24.9 | |
| Visa Inc | 24.8 | |
| International Business Machines Corp | 23.6 | |
| FPL Group Inc | 23.2 | |
| Stryker Corp | 22.9 | |
| Kinder Morgan Inc | 22.8 | |
| Ventas Inc | 22.7 | |
| Linde PLC | 17.7 | |
| Check Point Software Technologies Ltd | 17.7 | |
| Coca Cola Co | 17.3 | |
| Carrier Global Corp | 16.7 | |
| Automatic Data Processing Inc | 16.5 | |
| Pfizer Inc | 14.6 | |
| Accenture PLC | 13.9 | |
| Sysco Corp | 13.7 | |
| Wellpoint Inc | 13.2 | |
| Oracle Corp | 12.7 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 305 | 156.3 |
| (b) Individuals (high net worth individuals) | 388 | 1,156.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 16 | 10.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 730 | 1,322.7 |
| By Discretionary | ||
| Discretionary | 730 | 1,322.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 730 | 1,322.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.4 | |
| United States Persons | 1,318.3 | |
| Total | 730 | 1,322.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001731876] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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|---|---|---|
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|
Chequers Financial Management LLC
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