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| Happy Holidays!! thanks for using AUM13F!! |
| Steigerwald Gordon & Koch Inc
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| CRD # | 111685 |
| SEC # | 801-55694 |
| CIK # | 0001731876 |
| AUM | $1.2 B (2025-07-03) |
| Employees | 17 (53% Investors, 0% Brokers) |
| Phone | 703-777-8826 |
| Address | 893A Harrison Street, SE Leesburg, VA 20175 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001731876 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 43.8 | |
| Apple Inc | 40.3 | |
| J P Morgan Chase & Co | 36.5 | |
| CACI International Inc /DE/ | 29.9 | |
| International Business Machines Corp | 29.3 | |
| VISA Inc | 29.0 | |
| Deere & Co | 28.0 | |
| United Technologies Corp /DE/ | 27.9 | |
| Wal Mart Stores Inc | 27.6 | |
| McKesson Corp | 27.3 | |
| Check Point Software Technologies Ltd | 27.2 | |
| Stryker Corp | 27.1 | |
| Wells Fargo & Co/MN | 27.0 | |
| Dicks Sporting Goods Inc | 26.7 | |
| Travelers Companies Inc | 25.4 | |
| Automatic Data Processing Inc | 24.7 | |
| Carrier Global Corp | 22.3 | |
| Accenture PLC | 21.0 | |
| Amgen Inc | 19.8 | |
| Kinder Morgan Inc | 19.7 | |
| Zoetis Inc | 18.4 | |
| Ventas Inc | 17.7 | |
| Wellpoint Inc | 17.7 | |
| Johnson & Johnson | 17.5 | |
| FPL Group Inc | 17.4 | |
| Oracle Corp | 16.3 | |
| Adobe Systems Inc | 16.2 | |
| Coca Cola Co | 15.8 | |
| Otis Worldwide Corp | 15.4 | |
| Sysco Corp | 14.9 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 307 | 183.1 |
| (b) Individuals (high net worth individuals) | 367 | 1,023.2 |
| (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 | 14 | 8.6 |
| (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 | 2,290 | 1,214.8 |
| By Discretionary | ||
| Discretionary | 2,290 | 1,214.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,290 | 1,214.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.4 | |
| United States Persons | 1,210.4 | |
| Total | 2,290 | 1,214.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001731876] |
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