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Home > Institutional Investor > Steigerwald, Gordon & Koch Inc. > Profile

Instuitional Investor - Steigerwald, Gordon & Koch Inc.

Fund Profile
Filing Period:
Fund Name: Steigerwald, Gordon & Koch Inc.
Portfolio Value $948,230,662
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 88,003 $43,773,788 4.62%
2.
Apple Inc.
 AAPL 196,274 $40,269,580 4.25%
3.
Jpmorgan Chase & Co
 JPM 126,021 $36,534,868 3.85%
4.
Caci International Inc
 CACI 62,758 $29,916,739 3.16%
5.
International Business Machines Corp
 IBM 99,499 $29,330,511 3.09%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)