Fund HoldingsSteigerwald, Gordon & Koch Inc.

Total Portfolio Value
$885.11M
Total Bought
$50.81M
Total Sold
$46.56M
Net Transaction
+$4.25M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
WELLS FARGO CO NEW(WFC)0341,746+341,746024,0042.71%+24,004
KINDER MORGAN INC DEL(KMI)656,443669,849+13,40614,50118,3542.07%+3,853
MCKESSON CORP(MCK)037,460+37,460021,3492.41%+21,349
VISA INC(V)82,85982,368-49122,78226,0322.94%+3,250
JPMORGAN CHASE & CO.(JPM)133,011129,795-3,21628,04731,1133.52%+3,067
APPLE INC(AAPL)205,599201,196-4,40347,90550,3845.69%+2,479
WALMART INC(WMT)298,584288,648-9,93624,11126,0792.95%+1,969
DISNEY WALT CO(DIS)0109,774+109,774012,2231.38%+12,223
DICKS SPORTING GOODS INC(DKS)0140,429+140,429032,1363.63%+32,136
AUTOMATIC DATA PROCESSING IN82,36780,608-1,75922,79423,5972.67%+803
PRICE T ROWE GROUP INC(TROW)0119,514+119,514013,5161.53%+13,516
PALANTIR TECHNOLOGIES INC(PLTR)35,00025,600-9,4001,3021,9360.22%+634
TRAVELERS COMPANIES INC(TRV)96,46495,927-53722,58423,1082.61%+524
AT&T INC(T)371,551378,468+6,9178,1748,6180.97%+444
AMAZON COM INC(AMZN)012,549+12,54902,7530.31%+2,753
ISHARES TR14,91115,155+2448,6018,9221.01%+321
BOEING CO(BA)035,851+35,85106,3460.72%+6,346
TESLA INC(TSLA)02,337+2,33709440.11%+944
SPDR S&P 500 ETF TR(SPY)2,6663,057+3911,5301,7920.20%+262
BLACKROCK INC(BLK)0219+21902240.03%+224
ALPHABET INC(GOOG)011,215+11,21502,1230.24%+2,123
ALPHABET INC(GOOG)09,070+9,07001,7270.20%+1,727
BROADCOM INC(AVGO)3,8763,835-416698890.10%+221
SALESFORCE INC(CRM)0633+63302120.02%+212
VANGUARD INDEX FDS6,3706,848+4781,8041,9850.22%+181
PFIZER INC(PFE)457,464504,224+46,76013,23913,3771.51%+138
PHINIA INC(PHIN)44,41044,315-952,0442,1350.24%+90
NETFLIX INC(NFLX)45345303214040.05%+82
CISCO SYS INC(CSCO)14,93114,612-3197958650.10%+70
CAPITAL ONE FINL CORP(COF)2,0602,06003083670.04%+59
TAIWAN SEMICONDUCTOR MFG LTD(TSM)03,154+3,15406230.07%+623
SNAP ON INC(SNA)1,0861,08603153690.04%+54
MASTERCARD INCORPORATED(MA)1,4781,473-57307760.09%+46
GOLDMAN SACHS GROUP INC(GS)58458402893350.04%+45
META PLATFORMS INC(META)2,6632,680+171,5251,5690.18%+45
BANK AMERICA CORP06,608+6,60802900.03%+290
MARRIOTT INTL INC NEW(MAR)01,456+1,45604060.05%+406
AMERICAN EXPRESS CO(AXP)1,6301,634+44424850.05%+43
COSTCO WHSL CORP NEW(COST)1,4801,474-61,3121,3510.15%+39
ISHARES TR03,995+3,99504060.05%+406
NVIDIA CORPORATION(NVDA)25,47423,194-2,2803,0943,1150.35%+21
VANGUARD INDEX FDS1,5051,509+47948140.09%+19
VANGUARD INDEX FDS2,4862,48606556710.08%+16
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,2001,316+1162152310.03%+16
PALO ALTO NETWORKS INC(PANW)02,634+2,63404790.05%+479
OREILLY AUTOMOTIVE INC(ORLY)28628603293390.04%+10
RADNET INC(RDNT)15,47015,47001,0731,0800.12%+7
SPDR SER TR
ST STR P500ETF
4,8044,80403243310.04%+7
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,015+1,01502360.03%+236
KEYSIGHT TECHNOLOGIES INC(KEYS)1,4011,40102232250.03%+2
VANGUARD WHITEHALL FDS6,8896,913+248838820.10%-1
VANGUARD INDEX FDS0746+74602090.02%+209
WEC ENERGY GROUP INC(WEC)2,1702,17002092040.02%-5
HUBBELL INC(HUBB)60460402592530.03%-6
ABBOTT LABS4,2474,214-334844770.05%-8
BANK AMERICA CORP20020002552440.03%-11
SCHWAB STRATEGIC TR3,68910,332+6,6432502400.03%-11
EVOLV TECHNOLOGIES HLDNGS IN(EVLV)150,563150,56306105950.07%-15
SELECT SECTOR SPDR TR
ST STR UTIL ETF
3,0623,06202472320.03%-16
STARBUCKS CORP(SBUX)3,1523,194+423072920.03%-16
CHEVRON CORP NEW(CVX)02,068+2,06803000.03%+300
UNION PAC CORP(UNP)986971-152432220.03%-22
COMCAST CORP NEW(CCZ)6,0856,146+612542310.03%-24
QUALCOMM INC(QCOM)01,498+1,49802300.03%+230
ORACLE CORP(ORCL)5,8705,853-171,0009750.11%-25
LOWES COS INC(LOW)1,1621,164+23152880.03%-27
LINDE PLC(LIN)49749702372080.02%-29
ISHARES TR44,49244,033-4592,7732,7440.31%-29
CHUBB LIMITED
COM
2,2452,237-86476180.07%-29
ISHARES TR
CORE MSCI EAFE
3,8173,81702982680.03%-30
ASML HOLDING N V
N Y REGISTRY SHS
0305+30502110.02%+211
ISHARES TR03,030+3,03002290.03%+229
NOVARTIS AG(NVS)2,0912,09102412030.02%-37
CSX CORP(CSX)07,459+7,45902410.03%+241
VERIZON COMMUNICATIONS INC(VZ)08,732+8,73203490.04%+349
TEXAS INSTRS INC(TXN)1,5691,512-573242840.03%-41
ISHARES TR6,7046,659-454424010.05%-41
MCDONALDS CORP(MCD)1,4221,345-774333900.04%-43
DUKE ENERGY CORP NEW(DUK)4,3124,206-1064974530.05%-44
NIKE INC(NKE)2,9612,864-972622170.02%-45
NORFOLK SOUTHN CORP(NSC)1,5791,479-1003923470.04%-45
DEERE & CO(DE)57,64756,668-97924,05824,0102.71%-47
PEPSICO INC(PEP)02,492+2,49203790.04%+379
FORTIVE CORP(FTV)9,1708,991-1797246740.08%-50
BALCHEM CORP4,3404,34007647070.08%-56
THE CIGNA GROUP(CI)82882802872290.03%-58
VERALTO CORP(VLTO)5,5525,470-826215570.06%-64
BERKSHIRE HATHAWAY INC DEL3,9233,841-821,8061,7410.20%-65
PROCTER AND GAMBLE CO(PG)10,27010,153-1171,7791,7020.19%-77
EXXON MOBIL CORP7,6667,587-798998160.09%-83
MERCK & CO INC(MRK)5,8295,812-176625780.07%-84
ABBVIE INC(ABBV)3,3453,238-1076615750.07%-85
ISHARES TR28,40828,090-3183,3233,2370.37%-86
HOME DEPOT INC(HD)4,7324,707-251,9171,8310.21%-86
UNITEDHEALTH GROUP INC(UNH)1,3001,292-87606540.07%-107
LOCKHEED MARTIN CORP(LMT)1,3531,333-207916480.07%-144
CATERPILLAR INC(CAT)3,5283,407-1211,3801,2360.14%-144
CORTEVA INC(CTVA)63,71763,209-5083,7463,6000.41%-146
INTERNATIONAL BUSINESS MACHS(IBM)101,562101,240-32222,45322,2562.51%-198
MONDELEZ INTL INC(MDLZ)2,8000-2,8002060-206
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