Long-term investor
Steigerwald, Gordon & Koch Inc. @steigerwaldgordonkochinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001731876).
Record
- Tracked since 2025-06-30 (434 days), 57 trades recorded
- Returns: week n/a · month n/a · 90 days +4.9% · 6 months +2.5% · 1 year +5.5% · all +5.5%
- Max drawdown -3.0% · Sharpe 0.04 · win rate 15% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.2% · long · since 2025-06-30
- JPM · 3.8% · long · since 2025-06-30
- RTX · 3.4% · long · since 2025-06-30
- DE · 3.3% · long · since 2025-06-30
- GOOGL · 3.2% · long · since 2025-06-30
- MSFT · 3.1% · long · since 2025-06-30
- TRV · 3.1% · long · since 2025-06-30
- WMT · 3.0% · long · since 2025-06-30
- JNJ · 2.9% · long · since 2025-06-30
- DKS · 2.8% · long · since 2025-06-30
- V · 2.8% · long · since 2025-06-30
- CACI · 2.8% · long · since 2025-06-30