Steigerwald, Gordon & Koch Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

The Steigerwald, Gordon & Koch Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison reveals the changes in the holdings of the fund between the first and second quarters of 2023. In this article, we will explore the significant shifts in holdings, analyzing the companies that experienced the most substantial changes, and understanding the potential reasons behind these adjustments.

Apple Inc. (AAPL) remained one of the top holdings in the fund, with a minor decrease from 214,419 shares in Q1 2023 to 213,008 shares in Q2 2023. However, despite the decrease in the number of shares, the value of the holdings increased by 16.9% from $35,357,000 to $41,317,000. This increase in value might be attributed to the overall positive performance of Apple Inc. during this period.

Microsoft Corp. (MSFT) also maintained its position as a prominent holding in the fund, with a slight decrease from 89,167 shares to 88,810 shares. However, the value of the holdings increased by 17.6% from $25,706,000 to $30,243,000. Similar to Apple Inc., Microsoft Corp. experienced a positive performance during this period, resulting in the increase in value.

Deere & Co (DE) witnessed a negligible change in holdings, with a decrease of just 12 shares from 56,170 shares in Q1 to 56,158 shares in Q2. The value of the holdings decreased by 1.9% from $23,191,000 to $22,754,000. This minor adjustment in holdings and value suggests that Steigerwald, Gordon & Koch Inc. remained relatively stable in its investment approach towards Deere & Co.

Dicks Sporting Goods Inc (DKS) experienced a reduction in holdings from 161,668 shares to 160,037 shares, reflecting a decrease of 1.0%. The value of the holdings also decreased by 7.8% from $22,939,000 to $21,155,000. This decline in both shares and value could indicate a strategic reallocation of funds or a response to changes in the sports retail industry.

Moving on to CACI Intl Inc (CACI), the fund increased its holdings by 314 shares from 59,312 shares to 59,626 shares. Additionally, the value of the holdings grew by 15.6% from $17,572,000 to $20,322,000. The significant increase in value suggests that Steigerwald, Gordon & Koch Inc. has a positive outlook on CACI Intl Inc, potentially due to strong financial performance or other favorable indicators.

Stryker Corporation (SYK) also experienced a slight increase in holdings, with an addition of 482 shares from 65,855 shares to 66,337 shares. The value of the holdings increased by 7.7% from $18,799,000 to $20,238,000. This increase indicates confidence in the future prospects of Stryker Corporation.

Accenture Plc Ireland (ACN) saw a minor increase in holdings, with an addition of 564 shares from 64,604 shares to 65,168 shares. The value of the holdings increased by 8.9% from $18,464,000 to $20,109,000. This slight increase suggests a positive sentiment towards Accenture Plc Ireland.

JPMorgan Chase & Co (JPM) witnessed a modest increase in holdings, with 892 shares added from 127,684 shares to 128,576 shares. The value of the holdings grew by 12.4% from $16,638,000 to $18,700,000. This increase indicates a favorable outlook towards JPMorgan Chase & Co.

Visa Inc (V) observed a marginal increase in holdings, with an additional 474 shares from 77,046 shares to 77,520 shares. Despite the slight increase in shares, the value of the holdings grew by 6.0% from $17,370,000 to $18,409,000. The positive performance of Visa Inc. likely contributed to this increase in value.

These are just a few examples of the changes in holdings within the Steigerwald, Gordon & Koch Inc. portfolio. The data provides insights into the fund's activities and highlights the shifts in positions among various companies. It is important to note that this analysis does not consider other factors such as the fund's investment strategy or market conditions. Therefore, it is crucial for investors to conduct further research and analysis before making any investment decisions based on this information.

In conclusion, the Steigerwald, Gordon & Koch Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison demonstrates the dynamic nature of the fund's investments. The changes in holdings and values provide a glimpse into the fund's strategy and position adjustments. Investors can utilize this data as a starting point for further analysis and decision-making. Remember to always consult with financial professionals before making any investment decisions.