Steigerwald, Gordon & Koch Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison

In the ever-changing world of finance, it's essential for investors to keep a close eye on their portfolios. One way they can do this is by analyzing 13F filings, which provide a snapshot of a fund's holdings during a specific period. This article will examine the Q3 2023 and Q4 2023 13F holdings comparison for Steigerwald, Gordon & Koch Inc., highlighting the changes in their portfolio and the implications for investors.

Apple Holds Steady

One of the largest holdings in Steigerwald, Gordon & Koch Inc.'s portfolio is Apple Inc. Despite a minimal decrease in shares from Q3 to Q4 2023, the value of their holdings increased by 12.3%. This indicates that the fund has confidence in Apple's future performance and sees potential for growth.

Microsoft: A Favorable Outlook

Another prominent player in Steigerwald, Gordon & Koch Inc.'s portfolio is Microsoft Corp. Similar to Apple, Microsoft witnessed a slight decrease in shares but experienced a significant increase in value, with a growth rate of 21.1%. This suggests that the fund remains optimistic about Microsoft's prospects and expects continued success.

Dicks Sporting Goods Inc.: A Slight Drop

While most of the holdings in Steigerwald, Gordon & Koch Inc.'s portfolio showed positive growth, there were a few exceptions. Dicks Sporting Goods Inc. experienced a decline in both shares and value between Q3 and Q4 2023. Despite this, the decrease was marginal at 34.3%, indicating a potential short-term setback rather than a major cause for concern.

Accenture PLC Ireland: Slow and Steady Growth

Steigerwald, Gordon & Koch Inc. also maintained a position in Accenture PLC Ireland. Although the changes in shares and value were minor, the fund still saw growth of 15.1% between the two quarters. This suggests that the fund believes in Accenture's ability to generate consistent returns over time.

Deere & Co: A Negligible Change

Deere & Co, a leading manufacturer of agricultural machinery, showed a minimal change in both shares and value. With a 6.2% growth rate, it's clear that Steigerwald, Gordon & Koch Inc. considers Deere & Co a stable investment with the potential for moderate growth.

Adobe Inc.: Riding the Digital Transformation Wave

As the world becomes increasingly digital, businesses like Adobe Inc. are positioned to thrive. Steigerwald, Gordon & Koch Inc. recognized this potential and increased their stake in Adobe Inc. The fund's holdings saw an 18.6% increase in value, indicating their confidence in Adobe's ability to capitalize on the ongoing digital transformation.

JPMorgan Chase & Co: Banking on Stability

JPMorgan Chase & Co, one of the largest banks in the United States, continues to be a strong investment for Steigerwald, Gordon & Koch Inc. While there was a minimal change in shares, the fund saw a significant increase in the value of their holdings, with a growth rate of 17.9%. This suggests that the fund is banking on the stability and long-term viability of the banking industry.

Visa Inc: The Power of Plastic

Visa Inc, a global leader in payment technology, also caught the attention of Steigerwald, Gordon & Koch Inc. The fund increased its holdings in Visa Inc. and experienced a 14.2% growth in value. This demonstrates the fund's belief in the continued growth of the digital payments industry.

Stryker Corporation: Robust Healthcare Sector

Steigerwald, Gordon & Koch Inc. also maintained a position in the healthcare sector through its holdings in Stryker Corporation. With a modest growth rate of 10.5%, the fund sees potential in the medical technology and equipment industry.

Conclusion

As investors, it's crucial to analyze and understand the changes in a fund's holdings. Steigerwald, Gordon & Koch Inc.'s Q3 2023 vs. Q4 2023 13F holdings comparison provides valuable insights into their investment strategy. While some holdings experienced slight declines, the overall growth and confidence displayed by the fund suggest a positive outlook for their portfolio. By keeping track of these changes, investors can make informed decisions and stay ahead in the dynamic world of finance.