Institutional Manager · CIK 0001128213
PETTYJOHN, WOOD & WHITE, INC
LYNCHBURG, VA · File #028-05957
Latest AUM
$638.1M
Positions
214
Top-10 Concentration
45.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025214 pos · $638.1M
- 13F HOLDINGS REPORTQ/E Sep 2025203 pos · $605.7M
- 13F HOLDINGS REPORTQ/E Jun 2025197 pos · $559.8M
- 13F HOLDINGS REPORTQ/E Mar 2025188 pos · $521.7M
- 13F HOLDINGS REPORTQ/E Dec 2024195 pos · $545.6M
- 13F HOLDINGS REPORTQ/E Sep 2024196 pos · $543.0M
- 13F HOLDINGS REPORTQ/E Jun 2024192 pos · $515.0M
- 13F HOLDINGS REPORTQ/E Mar 2024186 pos · $502.5M
- 13F HOLDINGS REPORTQ/E Dec 2023177 pos · $423.6M
- 13F HOLDINGS REPORTQ/E Sep 2023175 pos · $434.5M
- 13F HOLDINGS REPORTQ/E Jun 2023172 pos · $409.1M
- 13F HOLDINGS REPORTQ/E Mar 2023169 pos · $401,170
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 133,053 | $36.2M | 7.17% |
| 2 | MICROSOFT CORP | MSFT | 70,819 | $34.2M | 6.79% |
| 3 | SPDR S&P 500 ETF TR | SPY | 47,494 | $32.4M | 6.42% |
| 4 | ALPHABET INC | GOOG | 94,865 | $29.7M | 5.88% |
| 5 | JPMORGAN CHASE & CO. | VYLD | 63,983 | $20.6M | 4.09% |
| 6 | WALMART INC | WMT | 160,182 | $17.8M | 3.54% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 32,440 | $16.3M | 3.23% |
| 8 | INVESCO QQQ TR | IVZ | 25,519 | $15.7M | 3.11% |
| 9 | VANGUARD SPECIALIZED FUNDS | 921908844 | 65,361 | $14.4M | 2.85% |
| 10 | EXXON MOBIL CORP | XOM | 108,103 | $13.0M | 2.58% |
| 11 | AMAZON COM INC | AMZN | 54,763 | $12.6M | 2.51% |
| 12 | JOHNSON & JOHNSON | JNJ | 58,825 | $12.2M | 2.41% |
| 13 | PROCTER AND GAMBLE CO | 742718109 | 84,373 | $12.1M | 2.40% |
| 14 | RTX CORPORATION | RTX | 64,262 | $11.8M | 2.34% |
| 15 | HOME DEPOT INC | HD | 33,101 | $11.4M | 2.26% |
| 16 | BANK AMERICA CORP | 060505104 | 197,216 | $10.8M | 2.15% |
| 17 | ABBVIE INC | ABBV | 47,291 | $10.8M | 2.14% |
| 18 | CISCO SYS INC | CSCO | 124,019 | $9.6M | 1.89% |
| 19 | PEPSICO INC | PEP | 64,683 | $9.3M | 1.84% |
| 20 | ISHARES TR | 464287507 | 136,905 | $9.0M | 1.79% |