PETTYJOHN, WOOD & WHITE, INC
Sector Allocation
- Other28.5%$196.0M
- Technology24.4%$167.8M
- Financials12.2%$83.7M
- Industrials7.7%$52.6M
- Healthcare7.5%$51.4M
- Consumer Staples6.7%$46.3M
- Consumer Discretionary4.9%$33.4M
- Energy4.3%$29.3M
- Communication Services1.9%$13.2M
- Utilities1.1%$7.5M
AUM History
13fpro.ai/research/fund/pettyjohn-wood-and-white-inc-1128213
Conviction and streaks
Stable · top 10 = 34.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$38.2MSPY
$36.0MGOOGL
$33.4MMSFT
$26.5MQQQ
$20.9MJPM
$20.8MWMT
$17.8MBRK.B
$16.2M- VANGUARD$15.2M
JNJ
$14.7MXOM.R34088
$14.5MCSCO
$14.3MAMZN
$13.3MPG
$12.4MRTX
$12.1MABBV
$12.0MHD
$11.9MBAC
$11.0M- ISHARES$10.5M
- VANGUARD$9.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/pettyjohn-wood-and-white-inc-1128213
PETTYJOHN, WOOD & WHITE, INC 13F holdings — Q2 2026
$687.3M portfolio (+9.5% QoQ) · 222 holdings · Q2 2026 13F · top 10 are 35% of the stock portfolio
$38.2M
5.5% of stocks
-0.2%This quarter+13.8%Since filed10+ qtrsHeld$36.0M
5.2% of stocks
+1%This quarter-0.9%Since filed10+ qtrsHeld$33.4M
4.9% of stocks
-0.3%This quarter-8.2%Since filed10+ qtrsHeld$26.5M
3.9% of stocks
+0.1%This quarter+8.2%Since filed10+ qtrsHeld$20.9M
3.0% of stocks
+5%This quarter-1.6%Since filed10+ qtrsHeld$20.8M
3.0% of stocks
-0.5%This quarter-8.5%Since filed10+ qtrsHeld$17.8M
2.6% of stocks
-0.7%This quarter+3.7%Since filed10+ qtrsHeld$16.2M
2.4% of stocks
-0.6%This quarter—Since filed10+ qtrsHeld- 9
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$15.2M
2.2% of stocks
-1.0%This quarter—Since filed—HeldAIQuality—Est. buy— $14.7M
2.1% of stocks
-0.2%This quarter+2.1%Since filed10+ qtrsHeld
All holdings — PETTYJOHN, WOOD & WHITE, INC (Q2 2026)
222 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | EXXON MOBIL CORP | Energy | $14.5M | 2.1% | 106K | -0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | CISCO SYSTEMS, INC. | Technology | $14.3M | 2.1% | 122K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AMAZON COM INC | Consumer Discretionary | $13.3M | 1.9% | 56K | +0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | PROCTER & GAMBLE Co | Consumer Staples | $12.4M | 1.8% | 84K | -0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | RTX Corp | Industrials | $12.1M | 1.8% | 64K | +0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | AbbVie Inc. | Healthcare | $12.0M | 1.8% | 48K | +0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | HOME DEPOT, INC. | Consumer Discretionary | $11.9M | 1.7% | 34K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | BANK OF AMERICA CORP /DE/ | Financials | $11.0M | 1.6% | 194K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $10.5M | 1.5% | 136K | -0.0% | — | — | 13F |
| 20 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $9.4M | 1.4% | 14K | -0.7% | — | — | 13F |
| 21 | NVIDIA CORP | Technology | $9.1M | 1.3% | 46K | -0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | PEPSICO INC | Consumer Staples | $8.7M | 1.3% | 64K | -0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Broadcom Inc. | Technology | $8.4M | 1.2% | 22K | +2% | 10+ qtrsAdded 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | NORFOLK SOUTHERN CORP | Industrials | $8.4M | 1.2% | 27K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | CHEVRON CORP | Energy | $8.1M | 1.2% | 49K | +0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES TR - U.S. TECH ETF | — | $7.6M | 1.1% | 30K | — | |||
| 27 | $GOOG | Alphabet Inc. | Technology | $7.3M | 1.1% | 21K | +0.6% | |||
| 28 | $IVZ | Invesco Ltd. | Financials | $7.1M | 1.0% | 33K | +0.5% | |||
| 29 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $6.7M | 1.0% | 35K | +1% | |||
| 30 | $META | Meta Platforms, Inc. | Technology | $6.4M | 0.9% | 11K | +2% | |||
| 31 | — | ISHARES TR - CORE S&P SCP ETF | — | $6.2M | 0.9% | 42K | -0.8% | |||
| 32 | $ABT | ABBOTT LABORATORIES | Healthcare | $5.7M | 0.8% | 63K | +3% | |||
| 33 | $BOTJ | BANK OF THE JAMES FINANCIAL GROUP INC | Financials | $5.6M | 0.8% | 219K | -2% | |||
| 34 | — | ISHARES TR - CORE S&P500 ETF | — | $5.5M | 0.8% | 7,326 | -0.8% | |||
| 35 | $FDX | FEDEX CORP | Industrials | $5.3M | 0.8% | 17K | -0.5% | |||
| 36 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $5.3M | 0.8% | 124K | -2% | |||
| 37 | $ORCL | ORACLE CORP | Technology | $5.2M | 0.8% | 35K | +2% | |||
| 38 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $5.1M | 0.7% | 34K | -2% | |||
| 39 | $CVS | CVS HEALTH Corp | Healthcare | $4.8M | 0.7% | 47K | -3% | |||
| 40 | — | ISHARES TR - US HLTHCARE ETF | — | $4.8M | 0.7% | 71K | -0.9% | |||
| 41 | $DIS | Walt Disney Co | Communication Services | $4.8M | 0.7% | 49K | -3% | |||
| 42 | — | ISHARES TR - MSCI EAFE ETF | — | $4.6M | 0.7% | 44K | +1% | |||
| 43 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $4.4M | 0.6% | 83K | +0.6% | |||
| 44 | — | ISHARES TR - U.S. FINLS ETF | — | $4.2M | 0.6% | 33K | -0.2% | |||
| 45 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $4.1M | 0.6% | 11K | -1% | |||
| 46 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $4.0M | 0.6% | 18K | -50% | |||
| 47 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $3.9M | 0.6% | 38K | +0.6% | |||
| 48 | $HONA | Honeywell Aerospace Inc. | Industrials | $3.9M | 0.6% | 18K | New | |||
| 49 | $LLY | ELI LILLY & Co | Healthcare | $3.8M | 0.6% | 3,185 | +30% | |||
| 50 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $3.6M | 0.5% | 16K | +3% | |||
| 51 | $MRK | Merck & Co., Inc. | Healthcare | $3.5M | 0.5% | 27K | -1% | |||
| 52 | $TFC | TRUIST FINANCIAL CORP | Financials | $3.3M | 0.5% | 66K | -0.4% | |||
| 53 | — | ISHARES TR - CORE US AGGBD ET | — | $3.2M | 0.5% | 32K | +6% | |||
| 54 | $SO | SOUTHERN CO | Utilities | $3.2M | 0.5% | 33K | +0.4% | |||
| 55 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $3.0M | 0.4% | 4 | — | |||
| 56 | $SHEL | Shell plc | Energy | $2.9M | 0.4% | 37K | +2% | |||
| 57 | $V | VISA INC. | Financials | $2.9M | 0.4% | 8,381 | +14% | |||
| 58 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $2.8M | 0.4% | 34K | +9% | |||
| 59 | $URI | UNITED RENTALS, INC. | Industrials | $2.8M | 0.4% | 2,461 | +0.2% | |||
| 60 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.8M | 0.4% | 3,839 | +0.9% | |||
| 61 | — | ISHARES TR - RUSSELL 2000 ETF | — | $2.7M | 0.4% | 8,945 | +7% | |||
| 62 | $SCHW | SCHWAB CHARLES CORP | Financials | $2.7M | 0.4% | 29K | +3% | |||
| 63 | $ICE | Intercontinental Exchange, Inc. | Financials | $2.6M | 0.4% | 21K | +3% | |||
| 64 | $UNP | UNION PACIFIC CORP | Industrials | $2.5M | 0.4% | 9,236 | -1% | |||
| 65 | $UBER | Uber Technologies, Inc | Technology | $2.4M | 0.3% | 34K | +4% | |||
| 66 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $2.4M | 0.3% | 82K | +0.1% | |||
| 67 | $ENB | ENBRIDGE INC | Energy | $2.4M | 0.3% | 44K | -0.8% | |||
| 68 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $2.3M | 0.3% | 19K | +1% | |||
| 69 | $SHW | SHERWIN WILLIAMS CO | Materials | $2.1M | 0.3% | 6,153 | +4% | |||
| 70 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $2.0M | 0.3% | 55K | -0.4% | |||
| 71 | $DUK | Duke Energy CORP | Utilities | $1.8M | 0.3% | 15K | -0.1% | |||
| 72 | $CAT | CATERPILLAR INC | Industrials | $1.8M | 0.3% | 1,727 | +2% | |||
| 73 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.8M | 0.3% | 6,531 | -2% | |||
| 74 | $PM | Philip Morris International Inc. | Consumer Staples | $1.8M | 0.3% | 9,936 | — | |||
| 75 | $KO | COCA COLA CO | Consumer Staples | $1.8M | 0.3% | 22K | -0.2% | |||
| 76 | $ADBE | ADOBE INC. | Technology | $1.7M | 0.3% | 8,323 | -3% | |||
| 77 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $1.7M | 0.3% | 36K | -2% | |||
| 78 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.6M | 0.2% | 6,055 | -0.1% | |||
| 79 | $NFLX | NETFLIX INC | Communication Services | $1.6M | 0.2% | 22K | +11% | |||
| 80 | $CARR | CARRIER GLOBAL Corp | Industrials | $1.6M | 0.2% | 21K | -6% | |||
| 81 | $BA | BOEING CO | Industrials | $1.5M | 0.2% | 6,934 | -3% | |||
| 82 | — | ISHARES TR - SELECT DIVID ETF | — | $1.4M | 0.2% | 9,064 | — | |||
| 83 | $MDT | Medtronic plc | Healthcare | $1.4M | 0.2% | 18K | -5% | |||
| 84 | $ELV | Elevance Health, Inc. | Healthcare | $1.3M | 0.2% | 3,458 | -15% | |||
| 85 | — | ISHARES TR - CORE HIGH DV ETF | — | $1.3M | 0.2% | 48K | +398% | |||
| 86 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $1.3M | 0.2% | 12K | +3% | |||
| 87 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $1.2M | 0.2% | 8,277 | New | |||
| 88 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $1.2M | 0.2% | 1,775 | -0.8% | |||
| 89 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $1.2M | 0.2% | 6,465 | +9% | |||
| 90 | — | ISHARES TR - PFD AND INCM SEC | — | $1.1M | 0.2% | 37K | -3% | |||
| 91 | $GLD | SPDR GOLD TRUST | Financials | $1.1M | 0.2% | 3,085 | — | |||
| 92 | $KMB | KIMBERLY CLARK CORP | Materials | $1.1M | 0.2% | 10K | -5% | |||
| 93 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $1.1M | 0.2% | 25K | — | |||
| 94 | $HSY | HERSHEY CO | Consumer Staples | $1.1M | 0.2% | 6,275 | -0.8% | |||
| 95 | — | ISHARES TR - RUS 2000 GRW ETF | — | $1.1M | 0.2% | 2,760 | — | |||
| 96 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $1.1M | 0.2% | 12K | +500% | |||
| 97 | $GE | GENERAL ELECTRIC CO | Industrials | $1.0M | 0.1% | 2,740 | — | |||
| 98 | — | ISHARES TR - MSCI ACWI ETF | — | $1.0M | 0.1% | 6,505 | +2% | |||
| 99 | $D | DOMINION ENERGY, INC | Utilities | $994K | 0.1% | 15K | -0.9% | |||
| 100 | $CCZ | COMCAST CORP | Communication Services | $970K | 0.1% | 40K | -10% | |||
| 101 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $940K | 0.1% | 4,262 | — | |||
| 102 | $AFL | AFLAC INC | Financials | $939K | 0.1% | 8,005 | — | |||
| 103 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $938K | 0.1% | 1,003 | — | |||
| 104 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $925K | 0.1% | 5,829 | -0.2% | |||
| 105 | $CSX | CSX CORP | Industrials | $915K | 0.1% | 19K | -2% | |||
| 106 | — | ISHARES TR - RUS MD CP GR ETF | — | $889K | 0.1% | 6,074 | — | |||
| 107 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $889K | 0.1% | 4,429 | -0.6% | |||
| 108 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $883K | 0.1% | 10K | +0.7% | |||
| 109 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $881K | 0.1% | 11K | +0.7% | |||
| 110 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $880K | 0.1% | 11K | -0.9% | |||
| 111 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $875K | 0.1% | 2,887 | -4% | |||
| 112 | $IVZ | Invesco Ltd. | Financials | $866K | 0.1% | 2,860 | +23% | |||
| 113 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $815K | 0.1% | 5,960 | +0.1% | |||
| 114 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $809K | 0.1% | 4,943 | -9% | |||
| 115 | $GEV | GE Vernova Inc. | Industrials | $801K | 0.1% | 682 | — | |||
| 116 | — | ISHARES TR - RUS 1000 GRW ETF | — | $780K | 0.1% | 6,280 | +300% | |||
| 117 | $INTC | INTEL CORP | Technology | $765K | 0.1% | 5,476 | — | |||
| 118 | $AMGN | AMGEN INC | Healthcare | $760K | 0.1% | 2,098 | +0.6% | |||
| 119 | $WELL | WELLTOWER INC. | Real Estate | $716K | 0.1% | 3,156 | -6% | |||
| 120 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $712K | 0.1% | 13K | -0.7% | |||
| 121 | $KLAC | KLA CORP | Technology | $712K | 0.1% | 2,359 | +904% | |||
| 122 | — | ISHARES TR - INTRM GOV CR ETF | — | $709K | 0.1% | 6,687 | +20% | |||
| 123 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $698K | 0.1% | 9,703 | -0.5% | |||
| 124 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $697K | 0.1% | 1,335 | — | |||
| 125 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $694K | 0.1% | 3,750 | — | |||
| 126 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $677K | 0.1% | 1,969 | -3% | |||
| 127 | $IDCC | InterDigital, Inc. | Technology | $665K | 0.1% | 2,350 | -8% | |||
| 128 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $644K | 0.1% | 1,109 | +3% | |||
| 129 | $ETN | Eaton Corp plc | Industrials | $638K | 0.1% | 1,497 | — | |||
| 130 | $BBY | BEST BUY CO INC | Consumer Discretionary | $634K | 0.1% | 8,352 | +3% | |||
| 131 | $AXP | AMERICAN EXPRESS CO | Financials | $633K | 0.1% | 1,870 | — | |||
| 132 | — | ISHARES TR - US AER DEF ETF | — | $618K | 0.1% | 2,550 | -1.0% | |||
| 133 | $TT | Trane Technologies plc | Technology | $612K | 0.1% | 1,247 | — | |||
| 134 | $T | AT&T INC. | Communication Services | $605K | 0.1% | 29K | -6% | |||
| 135 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $595K | 0.1% | 8,357 | — | |||
| 136 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $587K | 0.1% | 7,284 | +293% | |||
| 137 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $582K | 0.1% | 1,218 | +7% | |||
| 138 | $LRCX | LAM RESEARCH CORP | Technology | $580K | 0.1% | 1,339 | +6% | |||
| 139 | — | ISHARES TR - RUS 1000 VAL ETF | — | $572K | 0.1% | 2,360 | — | |||
| 140 | $LMT | LOCKHEED MARTIN CORP | Industrials | $564K | 0.1% | 1,107 | — | |||
| 141 | $CMI | CUMMINS INC | Industrials | $561K | 0.1% | 787 | +3% | |||
| 142 | — | ISHARES TR - US CONSUM DISCRE | — | $556K | 0.1% | 5,500 | — | |||
| 143 | — | VANGUARD WORLD FD - MEGA GRWTH IND | — | $522K | 0.1% | 5,935 | +400% | |||
| 144 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $518K | 0.1% | 1,047 | — | |||
| 145 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $515K | 0.1% | 2,120 | — | |||
| 146 | — | FIDELITY COVINGTON TRUST - QLTY FCTOR ETF | — | $512K | 0.1% | 6,294 | New | |||
| 147 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $512K | 0.1% | 10K | +0.0% | |||
| 148 | — | ISHARES TR - MSCI USA MIN ETF | — | $501K | 0.1% | 5,196 | -1% | |||
| 149 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $496K | 0.1% | 989 | -5% | |||
| 150 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | — | $488K | 0.1% | 3,550 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 14 new, 70 added to, 81 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (14)
$HONAHoneywell Aerospace Inc.$3.9M
first bought this quarter
$FDXFFedEx Freight Holding Company, Inc.$1.2M
first bought this quarter
- FIDELITY COVINGTON TRUST - QLTY FCTOR ETF$512K
first bought this quarter
$ISRGINTUITIVE SURGICAL INC$322K
first bought this quarter
$TXNTEXAS INSTRUMENTS INC$303K
first bought this quarter
- ISHARES TR - EAFE VALUE ETF$255K
first bought this quarter
+8 more in the Excel export
Added to (70)
- ISHARES TR - CORE HIGH DV ETF+398%
now $1.3M
now $20.9M · held 10+ qtrs, 4 adds in a row
- VANGUARD INDEX FDS - GROWTH ETF+500%
now $1.1M
$LLYELI LILLY & Co+30%
now $3.8M · held 10+ qtrs, 3 adds in a row
$KLACKLA CORP+904%
now $712K · held 3 qtrs
- ISHARES TR - RUS 1000 GRW ETF+300%
now $780K
+64 more in the Excel export
Trimmed (81)
$HONHONEYWELL INTERNATIONAL INC-50%
now $4.0M · held 10+ qtrs
$ELVElevance Health, Inc.-15%
now $1.3M · held 10+ qtrs, 2 trims in a row
now $14.3M · held 10+ qtrs
now $11.0M · held 10+ qtrs
$CVSCVS HEALTH Corp-3%
now $4.8M · held 10+ qtrs, 9 trims in a row
- VANGUARD SPECIALIZED FUNDS - DIV APP ETF-1.0%
now $15.2M
+75 more in the Excel export
Holdings by quarter
Every 13F PETTYJOHN, WOOD & WHITE, INC has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow PETTYJOHN, WOOD & WHITE?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of PETTYJOHN, WOOD & WHITE's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+1.5%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 5% over the last 4
Top 10 weight
35%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
PETTYJOHN, WOOD & WHITE, INC disclosed 222 positions worth $687.3M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 5.5% of the equity portfolio, followed by $SPY and $GOOGL. During the quarter the fund opened 14 new positions and exited 6 — including a new stake in $HONA. The portfolio is most concentrated in Other (28.5% of disclosed assets). All figures are sourced directly from PETTYJOHN, WOOD & WHITE, INC’s Form 13F-HR filing with the SEC under CIK 1128213.
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