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Latest PETTYJOHN, WOOD & WHITE, INC Stock Portfolio

$627Million | No. of Holdings #213

PETTYJOHN, WOOD & WHITE, INC Performance

2026 Q1-1.92%
YTD-1.92%
2025+15.63%

About PETTYJOHN, WOOD & WHITE, INC and 13F Hedge Fund Stock Holdings

PETTYJOHN, WOOD & WHITE, INC is a hedge fund based in Lynchburg, VA. On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, PETTYJOHN, WOOD & WHITE, INC reported an equity portfolio of $627.9 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of PETTYJOHN, WOOD & WHITE, INC are AAPL, SPY, GOOG. The fund has invested 5.3% of it's portfolio in APPLE INC and 4.9% of portfolio in STATE STR SPDR S&P 500 ETF T. <br><br> The fund managers got completely rid off SYNOVUS FINL CORP (SNV), UNITEDHEALTH GROUP INC (UNH) and GENERAL MLS INC (GIS) stocks. They significantly reduced their stock positions in INTERDIGITAL INC (IDCC), SOLSTICE ADVANCED MATLS INC and KIMBERLY-CLARK CORP (KMB). PETTYJOHN, WOOD & WHITE, INC opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), PINNACLE FINL PARTNERS INC and CORNING INC (GLW). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC. (NFLX), ISHARES TR (AAXJ) and AUTOMATIC DATA PROCESSING IN (ADP).
PETTYJOHN, WOOD & WHITE, INC Equity Portfolio Value
Last Reported on: 15 May, 2026
$627Million
  as of May 15, 2026

PETTYJOHN, WOOD & WHITE, INC Annual Return Estimates Vs S&P 500

Our best estimate is that PETTYJOHN, WOOD & WHITE, INC made a return of -1.92% in the last quarter. In trailing 12 months, it's portfolio return was 14.66%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dimensional etf trust430,453
dimensional etf trust300,100
dimensional etf trust271,760
pinnacle finl partners inc243,174
corning inc239,308
New stocks bought by PETTYJOHN, WOOD & WHITE, INC

Additions

Ticker% Inc.
netflix inc.57.95
ishares tr27.53
automatic data processing in18.72
schwab strategic tr16.4
uber technologies inc15.49
ishares tr13.3
invesco exch traded fd tr ii12.62
invesco exchange traded fd t9.65
Additions to existing portfolio by PETTYJOHN, WOOD & WHITE, INC

Reductions

Ticker% Reduced
interdigital inc-35.76
solstice advanced matls inc-15.93
kimberly-clark corp-12.6
united parcel svcs inc-11.88
ishares tr-11.06
comcast corp new-10.98
bank of the james finl gp in-10.79
analog devices inc-8.94
PETTYJOHN, WOOD & WHITE, INC reduced stake in above stock

Sold off

Ticker$ Sold
general mls inc-255,890
synovus finl corp-269,870
lincoln natl corp ind-206,130
unitedhealth group inc-263,428
mastercard incorporated-227,211
PETTYJOHN, WOOD & WHITE, INC got rid off the above stocks

Sector Distribution

PETTYJOHN, WOOD & WHITE, INC has about 32% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Industrials
  • Financial Services
  • Consumer Defensive
  • Healthcare
  • Energy
  • Consumer Cyclical
  • Utilities
Sector%
Others32
Technology15.8
Communication Services8.6
Industrials8.3
Financial Services7.9
Consumer Defensive7.9
Healthcare7.3
Energy5.1
Consumer Cyclical4.9
Utilities1.5

Market Cap. Distribution

PETTYJOHN, WOOD & WHITE, INC has about 66.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP50.7
UNALLOCATED32
LARGE-CAP15.8

Stocks belong to which Index?

About 65.9% of the stocks held by PETTYJOHN, WOOD & WHITE, INC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50065.9
Others33.6
Top 5 Winners (%)%
solstice advanced matls inc
52.3 %
MPC
marathon pete corp
50.1 %
PSX
phillips 66
41.1 %
COP
conocophillips
41.0 %
XOM
exxon mobil corp
40.8 %
Top 5 Winners ($)$
XOM
exxon mobil corp
5.3 M
CVX
chevron corporation
2.7 M
JNJ
johnson & johnson
2.2 M
WMT
walmart inc
2.1 M
XLB
select sector spdr tr
1.4 M
Top 5 Losers (%)%
ADBE
adobe inc
-30.2 %
ACN
accenture plc ireland
-25.8 %
QCOM
qualcomm inc
-24.7 %
COF
capital one finl corp
-24.2 %
ORCL
oracle corp
-24.1 %
Top 5 Losers ($)$
MSFT
microsoft corp
-8.0 M
GOOG
alphabet inc
-2.4 M
AAPL
apple inc
-2.4 M
JPM
jpmorgan chase & co
-1.8 M
ORCL
oracle corp
-1.6 M

PETTYJOHN, WOOD & WHITE, INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PETTYJOHN, WOOD & WHITE, INC

PETTYJOHN, WOOD & WHITE, INC has 213 stocks in it's portfolio. About 35% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for PETTYJOHN, WOOD & WHITE, INC last quarter.

$627.92MTotal Value
219Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of PETTYJOHN, WOOD & WHITE, INC, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PETTYJOHN, WOOD & WHITE, INC's holding in Ishares Tr over time
0.19%38,454
$1.17M
0.19%
decreased 2.9 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PETTYJOHN, WOOD & WHITE, INC's holding in Ishares Tr over time
0.14%6,390
$884.2K
0.14%
increased 13.3 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PETTYJOHN, WOOD & WHITE, INC's holding in Ishares Tr over time
0.09%5,559
$593.0K
0.09%
increased 27.53 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PETTYJOHN, WOOD & WHITE, INC's holding in Ishares Tr over time
0.09%2,575
$563.3K
0.09%
increased 3.62 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PETTYJOHN, WOOD & WHITE, INC's holding in Ishares Tr over time
0.06%7,535
$402.0K
0.06%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PETTYJOHN, WOOD & WHITE, INC's holding in Ishares Tr over time
0.05%5,825
$310.0K
0.05%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PETTYJOHN, WOOD & WHITE, INC's holding in Ishares Tr over time
0.04%4,075
$219.4K
0.04%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
PETTYJOHN, WOOD & WHITE, INC's holding in Ishares Tr over time
0.07%8,790
$443.8K
0.07%
increased 3.53 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
PETTYJOHN, WOOD & WHITE, INC's holding in Vaneck Etf Trust over time
0.04%630
$241.5K
0.04%
unchanged 0 percentunchanged